BI analytics and BI Builder are tools for creating business analytics reports. BI analytics lets you analyze data from Bitrix24 in Google Looker Studio or Microsoft Power BI. With BI Builder, you can create dashboards with an editor based on Apache Superset 4.0. This article answers common questions about working with data in analytics systems.
In this article:
How to modify a built-in dashboard in BI Builder
You can't modify built-in dashboards, but you can copy and edit them. Select the dashboard from the list and open Menu (≡) > Edit > Continue. Bitrix24 will create a copy that you can customize.
The editor will open in a new tab. Add or copy charts to use them in other dashboards. Select the desired chart and click Menu (≡) > View query > Copy.
To understand the chart's structure, review the metric settings. Click Edit chart. In the window that opens, check the chart type and how the metrics are distributed.
To edit the SQL query for the chart, open Menu (≡) > View in SQL Lab. Paste the copied query and modify it if needed. You can then save the query as a dataset to create a new chart for the dashboard.
Create a chart based on a virtual dataset
Why the Value filter doesn't show all data
Issue. In a BI Builder dashboard, the Value filter doesn't show all options from a specific field. For example, for the lead source, you might see options like ad, website, or call. While the Source field may have 10 values under Statuses and dropdowns, only 5 show up in the filter.
Reasons. The Value filter only displays data that's already in the report. If a value is missing, it could be because:
- The data exists under Statuses and dropdowns but isn't used. For example, the lead form includes the Exhibition source, but no leads were created with it, so the filter won't display this source.
- The data exists in Bitrix24 but doesn't appear in the report. For instance, leads with the Partners source exist but don't show up in the report due to date or status filter settings, so the source won't appear in the filter.
Solution. Check if there is data with the required source in Bitrix24 and ensure it appears in the report. Adjust the filters or time range if needed.
If the report contains at least one item with the specified source, its value will appear in the filter.
Date filters in BI Builder
Statuses and dropdowns in CRM
How to find the names of custom fields in BI reports
Custom fields from Bitrix24 appear in analytics systems as a code, like UF_CRM_123456789. The number is automatically assigned to the field upon creation.
Description of datasets and fields for BI Builder
To find the name of a custom field, follow these steps:
- Go to CRM > Settings > CRM settings > Form and report settings > Custom Fields.
- Open the desired field from the list.
- Check the custom field code in the browser's address bar.
How to add data sources from Bitrix24 to Power BI
Transfer data from Bitrix24 to Microsoft Power BI using a template that includes BI connector fields for Power BI. If a template for your data source isn't available, you can manually add it using a query in the Advanced Editor.
Transfer entities from CRM to Microsoft Power BI
For example, to add a data source for tasks, enter the following code in the Advanced Editor:
let
raw_t=bx24_load_entity("task")
in
raw_t
In brief
- BI analytics and BI Builder are helpful tools for creating reports and analyzing data in Bitrix24.
- You can't edit built-in dashboards in BI Builder, but you can create a copy and make changes.
- The Value filter in BI Builder only displays data that's already in the report. If data is missing, check the filter settings.
- In analytics systems, custom fields appear as a code. You can view the name of a custom field in Bitrix24 under CRM > Settings > CRM settings > Form and report settings > Custom Fields.
- To add data sources from Bitrix24 to Microsoft Power BI, use ready-made templates or enter a code manually via the Advanced Editor.
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