We have recently integrated our telephony system to SalesForce and we want to make a dashboard that calculate amount of received calls by an agent devided by created lead per agent.
So basically, we have two tables , Calls data and Leads.
Is this possible to do in SalesForce? The two tables both come with Agent name and Date. thank you very much
Related
I have an SSRS report where I receive a table of files which stuck in transition. In that table may be more than one user who should do some action. I want to create one report and change (using SQL query) the user for whom this table generated and send personalized reports to them. We are using MS SQL Standard 2014. So I've found a workaround on how to generate a data-driven subscription and it works fine. But reports which will send by RS still contain information for all users. I mean report which contains all people who should do some stuff is sending only for people mentioned in this report, not to all users in the base. Because of this, it's not usable and it really hard to find which files belong to you.
I'm stuck on the step: Is it possible for each iteration of running the same report to use different user names to generate personalized reports? For example except this, I want users will receive that.
For data-driven subscription I used this instruction.
I know the simple way is to create many reports for one user and trigger it, but I think it's monkey business.
Thank's to Tyron78. I tried SSIS and it 100% what I needed.
I've built a small workflow with SQL query and c# script. c# script generates pdf files and sends them to a list of users which emails users get from SQL query.
So, I am pretty new at using Power BI, so I'm having some issues when building reports that use on-premises Data Gateway. My goal is to build different reports in Power BI (let´s say 4 reports, as an example), all of them getting information from the same web data base. The problem is that everytime someone access this online data base, my company has to pay a small amount of money.
The reports refresh once per day, exactly at 2AM, using the on-premises Data Gateway. My point is: will the on-premises Data Gateway access this data base once per day, at 2 AM, and refresh all the reports or will it access it once for exery report (meaning 4 access at 2AM)?
If something is unclear, just warn me and I try to provide more information. Thanks!
It will follow the "4 access at 2AM" scenario.
I would design one master/dataset report that extracts all the required data from the source database. Once published (to your workspace or a group workspace), I would use that dataset as the source for the other 3 reports. From Power BI Desktop, go to Get Data / Power BI service.
Then you only have 1 dataset to refresh via the gateway. Another benefit is that you only have one set of queries & modelling to maintain.
It depends on how you have created the report. If the dataset is exactly the same, you should publish only one report and create the other 3 desktop files connecting to Power Bi Service as dataset. In that way you can have only one dataset for four reports and will refresh only once a day.
Regards
I am working on a weekly reporting project with SSRS. We currently have an Azure SQL server running a sample of the report, which will be delivered on a weekly basis. The report is distributed to a team to validate the data is correct. What we need from this group is either an "approval" or a message with the required changes. What options do we have in SSRS that could support the communication in this approval processing? I am am imagining having another table that would list Approval (y/n) and comments if the it is not approved.
You are rite. One option is to have Anchor link for approve and one for comments and clicking on them you can call a report or a procedure to insert the data against that report and used for further processing.YOu can even configure SQL mail to the developers as communication.
Here is the description of the situation:
I have a reload Job that takes data
the reload Job loads the new data every day in the morning in SQL Server Database
When the new data is in the tables, the job processes 3 Cubes (Mgmt, Team, and Project cube)
In regard to 3 cubes, 3 roles have been defined: Mgmt_Reader, Project_Reader, and Box_Reader, respectively.
Here is the request - department manager wants to "clone" the project for his department.
My question is - what would be smart to do:
Maybe on the lower level in the reload Job include the data for the both departments.
In the next phase no changes are made - when the reload job loads the Database on SQL Server
Would than be possible to make another 3 Roles (6 overall) for the department manager? And would then be possible to make the corresponding restrictions, so that he can see only the data relevant to his department?
If yes, I ask kindly for feedback, how I can do it?
Or, do you know an approach that is more elegant, that the suggested one?
Thanks in advance!
Is it possible to get notifications using SQL Server Reporting Services? Say for example I have a report that I want by mail if has for example suddenly shows more than 10 rows or if a specific value drop below 100 000. Do I need to tie Notification Services into it and how do I do that?
Please provide as much technical details as possible as I've never used Notification Services before.
Someone also told me that Notifications Services is replaced by new functionality in Reporting Services in Sql Server 2008 - is this the case?
I'd agree with Simon re Notification Services
Also, data driven SSRS Subscriptions are not available unless you use Enterprise Edition (and isn't available if you use SharePoint Integrated Mode).
An alternate way would be to create an Agent job that runs a proc. The proc could check the conditions you require and kick off the subscription if they are met using:
exec ReportServer.dbo.AddEvent #EventType='TimedSubscription', #EventData='xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxxx'
Where the #EventData is the ID of the subscription in dbo.Subscriptions.
This will drop a row in [dbo].[Event]. The Service polls this table a few times a minute to kick off subscriptions.
Really, this isn't far from what happens when you set up a new Subscription, might even be easier to create a Subscription in the Report Server site, find which agent job was created (the ones with GUID names) and edit the T-SQL.
Hope this helps
I wouldn't go down the ntofications services route - it is pretty much a deprecated feature of SQL Server and even if it is around in future it will stagnate. So don't build a dependency on it.
Depending on your needs a data driven SSRS subscription to e-mail you the report would probably work.
http://msdn.microsoft.com/en-us/library/ms159150(SQL.90).aspx
Sending mail using SSRS subscription to your data driven report
A data-driven subscription is composed of multiple parts. The fixed aspects of a data-driven subscription are defined when you create the subscription, and these include the following:
The report for which the subscription is defined (a subscription is always associated with a single report).
The delivery extension used to distribute the report. You can specify report server e-mail delivery, file share delivery, the null delivery provider used for preloading the cache, or a custom delivery extension. You cannot specify multiple delivery extensions within a single subscription.
The subscriber data source. You must specify a connection string to the data source that contains subscriber data when you define the subscription. The subscriber data source cannot be specified dynamically at run time.
The query that you use to select subscriber data must be specified when you define the subscription. You cannot change the query at run time.