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Sarah Jane Salvatierra

Sarah Jane Salvatierra

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Background: Support agents sometimes receive requests from Org Admin to obtain data, such as a list of active users for their downstream channel partners. This can be done using Power BI.

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Step

Action

Reference

1

  • Confirm that the request is from an Org Admin

If YES proceed to Step 2

If NO proceed to Step 3

 

2

  • The support agent needs to create a case and assign it to the Lead Specialist to process the request

Creating and Assigning Cases - Installer Knowledge Base

3

  • Advised the sales rep/requester to contact their org admin to place the request.

STOP

How to pull the organization’s data using Power BI?

Step

Action

Reference

1

  • The Lead Specialist needs to access Power BI

Note

ONLY authorized leads and support agents to process this request:

Eric Suarez
Ruel.Balicas
Nathan Dubbs
Carl Mampay (Unlicensed)
Daniel Pena

“In PowerBI, select Compliance > Platform User report > Platform User > then pick the needed "Channel Manager Org".
https://app.powerbi.com/groups/me/apps/65d8b4c0-228f-4fdd-827a-e716510e016e/reports/f9db706c-8d1c-4f1c-854d-a2035bf9c875/ReportSection?experience=power-bi .

Info

The action button is hiding behind the channel Manager Organization box

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To remove a column, simply click the action button (represented by the three dots). This will open a menu with various options. Select "Remove" to delete the column.

Expand
titlePersonalize Visual Column Filters
Note
Can keep

Keep the following column filters, Organization, Full Name and Email address.

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2

  • Export the Report

Finalize the view, and export the data using the more option field. Select Export Data > Data with current layout

image-20241102-211417.png

image-20241102-204608.png

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3

  • Remove Filters: If any filters were applied during the export, they may show up at the bottom of the exported file. Delete any unnecessary filter information before sharing the file with others, as filters used internally are typically not relevant to the customer.

First Name, Last Name, Phone, Email, Org. The columns mentioned are not PII.

image-20241102-211843.png

4

  • Send the file

Attached the file and send the response via email

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