Standard Operating Procedure:
Power BI Reports for Power Users
Purpose:
To establish guidelines for creating and maintaining new Power BI Reports. All users are responsible for the following this SOP.
Definitions:
Portal: Vizion 360 Impact Portal
Power BI Web: app.powerbi.com
Talentlaunch Playground : This is the workspace in Power BI Web.
Branding: This are based on each OCs style guide for Marketing.
Procedure:
1. Log into app.powerbi.com
2. Locate Workspaces -> TalentLaunch Playground
3. Click into the TalentLaunch Playground
4. Navigate to Datasets
5. Click on the chart under Actions (see screenshot below)
6. Start Creating your report
7. When the Report is complete go to File -> Save As. At this point it will ask you to name your report.
8. Please make sure to use the naming convention as follows(No spaces until Report name):
a. OC–UserName(FLast)–Report Name
b. Examples :
AIS-Jwittine-Open Job Orders
ASG-MKotora-Sourcing Report
ASG-KKramer-Recruiting Report
ASG-DPeters-Client by Connects
BSC-KAho-Active Placements
Search-MErney-Open Job Orders
ST-SCox-Sales Report
TL-DPittak-Executive Report
TMG-MMongillo-KPI Weekly Report
**IF THE STANDARD NAMING CONVENTION IS NOT FOLLOWED, IT MAY RESULT IN YOU RECREATING YOUR REPORT AGAIN **
9. At this point it is time to evaluate your report.
10. Will you want this report published to the portal? If yes, Please continue!
11. When you are ready to publish to the portal, create a Service Request inside of Freshservice it will be the Power BI Push Report to Portal Request.
12. The Service Request form will ask 3 questions :
a. What is the name of the Report?
b. How many people are looking at this report?
c. What is the goal you are trying to achieve?
d. Would you like this Report emailed to you?
- If yes, How frequently do you want the report emailed?
- if weekly what day of the week?
13. When the Request is submitted someone in IT will take that report and add Branding to the report.
14. After we apply the Branding we will then publish this to the Portal and update the ticket when it is available.
Things to Keep In Mind:
1. When creating the report name follow the standard naming convention.
2. If the report is only going to be used by 1 person, IT will not publish the report to the Portal.
3. If a report has not been used for over 15 weeks, IT will be removing it from the TalentLaunch Playground and Archiving the report in Google Drive.
4. If a Power User has been inactive for 30 Days, IT will be removing the user.