JobTicket Reporting using Microsoft Power BI

Information on current sales processes and existing JobTickets are mapped in the CRM using standard and custom entities. The Dynamics system is accessed via Power BI Desktop and all relevant entities are read out as part of the ETL process. The entities are prepared in a star schema with fact and dimension tables. The field labels are taken 1:1 from the German translation in CRM. Various calculated columns and measures are generated using DAX. Evaluations are collected on a yearly as well as on a monthly level. Among other things, the number of JobTickets, the product variants and the types of output are shown in annual and monthly comparison. Furthermore, interested parties, new customers, cancellations and recalculations are taken into account. The reports are provided in a workspace in the Power BI Service and are partly integrated into dashboards that are also consumed in Dynamics Sales.