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Bug fixes to CSAT & Total Topic Count calculation. #35

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Matt Farmer (MattFarm) merged 2 commits into from
Apr 9, 2021
Merged

Bug fixes to CSAT & Total Topic Count calculation. #35

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777fc98
Big fixes to Topic & CSAT calculation.
MattFarm Apr 9, 2021
36f185a
Fixed image in readme
MattFarm Apr 9, 2021
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22 changes: 16 additions & 6 deletions CustomAnalytics/readme.md
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# Custom analytics solution for Power Virtual Agents

This solution allows customers to create a Power BI dashboard for their Power Virtual Agents chatbots

<img src="img/PVA_Analytics.png" width="797" alt="Custom Analytics example screenshot">

## Solution components

- Microsoft Dataverse
- Microsoft Power BI DataFlows
- Microsoft Power BI Desktop
- (Optional) Azure Data Lake Storage v2

## Solution files

- PVA_Analytics_Export.json - this is the template for a PowerBI DataFlow
- PVA_Dashboard.pbit - Power BI template file

# Installation
## Installation

### Installation requirements

## Installation requirements
- One or more Power Virtual Agents bots
- A Power BI account

## Installation steps
### Installation steps

1. Edit the DataFlow template
1. FInd the server url associated with your Dataverse environment (it will look like https://yourservice.crm.dynamics.com)
2. Open the file 'PVA Analytics_Export.json' in a text editor
Expand All @@ -31,23 +38,26 @@ This solution allows customers to create a Power BI dashboard for their Power Vi
3. Create your PowerBI report
1. Open the file PVA_Dashboard.pbit
2. Enter the parameters you are prompted for. These are:
1. The name of the Powe rBI workspace
1. The name of the PowerBI workspace
2. The name of the DataFlow you created
3. The report should pull through the data and render it
4. You can now save the report to share through the Power BI portal

## TBD Connecting Azure Data Lake Storage for data archival

Using Azure Data Lake Storage v2, DataVerse can archive the data used in this report, to support datasets greater than 30 days. This pattern is in developement.

# Using the report
## Using the report

The report is based on what is shared through the Power Virtual Agents portal, but with some important differences:

- The report includes all bots in your environment
- The report includes a date filter - and can support a range of dates greater than the 30 days supported natively in Dataverse
- The report includes all trace data emitted with the bot, allowing users to build reports on data import to them
- The report can be shared with users and business decision makers without access to Power Virtual Agents

# Troubleshooting
## Troubleshooting

There are a few places where the pipeline may break - troublshooting can normally isolate the problem using these steps:

1. Ensure that data is being pulled in to your DataFlow correctly. Open the DataFlow for editing (select 'edit entities'), and on each of the tables, select refresh to ensure that data is being populated.
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