Power BI Integration

Project: New feature documentation that uses Microsoft Power BI and existing core data to allow clients to create customized visial reporting.

Context: Feature writer, working with the extended stakeholders to ensure a smooth roll out, based on the concern that clients must learn Microsoft Power BI in addition to the customized Power Reporting front-end UI. In addition to the materials provided by Sales, client were provided with:

  • online release notes (below)
  • Power Reporting User Guide

Achievements:

  • Implementations and end-users were successfully able to install, setup, and use the new feature.

Power Reporting Release Notes

Note: Power Reporting is a separately licensed enhancement that requires setup by Finastra. Please contact you Account Executive for more information.
Power Reporting leverages Power BI, a business analytics builder service provided by Microsoft, to provide interactive visualization and business intelligence capability with a simple interface for end users to create their own reports and dashboards. The visual representation of data plays a central role in Power BI and offers a wide range of detailed and attractive visualization. This new reporting feature provides improvements to the existing Report Model module:

  • Analyze customer/member data in real time and embed analytical outcomes within customer journeys for fast execution of customer transaction requests and service queries, enabling instant fulfilment.
  • User-friendly software with easy-to-use features for creating, publishing, viewing, and sharing reports.
  • Rich visualization and powerful built-in data models.
  • A true cloud reporting solution that removes the need for on premises installation.
  • Dashboard views can be tailored to match Executive Management needs.
We currently provides two separate reporting and analytics solutions to create reports and conduct analysis on system data without the need for SQL skills or database training. Both solutions allow you to join fields across the database to build custom reports.
With Report Model, your data outputs to tabular, matrix, and chart reports. This solution requires on-premises installation on a SQL server. While you can create and share reports in a variety of formats, this solution does not include the ability to visualize the underlying core data. Report Model is the best solution for paginated reports that typically include long lists of data.
Power Reporting provides a similar ability for users to create and share reports, by leveraging a cloud-based business analytics tool. In addition to typical lists of data, you can interact with your data through the Microsoft Power BI Service using visualizations to drill-down into your report data. This solution is not recommended for paginated reports and archiving past data. Paginated data can be accessed by exporting a report to Microsoft Excel. Additionally, reports are refreshed in real time against the database defined for the report. Reports cannot be migrated from Report Model to Power Reporting.
Note: Upon the Live Date of the Fusion Phoenix Power Reporting for FI’s benefit, the FI will no longer be required to pay for Report Model, but will continue to have access to Report Model until this module is sunset.

Resources

  • Download the Power Reporting Fact Sheet to learn more about Power Reporting’s features and benefits.
  • Go to the Power Reporting Preview Video to get a sneak peek of this enhancement.
  • To get a list of System Requirements and Prerequisites, go to the Power Reporting User Guide.
  • Download the spreadsheet attached to Power Reporting Dictionary for a complete list of fields that can be leveraged in Power Reporting.