How to Create a Ticketing Dashboard in Microsoft Teams using Power BI

Tikit's Ticket Dashboard using Power BI

This is blog is part 1 in a 2 part series designed to help you create dashboards with your ticketing data. You’ll get an assist from our Power BI Template to help you get started.

With Tikit, managing work directly from Microsoft Teams has never been easier. But Tikit also provides an intuitive web app experience for administrators and analysts looking to glean even more information and insight–especially from analytics.

Using the Tikit Web App, you can filter columns, add columns and even export to Excel if you want to run your own calculations. But whether you choose to export daily, weekly or even monthly, there is a reoccurring process that can surely be improved. That’s why we’re opening up API access to Tikit, and in doing so, facilitating the ability to retrieve data directly without manual exports. This gives you an easy way to hook up Power BI and build your own ticketing dashboards to analyze on your own or share with co-workers. 

To fast track you through the process, we’ve built a Power BI Template that you can download, plugin your token and go. But what’s a token and where do you get one? 

Step 1: Get an Authentication Token 

The first thing we need to do is create a token at https://app.tikit.ai. Then in the top right, click on your name, then click “Access Tokens.” 

Step 1: How to Create a Ticketing Dashboard in Microsoft Teams using Power BI - Get an Authentication Token

This page shows a list of tokens you have currently generated for Tikit. To create a new one, just click on the “+ icon” on the right. 

Step 2: How to Create a Ticketing Dashboard in Microsoft Teams using Power BI - Create New Authentication Token

Let’s give the new token a name like Reporting, set an expiration date and choose “Analysts” for the Application Roles. Then click “Save.” 

Step 3: How to Create a Ticketing Dashboard in Microsoft Teams using Power BI - Name, Set Expiration Date, Choose Roles

A new window appears showing you the token you have just created. Per the message, this token will be shown once and never again! Make sure to protect your token like any password you may use.

Step 4: How to Create a Ticketing Dashboard in Microsoft Teams using Power BI - Protect Token!

With our new token, open the Power BI Template with Power BI Desktop if you haven’t already done so, paste it in and click Load. 

Step 5: How to Create a Ticketing Dashboard in Microsoft Teams using Power BI - Open Power BI Template with Power BI Desktop

Data will be retrieved and then charts will render. But if you aren’t using Groups yet, don’t worry about those charts being empty!

Step 6: How to Create a Ticketing Dashboard in Microsoft Teams using Power BI - Rendered Charts

Now that you’re connected to Tikit, you’re free to build your own dashboards simply by selecting data points you want to visualize. Just click them to enable and choose the chart type you want to use to display your data. You can also select any of the charts displayed above to see how they’re constructed and the filters that are applied.

Step 7: How to Create a Ticketing Dashboard in Microsoft Teams using Power BI - Choose Chart Type

With those few steps, you can start creating your own ticketing dashboards. Reminder: you can find the Tikit Web App at https://app.tikit.ai

In our next blog post, we’ll dive deeper into analyzing Tikit data. We’ll go over how to build custom dashboards and publish them directly into Teams. New to TikitContact us with questions and join our growing community

Experience Teams Ticketing Today

Start your 14-day free trial of Tikit. No credit card required.