Creating Reports

Therefore™ can send data to Power BI where the data can be visualized. Power BI offers numerous tools to create complex reports. These reports can be saved to a Power BI Dashboard, which can be then be displayed in the Therefore™ Navigator by adding the URL to the Power BI Dashboard in the Therefore™ Navigator options.

Sending Therefore™ Data to Power BI

1. Right Click on Power BI Folder under the Reporting Node in the Therefore™ Solution Designer. Click 'New Data Set'.

2. Select a name for the data set. This is the name that will appear in the Power BI interface.

3. Select 'New Index Data upload' for information from a Therefore™ case or category or 'New Workflow Data upload'.  Categories must have decimal fields and date fields. Select which data fields should be uploaded to Power BI, and optionally select how often the data is refreshed in Power BI.

4. The data is immediately uploaded to Power BI.