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The Citizen Space and Microsoft Power BI dashboard templates - User Management and Site Overview
Citizen Space is designed to integrate with other tools you use to carry out your work.
Many of our customers use Microsoft's Power Apps to build detailed dashboards of management information, providing insights which can be used across the organisation, helping you get your job done, and greater oversight for anyone who needs it.
To help you, we've created two Power BI templates for the most common uses we're asked about:
Have a peek at these in action in our handy video guide.
As a core tool and data source in your organisation's work, the rich data you can get from your Citizen Space site forms part of that picture - you can see who is using your site, oversee access and control, and get detailed information on the activity happening around engaging with stakeholders and your audiences.
How do they work?
Using Citizen Space's data API, we can link this data from your Citizen Space site directly to your Power BI account so that you can get real-time information on all of these things and more. By integrating with your Power BI account, this gives you the flexibility to - for example - combine data from Citizen Space with data from other sources, and it means it can be visible on dashboards or exported in a variety of formats for anyone who needs to see it, with no need for them to have their own Citizen Space log in. The two templates are carefully configured to capture data that we're most commonly asked about.
The User Management dashboard
This gives you realtime information on everything you could want to know about admin user access and management for your site, helping you to have complete oversight. This dashboard will show you things like: user numbers, when people last changed passwords, who has multi-factor authentication enabled, users at all the different permission levels, and more. It's a valuable tool that allows you to efficiently manage your users.
The Site Overview dashboard
This dashboard provides a full overview of your site. It gives real-time insights into which activities are opening or closing within the next 30 days, helping you stay ahead of key deadlines. It also highlights the current workspaces running activities, allowing you to drill down into specific details for complete oversight. You can see charts of response numbers across the site, full site-wide metrics of numbers of activities, responses and more. It's a complete overview of your Citizen Space site, constantly updated, and available to you at any time.
These two dashboards are included in your Citizen Space subscription and we can provide these dashboard templates for your organisation, ready to be added and viewed immediately with your cloud-based or desktop PowerBI.
However, if there are other dashboards you'd like to have and can talk us through your workflow, we'd love to help. Citizen Space has a lot of data in it and the data API has been built to work with all of it, so we can create bespoke dashboards with you to suit your needs, just get in touch and together we can make that happen.
What do I need to do?
To get started you will need to be a Site Admin to create an API key on Citizen Space. You will also need access PowerBI Desktop or Fabric.
Firstly, let us know that you want these dashboards set up by contacting your Customer Success Manager, we'll then need to enable the Citizen Space API on your site. Once that’s done, you can either ask your Customer Success Manager for the dashboard templates and follow these instructions yourself, or you can ask us to do these steps for you and to email you the .pbix files to open in your Power BI account. It depends on what works best for you and your team.
What do I need to know about the data API?
APIs are an accessible way to extract and share data within between systems.
We have some detailed technical documentation about the Citizen Space Data API in our Gitbook site, which can be shared with colleagues who may need it or want to see the details.
For this use-case, once we have enabled the API in your site, we'll be using that functionality to connect to PowerBI, but it can be used with a number of different services - from records management software to enhanced data analysis tools. Again, please talk with us about how you like to work and what you'd like to integrate Citizen Space with, and we can help.