In this article, we'll give an overview of how to use the 'Reviews' dataset in Power BI. We'll explain some key principles for using the dataset, and demonstrate their application by showing how to create a short report that identifies ratings for a specific question.
Since Perform offers extensive flexibility - allowing each customer to create unique review templates, custom rating scales, and more - a fixed report template would be too restrictive for the varied review details. When granular insights into review responses are needed, a custom, user-generated report is the best approach.
For an overview of review progress in your organisation, take a look at the Fixed Review summary report.
We'll cover:
- background to this example
- How to start a user-created report using the Reviews dataset
- Focus on your exact report needs
- Export, save and share results
First, some background
In this article, we'll use review responses for just one person. In this video we explain why:
How to start a user-created report using the Reviews dataset
To create a report from scratch, the first step is to select the appropriate dataset. If you want to analyse responses to specific questions within a review form, the dataset you should use is the 'Reviews' dataset.
The Reviews dataset contains a series of folders packed with data fields and measures. These will be the building blocks for your report.
Watch the video to see how to start a new report using the Review dataset:
Focus on your exact report needs
A clear focus on what you want to report is essential; without it, your report may lack purpose. With so much data in your Perform database, narrowing your scope is crucial.
For this example, we'll use a review form that includes multiple rating questions. However, we're only interested in one: the ‘Rate progression potential’ question, which is answered solely by the reviewer.
Below is the section of Jerry’s review form where the 'Rate progression potential' question appears, alongside another question answered by both Jerry and his manager, Trisha:
In this example, we'll focus specifically on this 'Rate progression potential' question.
Apply filters up front
Early focus on filtering is important. It can be overwhelming to work with a large amount of data on screen, so use filters to limit data to just what you need.
Build out your data visualisation
With filters in place, it’s time to build out the data visualisation. A table visualisation is always a good place to start:
Export, save, and share the results
Now you have the results, what next?
- Save and share a report view
- Organise report views into groups
- Export a table visual straight to Excel
To print the screen straight to PDF, select CNTRL+P. Alternatively, use a snipping tool to grab a specific area.
Discover more about User-created reports
For a hands-on learning experience, explore our Deep dive courses in The Academy, and watch as Gary builds reports from scratch to meet specific briefs.
If you prefer to start at the beginning, check out Get Started: Reporting and Analytics with Power BI. You'll begin with Power BI’s top five features, then dive deeper into each one with step-by-step guidance.
Need quick answers? Check out our FAQ, Reporting and Analytics with Power BI, packed with 100+ common questions and in-depth resources. You can also join our regular Ask Me Anything: Reporting live events, to ask your question directly to a Power BI expert. Search PWRFAQ in The Academy for real-world use cases, examples, and scenarios with User-created reports.
Don't have your Academy account yet? Contact your Customer Experience Manager or the Support Team to sign up today.