Reports

Admin

Your data overview in a report or several reports

Last Updated on
October 10, 2024
Reports
RLS
Nye measures i rapport

Your data overview in a report or several reports.  Virkplan creates reports from current systems, digitizes the data and presents them in a clear way. Adjustable to fit your company.

Reports are updated on a daily basis. Use them as a management tool and get the level of detail you want. Everyone in the company can gain insight into the reports with individual access. Please see Admin descriptions.

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In each report, these fields will be displayed.

Comment tracks ‍

Make use of the comment track in the reports by asking questions about the report. When going to a comment, the filtering of data that was selected when the question was asked is displayed. A bookmark is saved for all comments. This will always lead you directly to the display that the comment is about. If data has been updated after a comment has been created, a screenshot of the data is saved. And if you tag a user, a notification will be sent to the individual user. You can use the gear icon (settings) to choose to receive notifications when someone comments on a comment you have written. Note: It is only possible to comment on a report if you are a member of the group that has access to the report."

Favorite

Mark a report as a favorite. Press the heart. Afterwards, a 'Favorites' menu will appear in the menu overview in the portal. You can have multiple favorites.

Full Screen

Expand to full screen

Bookmark

Make your own report bookmark. You can have as many bookmarks as you want. Bookmarks function as a filter. When you are viewing a report with multiple pages, you can click on the bookmark, and it will display that page in the reportYou can have as many bookmarks as you want. Bookmarks function as a filter. When you are viewing a report with multiple pages, you can click on the bookmark, and it will display that page in the report.

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There is an option for uploading, downloading, and exporting reports, as well as updating datasets and editing the reports. However, this is user-controlled, and the report and edit fields are only displayed if the user has the right permissions.

There is an option to choose RLS Setup. RLS stands for Row Level Security. RLS is a feature for securing and managing access to data in your Power BI reports. Get a report shown with differentiated content dependent on user rights. You can control which data a report must display. A report with RLS is only accessible for users having RLS access on their profile.

For initial setup of RLS, please contact Virkplan. Afterward, the company admin can manage RLS permissions for users independently. However, Virkplan will always assist if any doubts arise, as RLS can be configured in many different ways."

RLS Impersonation - Allow RLS impersonation for members by adding it as a feature on the user. When you stand in a report and press impersonate, you can choose which user you want to see the report as. Company must have the feature “RLS impersonation” before it is possible to add it as a feature on a user. NOTE - All settings on Companies are managed by Virkplan Employees.

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1. Download datamodellen fra Virkplan

Før du kan tilføje et nyt measure, skal du have adgang til den relevante datamodel.

Tryk på Download knappen.

Åbn rapporten i Power BI Desktop, da det understøtter DAX.

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2. Opret et nyt measure i den ønskede tabel

Når datamodellen er åbnet i Power BI Desktop, kan du tilføje et nyt measure i den rigtige tabel.

  1. Find den relevante tabel i "Fields" (Felter)-panelet i højre side af     Power BI.
        - Virkplan anbefaler at measures bliver oprettet i en “measure”-tabel, som vil være placeret øverst i listen.
  2. Højreklik på tabellen, hvor du vil placere dit measure.
  3. Vælg "New Measure" (Nyt Measure).
  4. Et nyt measure-felt oprettes i tabellen, og du kan nu skrive din DAX-formel.

Eksempler på DAX

Antal rækker i en tabel

DAX

KopiérRediger

TotalAntal = COUNTROW('Tabelnavn')

Bruges til at tælle antallet af rækker i en tabel.

Summen af en kolonne

DAX

KopiérRediger

TotalSalg = SUM('Salg'[Beløb])

Bruges til at beregne den samlede sum af en specifik kolonne, fx salgstal.

Andel af total

DAX

KopiérRediger

AndelAfTotal =
DIVIDE(
                         SUM('Salg'[Beløb])
                         ,CALCULATE(
                                                   SUM('Salg'[Beløb])
                                                   ,ALL('Salg')
                         )
)

Beregner en procentdel af en samlet sum.

Når du har skrevet din DAX-formel, tryk Enter for at gemme measuret i datamodellen.

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3. Gem datamodellen

Efter at du har oprettet dine measures:

  1. Klik på "File" → "Save" i Power BI.
  2. Vælg en passende placering og gem filen med dine ændringer.

4. Upload datamodellen til Virkplan For at få dine nye measures ind i Virkplan skal du uploade den opdaterede datamodel:

  1. Gå tilbage til Virkplan.
  2. Naviger til den relevante rapport eller datamodel-sektion.
  3. Upload den gemte datamodel ved at vælge "Upload”

 

  1. Vent på, at systemet behandler den nye model.

Når uploaden er færdig, bør dine nye measures være tilgængelige i rapporten.

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