Power BI in UtiliSphere

Monitor and analyze your ticket data with self-service dashboards 

UtiliSphere's built-in Power BI reporting makes it easy to visualize ticket activity, locator performance, and operational trends—all without needing to leave the platform. Whether you're tracking open tickets or evaluating on-time completion, self-service reports give you the tools to make data-driven decisions.

⚠ Important: Reports automatically time out after periods of inactivity. Be sure to save your work often.  

For insights on how to get started building reports and visuals, check out Creating Reports in Power BI: a step-by-step guide and the Power BI Training series.

Key Concepts

• Power BI is embedded in UtiliSphere; the historical dataset is updated nightly, and the live dataset is updated hourly.
• Live ticket records are available for a rolling 30 days 
• Reports use dimensions (categories or groupings such as types or dates) and measures (metrics like counts or durations).

? Due Time Accuracy: Unless you're using Ticket Due Time Overrides, the system uses the OCC-provided due time, which may affect report accuracy.

Accessing & Using Reports

To get started, go to:
Analytics > Power BI Reporting

Viewing a Report

1. Select a report from the dropdown menu.

2. Click any visual tile to apply filters or export data.

3. Use toolbar options to focus, sort, or explore anomalies.

Creating or Editing a Report

1. Click Create New Report to start fresh or, or open an existing one.

2. Choose from templates like “Ticket Live Dashboard” or “Ticket Historical.”
   
   

   Template	Description
   Ticket Historical Blank Report Template	Blank template containing a rolling three years of ticket data.
   Ticket Live Blank Report Template	Blank template
   Ticket Live Dashboard Template	Template preloaded with pages/dashboards (these can be edited by users)

3. Add visuals (charts, tables, etc.) using the Visualizations and Data panes.

4. Add filters, drag data into visuals, and use text boxes or shapes to customize layout.

? Save reports frequently—use the top-right “Save Report” button (not File > Save As).

Tips & Tools

• Filters Pane: Adjust or search filters to refine data views.
  
  

  Action	Description
  Edit filter	Click filter to edit
  Remove filter	In the upper right corner of the filter, click Remove ()
  Search	Search for filters on this page
  Sort (...)	Sort filter alphabetically

• Custom Pages: Duplicate, rename, hide, or delete dashboards via right-click on the page name.

• Editing Options: 

  Editing Tools	Description
  Buttons	Clickable buttons for user actions (left/right arrows, reset, back, information, help, bookmark, apply/clear slicers, page/bookmark navigator, etc.)
  Duplicate this page	Copies current page (dashboard) to the rightmost position in the horizontal bar at the bottom of the screen listing pages/dashboards and names it “Duplicate of [name of copied dashboard]”
  Explore	Options for navigating dataset: Drill down/through Levels Table Available only with a visual tile selected
  Refresh	Displays the most recent data
  Save this report	Saves the report
  Shapes	Use shapes to group visuals: Arrow, Isosceles triangle, Line, Oval, Rectangle
  Text box	Box to contain text. Can be used as banners, headings, explanations, etc.
  Visual Interactions:  Specify how visuals interact on canvas	Edit interactions: Turn on to change how visuals interact when datapoints are selected. In edit mode, choose the source visual and behaviors using the icons, Drilling filters, or other visuals: Any visuals highlighted or filtered by this visual will have drill filters applied Filter: Selecting data in one visual highlights related data and removes all unrelated data in other visuals Highlight: Highlighting data in one visual highlights related data in other visuals None: Neither filters nor highlights are applied For more information, see the Microsoft topics: Filters and highlighting in Power BI reports Change how visuals interact in a Power BI report

• Visual Interactions: Configure how one chart affects another when clicking or filtering.
  
  

  Action	Description
  Export data (...)	Choose what data to export (summarized vs raw) and the file format
  Filters and slicers on visual (  )	Lists the filters and slicers in the visual
  Focus mode (  )	Replaces the report with an enlarged view of the visual tile
  Get insights (...)	Helps identify anomalies and trends. See the Microsoft topic Find Insights in your reports (preview)
  i (information)	Any notes about the data in the visual
  Show as a table	Replaces the visual with a table containing the data from the visual
  Spotlight (...)	Highlights the visual
  Sort/Sort by (...)	Sorting varies by visual