Create customized Power BI reports


Previously, you learned how to connect to Microsoft Dataverse by using the Power BI Desktop tool so that the Dynamics 365 Customer Voice table tables could be accessed. You also learned how to link tables to one another by using the correct columns. After those processes are complete, you can create reports in Power BI to display and analyze Dynamics 365 Customer Voice data.

A report can be composed of, but is not limited to, the following elements:

  • Text boxes

  • Buttons

  • Shapes

  • Images

  • Charts (for example, bar, column, line, area, pie, waterfall, scatter, combo)

  • Slicers

  • Tables

  • Matrix

  • Maps

  • KPIs

  • Q&A visuals

The Power BI report example in this section will be kept simple, with one page and a few visuals. After a report has been started, it can be built to an organization's requirements and the report writer's imagination and skill set.

When you add a card from the visualizations section, a number will be displayed that provides a quick overview of the total number of survey responses. Use the activityid column from the msfp_surveyresponse table as the column on the card, and then adjust from the First option to the Count (Distinct) option. The number that is displayed will change to give the total number of survey responses for the data source of the report. The column display name is changed as well, so rather than displaying activityid, the system will display Survey Responses as the text instead.

Building the visual for survey response count.

Additional cards can be added, providing a quick overview of the top metrics that an organization might want to review. After adding a column to a card, you can filter the records by using a secondary column, as needed. For example, the following figure shows that the activityid column from the msfp_surveyinvite table table has been filtered by using msfp_invitestatus from the same table. Only the survey invites with the invite status of Sent, Read, and Started are being used in the filtering, showing only Survey Invites No Response.

Power BI visual showing count of invites with no response.

By using the format options that are available on a card, you can change the background color, add a border, and set the height and width of each card so that a uniform and consistent look can be achieved.

A series of data cards showing the numbers of surveys in different categories.

A chart can be added to show the breakdown of Net Promoter Score (NPS) responses that are given on survey responses. By using a bar chart visual, set the axis and legend by using the msfp_npsscore column and the activityid value to count how many survey responses exist for each score (0 to 10). Use the format options to change the title text, if needed, to provide a better description of the chart. Filter the chart so only survey responses where the NPS Score column isn't blank are used.

A visual for the NPS score with the title Survey Responses by Net Promoter Score.

In addition to showing the NPS, the sentiment information from the survey responses might also be of interest. You can add the msfp_sentiment_display to the legend and details options on a pie chart visual. A count of the activityid column is used as the value. The colors that are used for each value might not be desirable, so you can change them by using the format area to use colors that might make more sense to people who are viewing the visual. Using the Data colors option provides you with the ability to set a specific custom color for each data value. The following figure shows a more logical red for negative, yellow for neutral, and green for positive sentiment types.

Configuring the colors of the visual by clicking the paint roller icon, then Data colors.

Save the final report and share it with others in an organization by publishing to a workspace within Power BI.

The full dashboard containing all the visuals discussed here.