1. Getting Started

This customisable Microsoft Power BI App published by Camms will connect to our Camms.Risk Incident product and let you view information related to your existing incidents and their drilldown 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 Incident [more] and Camms.Connect [more] products offered by Camms.
Note: You are welcome to customise this dashboard to better suit your needs or request Camms to do so on your behalf. For assistance with modifying this dashboard or to make a request for a bespoke dashboard, please contact ReportingHub@cammsgroup.com.


2. Installation

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

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

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


        Figure 2.1: Microsoft AppSource Homepage


  • STEP2: Click on the ‘Get it now’ button.

          Figure 2.2: Camms.Incident 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

  • STEP 5: You will now be navigated to your Power BI Portal. Click on the ’Install’ button to install the Camms.Risk Incident Management Dashboard to your Organisation’s Power BI Service.


         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'.
    Figure 2.9: Initially loaded page with sample 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 depending on where your Camms database is hosted

Figure 2.10: Connect to your data

  • 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.

Figure 2.11: Connect to your data

  • 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: total incidents, severe incidents, overdue actions, hazard count, near miss count, injury count. 
  • Donut charts to display: incident by severity, incident by priority, actions by overdue status.
  • Location map of incident by location
  • Incident code and title table
  • Bar charts to display incident by responsible officer and incident summary

Figure 3.1: Dashboard – Overview

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


3.2 Dashboard – Investigation

The Investigation page in the dashboard will display a donut chart by investigation status and a bar chart of investigation owner by overdue status for each responsible person, and the incident investigation details in a tabular format.

Note: The same additional features will apply to the Investigation page too.

Figure 3.3: Dashboard – Investigations


3.3 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 details in a tabular format.

Note: The same additional features will apply to the Actions page too.

Figure 3.3 Dashboard – Actions


3.4 Dashboard – Linkages

The Linkages page in the dashboard will display the top 10 risks and the number of incidents for each risk title, top projects and the number of incidents for each project title, and top other linkage titles and the number of incidents for each other linkage titles.

Note: The same additional features will apply to the Linkages page too.

Figure 3.4 Dashboard – Linkages


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