Data Evaluation Template Use

Before using the templates described in this chapter, make sure to have the following data ready (ask your Administrator): 

• Server / Instance Name
• Database Name
• User / Credentials with access to Reporting. This is defined by Role Based Access - RBAC

LUCS comes with a series of evaluation templates located in the setup folder. The available report files and their contents are as follows: 

 Template files are available for both Excel and Power BI and located in the folders "03_Excels" and "04_PowerBI" accordingly.

 The characteristics of each template are explained on the Template Details page.

Evaluation via Power BI

1. In Power BI, open either the Agent or the Service template
   → Example default data will be shown

2. On the "Home" Tab, click the the "Edit Queries" Icon
   → A new window opens

   

   Power BI - Configuring parameters
3. On the Top Left "Parameters" section you can change/adjust the parameters needed for your company.
    Note that Fact & Dimension entries marked with  are protected and should not be changed.
   1. Language = target language for data labels (e.g. "month" is called (January (eng) ←→  Januar (deu))
   2. Timezone = timezone to which timestamps in the report data are adjusted towards.
   3. MonthLimit = how many months back the report will pull data from, including the current (ongoing) month
   4. ServerName = on which Server LUCS is located
       this is specified during installation, ask your local administrator if needed
   5. DatabaseName = on which DataBase LUCS is deployed 
       this is specified during installation, ask your local administrator if needed
   6. Version = correlates with Facts and Dimensions and therefore the calculation in the reporting. In general you can go with the initially provided version that comes with the report template
4. Press "Close&Apply" on the top left icon
   → Window closes. You may be asked to re-confirm the database connection credentials.
5. Press "Refresh" in PowerBI
6. Confirm any PopUps stating that you are connecting to the Facts and Dimensions with "Run" 

You should now see an updated set of data and can start using the tabs and filters to your liking → See Template Details page for further info.

Evaluation via Excel

In Excel you may be warned about external data connections as part of the security checks. You need to allow these (add to trusted documents) in order to utilize reports.

With PowerQuery

1. Open any excel report template file (see table above) with "PowerQuery" in the filename

2. In Excel, → "Data" ribbon → "Get & Transform" click on "Show Queries"
   → a "Workbook Queries" panel on the Side opens, showing Facts, Dimensions, "Other Queries"

   

   Excel - Workbook Queries
3. In the Workbook Queries panel locate "Other Queries" at the bottom. Use double-click on any parameter and change/adjust as needed
    Note that Fact & Dimension entries marked with  are protected and should not be changed.
   1. MonthLimit = how many months back the report will pull data, including the actual month
   2. Language = Language how f.e month is called 
   3. Timezone = to what timezone timestamps are set
   4. ServerName = on what Server LUCS is located
   5. DatabaseName = on what DataBase LUCS is deployed
   6. Version = correlates with Facts and Dimensions and therefore the calculation in the reporting. In general you can go with the initially provided version that comes with the report template
4. press "Refresh All" in Excel
5. Confirm any PopUps stating that you are connecting to the Facts and Dimensions with "Run"