Monitoring Synergetic data using Power BI Dashboards
Synergetic has created a set of Microsoft Power BI dashboards with interactive graphs, charts and tables linked to the Synergetic database to help you get the most out of your Synergetic data. For information about Microsoft Power BI, see Microsoft Power BI.
System requirements
- Power BI Pro subscription. See Power BI Pro Pricing.
- Synergetic Version 69.23 or later. See Synergetic Support for help upgrading, if necessary.
- Synergetic module relating to the data. For example, the Debtors module for the Debtors dashboard.
Once you have confirmed that you have the necessary requirements you can contact Synergetic Support to finalise the installation. See Synergetic Support.
How to
- Share a Synergetic Power BI Workspace with colleagues. See Sharing Synergetic Power BI Workspaces.
- Share a Synergetic Power BI Dashboard with staff members. See Sharing Synergetic Power BI Dashboards.
- Download a Synergetic Power BI Dashboard to make custom modifications. See Downloading Synergetic Power BI Dashboards.
- Power BI security is set up and how to make custom modifications. See Power BI Security.
Important: You are creating a custom site report by downloading Synergetic Power BI Dashboards. Synergetic is not responsible for the maintenance consequences of using customised site reports.
Synergetic Power BI Dashboards
Note: Interactive demo dashboards are provided for each dashboard listed below.
Dashboard | Description | See... | Synergetic version required | Based on table / view |
---|---|---|---|---|
Absence events | View and filter absence data using graphs, charts and tables displaying:
| Student Absence Power BI Dashboard | Version 69.23 | AbsenceEventsDailCalc |
Assessments and reports | View and filter current student assessment data using graphs, charts, and tables. | Class Report Power BI Dashboard | Version 70.01 | vStudentReportsSemesterResults |
View and filter class assessment data using graphs, charts, and tables. | Student Report Power BI Dashboard | Version 70.01 | vStudentReportsSemesterResults vStudentReportsSemester | |
Current students | View and filter current student data using graphs, charts and tables displaying:
| Current Students Power BI Dashboard | Version 69.23 Version 70.02 | vStudentsAll for current semester only. Does not include left students |
New Zealand organisations can view and filter NCEA result data including:
| NCEA Power BI Dashboard | |||
View and filter parent teacher interview data including using graphs and tables displaying:
| Parent Teacher Interview Power BI Dashboard | |||
View and filter student absence data for the last one hundred days using graphs and tables including: | Student Attendance For Last 100 Days Power BI Dashboard | |||
Debtors | View and filter debtor data using graphs, charts and tables displaying:
| Debtors Power BI Dashboard | Version 69.41 | vDebtorTransactionAddress DebtorBalances |
Development | View and filter fundraising data using graphs, charts and tables displaying:
| Fundraising Power BI Dashboard | Version 69.23 | vDonorPledges vDonorReceipts |
Enquiry students | View and filter enquiry student data using graphs, charts and tables displaying:
| School Enquiry Power BI Dashboard | Version 69.23 | vEnquiryContactAddress |
External test results | View and filter enquiry external test results data using graphs, charts and tables displaying:
| External Test Results Power BI Dashboard | Version 69.23 | vStudentExternalTestResults |
Future students | View and filter current student data using graphs, charts and tables displaying:
| Future Student Power BI Dashboard | Version 69.23 Student gender options Version 70.02 Religion and previous school Version 70.03 | vFutureStudentsAll |
Human resources | View and filter current student data using graphs, charts and tables displaying:
| Human Resources Power BI Dashboard | Version 69.23 Start and finish date options Version 70.02 Update to use staff start date Version 70.07 Update to allow school to use only active staff in sync Version 70.11 | Staff vStaffJobPositions |
General ledger | View and filter budgetary data including:
| Budget Analysis Power BI Dashboard | Version 69.50 Fixed use of GL classifications to use classification of GL instead of Cost centre Version 70.11 | GeneralLedgerMonthlyBudgets vGeneralLedger GeneralLedgerCostCentres GeneralLedgerChartOfAccounts GeneralLedgerJournals |
Monitor financial reporting data relating to income and expenditure including:
| Financial reporting Power BI Dashboard | Version 69.50 Fixed use of GL classifications to use classification of GL instead of Cost centre. Addded interactions to visuals Version 70.11 | GeneralLedgerJournals vGeneralLedger | |
View and filter data for the entire purchase order lifecycle including:
| Purchase Order Lifecycle Power BI Dashboard | |||
Medical details | View and filter medical incident data by:
| Medical Incidents Power BI Dashboard | Version 70.02 | vStudentMedicalIncidents |
View and filter medical data for students at your organisation including students with:
| Student Medical Power BI Dashboard | Version 70.02 | vStudents vStudentMedicalAllergy vStudentMedicalMedication vStudentMedicalCondition |