Create an out-of-the-box report from our templates 📦
We understand the crucially important role that data plays in modern business. Data driven decisions are the foundation to any success. If it's not easy, simple, and quick getting to the data, it's no bueno 👎
That's why we have created these templates for you. Connected to the out-of-the-box state of edison365, these reports produce deep, rich insights at the push of a button.
Grouped by capability, these templates need a few inputs from you, and are ready to go. They come with fully completed data extraction, transformation and loading to produce a functional data model.
In plain language, this means you only need to focus is on what to do with all of this new information 🧠
Once you've downloaded your templates, keep reading to find out how to get them up and running 🏃♂️
Gimme the Goods 🎁
Ideas
Business Case
Projects
| Report | What's it for? | How do I use it? |
| Default Project Report |
Learning everything this is to know about your portfolio. |
Uncover hidden insights, stay in control, and steer your projects |
| Default Data Quality Report | Finding the gaps and closing them. |
Show Me How to Work It 💪
Prerequisites ✅
Step 1: Open Power BI Desktop
First, open Power BI Desktop. If you don’t have it installed, you can download it from the official Microsoft website.
Step 2: Load the Template File
Click on “File” in the top menu, then select “Open”. Navigate to the location of your template Power BI file (.pbit) and click “Open”.
Step 3: Provide Parameter Inputs
After opening the .pbit file, you’ll be prompted to enter the parameter inputs. These include:
- API URL: The endpoint URL for the edison365 API.
- API Key: Your personal API key for authenticating requests to the edison365 API.
- Not sure how to get this? Follow the steps laid out here - Azure API Portal.
- Tenant: Your edison365 tenant name.
- Instance: Your edison365 instance name.
- (Data Quality Report only) Data Quality Target: choose a benchmark filling out data
Caution: Please ensure that you enter these details accurately, as they will be used to establish a connection with your data source. If it does not match, it will not connect.
Step 4: Load Your Data
After providing the parameter inputs, click on “Load” to load your data into the Power BI file. The template file uses your parameter inputs to connect to your data. The report is already packed full of detailed visualizations spread across plenty of pages, so all you have to do at this point is sit back whilst your report is built for you!
Note: If prompted, choose "Anonymous" credentials to connect.
Tip: Loading in the data might take some time!
Step 5: Explore the Template
Take some time to explore these and understand how they’re built. You can click on any visual to see the underlying data and calculations.
Step 6: Save and Share Your Report
Once you’re happy with your report, click on “File” > “Save As” to save your changes as a .pbix file. You can then share your report with others, publish it to the Power BI service, or embed it in other applications.
Next Steps:
Template Tutorial: Want to make the most of this powerful resource? Check out our handy guide on your Project Report pack, to learn more about what each page includes, and how to use it.
Workspaces: Take your business intelligence to the next level by publishing your report online, so you never have stale data again.
Tip: Want to make changes to this report, but don't know how, or don't have the time? Let edison365 take care of that for you. We have experts that can translate your requirements into concrete, shareable reports that update automatically.