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Begin ingesting Event Tracker data from Desktop into PowerBI

Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...
Justin Cook 5 months ago in Data Platform / Power BI Report 0

Ingest Payment Methods Data for Online

Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...
Guest 7 months ago in Data Platform / Power BI Report 0

Add more columns to Source Quality (Internal) Report for SW/PE/TE Churn

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/7794e998-66d4-406c-930c-933866222062/ReportSection4e6c15315793747a7138?experience=power-bi Platform Churn: Cancel Date Filter (asuming this is the date the...
Anastasia Goggins 7 months ago in Data Platform / Power BI Report 0 Planned

Report on Salesforce Chatter Topics related to Cases and Accounts

Support uses Chatter Topics to track when a support case is related to a certain dev ticket/issue (ex. PSD-33850). Beth Carlin asked me if we could add either a filter to the chatter topics dashboard for enterprise customers, or a report on the En...
Anastasia Goggins 7 months ago in Data Platform / Power BI Report 0

Add number of transactions to 15-month summary

TE Support and AM are using merchant statements in TE.com when a TE Pricing Action call gets escalated. They are using this to get the TE fees split by ACH and CC. They now know to use the 15 month summary to get that information, but also request...
Anastasia Goggins 7 months ago in Data Platform / Power BI Report 0 Planned

Have a report that shows Desktop License screen, and what modules are applied

Link to support article showing DT license: https://www.procaresupport.com/procare-desktop/docs/license-configuration?highlight=license If a customer has multiple licenses on the same IKN, and they vary (ex. 2 fulls and 1 mini) we are unable to se...
Anastasia Goggins 10 months ago in Data Platform / Power BI Report 2

Add a bar chart to Desktop Application Tracking

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/509aab43-2cd0-4442-aafb-db091e1e7838/ReportSection3f3e0dfcddf2ee1a86fe?experience=power-bi A common question AM gets asked is "well what was the customer u...
Anastasia Goggins 11 months ago in Data Platform / Power BI Report 0

Add AM and Implementation to Customer Support report

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/9efd4e48-30f8-4cab-b16d-44ae495f92e9/ReportSection60f045626961fbdfd1dc?ctid=f9b0df12-ed5c-4d8b-9083-a55ce3409b72&experience=power-bi&bookmarkGuid=B...
Anastasia Goggins 11 months ago in Data Platform / Power BI Report 1

Add company and root ID filters to W2 and TT reports

Link to reports: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/bd062417-4a51-4e6b-8678-a30be8818ceb/ReportSection6edfbbcede1fb6bf24cc?experience=power-bi Can we add filters for Company ID and Root ID so we can search ...
Anastasia Goggins 11 months ago in Data Platform / Power BI Report 0

Show revenue by root account owner

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, exp...
Anastasia Goggins about 1 year ago in Data Platform / Power BI Report 0 Planned