Report Layout
Once the Power BI template has been deployed and your data loaded, you will be presented with 7 reports:
A Summary Report
3 Customer Reports
3 Agent Reports
Across the top will be global filters that apply to all reports. You can filter on:
Organization
Folder
Agents
Date Range
Call Duration
These filters correspond to your account on Wordbench.
Each report will present EVS voice data in various charts and tables to assist you in your understanding of your customers and agents.
You can amend the reports and add other datasets for your own purposes.
Please refer to the BI Connector Service for a full description of the data fields.
Agent Performance Report
The Agent Performance Report compares the performance of one agent against all agents (default setting) or against a sub-set of agents.
If you want to select a sub-set of agents, then use the global Agent filter to first select the sub-set of agents. Hold down the Ctrl key to select multiple agents.
The sub-set of agents will now appear in the left hand Agent Filter where you can now select which agent to compare to the subset of agents.
WordBench Links Embedded in the Reports
Each call in the database has a link back to Wordbench so that the call can be opened and reviewed within Wordbench. You will require an account on Wordbench to review the call.
The url field in located in the public generated_analytics_data table and is included in the following reports:
Best and Worse Customer Calls
Best and Worse Agent Calls
Agent Performance
Power BI Report with link to open call in Wordbench  | Call opened in Wordbench  |
Adding a Day Filter
Users may wish to filter the reports by the day of week.
A Days table has been included in the template to allow this to be easily achieved. You can apply the filter to one report or to all reports.
To add a day filter, first ensure that the Filters pane and Fields pane is visible.
Locate the Day field under the Days table. Drag the Day field to one of the “Add data fields here” boxes (depending on if the filter is for the current report or all reports):
You can now select which days of the week to display in the report:
Adding and Removing Stop Words to Word Clouds
The Word Clouds shown in the reports have the Power BI Stop Words feature turned on. These are words that are to be excluded from the Word Cloud. In addition, we have added further Stop Words using a CJ Stop Words table.
Nevertheless, words may appear in the Word Clouds that you may wish to exclude. There are two methods to adding additional Stop words:
Directly to a single Word Cloud.
By editing the CJ Stop Word table.
Adding Stop Words to a Single Word Cloud
Adding additional Stop Words to a single Word Cloud is simply a matter of selecting the Word Cloud and entering the relevant words, with each word separated by a space.
The diagram below shows the key steps in adding “yeah” and “think” to the Stop Word list:
Alternatively, you can turn Stop Words off by moving the slider to Off (just above where you add your own Stop Words). However, this will not remove the Stop Words from the CJ Stop Words table.
Editing the CJ Stop Words Table
To review the Stop Words within the CJ Stop Words table, select the Data icon in the left hand pane and then the Stop Words table:
To edit the table, right click anywhere within the table and select Edit query:
The list of Stop Words will appear in the formula bar where you can add or delete additional words, ensuring you enclose additional words in closed quotation marks (““) and separating the words with a comma.
Once you have finished editing the list, select the Tick icon to the left of the formula bar to accept the edit and then Close & Apply the changes:
