Overview
The purpose of this Power BI report is to provide Family Navigator team and other stakeholders with a way to pull reporting in different ways for various needs.
Accessing
To access the report, go to https://app.powerbi.com/groups/881c8a5a-a3c9-4399-9e2a-b44f9f1d5878/reports/ed151092-96ae-459c-8c7f-7afef3b35403/0ac1c3a0aaa29a7b98ec?experience=power-bi. If this is the first time you are navigating to the report, you may need to request access. Select request access and it will be approved/denied accordingly.
Refreshing
When the report is refreshed (automatically or manually) Power Bi is basically pulling all updated information directly from Salesforce. The report is setup to refresh on the even hours (8 AM, 10 AM, 12 PM, 2 PM, 4 PM, and 6 PM). If you manually need to refresh the data follow these steps:
- In the top left navigation bar, click on the Ellipsis and then 'View Semantic Model'
- From there go to 'Refresh' in the top left hand corner and select "Refresh Now'. You should then see the refresh date/time update. Click on the 'Family Navigator general Reporting' to go back to your report.
- After refreshing the data set, it's always a good idea to then also refresh the visual. Annoying but just in case it's needed good to be in the habit of it. Once you're back to the report you'll click on the circular refresh symbol in the top right hand corner
Filtering & Sorting
On the right hand side, you'll notice a few default filters on the page; Date of visit, Managed Care Provider and Enrollment Status Currently.
- Click on the arrow drop down for whatever filtering is needed. There are a lot of filtering options; advanced, basic, etc. play around with whatever makes the most sense.
- If you need to clear a filter entirely,click on the little eraser icon in the top right of the filter field on the right.
- If you would like to filter on additional fields that are included in the report, click anywhere within the report and on the right additional filters will appear. Basically any field that is on the report is filterable.
To change sorting, click on any of the column headings. Note, this only allows a single sort so you may want to export to Excel for additional sort and filter features.
Exporting
- To export the data (before or after filtering/sorting), hover or click within the table of data and a little ellipsis should appear in the top or bottom right hand corner.
- Click on the ellipsis, select 'Export data'
- You should then be able to go with the default of 'Data with current layout' and then 'Export'
- Your report will then appear in your downloads
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