Objective:
To access the Power BI Position Control Report, download it, and save a copy for review.
Key Steps:
Go to the Power BI server for Special School District through the SSD portal.
Log in using the format "SSDCO/username" and SSD password.
Navigate to the Applications tab and click on the Power BI app.
In the browse screen, go to the human resources folder, then the positions folder, and select the position control report by supervisor.
Add the report to favorites for easy access in the future.
Select the supervisors and criteria you want to view, then click "View Report."
To export the report to Excel, hover over the save icon and select Excel. Download the file and open it to view the report in Excel format.
Cautionary Notes:
Ensure to use the correct format "SSDCO/username" for logging in to avoid access issues.
Follow the navigation path accurately to locate the desired report.
Be cautious while selecting supervisors and criteria to ensure the accuracy of the report.
If you name does not appear in the drop-down, then you have no employees assigned to you.
Tips for Efficiency:
Add the report to favorites for quick access in the future.
Familiarize yourself with the navigation path to streamline the process.
Regularly save and organize downloaded reports for easy reference and review.
You will have to download the file in order to modify the spreadsheet in any manner. The process for the clean-up of this information after it has been downloaded from Power BI is outside of the scope of the Technology Services
Link to Loom
https://www.loom.com/share/27d16da3710841f78e635ef1b73716da?sid=f77efc17-23af-4fed-94f0-d74a3c6b6d43