Reports
Admin
Your data overview in a report or several reports
Your data overview in a report or several reports. Virkplan creates reports from current systems, digitizes the data and presents them in a clear way. Adjustable to fit your company.
Reports are updated on a daily basis. Use them as a management tool and get the level of detail you want. Everyone in the company can gain insight into the reports with individual access. Please see Admin descriptions.
In each report, these fields will be displayed.
Comment tracks
Make use of the comment track in the reports by asking questions about the report. When going to a comment, the filtering of data that was selected when the question was asked is displayed. A bookmark is saved for all comments. This will always lead you directly to the display that the comment is about. If data has been updated after a comment has been created, a screenshot of the data is saved. And if you tag a user, a notification will be sent to the individual user. You can use the gear icon (settings) to choose to receive notifications when someone comments on a comment you have written. Note: It is only possible to comment on a report if you are a member of the group that has access to the report."
Favorite
Mark a report as a favorite. Press the heart. Afterwards, a 'Favorites' menu will appear in the menu overview in the portal. You can have multiple favorites.
Full Screen
Expand to full screen
Bookmark
Make your own report bookmark. You can have as many bookmarks as you want. Bookmarks function as a filter. When you are viewing a report with multiple pages, you can click on the bookmark, and it will display that page in the reportYou can have as many bookmarks as you want. Bookmarks function as a filter. When you are viewing a report with multiple pages, you can click on the bookmark, and it will display that page in the report.
There is an option for uploading, downloading, and exporting reports, as well as updating datasets and editing the reports. You can also se refresh history for the report. However, this is user-controlled, and the report and edit fields are only displayed if the user has the right permissions.
There is an option to choose RLS Setup. RLS stands for Row Level Security. RLS is a feature for securing and managing access to data in your Power BI reports. Get a report shown with differentiated content dependent on user rights. You can control which data a report must display. A report with RLS is only accessible for users having RLS access on their profile.
For initial setup of RLS, please contact Virkplan. Afterward, the company admin can manage RLS permissions for users independently. However, Virkplan will always assist if any doubts arise, as RLS can be configured in many different ways."
RLS Impersonation - Allow RLS impersonation for members by adding it as a feature on the user. When you stand in a report and press impersonate, you can choose which user you want to see the report as. Company must have the feature “RLS impersonation” before it is possible to add it as a feature on a user. NOTE - All settings on Companies are managed by Virkplan Employees.
Download the data model from Virkplan
Before you can add a new measure, you need access to the relevant data model.
Click the Download button.
- Power BI Desktop supports DAX, so you need to use it to create measures.
- Once the data model is opened in Power BI Desktop, you can add a new measure in the correct table.
- Locate the relevant table in the "Fields" pane on the right side of Power BI.
- Virkplan recommends creating measures in a dedicated "Measure" table, which will be placed at the top of the list.
- Right-click on the table where you want to place your measure.
- Select "New Measure".
- A new measure field will be created in the table, allowing you to enter your DAX formula.
- After creating your measures:
- Click "File" → "Save" in Power BI.
- Choose an appropriate location and save the file with your changes.
- To add your new measures to Virkplan, upload the updated data model:
- Go back to Virkplan.
- Navigate to the relevant report or data model section.
- Upload the saved data model by selecting "Upload".
Wait for the system to process the new model
- Once the upload is complete, your new measures should be available in the report.
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