1. Getting Started

This customisable Microsoft Power BI App published by Camms will connect to our Camms.Risk product and let you view information related to your existing risk types (e.g. strategic, operational, project, corporate) and its drilldown of information, for your convenience.

View more details on Microsoft's Power BI and its features here.

1.1 Pre-conditions

• To use this out-of-the-box dashboard offered by Camms through Power BI, you should have already purchased Power BI Desktop from Microsoft and hold a Pro License.
• To point the dashboard to your own Camms database you should also have purchased Camms.Risk [more] and Camms.Connect [more] products offered by Camms.

2. Installation

• STEP 1:  Go to Microsoft AppSource using the below link:

            https://appsource.microsoft.com/en-us/

• Search using the keyword [Camms.Risk] in the Microsoft AppSource search bar, which will result in the Camms.Risk Dashboard.

            Figure 2.1: Microsoft AppSource Homepage

• STEP 2: Click on the ‘Get it now’ button.

      Figure 2.2: Camms.Risk Dashboard - Search Result Window

• STEP 3:  Add the email that is associated with your Power BI account and click on the ’Sign In’ button to sign into Microsoft AppSource.

        Figure 2.3: Sign into Microsoft AppSource popup box

• STEP 4: Fill in your basic information in the required fields and select the checkbox at the bottom. If you have filled in all the required fields marked with a red asterisk mark and ticked the checkbox, the ’Continue’ button will be enabled and let you move forward.

        Figure 2.4: Basic information popup box

                    Figure 2.5: Install Power BI App

• STEP 6: If an update is available to the Power BI Desktop app or the Camms Power BI App, this additional popup will display to update your software. Select the suitable option as below, and click 'Install'.
  • Update the workspace and the app – Select this option to update both the published online Workspaces and Camms Power BI App.
  • Update only workspace content without updating the app – Select this option to update only the published online Workspace content.
  • Install another copy of the app into a new workspace – Select this option to install a different copy of the Camms Power BI App into a new online Workspace.

Figure 2.6: Update software

• STEP 7: Once the installation is completed, click on the 'Go to app' button in the popup, or click on the new link created in your Power BI Dashboard under the 'Apps' tab.

  Figure 2.7: Click on the 'Go to app' button to open Camms Power BI App
  
  

  

  Figure 2.8: Click on the link to open Camms Power BI App
  
  
• STEP 8: Once clicked on the installed Camms Power BI App link, a dashboard with sample data will be displayed. You will require to then connect the dashboard with your organization's data. To do so, click on the link at the top 'Connect your data'.
• STEP 9: Once clicked on the 'Connect your data' link at the top of the page, a popup window will open to fill in the following details and click 'Next':
  • Camms-Token: Add the non-expiring Camms Power BI token provided to you by our Integration Team
  • Azure-Subscription-key: Add your Azure subscription key details
  • Host: Select between Demo or Live to view your dashboard details
• STEP 10: Once your credentials are validated, select the 'authentication method' (anonymous or basic [for basic enter your username and password]), 'privacy level', and click 'Sign in and continue' to proceed.
• Once connected successfully, your organization's information will be populated in the Camms Power BI App dashboard.

3. Using the Dashboard

3.1 Dashboard – Overview

The Overview page in the dashboard will display overview details of all risk types of your organization. The following summary details will be available to be viewed:

• Overview – Displays a set of overview widgets to have an overall view of your organization's risk related standings. 
• Number of: high residual risks, ineffective controls, overdue controls, overdue actions, overdue risk reviews, total reviewed risks, not reviewed risks. 
• Donut charts to display: risks by inherent rating, risk by residual rating, risk by target rating, risk by risk appetite.
• Heatmap to display risk by business grouping.
• Risk code and risk type table.
• Chart to display risk by residual rating and control effectiveness.

3.1.1 Additional features

The following additional features will be available within all of the dashboard pages:

• View more details – Hover over each chart segment or a rating type to view more details in a tooltip box.
• Filter details – Click on a chart segment, rating type, or any record to visually highlight only that part and filter all dashboard details based on the selection for further investigation.

Figure 3.1.1: Dashboard – Overview

3.2 Dashboard – Actions

The Actions page in the dashboard will display a chart of actions by owner and overdue status for each responsible person and the actions grid with details of the actions.

Figure 3.3: Dashboard – Actions

3.3 Dashboard – Controls

The Controls page in the dashboard will display a chart of controls by owner and overdue status for each responsible person, controls by type and effectiveness, and the controls grid with details of the controls.

Figure 3.4 Dashboard – Controls

3.4 Dashboard – Q&A

Query your information by selecting from a list of pre-added questions (e.g. What are my highest residual risks?). To query and filter results from information displayed on your dashboards, click on one of the pre-added queries. This will then retrieve and filter the information you require.

Figure 3.6.1 Dashboard – Q&A

Figure 3.6.2 Dashboard – Q&A