In the CRM Analytics section, you can connect your analytics system and transfer data from Bitrix24. Then you can create a report in Microsoft Power BI and post it in your account and share it with your colleagues.
Go to the CRM analytics section > Analytics > BI analytics.
Connect the Microsoft Power BI analytics system with step-by-step instructions.
First, you need to install the free app Microsoft Power BI Desktop.
You can read more about other options for downloading the app here.
Click Connect Microsoft Power BI.
Select and install the appropriate template for your report.
When the import finishes, click Download.
Open the Power BI Desktop file. Enter the server address and the secret key from the step-by-step instructions window and click Load.
To publish the report to the cloud, click Publish.
Then log in to the Power BI cloud service.
Wait for the report to finish publishing to the cloud and select Open report in PowerBI. You will be redirected to the PowerBI (Microsoft) cloud service.
In PowerBI (Microsoft) cloud service, open the File menu, select Embed report - Publish to web.
You can also publish a report to Website or portal.
Then copy the link from the field.
In Bitrix24, in the CRM Analytics section, open the Manage reports tab and click Add report.
Type in a title, add a link and specify users who will see the report.
The report will appear in the list and will be available for viewing in your Bitrix24. It will also appear as a new left menu item for users who have access.
How to specify data types for columns in Microsoft Power BI
When you install a report template for Microsoft Power BI, the Transform Data section already has a set of data types for the columns. You can delete unnecessary types in the Advanced Editor window or copy them and use them for other entities.
You can also change the column names for your report in this window.
How to update report data in Microsoft Power BI
To update the data in the built-in report, open the Microsoft Power BI cloud service.
Go to My Workspace - All.
Then select the data from your report and click the Schedule Update button.
Turn on the Maintain up-to-date data option and set the appropriate settings so that the data is updated automatically.
You can also manually update the data using the corresponding button.
Bitrix24 BI Connector supports Google Data Studio query interface, even if you work in Microsoft Power BI.
It means you can add the appropriate query for an entity using the advanced editor and filter the data the way you want.
For example, to get the data for the last two years from the current date, you can type
-2 in the advanced editor window.
You can also change the value of
startDate and specify a certain date after which the data will be included in the report.