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Power BI Report

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Update Root Company Processing link to consider center active status

Example: Root ID 97031000 When you click on the Root Company Processing link in Salesforce, it shows 116 accounts and 155 centers. The 116 accounts is the number of accounts in Salesforce - but it doesn't take into consideration accounts marked as...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Completed

Only display active centers in the top 100 report

Link to report: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/c7f3a7a5-3d0c-4468-9b59-4292c21b14b7/ReportSection51752f29c8779f5b6e9c?experience=power-bi For example, Cadence shows 445 centers. However, the segmentatio...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 1 Completed

Create a report for rolling 13 months of processing dollars

ELT would like to run a report by root ID and see processing over the last 13 months, be able to see this for the entire company, and by center within the company. I was asked to provide a report for CDS and provided the data from TE Portfolio Mon...
Anastasia Goggins about 2 years ago in Data Platform / Power BI Report 1 Completed

Request for SMTP information

Need to pull a list of all customers currently using SMTP settings. And confirm what % of customers are using SMTP vs all of Desktop Customers and all Procare Customers
Mary Hoover about 2 years ago in Data Platform / Power BI Report 0 Completed

Create a Top 100 report based on top revenue accounts

ELT wants me to update this report quarterly. Would love to have a report in PBI so it is not manual. Here is the most recent copy I made: https://procaresoftwarellc-my.sharepoint.com/:x:/g/personal/akc_procaresoftware_com/EZd9wRMgce5Lknesk0wimiwB...
Anastasia Goggins about 2 years ago in Data Platform / Power BI Report 0 Completed

Update root ID filter on TE portfolio monitoring report

I am using the Center Table report: https://app.powerbi.com/groups/99727438-bf4f-43fb-93fb-e3d4f50216d6/reports/a6670125-0795-4acb-ad8b-eec77d78bd2e/ReportSection699cd5a3bd456cc0e1db There is a filter for root ID, but it's just a long checklist an...
Anastasia Goggins over 2 years ago in Data Platform / Power BI Report 0 Completed

Update Desktop Extras report to include KinderConnect Extra

The existing Desktop Extras Power BI Report does not include the KinderConnect extra. We'd like to get the KinderConnect extra added to this report. Currently the extra supports 2 states (NY and Missouri) and we are working on adding 2 new states ...
Jessica Moloney over 2 years ago in Data Platform / Power BI Report 0 Completed

Existing TE high-value opportunity base data set (Underutilized)

Create a view that exposes the following data, as the basis for a future data feed to Salesforce.
John Margheret about 3 years ago in Data Platform / Power BI Report 0 Completed