jesusitd
commented
3 years ago Tasks:
Create Report in Power BI Desktop Created from Returned Messages - Callbacks template
Import Smartsheet
Fill out Case for the Smartsheet using a SQL query
Lay out new report
[9/4 10:47 AM] Amanda Redford I have a smartsheet that we are using to track case audit errors from like manual data entry issues for the staff [9/4 10:47 AM] Amanda Redford When we used it in the past we did not enter the case id on the sheet [9/4 10:48 AM] Amanda Redford but moving forward I would like to add the case id and remove some of the additional fields and ask that you create it as a BI report similar to the inbound call log report [9/4 10:48 AM] Amanda Redford Here is the form: https://app.smartsheet.com/b/form/20464676da934941bbb89d0d4f177c84 [9/4 10:48 AM] Amanda Redford I am going to add Case ID [9/4 10:48 AM] Amanda Redford and remove the case type, firm, case number, client name, verification agent, and verification date [9/4 10:49 AM] Amanda Redford if I remove those fields off the form to lessen the data entry would u be able to still display it on a BI report based on the case ID? [9/4 10:49 AM] Amanda Redford Here is the spreadsheet: https://app.smartsheet.com/sheets/3hh5mCpv4V84HP9q2xWR7r8fq9Xcqm4hHx5hXfC1 [9/4 10:50 AM] Amanda Redford I want to create a BI report that will show the accuracy of the case data by verification agent and provide a rating or scoring system