InterAction Reports Powered by Power BI - 2023SEP21

We continue to enhance InterAction reporting by delivering a logical data model that allows Microsoft Power BI to understand and present your InterAction data in meaningful and customized reports and dashboards. The simplicity and power of Microsoft Power BI brings InterAction data to life through interactive visualizations. With some standard report templates and the ability to design for your own needs, your reporting capabilities with InterAction data are enhanced. Now, you and your organization can gain clearer insight about the organization’s performance with the ability to spot trends early, make quicker corrections, or act on advantageous opportunities.

The Data Model Template provides a coherent view into the InterAction database which does not require specialized abilities with SQL, and presents InterAction data in a format to be used by Power BI.  The data model includes:

• Lists (Marketing & Working)
• Relationships
• Activities (2 years back) and Historical Activity data (>2 years)
• Additional fields
• Contact Types
• Matters, Opportunities, and Engagements
• Activities associated with Matters, Opportunities and Engagements
• Data Change Management
• Contact Details
• Sector - Industry/Practice Group
• Pipeline Management (Note: 6.3 Database Update 07_001, or higher, and a Strategic Data subscription are required to view Pipeline Management reports in client insights.)
• Pipeline Management: Referral Contact

We are providing a set of standard reports for core IA which include the following:
 

• Activity Detail: Includes counts of total activities, contact with most activities, company with most activities, total contact activities over a specified date range. Also has visualizations for activities by company, by type, by contact, by originator. Has filters and slicers for date range, activity category, activity type, and Top N.
• Historical Activity Summary:  Includes visualizations for total activities by category; total activities over time; activities by originator. Has filters and slicers for year, category, type, visibility, user group who can view, etc.
• Relationship: Includes counts of total relationships, top contact with total relationships, total contacts, and total contact activities. Has visualizations of top contacts by Knows relationship, top companies by total relationship, and a relationship network. Has filters and slicers for employee name, company name, contact name, relationship name, etc.
• IA Usage: Includes a data table of firm employees and counts of firm and user contacts created, % shared with the firm, etc. Also visualizations of firm contacts created by user, user contacts created by user, personal contacts created by user, top users by total relationship, and top users by activities. Has filters and slicers for location and user.
• Data Change Management:  Tiles for counts of Open Tickets, Average of Days Past Due, Closed Tickets, Average Days Completion. Also visualizations for Tickets initiated by, Open tickets by assigned to, and Tickets Closed by. Includes numerous filters and slicers, including Assigned To, Create Date, Closed Date, Status, Category, etc.
• List Comparison: Compares contacts in one list against another list.
• Detailed List Information: Shows which of “my contacts” are not on a specific list.
• Activity Data Quality: Provides information on activity status with contacts we Know.
• Data Quality Review: Provides data quality information on contacts’ address, email or phone number.

We are also providing a set of standard reports for the Pipeline Management entity in client insight which includes the following (Note: 6.3 Database Update 07_001, or higher, and a Strategic Data subscription is required to view Pipeline Management reports in client insights.):
 

• Pipeline Summary: Includes Opportunity Value by Stage, Opportunity Value by Professional, Total Pipeline Value, Total number of Opportunities and Number of Opportunities by Stage. This report can be filtered by outcome, status, etc.
• Pipeline Forecast: Includes Total Opportunity Value, Opportunity Value by Stage, Opportunity Value by Practice Group, Open Opportunities and Value by Estimated Close Date and Opportunity Value by Sector. This report can be filtered by stage, status, client type, etc.
• Detailed Pipeline Analysis Report: Includes Value by Stage and Value by Client Name/Prospect. This report can be filtered by prospect/client name, status, client type, etc. You can also select the estimated close date for the data in the tables.
• Pipeline by Professional: Includes Number of Opportunities, Total Value of Opportunities, Value of Opportunities by Stage, Value of Opportunities by Estimated Close Date and Value of Opportunities by Confidence Level. This report is filtered by partner and sector.
• Lead Source: Includes Total number of Opportunities, Total Value of Opportunities, Opportunity Source, Total Value by Stage and Value by Estimated Close Date. Contains filters for Opportunity Source, Practice Area, Professional and Date.
• Opportunity Details: Includes Total Opportunity Value. It allows filtering by Partner, Status, Client Name, etc. and provides details about one or more selected Opportunities.
• Waterfall Pipeline by Month: Provides a summary of all open Opportunities by month. It provides filters by Status, Stage, Client Type, Practice Group, Sector and Opportunity Type.
• Waterfall Pipeline by Client: Provides a summary of all open Opportunities by Client. It provides filters by Stage, Status, Sector, Practice Group, Client Type and Client Name.

Requirements:

• IADB_Patch_Release_22_008, or higher
• 7.0 Database Update 07_001, or higher
• 6.3 Database Update 01_001, or higher
• 6.2 Database Update 63_001, or higher
• Microsoft Power BI Desktop 2.96 (August 2021) or higher, or
• Microsoft Power BI Desktop (optimized for Power BI Report Server) 2.97.863.0 (September 2021) or higher, or
• Microsoft Power BI Pro, or
• Microsoft Power BI Premium

• Power BI is required in order to create, view and consume reports. LexisNexis is providing the data model that enables InterAction data to be utilized within Power BI and some pre-configured reports. 
• Assistance installing Power BI and the InterAction Reports Powered by Power BI is out of scope for LexisNexis InterAction Technical Support.  LexisNexis InterAction Professional Services is available to provide assistance as a fee-based service.

• Download and unzip the 'InterAction Core Power BI - 2022JAN20.zip' file.
• Follow the instructions in the 'Readme' file to complete the installation.

• InterAction Core Power BI - 2023SEP21.zip

Documentation:

• InterAction Power BI.pdf

• Changed Outcome Reason from single value to multi-value.
• Performance-tuning to improve initial load.

• INTPBIV_Admin_Personnel in IAPBI_Setup.sql has been modified to prevent long runtimes resulting in timeouts while loading Firm Personnel.
• INTPBIV_Admin_Relationship in IAPBI_Setup.sql has been modified to include 'Related Contact Job Title'.
• Contact folder now includes create date to track when contacts are added to a folder. 

• A data source error occurs during refresh due to a spelling error of a table name. (215272) (6195) 

• Additional Fields
  • Most of the additional fields are available for Power BI reporting, and they are pre-transformed with proper data type and ready for reporting.
  • Multiple options are offered for filtering the list of additional fields.

• Sector and Practice Group Filters
  • The Data Model now includes additional filtering by Practice Group and by Sector/Industry.
• Referral Contact Details
  • Firms can now report on the details of Referral Contacts for Opportunities.  For example, who they work for, which sector they work in etc.
• Activity Data associated with Matters, Opportunities and Engagements
  • The Data Model now enables activities connected to matters, opportunities, or engagements to be exposed in reports and dashboards.

• List comparison
  • A report comparing contacts on one list against another list.
• Detailed List Information
  • A report showing which of “My Contacts” are not on a specific list.
• Activity Data Quality
  • This report summarizes engagement activities between firm’s employees and their contacts.
• Data Quality Review
  • A report providing data quality information that exposes contacts without addresses, e-mail addresses and telephone numbers.
• Employee Relationships*
  • How well the firm’s employees are connected to clients, prospects and other contacts.
• Contact Relationships*
  • How well company and people contacts are connected to the firm.

• Modified the IAPBI_Setup.sql script to avoid the following Database Update-specific error: 

Detect earlier version of Pipeline Management Objects with actual data, please apply the latest IA63_Patch_Release_07_001 patch script first and re-run the script!

The IAPBI_Setup.sql script will now run successfully if a higher Database Update has been applied to the InterAction database (IA63_Patch_Release_08_001, IA70_Patch_Release_02_001, etc).

• Modernized look and feel in the reports including bold section headings (i.e. "Activity Category" within Activity Detail) (191537)

• Pipeline Management has been added to the data model.

May 28, 2020:  InterAction Core Power BI 20M05.zip  

• Changes have been made to the InterAction data model to resolve the following error message in certain installations of Power BI: This file uses many-to-many relationships or a composite model which combines DirectQuery sources and/or imported data. These models aren't currently supported in Power BI Report Server.