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Server or Host URL
Database name
Username
Password
Connecting to the PostgreSQL Database
Open Power BI Desktop, select Get data, navigate to PostgreSQL and select Connect:
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For example, to change agentwordcountpercent from decimal to percentage, select the icon to the left of the column heading and select Percentage. Then select Close & Apply:
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Converting the url field to a Web URL
During the Transform process above, it is not possible to convert the url column from Data Type “text” to Data Type “Web URL”.
To convert to Web URL, select the url column. Under Column tools, select Data category and then Web URL:
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How to Extract Customized Metadata (clientdata Field) and App Scores (scorecard Field)
The clientdata and scorecard fields are imported into Power BI as lists. These lists are dynamic, insomuch as they will change from one customer to the next depending on:
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Set out below is how to extract the data within the clientdata and scorecard fields. An alternative approach is to copy the Query Functions that have been included in the Power BI template that will significantly simplify the process outlined below.
Extracting Customized Metadata (clientdata Field)
Note: customers with a Genesys Cloud integration will already have some of their custom metadata fields extracted as separate columns (refer to Tables above).
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To save your changes, select Close & Apply on the Home tab.
Extracting Workbench App Scores (scorecard Field)
If you were to follow the process above that is used for clientdata and expand the out-of-the-box Wordbench apps (Agent Scorecard, Call Drivers and Customer Experience), you would add an additional 130 columns to your table. This can make data management in Power BI unwieldy. It may be preferable to copy each Wordbench app to a separate table before expanding the columns.
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