Use case - Power BI reporting

Owned by Marcel Spapens
Last updated: Nov 16, 2022
4 min read

This article uses a new DataBridge feature to export data to Microsoft SQL Server or Azure SQL. This feature is currently for pilot customers only. Please get in touch with us if you want to participate in the pilot program.

For any BI reporting, you'd love to get your hands on the CRM data in your database. And preferably without having to know the specifics of the SuperOffice database relations. DataBridge helps you transfer and update the SuperOffice data to your database. This article offers a step-by-step guide on how to set that up, including a few example reports and DataBridge profiles to go with that.

We assume you have the following:

  1. Access to SuperOffice CRM

  2. Knowledge on how to create a selection in SuperOffice

  3. Access to DataBridge

  4. Knowledge on how to set up a profile in DataBridge

  5. Access to Microsoft SQL Server or Azure SQL

  6. Knowledge on how to access SQL Server and check data

  7. Access to Power BI Desktop

  8. Knowledge on how to import a Power BI template and publish reports.

Example 1 - Project timeline

Let's assume you need insights on your current projects and when the next milestone will be reached for each of them. Let's set this up!

  1. Search for all projects in SuperOffice that you like to view in your report. Do not filter on the project responsible, status and type since we will have those filter options in our report later on.

  2. Save your search results as a dynamic selection in SuperOffice and name it Projects for BI. You may save it with a different name, but in that case you need to do some extra work when you import the ready-to-go profile in the next step.

  3. Import the profile Projects for BI (file Projects for BI.ndb) in DataBridge and enter the details as they are required. If you have chosen to select a different name for the selection, then make sure you select a project selection. If you choose a selection that is not based on projects, that will clear the already set fields and you'd need to enter those again.

  4. Run the profile and verify that the table SOProjects is created and that it is populated with your data.

  5. Import the provided PBIT file (Power BI Template) in Power BI Desktop and enter the details as they are required.

  6. Verify the data and publish the report.

Example 2 - Sales insights

To be able to get insights in the different sales statuses we need a report that allows us to filter or zoom in on sales per user group, customer category and country. Let's go and look at the two reports that we prepared for you as an example.

  1. Search for all sales in SuperOffice that you like to view in your report. Do not filter on the sales owner, company category and country since we will have those filter options in our report later on.

  2. Save your search results as a dynamic selection in SuperOffice and name it Sales for BI. You may save it with a different name, but in that case you need to do some extra work when you import the ready-to-go profile in the next step.

  3. Import the profile Sales for BI (file Sales for BI.ndb) in DataBridge and enter the details as they are required. If you have chosen to select a different name for the selection, then make sure you select a sale selection. If you choose a selection that is not based on sales, that will clear the already set fields and you'd need to enter those again.

  4. Run the profile and verify that the table SOSales is created and that it is populated with your data.

  5. Import the provided PBIT files (Power BI Template) in Power BI Desktop and enter the details as they are required.

  6. Verify the data and publish the reports.

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