Matter Suite Template is a user-centered reporting and analytics solution that provides value-driven and intuitive insights to help Onit clients streamline business processes and track performance around their matter management. This suite is built with a modernized data feed through Onit's Data As a Service (DaaS), allowing clients to access their data efficiently. Therefore, clients must have an active DaaS account to access their data through the Matter Suite Template.
This document provides instructions for downloading, configuring, and deploying the Matter Suite on the client's Power BI service. Clients may also customize the template to meet specific business needs.
The template file contains all the necessary components of the dashboard. Clients must update their DaaS credentials in the template file to ensure they are connected to their data source.
Getting Started
To get started with Power BI Matter Suite Template, please follow the steps below:
- Download the Power BI Matter Suite Template from Matter Suite Template. Save the downloaded file on your local computer.
Opening and Updating the Template file
1. Open the Template file. Once you open the Template file you will prompt with the login screen for odata endpoint, cancel the operation and close the refresh window.
2. A blank report will appear once you close the refresh window.
3. As Onit has shared the Template file, data source connection details must be updated. Click on File - Options & Settings - DataSource Setting
4. Click on change Source. Update the odata endpoint provided by Onit.
5. Once the endpoint details are updated, click on edit permission and select edit.
6. Select basic under odata feed and enter the credentials to connect to the odata endpoint, and click on save.
7. The latest data source connection details must be applied to the report. Click on Apply Changes.
Loading and publishing the report
1. Data load will start once the user clicks Apply Changes.
NOTE: The duration of the data load refresh depends on the data volume. You can schedule the refresh once the data is published to the PowerBI services.
2. The report will be visible after the data load refresh.
3. Save the file on your local desktop.
4. Click the publish icon to publish the report on app.powerbi.com to the desired workspace.
Model your Business Data
Introduction to Entities: Entities are used to model and manage business data in Onit. For example, entities such as invoices can be used to track invoice submission/approval. An entity has a set of attributes, each representing a data item of a particular type.
Matter Suite Template Entities
- Entities that are a part of the below Entity Relationship Diagram form a comprehensive Enterprise Legal Management system, which will help provide business solutions and help gain and track real-time visibility into the legal system.
An understanding of the ERD:
a. The above ERD displays four entities that are a part of the Matter Suite Template.
b. There exist several different kinds of relationships between these entities:
One to One: This relationship indicates that a single record in one entity is related to a single record in another entity and vice versa.
One-to-Many: This entails that a single record in one entity is related to multiple records in another entity, but vice versa does not hold true.
Many to Many: This indicates all records in one entity are related to all records in another entity and vice versa
3. Besides defining the relationships, cleaning up the data and excluding and filtering out unnecessary data before loading it to reduce the data feed is essential. Some standard fields can be considered for this.
a. Invoices.curr_state_name (invoices): This field contains approximately 12 states/phases of the invoice, including the voided state, which can be excluded from the data.
b. matter.curr_state_name: The rejected state can be excluded from the data.
4. The data model contains additional entities to facilitate the creation of the required calculations by the PowerBI data model.