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 Microsoft 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.

Getting Started

Connect to Social Engagement from Power BI with the content pack for Microsoft Social Engagement.

Note

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

  1. Go to Power BI and select Get Data at the bottom of the left navigation pane.

    Get Data button in Power BI

  2. In the Services box, select Get.

    Get data from services to show in Power BI

  3. Search for Social Engagement, select the content pack from the results, and then click Get it now.

    Select Social Engagement from the list of content packs

  4. 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.

    Set the solution id and the time frame of the data

    Important

    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.

  5. For Authentication method, select oAuth2 and then click Sign in.

    Select the oAuth2 authentication method

    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.

    Sign in to your Office 365 account

  6. 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 *:

    Sidebar in Power BI with highlighted controls

  7. Select the Social Engagement Performance dashboard. It may take a while initially to show the data.

    Processing the data import in Power BI

    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.

    Dashboard with Social Engagmeent data in Power BI

What's next?

What's included

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.

Action types

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.

    • Assign

    • Link to Dynamics 365

    • Label

  • External: Actions that are directed at an external (public) audience.

    • Share

    • Like

    • Reply

    • Private message

Note

This content pack contains only a subset of the available actions in Social Engagement.

Actions

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 (Twitter or Facebook)

  • 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.

Action modes

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 Label Label name Label
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 or Facebook)
External Like Social profile in Social Engagement that was used. Source (Twitter 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)

Authors

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).

Labels

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.

Posts

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.

Users

The User table contains information about all users in the connected Social Engagement solution.

Active users

A subset of the Users table containing users and groups that have at least one action associated with them.

Assignee

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.

Search topics

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.

Social profiles

Contains all social profiles in the Social Engagement solution.

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.

Sources

Contains all available sources in the Social Engagement solution from which the data was imported.

Tags

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.

Troubleshooting

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/

See Also

Engage on social networks
Publish and react to posts
View posts and conversations in Social Engagement
Work with posts