Revision as of 09:07, 17 May 2022

Power BI Integration with ICI  

ICI integration with Power Business Intelligence (BI) provides real time analytics and ad-hoc report generation capabilities to the user, through a configurable option of providing the Advanced Analytics tile on the Dashboard as an additional entity, with the access controlled through Privileges defined in Security Groups. This is a configurable option that can be turned On/Off. It allows you to gain insights by slicing and dicing data to generate reports quickly, so that you can take necessary action. Using this tile, you can:

• View reports created using power BI integration
• Create new reports using a selected Entity as required 
• Control created reports through Security Group
• Ask a Question

As a User, you can:

• Access the Advanced Analytics Reports page directly on clicking the Advanced Analytics tile. This opens the Advanced Analytics page with the Analytics Reports tile selected and displaying self-generated and global reports.

• Access self-generated reports quickly from the My Reports section on the Advanced Analytics page.
• Access global reports from the Global Reports section of the Advanced Analytics page, if access is provided by the Administrator through Security Groups.
• Generate report based on different data models. For example, Agreement, Clause, Obligations & Fulfillments or Template. If ICI has only one dataset (for example, Agreement), then you will be taken directly to the Power BI user interface of the Agreement. However, if ICI has multiple datasets configured, then then you will be re-directed to the page where you can view a list of all the datasets in ICI. Clicking one of those datasets will direct you to the Power BI interface.

As an Administrator, you can:

• Save global reports as a separate entity and control access to such reports through Security Groups, either from the Security Groups tile or the Save Report window.

While creating reports, users with access to Power BI dashboards will now be able to see BusinessAppType filter in the agreement data model. Since the create report functionality is common to sourcing and contracting, using this filter allows users to create reports for either.

Using the BusinessAppType filter:

Go to Advanced Analytics > Create Report.  Select a dataset, for example, Agreement. The  BusinessAppType filter will be visible in the Agreement data type.

Viewing Existing Reports 

To view reports:
1.Click the Advanced Analytics tile on the Dashboard. This opens the Advanced Analytics page.
2.Click a report that you created on the My Reports section. You can edit this report. For example, clicking the PowerBI_UserReport in the My Reports section opens it in Power BI as shown in the screenshot below.
3.Click a report on the Global Reports section to view a global report. Access to these reports is provided by the Administrator through Security Groups. For example, clicking the Power BI Report Contract Type in the Global Reports section opens it in Power BI as shown in the screenshot below. 

 Creating Reports 

To create a Report:
1. Click the Advanced Analytics tile on the Dashboard. This opens the Advanced Analytics page.
2. Click the Create Report tile. The available datasets will be displayed.

3. Click the desired dataset. For example, Agreement. The Power BI user interface opens.

4. In the FIELDS section, search or select from the available Agreements. For example, Agr_Agreement. 
5. Select the options (from window on the right hand side) by which you want to create a personalized report. For example, Contract Type. Created By, and Expiry Date. The information or the customized report will be displayed in the main window.

Report wise access control of Power BI reports

ICI enables Admin to edit, report wise access of Power BI reports. This will include following functionalities:  

Admin can edit accesses (only one of the three access rights – Manage or View or None) through Security Group settings 

To check if the security group setting of current reports is same as before the Update was made. Existing View/None access remained as it is for other existing reports. 

The ‘Power BI reporting’ privilege is removed from “Privileges” list of Security Group settings 

“Manage” access radio button for SSRS reports is disabled.  

“Manage” access radio button is enabled only for all Power BI reports (OOTB & Custom). 

If the user has created any report, it is visible in the ‘My Reports’ tab on “Analytics Reports” page. 

If my reports section is empty - “You have not created any report yet. Go ahead and try creating a report. See help documentation to get more info.” Message is displayed 

For Admin to edit accesses (only one of the three access rights – Manage or View or None) through Security Group settings:  

1. Click “Admin” tile on Home page. 
2. Click “Security Groups”, the Security Groups page opens. 
3. Click the three dots icon and select “View Details”. 

4. The Default security group details are displayed. Click on “Report” tab. All Reports are displayed along with the access permissions “Manage”, “View” and “None”. 

5. Click on “Edit” button on right top corner. “Edit Security Group” page opens. 

6. Click on “Report” tab. Accesses can be now changed for each Power BI report from here. Any one of the three access can be chosen – “Manage” or “View” or “None”. 

7. Click on “Next” button from Report > Users > Privileges > Verify. After verifying all the changes made click on “Update” button.  
8. Changes are saved and the updated Security Group will appear on the top of the list “Security Groups”. 

To check if the security group setting of current reports is same as before the Update in access was made: 

1. Click “View Details” for the Security Group for which you want to check the settings. 
2. Click on “Report” tab. Check for non-Power BI Reports. Their access permissions remained “View” and “None”.  

For example, Agreement Clause Content Report – its access permission was “View”, before and after the Update. 

Before Update: 

After Update:

To check if the Power BI reporting privilege is removed from “Privileges” list of Security Group settings: 

1. Click “View Details” for the Security Group for which you want to check the settings. 
2. Click on “Privileges” tab. Check for ‘Power BI reporting’ privilege in the list. It is not present. 

 Asking a Question 

To Ask a Question:
1. Click the Advanced Analytics tile on the Dashboard. This opens the Advanced Analytics page.
2. Click the Ask a Question tile. The available datasets will be displayed on the AskQuestion page.
3.Click the desired dataset. For example, Clause. The Power BI user interface opens.
4. Click the Ask a Question tile to ask a question about your data. This is also a configurable option that can be turned On/Off.

5. You can now ask a question about your data for the selected dataset (that is Clause). Data related to the Clause will be displayed. For example, clause agreements, date hierarchy, etc.
6. Select the option that you want information about. For example, if you select clause agreements, the available Clause Agreements that you are authorized to view will be displayed in a drop-down menu filtered based on the type ahead functionality.

7. Select an option from the drop-down list. For example, clause agreements by Business Status Expired and Expiry Date. So, based on your question, the Expired Clause Agreements with their Expiry Date will be displayed.

This displays the count at the bottom center of the window.

•  You can also view the Agreements by pie chart, table, matrix, and so on.

Default Dashboards in Advanced Analytics