Get the Microsoft Social Engagement content pack for Power BI
Engaging on social media by responding to posts is a core capability of Microsoft Social Engagement. With this Power BI content pack, you can now get insights on how your organization, and your teams are engaging with KPIs such as volume of interactions and average response times.
This content pack is for organizations using Social Engagement and can only be accessed via Power BI. You can use this content pack with both the free and the pro versions of Power BI.
Use this content pack as a starting point on Power BI to create your own reports and dashboards that best meet your needs.
Connect to Social Engagement from Power BI with the content pack for Microsoft Social Engagement.
Administrator or Manager permissions and access to Social Engagement's solution ID are required to connect. For more information about the solution ID, see Troubleshooting.
How to connect
Go to Power BI and select Get Data at the bottom of the left navigation pane.
In the Services box, select Get.
Search for Social Engagement, select the content pack from the results, and then click Get it now.
Provide the Solution ID (not the full URL) of the Social Engagement instance you want to connect to, choose the time frame you want to import and click Next. For more information how to find the Solution ID, see Troubleshooting.
Choose an appropriate time frame based on the interaction data volume in your Social Engagement solution to avoid potentially long loading times. We recommend keeping the total number of posts with actions imported into Power BI under 100,000.
For Authentication method, select oAuth2 and then click Sign in.
The first time you connect, Power BI may prompt you to allow read-only access to your account.
Select Grant to begin the import process. The import process can take a few minutes depending on the volume of data in your solution and will gather data for social posts that users of Social Engagement interacted with.
After Power BI imports the data you will see a new dashboard, report, and dataset in the left navigation pane. New items are marked with a yellow asterisk *:
Select the Social Engagement Performance dashboard. It may take a while initially to show the data.
Once your data is imported you can see the default dashboard that Power BI creates to display your data. You can modify this dashboard to display your data in any way you want.
Try asking a question in the Q & A box at the top of the dashboard.
Change the tiles in the dashboard.
Select a tile to open the underlying report.
While your dataset will be scheduled to refreshed daily, you can change the refresh schedule or try refreshing it on demand using Refresh Now.
At the core of this content pack is the term 'Action'. We describe Action as a single, specific interaction with a given social post. For example, assigning a post to a user or retweeting a tweet, etc.
Depending on the type of action, related information is shown. It’s critical to understand that only actions taken in Social Engagement are part of this dataset.
To get you started quickly, the content pack includes a dashboard based on three reports:
Engagement Performance: Get insights on how your organization is engaging on social media with KPIs on actions and response times.
Team Performance: Get insights on how teams and individuals in your organization are engaging on social media with KPIs on actions and response times.
Engagement Analytics: Analyze your organization’s engagement on social media with KPIs based on location, authors, tags and sentiment.
Contains the various types of actions that can be performed on social posts in Social Engagement.
Internal: Actions that are directed at an internal audience.
Link to Dynamics 365
External: Actions that are directed at an external (public) audience.
This content pack contains only a subset of the available actions in Social Engagement.
The Actions table provides the core details about the individual actions taken on posts.
Post ID: ID of the post the action was taken on.
User ID: ID of the user who took the action.
Action Value: Result or addressee of the action. For example: For Assign actions, this is the name of the user or user group. For Reply, this is the social profile used for the reply.
Action Value Group: Adds an additional layer of information regarding the Action Value. For example: For Assign actions, this describes if the action value is a user or a group. For Reply actions, this is the corresponding source.
Action Value ID: ID of the entity that was addressed by the action.
Action Date: Time stamp for the action.
First Response Time: Duration between Publication Date and Action Date.
The Action Modes table contains information about the origin of actions.
Manual: Actions that were taken manually, in the Social Engagement or Social Selling Assistant user interface.
Auto: Actions that were taken by the system for example by processing automation rules, or by un-assigning posts when a user is deleted in Social Engagement.
The table below maps out the possible combination of values for Action Type Group, Action Type, Action Value and Action Value Group fields:
|Action Type Group||Action Type||Action Value||Action Value Group|
|Internal||Assign||User name or User Group name||User or User Group|
|Internal||Link to Dynamics 365||Instance name||Instance type (Online or On-premises)|
|External||Reply||Social profile in Social Engagement that was used.||Source (Twitter, YouTube or Facebook)|
|External||Like||Social profile in Social Engagement that was used.||Source (Twitter, YouTube or Facebook )|
|External||Share||Social profile in Social Engagement that was used in:
- Retweet on Twitter
- Share As on Facebook
- Post Link for Twitter, Facebook and LinkedIn
|Source (Twitter, Facebook, and LinkedIn)|
|External||Private messages||Social profile in Social Engagement that was used.||Source (Twitter or Facebook)|
Contains the authors of all posts in the data set. If available, it also contains the author location. More information: See the locations for the posts
Dynamics 365 connections
Contains the Dynamics 365 connections that posts were linked to using the Link to Dynamics 365 action and the instance type (online or on-premises).
Contains the labels that posts were labelled with using the Label action. Since users can change these values, it is a snapshot of the labels assigned to the posts at the time of the data refresh.
Contains the acquisition date, publication date, meta data such as sentiment, reach, and location of all the posts that have at least oneaction performed in the timeframe imported in the Power BI data set.
The User table contains information about all users in the connected Social Engagement solution.
A subset of the Users table containing users and groups that have at least one action associated with them.
A subset of the Users table containing users or groups that were assigned posts. Since users can change these values, it is a snapshot of the assignments at the time of the data refresh.
Contains the name of all search topics in the Social Engagement solution.
Search topic categories
Contains the name of all search topic categories in the Social Engagement solution.
Contains all social profiles in the Social Engagement solution.
Contains the information used for reference in the Reports pages along with the total number of posts in the selected import time frame. Only posts with an action associated are imported to Power BI.
Contains all available sources in the Social Engagement solution from which the data was imported.
Contains all available tags in the Social Engagement solution from which the data was imported. Since users can change these values, it is a snapshot of the tags assigned to the posts at the time of the data refresh.
If data is not showing up in Power BI, check to make sure that you are using the correct Solution ID and that you have the required permissions to view the data.
If you are not already an admin in Social Engagement, please contact your administrator to make sure you have rights to view the collected data.
The Solution ID of your Social Engagement solution can be found in the Solution URL. The Solution URL can be found in the browser’s address bar after signing in to https://portal.office.com and opening Social Engagement from the app switcher.
The Solution URL is also shown on alerts or other email notifications you receive from Social Engagement. For example: 1 is the Solution ID in the Solution URL https://listening-prod.dynamics.com/app/1/.