Overview
The AGR Power BI app enables you to visualize, filter, and drill into data from your AGR system. This article assumes that you are familiar with basic Power BI functions. If you are not, then please look at the documentation from Microsoft.
The AGR app comes with standard Power BI pages for
Total Stock Value
Overstock Value
Estimate Future Stock Value
Estimated Future Stock Delivery Value
Stock turnover
along with information on how AGR calculates the data shown on each page.
Access the pages through the Pages sidebar.
Install the app
The app, named AGR, is available from the Microsoft Power App store through this link
You will need to have Power BI account and a Power BI Pro license to use the app, contact your IT partner to set that up or you can also pay by credit card when making a Power Bi account.
Import your data
You will need a token from AGR to unlock the app and connect your data to Power BI. Contact your Customer Success Manager to get a token. Once you have the token, enter it into the box when setting up the app. Follow the steps to connect AGR with Power BI. Importing data can take up to an hour, so please be patient.
Power BI pages
Each page opens to a dashboard of data visualization connected to the page's metric. For example, you can view a variety of visuals connected to overstock on the Overstock Value page.
You can view each visual in more detail by clicking on Focus Mode, which gives you a full-page view of the selected visual.
View data as a table
Power BI lets you view the data behind the visuals as tables in a new page.
To view the data behind a visual,
hover over the visual you want
right click in the visual
select Show as a table from the dropdown.
The new page opens with both both the visual and table.
View individual data points as tables in most visuals by
hovering over the data point you want
right clicking on the data point
selection Show data point as table.
Power BI will open a new page with the data in tabular form.
Optimize your visuals
The pages include standard Power BI tools for filtering and shaping the views.
Filter
To customize your data, use the toolbar at the top to filter according to
Location
Item Group
Importance
Closed
Special Order
Vendor
The selected filter applies to all the visuals on the page.
You can filter by clicking on the key next to any visual.
Click on one element to filter to that alone. Shift-click on two or more elements in the key to add them to the filter.
Clicking in the key will apply the filter to all information on the page.
Drill down/up
You can drill down or up on any visual with a date range in the X axis. The visuals default to a monthly view, but can be aggregated by year through drilling up.
Date ranges
Some pages let you adjust the date range being shown. Changing the date range will affect all visuals on the page, as is shown in the example below.
Refresh rate
AGR updates the data that drives the Power BI pages once a day during the daily job so it is best if the refresh rate of the dataset behind the dashboard is set to refresh early in the morning.
Share the app with your coworkers
You can share the app with your coworkers as you like. You can either share it with your organization or with specific coworkers.
