Reporting - Using the Perform 'Review details' data-set

*** Please note, this article refers to the All-new Reporting and Analytics. View the FAQ for more details. ***

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 review details 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. 

Find out more about reporting and analytics with Microsoft Power BI

Join us live for Key techniques for using Power BI fixed reports in The Academy. We'll start with a tour of the Power BI reporting area, then, we’ll open up the Learning Progress report and using real-life examples, we’ll dive into the detail.

If you're using Reporting and Analytics already and have a question, come along to our 'Ask me Anything' events in the Academy to ask questions and share feedback directly with the team.

Join us for our update and roadmap live event to see the latest feature releases and roadmap for the next quarter and share feedback directly with the team. 

Don't have your Academy account yet? Contact your Customer Experience Manager or the Support Team to sign up today.