Adapt the SMART BI report to your needs

What you can change

Visuals

Remove the ones you never use, add a chart or a table, move and resize them. A page with fewer visuals is easier to read for the people you send it to.

Measures

A measure is a calculation that follows every filter — the share of the volume migrated, the files changed in the last year, the average versions per file. Add your own with New measure.

Pages

Add a page for a steering group, with the three figures it asks for; or one per wave, with its Job group filter set.

Look

Your colours, your logo, your titles and your language, through the View tab's themes and each visual's Format settings.

How to change it

Keep the shipped report
Save a copy under a name of its own before you change anything, so the original is at hand to compare with or to start again from.
Open it in Power BI Desktop
Editing is done in Power BI Desktop, which is free. The Data pane, on the right, lists every table and field the report has loaded; any of them can go in a visual.
Add or change a visual
Click an empty spot on the page, pick a visual in the Visualizations pane, and drag fields onto it from the Data pane. To remove one, select it and press Delete.
Add a measure
Right-click a table in the Data pane, choose New measure, and write the calculation in the formula bar. Power BI's formula language is called DAX; Microsoft's documentation has many examples.
Refresh, save and share
Refresh as you always do: your visuals and measures stay, and the data under them is renewed.

Change the visuals, leave the data model

Add and remove visuals, pages and measures freely. Renaming or removing the tables the report loads, or changing how they are loaded, can stop the next refresh from working — keep a copy of the shipped report before you go that far.

Keep what export and the run links need

Two things in the File details table are used outside the report. Keep them when you change it:

The columns a file list needs. Name, Path and Relative Path are what a File List CSV job reads from the exported file.
The Job link column. It opens the run in the SMART Migration app.

A report of your own, or another BI tool

You can also build a report from scratch, in Power BI or in another BI tool. The reporting database is ordinary PostgreSQL tables, modelled for reporting, so Tableau, Qlik, Looker or Excel can read them directly. The shipped report shows which data there is and how it fits together.

A partner can help

Your SMART Migration partner can help you read the report, adapt it to your project, or build the pages a steering group asks for.

See also