How to create an S&OP dashboard in PowerBI using data from Gluu

Gluu tracks task and case progress that shows how work progresses (or where it stops). In this webinar Tobias Rydahl from Refine Consulting will show how he created a powerful operational dashboard for Sales and Operations Planning.

In this webinar, participants were inspired to…

– use PowerBI to show process bottlenecks and cycle times.
– get a standardized overview of each order in a production flow.
– connect Gluu and PowerBI effectively.

This is a non-technical demonstration targeted to Operations Managers.

Subscribe now to stay updated with our latest insights and strategies. Watch the webinar recording to learn how to optimize your processes with Gluu and PowerBI, and master Sales and Operations Planning. Plus, catch the key takeaways afterward!

Key Points and Takeaways from the Webinar:

1. Introduction to Gluu and Power BI Integration: This webinar provided a hands-on demonstration of how to utilize data from Gluu’s platform in Power BI, making it possible to create informative dashboards for better business insights.
2. Gluu API Integration: Attendees learned how to use Gluu’s open API to connect their data to Power BI. This integration allows users to extract data from Gluu for analysis and visualization in Power BI or other BI tools.
3. Key Use Cases Highlighted:
   • User Monitoring: Track which processes are being used the most by your users, identify frequently sought-after work instructions, and monitor versioning and process approval statuses.
   • Resource Management: Utilize dashboards to assess resource allocation needs versus availability, providing insights to better plan project resources.
   • Task and Case Data: Create dynamic reports based on task and form data from Gluu, including project milestones, resource utilization, and completion statuses.
4. Creating Custom Dashboards: Attendees were taken through a step-by-step process of setting up dashboards in Power BI, starting from integrating the data via the Gluu API to building and customizing dashboards that display relevant business metrics.
5. Combining Multiple Data Sources: Participants were shown how to combine data from Gluu with other external data sources, such as Excel or ERP systems, to create comprehensive dashboards that offer deeper insights into business operations.
6. Embedding Dashboards into Gluu: The webinar also covered how to embed Power BI dashboards directly into Gluu, allowing users to access important insights without leaving the platform.
7. Tips for Beginners: Beginners were advised to start with simple dashboards, using available online resources or hiring experts if needed for more complex configurations. Customization options such as using company colors and embedding dashboards were also discussed.

These key points outline how Gluu’s integration with Power BI can unlock valuable insights from existing data, enabling better decision-making and enhancing the overall effectiveness of business operations.