Project “Madeira” is a business management solution for small and mid-sized organizations that automates and streamlines business processes. Signing up is easy, and you can migrate existing business data from your legacy system. The Power BI content pack provides out-of-the-box reports for Project “Madeira” users that cover areas such as sales and profit, opportunities pipeline, profitability, and more. These metrics are organized on a dashboard that can be fully customized, allowing you to easily connect and immediately start exploring your data.
This post will explain how the Power BI content pack can help you explore your Project “Madeira” data. For additional details on how to get started, please see the Project “Madeira” content pack for Power BI help page.
After connecting with your Project “Madeira” credentials, your data will begin loading into Power BI and you will be notified when the dashboard is ready. In addition to the out-of-the-box dashboard, the content pack includes 7 reports that are built on top of the dataset. To begin exploring the reports, select one of the tiles on the dashboard. For example, if you select the tile that shows Sales This Month it will drill into the Sales report.
Each report offers a set of visuals with different insights. For additional information you can hover over any of the items, or select a particular value to cross filter other visuals on same the page. The Sales report provides insights such as the sales amount, sorted by customer group and product. On this report you can select a specific salesperson from the salesperson name slicer to filter the data for that person.
Any of the visualizations from the reports can be pinned to the dashboard by hovering over them and selecting the pin icon. In each of the reports you can switch to edit mode, where you can edit or add additional visuals to your reports.
After the initial import, the dashboard and the reports will continue to update daily, and you can control the refresh schedule by selecting the dataset. The Project “Madeira” content pack for Power BI offers an initial set of metrics and insights enabling you to explore your data even further.
We’re always interested in hearing your feedback! Contact us at https://support.powerbi.com to let the team know how your experience was and if there’s anything we can do better.