Pulling Organization Data using Power BI

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.

The request can only come from users with org admin permissions. If the request is coming from sales reps, please refer them to their org admin.

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 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 . The action button is hiding behind the channel Manager Organization box	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. Personalize Visual Column Filters Can keep the following column filters, Organization, Full Name and Email address.
2	Export the Report Finalize the view, and export the data using the more option field. Select Export Data > Data with current layout
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.
4	Send the file Attached the file and send the response via email

Please check when the data was last updated. Let the org admin know that the users listed in the file had active contracts at the time the data was generated.