It is always a good idea to stay on top of your data!!! If you update data older than 4 months, you will not see the changes until the following Monday. (It refreshes Sunday overnight.) If your data is older than 13 months, it may not be worth updating. The changes will not show up until the second day of the next month.
Steps in the screenshots correspond to the numbers in the headings.
For all the Power BI reports, the 3.0 transactional data is being captured and stored in Excel files. The report shows the past 3 months of data. This allows you to dig into the Task detail, all the way down to the tech comments, without having to do research in the CLIENT or the Portal.
1. From Workspaces, choose your Site Workspace.
This will always be the one that starts with your site number.
2. Click on the three dots at the end of the Site Name. Choose File from the Menu that populates.
3. Click on the word Metrics. This is a hyperlink that opens the file folder.
4. The file that has all your transactional data for the last three months is DW.Tables.Last.3.Months.To.Present.xlsm.
- The file should have been updated late last night by the pbiservice.
- If not, please contact Power BI Support to have your data refreshed before going any further.
5. Click on the ellipses and Download.
You will want to save this copy to your desktop.
- You may get an internet security warning to approve. If you do, click Allow.
6. The spreadsheet opens to the page showing the two created macros:
- Control + Shift + D allows you to filter all reports for a certain date range.
- Control + Shift + Z shows work order comments.
7. Go to the tab for the report in question.
8. By sorting and filtering in this worksheet, you’ll be able to drill down to the base data.
9. If you find that you want to investigate further, and want to save your filtered view, you will have to save a copy.
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