Power BI Integration with ICM [edit]



= Power BI Integration with ICM&nbsp;&nbsp; =

ICM 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.&nbsp;Using this tile, you can:

*View reports created using power BI integration 
*Create new reports using a selected Entity as required&nbsp; 
*Control created reports through&nbsp;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. 
<div class="image-green-border">[[File:7.12 Power BI 1.PNG|720px|7.12 Power BI 1.PNG]]</div> <div class="image-green-border">&nbsp;</div> 
*Access self-generated reports quickly from the <u>My Reports</u> section on the ''Advanced Analytics ''page. 
*Access global reports from the&nbsp;''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 ICM has only one dataset (for example, ''Agreement''), then you will be taken directly to the Power BI user interface of the Agreement. However, if ICM 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 ICM. 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''. &nbsp;'''Select''' a dataset,&nbsp;for example, ''Agreement''. The &nbsp;''BusinessAppType'' filter will be visible in the Agreement data type.
<div class="note-box">'''Note''': Users will be able to see an application (such as Sourcing) in the filter only if it is enabled in ICM.</div> 
== Viewing Existing Reports&nbsp; ==

To view reports:<br/> 1.'''Click''' the ''Advanced Analytics'' tile on the Dashboard. This opens the ''Advanced Analytics'' page.<br/> 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&nbsp;it in Power BI as shown in the screenshot below.<br/> 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.&nbsp;
<div class="note-box">'''Note''': By hovering over a global report, you can view who has created it. If you are not a Primary Owner, you can only view a report but not edit it.</div> 
== &nbsp;Creating Reports&nbsp; ==

To create a Report:<br/> 1.&nbsp;'''Click '''the ''Advanced Analytics'' tile on the ''Dashboard''. This opens the ''Advanced Analytics'' page.<br/> 2.&nbsp;'''Click''' the ''Create Report'' tile.&nbsp;The available datasets will be displayed.
<div class="image-green-border">[[File:7.12 Power BI 2.PNG|720px|7.12 Power BI 2.PNG]]</div> 
3.&nbsp;'''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''.&nbsp;<br/> 5.&nbsp;'''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.
<div class="note-box">'''Note''': The Agreements, Clauses, Obligations & Fulfillments and Templates displayed in the Fields window are based on user authorization i.e. you can only see entities that you have permission to view.&nbsp;</div> <div class="image-green-border"><br/> 6.&nbsp;'''Click'''&nbsp;''File >''&nbsp;''Save as''&nbsp;to save and generate the report. A window opens so that you can enter a name for the report.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Power BI 6.png|420px|Power BI 6]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. Name the report and '''click''' ''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="image-green-border">The saved report will appear in the ''Privileges ''section of the''Security Group Detail''s page. If you have ''Manage'' access to this report, then you will be able to view and access this report on the ICM user interface in the ''My Reports ''section of''Advanced Analytics'' tile.</div> </div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Reports Privileges 7.8.PNG|720px|RTENOTITLE]]</div> 
== &nbsp;Asking a Question&nbsp; ==

To Ask a Question:<br/> 1.&nbsp;'''Click''' the ''Advanced Analytics'' tile&nbsp;on the Dashboard. This opens the Advanced Analytics page.<br/> 2. '''Click''' the ''Ask a Question'' tile. The available datasets will be displayed on the ''AskQuestion'' page.<br/> 3.'''Click''' the desired dataset. For example, Clause. The Power BI user interface opens.<br/> 4.&nbsp;'''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''.
<div class="image-green-border">[[File:7.12 Power BI 3.PNG|720px|7.12 Power BI 3.PNG]]</div> 
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.<br/> 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&nbsp;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.
<div class="image-green-border">[[File:Power BI 8.png|720px|Power BI 8]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Power BI 9.png|720px|Power BI 9]]</div> 
This displays the count at the bottom center of the window.
<div class="image-green-border">[[File:Power BI 10.png|720px|Power BI 10]]</div> 
•&nbsp; You can also view the Agreements by pie chart, table, matrix, and so on.
<div class="image-green-border">[[File:Power BI 11.png|720px|Power BI 11]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Power BI 12.png|720px|Power BI 12]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> 
== Default Dashboards in Advanced Analytics ==
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With the 7.9&nbsp;release, in an effort to improve advanced analytics usability, additional functionalities have been added and some changes have been made.

Default Dashboards are now available in the ''Advanced Analytics'' section. The ''Advanced Analytics'' tile now displays the following 3 tabs:

=== Business Summary ===

This displays the following charts based on the defined KPIs and the authorization of the user (for example, Finance Head):

*''Agreement Summary'' such as Top Agreements by Value, Top Expiring Agreements, etc. (based on the defined KPIs). 
*''Deviations Summary'' such as Deviated Agreements and Contract Value (s) by Org Unit, Deviated Agreements by Contract Type, etc.&nbsp; 
*''Expiring Agreements'' such as Expiring Agreements by Month, Agreements marked for Auto-Renewal, etc.&nbsp; 
*''Cycle Time Report'' such as Cycle Time (in Days) by Contract Types, Trend of Cycle Time by Month, etc.&nbsp; 
*''Configuration Statistics'' such as Distribution of Templates by Contract Types, Clauses by Category, etc.&nbsp; 

&nbsp;[[File:7.9 Power BI 4.png|720px|7.9 Power BI 4]]

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[[File:7.9 Power BI 5.png|720px|7.9 Power BI 5]]

[[File:7.9 Power BI 6.png|720px|7.9 Power BI 6]]<br/> &nbsp;

=== Legal Summary ===

This&nbsp;displays the following charts based on the defined KPIs and the authorization of the user (for example, Legal Head):&nbsp;

*&nbsp;''Agreement Summary'' such as ''Top Agreements by Value, Top Expiring Agreements'', etc. (based on the defined KPIs). 
*''Deviations Summary'' such as ''Deviated Agreements and Agreement Value (s) by Org Unit, Deviations Trend'', etc. 
*''Expiring Agreements ''such ''as Expiring Agreements by Month, Agreements Value Expiring in next 12 Months by Org Unit'', etc. 
*''Cycle Time Report ''such as ''Cycle Time (in Days) by Contract Types, Trend of Cycle Time by Month'', etc. 
*''Configuration Statistics ''such as ''Distribution of Templates by Contract Types, User Information,'' etc. 

[[File:7.9 Power BI 7.png|720px|7.9 Power BI 7]]&nbsp;

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[[File:7.9 Power BI 8.png|720px|7.9 Power BI 8]]

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[[File:7.9 Power BI 9.png|720px|7.9 Power BI 9]]

=== <br/> Legal Details ===

This&nbsp;displays the legal details at a more granular level based on the defined KPIs and the authorization of the user (for example, Legal Head):

*''Agreement Summary'' such as ''Count of Agreements by Contract Type or Org Unit, Agreements by Status'', etc. (based on the defined KPIs). 
*''Deviations Summary'' such as ''Deviated Agreements by Org Unit, Deviated Clause Cloud'', etc. 
*''Expiring Agreements ''such ''as Expiring Agreements in 30 Days by their Org Unit, Agreements marked for Auto-Renewal in 30 Days by Org Unit'', etc. 
*''Cycle Time Report ''such as ''Average'' ''Cycle Time (in Days) of Agreements, Month-wise Cycle Time Trend,'' etc. 
<div>&nbsp;</div> <div>'''Display User-level Information Charts'''</div> 
Legal managers will be able to view specific user-level data in a tabular format in the ''Agreement Summary, Deviation Summary'' and ''Expiring Agreements'' sections, and act on the insights gained from the reports.

*''Agreement Summary ''(''Wait Time Report''): Legal managers can view the data of users and the cycle time for agreement approvals when the status of the agreement is ''Waiting for Approval'', ''Waiting for External Signature'' or ''Waiting for Internal Signature''. This will enable them to reach out to users and evaluate the reasons of agreement iterations, number of days in status and take measures to minimize the agreement cycle time. 

[[File:7.10 Power BI Dashboard Enhancement 1.png|720px|7.10 Power BI Dashboard Enhancement 1.png]]

*''Deviation Summary ''(''User Wise Deviation Report'')''': '''Legal managers can get a quick view of the list of deviated clauses in agreements along with the total deviations and users that initiated the deviation. This will enable them to reach out to respective users and understand the context of the deviations. 

[[File:7.10 Power BI Dashboard Enhancement 2.png|720px|7.10 Power BI Dashboard Enhancement 2.png]]

*''Expiring Agreements: '' 
**Expiring in next 30 days'':'' Legal managers can view the names of all owners for agreements that are expiring in the next 30 days. This provides them visibility into all upcoming agreements that are expiring so that appropriate actions can be taken. In addition, the Party Name and Agreement Value can also be viewed.   

[[File:7.10 Power BI Dashboard Enhancement 3.png|720px|7.10 Power BI Dashboard Enhancement 3.png]]

*Auto-renewing in next 30 days'':'' Legal managers can view the names of all owners for agreements that are set to auto-renew in the next 30 days so that appropriate actions can be taken. In addition, the Party Name and Agreement Value can also be viewed. 

[[File:7.10 Power BI Dashboard Enhancement 4.png|720px|7.10 Power BI Dashboard Enhancement 4.png]]

== Filter Data by the Agreement Status ==

Legal managers can filter the data in the Power BI dashboard by the ''Agreement Status'' – ''Executed'', and display data only for agreements that match the filter criteria. This makes data analysis easier because only the data that meets the specified criteria is displayed while the others are hidden, thereby helping them make informed business decisions. However, for expiring and auto-renewing agreements, legal managers can filter the data in charts by both Executed and Superseded states.

Even though the filter changes apply to all the 3 Power BI dashboard tabs, ''Business Summary, Legal Summary and Legal Details'' tabs, it is restricted to the following charts:

=== ''Business Summary'' ===

[[File:7.10 Power BI Dashboard Enhancement 5.PNG|720px|7.10 Power BI Dashboard Enhancement 5.PNG]]
<div class="note-box">'''Note''': Since we are applying the ''Executed'' and ''Superseded'' filter to all charts except Total Agreement Value Pending Execution ($), the common filter ''Agreement Status'' at the page level is removed from the ''Business Summary'' dashboard.</div> 
[[File:7.10 Power BI Dashboard Enhancement 6.png|720px|7.10 Power BI Dashboard Enhancement 6.png]]

=== ''Legal Summary'' ===

[[File:7.10 Power BI Dashboard Enhancement 7.PNG|720px|7.10 Power BI Dashboard Enhancement 7.PNG]]

=== ''Legal Details'' ===

[[File:7.10 Power BI Dashboard Enhancement 8.PNG|720px|7.10 Power BI Dashboard Enhancement 8.PNG]]

When creating reports, you can select which data model you want to use. For example, you can select Agreements data model to get agreement centric attributes and other data. If you select Clauses data model, then you would get clauses centric attributes and other data. The same applies using the ''Ask a question'' functionality.

The following UX related changes have been made:
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*''Last Updated On'' text is changed to ''Data Source updated successfully.'' 
*The ''Refresh'' icon (which shows the minimum time of refresh cycle among all datasets) is changed to the ''Refresh page'' button. 
*The ''Save your report'' option is now available for global reports. Users can save a copy of the report. It is visible in the user’s ''My Reports'' section and can be modified as required. If special characters are added to the report name, an error message will be displayed. 
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*You can change the name of the report using the ''Edit Report Name'' option. If special characters are added when renaming a report, an error message will be displayed. 
*You can also delete this report using the ''Delete Report ''option if it is no longer relevant. 
</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Reports|Reports]] |&nbsp;[[Agreement_details_page_reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports]]&nbsp;|&nbsp;[[Admin_Reports|Admin Reports]]&nbsp;|&nbsp;[[Workflow_Reports|Workflow Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation_Management_Reports]] | [[Sourcing_Reports|Sourcing Reports]]&nbsp;|</div>