Dealers Insights Helps You Measure Sales and Customer Satisfaction

In the current competitive market, it’s necessary to measure and track customer satisfaction and impact of that on sales. No matter what system you use, measuring customers satisfaction and linking that to sales figures can be challenging.  Well, this is where Dealers Insights helps in meeting your business goals especially for sales managers, chief operating officers, sales directors, customer insights managers and other relevant roles.

Dealers Insights is designed for companies who sell product or services using a reseller / dealer network. It’s a cloud based Business Intelligence solution based on Microsoft Azure & Power BI platform which is the leading analytics tool based on the recent Gartner report.

You can see from our customer story how a leading automotive company was able to improve their sales performance using this tool to monitor dealerships KPIs in real-time. For decision makers in a company, it’s important to measure sales, after sales and customer satisfaction index (CSI) all in one dashboard to make data-driven decisions.  

Here’s how Dealers Insights can be used to identify the sales and customer satisfaction:

  • Converts customer feedback to actionable analytical reports

Quantifying customer’s feedback is a key to determine if your consumers are satisfied with your products and services. Dealers Insights allows you to gather information from different systems to determine perspectives of the customers.

  • Driving Action

This solution can increase the bottom-line performance of your dealer network by visualising key areas of under-performance and providing daily insight into areas for action.
A number of familiar metrics such as sales in period and percent of target achieved are provided. All of these metrics are able to be sliced by the different services that the dealer network offers, such as parts, service or workshop.

  • Determines trends quickly

It is important to identify the sales trends in an accurate and timely manner. You can use Dealers Insights dashboards to identify if the current month’s targets are going to be achieved. It uses the current month’s sales results to predict end-of-month sales. It calculates the required run-rate needed to hit target, adapting to account for sales to date.

  • Better Visibility towards Success

The performance dashboard visualises top and bottom performing dealers in the network. It ranks the best-performing dealers based on sales performance over the last 6 months. It also visualises the performance of the dealer network by plotting the run rate required to meet target based on time of the month. This report can be sliced by the top, middle and bottom performance as well as dealer services.



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Power BI Embedded Row Level Security available

An early Christmas present in my inbox was the announcement that Power BI Embedded Row Level Security was quietly completed in Dec. The documentation also popped up a few days ago. An early criticism of Power BI Embedded was that you couldn’t really use it in customer portals because it was not possible to filter the data shown to the customer. It was an all-or-nothing affair which rendered it unusable in any scenario where you needed to present different subsets of the data depending on who was viewing it.

How to enable Power BI Embedded Row Level Security

Part 1: Roles in the Power BI Model

This works in two parts – first in the Power BI model, the procedure for creating security is the same as for normal Power BI RLS implementation. Firstly create roles to define the groups of people you want to apply filters to. Then for each role create a filter on a target table using the USERNAME() function:

Power BI Embedded Row Level Security Roles

Power BI Embedded Row Level Security Roles

How you manage the application of the security is up to you – either having intermediary tables that indirectly filter data, or simple direct filters on data tables – depends on your actual requirements.

Part 2: Apptoken in the Web App

In an Enterprise scenario, the USERNAME() function equates to a Windows username. This obviously doesn’t apply in the Power BI Embedded world as your report consumer is outside your corporate network.

In this case the USERNAME() can be fed in via the apptoken that allows your web app to communicate with the Power BI service. An example (lifted from the Power BI blog) is below:

Power BI Embedded Row Level Security Apptoken

Power BI Embedded Row Level Security Apptoken

By modifying the code of your Web App you can dynamically set the username based on your Web App’s own login system. As long as that translates properly to the filters you want your role to apply in the model then you have now got Power BI Embedded Row Level Security!

For the full documentation see here.




SSRS Hosting of On-premise Power BI Reports – Update Dec 2016

What is the current state of on-premise hosting of Power BI reports?

During the PASS Summit in October Microsoft announced that they would be releasing a technical preview of on-premise hosting of Power BI reports through SSRS. The preview, which can be accessed through the Azure marketplace, allowed anyone to spin up a virtual machine that included an installed and configured version of SSRS with sample data/files so customers could start exploring the solution immediately. It is worth mentioning that the current preview is very raw and rough; for one it can only be accessed through the Azure Marketplace and hence cannot currently be installed on your own environment and second it only supports live connections to Analysis Services cubes.


What’s to come with the next release?

The next technical preview is planned for January 2017 and unlike the current preview, you will be able to download and install it on your own virtual machine or server. Within this release, they plan to add support for mobile consumption, custom visuals and other data sources.

When will there be a production release?

Microsoft announced that it is planning to release the production ready version of SSRS on-premise hosting of Power BI files with the next release of SQL Server, explicitly adding that it will not be added into the SQL Server 2016 product. Interestingly, this implies that we could expect the next version of SQL Server mid-2017.

Healthcare Analytics at the Spinal Cord Injury Network Thought Leadership Forum

The Spinal Cord Injury Network is advocating for a National Registry of persons with Spinal Cord Injuries. I had the privilege of attending and presenting at their Thought Leadership forum held on the 15th of November  2016. While most presenters were coming from a healthcare practitioner background, I brought my perspective on Healthcare Analytics, enabled by some great support from the team at Microsoft.

What is the Spinal Cord Injury Network National Registry?

A key aim of the Spinal Network is to Support the establishment of the SpinalCARE Registry which would track persons affected by Spinal Cord injuries at a national level. At the forum I was fortunate enough to hear from Dr Philip Clayton (Consultant Nephrologist at Royal Adelaide hospital) and Dr Ralph Stanford (Orthopaedic and Spinal Surgeon) on the value these kinds of registries bring. By enabling longitudinal studies of patient outcomes, often long after the patients have taken part in RCT‘s, they have been able to improve patient outcomes by the deeper insights available by having greater amounts of data that can be  connected through a common registry.

Dr Philip Clayton

Dr Philip Clayton

The Role of Healthcare Analytics

Fortunately – given the vastly more experienced subject matter experts in the room – the objective of my presentation was oriented towards showcasing what is becoming possible from a technological perspective as outcomes of Healthcare Analytics. This was a great opportunity to share what I think is one of the most amazing applications of the Cortana Suite I have seen this year, the “Seeing AI project”:

In addition to the amazing work of Saqib, I also got to talk about the proactive healthcare management solutions being offered by ImagineCare which are also very Azure / Cortana driven:

These two examples really demonstrate the art of the possible, and how Data and IT are offering amazing opportunities to improve lives.

I hope my contribution has managed to further the establishment of this worthwhile registry. It was great to see from some of the other presenters how similar registries have transformed patient outcomes through the healthcare analytics they have enabled.


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Power BI PowerPoint Integration Arrives (ish)

Power BI has been on a roll recently, releasing a bunch of features that have overall strengthened Microsoft’s self-service business intelligence offering. It’s spiritual predecessor PowerView had a nice integration with PowerPoint. Now Power BI PowerPoint integration has arrived.

In the September update, we received a big upgrade to Power BI’s mapping capabilities through the introduction of ArcGIS maps. There has also been continued development around R integration within Power BI to better support the needs of customers requiring advanced analytics. You can now even connect to your preferred R IDE when developing R-based custom visuals or run an R script over your dirty data to impute missing values.

Power BI PowerPoint integration

n the last couple of days, Power BI has quietly released a feature that I personally think will get everyone excited and appeal to the masses – the ability to publish Power BI reports to PowerPoint with the click of a button! So lets get started on how you can find and use this new feature.

Open up a report in Power BI Online and click “File”. You will then see the screen below. Click the “Export to PowerPoint (Preview)” button to generate a PowerPoint file. It will contain a slide for each Power BI report page as well as a title slide containing information on when the data was last refreshed and the file downloaded.

Power BI PowerPoint Publishing

Power BI PowerPoint Publishing

Unfortunately, as you can see in the screenshot below, the end result is not what I expected. I would have liked to have seen a fully interactive experience that included the ability to use cross-highlighting/cross-filtering. It appears, for now at least, that the feature has fallen short of my expectations.

Power BI PowerPoint Publishing

Power BI PowerPoint Publishing

That being said, there are a few caveats, the first and biggest one is that this feature is in preview. We know from past experiences that Microsoft has been happy to ship features to Power BI that aren’t fully ready in the hope that they can leverage feedback from the community sooner rather than later. A recent notification from the Power BI team confirmed that this will be the case.


The second caveat is that in this demonstration we have used some Agile BI magic behind the scenes which probably has caused some headaches for Power BI’s cookie cutter Power BI PowerPoint feature. I tested this hypothesis by exporting a more simplistic Power BI report and I’ll be honest, I was impressed with the results.

The moral of the story, keep it simple for now.


This feature will eventually end up becoming a main selling point of Power BI over its competitors, but it still has a long way to go.

I’ve found with some things in Power BI you just have to be patient. In 2-4 months time, this feature will be generally released and I’m going to assume that this feature will end up being a lot closer to our current expectations. To put things in perspective, it has been less than a year and a half since the launch of Power BI and it has already become one of the leaders in the self-service BI market according to Gartner. In my opinion, one of the reasons that people see strength in Power BI is that they know it will continue to grow and develop faster than any other self-service product. I hope it continues as it’ll mean we’ll be seeing more new and improved features like this one coming to Power BI soon.

Power BI Maps takes a leap in September update

The September Power BI update is here and Power BI Maps have got a serious set of improvements. Mapping beforehand was … ok. Points and circles, pretty much like PowerView in Excel – it served a purpose, albeit a basic one. Now in the preview features there’s a new Shape Map (which replaces the Synoptic Panel in some circumstances) and even more Geospatially exciting ArcGIS Maps.

I’m excited! Let’s dig in…

Power BI Maps – Shape Map

Shape Maps are a variation on a map that assigns an ID to a region on a map – a number of baked in maps are provided – standard geographical maps are included – and you can then assign a number to that ID. Like below, I’ve just assigned some numbers to the States on a map of our lovely country:

Power BI Maps - Shape Map

Power BI Maps – Shape Map

Now, where this gets interesting is you can create your own shape maps as long as they are in the TopoJSON format. So if you want to map out your own space, such as a store – like in our partner showcase – you can create your own shape file, add keys to it and visualise it in Power BI Maps. This is a great feature for simple heatmaps and being able to build truly personalised data visualisations.


Power BI Maps – ArcGIS Maps

This is the industrial version of the existing map capability. Using ESRI maps you can create heatmaps, point maps, clusters, all driven by geospatial coordinates. I’m not going to get too deep on the technical side, but suffice to say beautiful mapping is well and truly here:

Power BI Maps - ArcGIS Maps

Power BI Maps – ArcGIS Maps

There’s a good source of fun data here if you want to play – just remember in the data model to tag the columns Data Category as Lat / Long as appropriate otherwise the mapping won’t work.

This update brings also reference layers which add secondary data such as populations, map based selection of points to apply filters to the rest of the report and a heap of other features – Power BI Maps have taken a big leap this update!