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TOP TIPS: Getting Your Wordnerds Project Ready for Power BI 

Integrating your Wordnerds project with Power BI will help you share valuable insights with stakeholders and teams across your organisation. It's also a great opportunity to review your project set up to ensure your data looks professional and tells the right story. Since you'll now be presenting to a broader audience, it's worth ensuring everything is structured, clean, and easy to understand.

1. Data Completeness  

2. Set up your fiscal calendar

3. Prepare your key metrics

4. Tidy up your themes 

5. Identify your frameworks

6. Prioritise your filters

1. Data completeness 💯

Goal

Ensure your quantitative metrics (CSAT scores, NPS scores) accurately reflect your complete response set when presenting to stakeholders.

Actions in the Platform

  • Re-upload your data or adjust your current setup to include responses that have quantitative scores but no verbatim feedback

  • Note: While blank verbatim responses can impact sentiment calculations in Wordnerds, this won't affect Power BI calculations

Results in Power BI

  • Accurate and comprehensive quantitative metrics in your dashboards

  • Metrics showing both total survey responses ('responses' or 'author') and total verbatim items ('items')

  • Option to toggle and exclude blanks if needed

 

2. Set Up Your Fiscal Calendar 📆

Goal

Enable stakeholders to view and filter data according to familiar reporting periods and fiscal calendars.

Actions in the Platform

  • Upload your fiscal calendar to your Wordnerds project

  • For how to action this, see our guide here

Results in Power BI

  • Easy filtering by familiar time periods (e.g., "Period 5 data")
  • Intuitive navigation aligned with organisational reporting cycles
  • Consistent reporting periods across all dashboards

 3. Prepare Your Key Metrics 📈

Goal

Present scoring metrics in formats that align with stakeholder expectations and company standards.

Actions in the Platform

  • Group NPS scores (1-10) into detractors, passives, and promoters during setup

  • Create CSAT groupings (e.g., "satisfied" vs. "dissatisfied")

  • Share calculation methods with us (average scores or bespoke company formulas)

  • Ensure key metric themes have clear, recognisable labels


Results in Power BI

  • Metrics displayed according to your preferred groupings

  • Automated calculations based on your specified formulas

  • Clear, professional metric presentations that stakeholders instantly understand

4. Tidy Up Your Themes 🧹

Goal

Create a clean, professional theme structure that new audiences can easily navigate and understand.

Actions in the Platform

  • Review and clarify theme names (e.g., change "Delivery Times" to "Delivery Lead Times")

  • Comfort check abbreviations

  • Organise all themes into appropriate categories

  • Remove duplicate themes (often a result of multi-user projects!)

  • Archive unused or outdated themes

  • Clearly label similar themes across different journeys (e.g., "In-store Experience" vs. "Digital Experience")

Results in Power BI

  • Easy, intuitive theme navigation

  • Clear differentiation between similar concepts

  • Stakeholders understand what pages are showing them without additional explanation

 

 

5. Identify your Frameworks

Goal

Create focused, targeted views that highlight specific business objectives or customer journeys.

Actions in the Platform

  • Create frameworks as curated collections of related themes

  • Build frameworks around key areas such as:

    • Customer Journey stages (eg. awareness, consideration, purchase, support)

    • Top Pain Points for weekly tracking

    • Regional or geographical groupings

    • Product or service categories


Results in Power BI

  • Ability to filter to your preferred framework

  • Focused dashboards that cut through noise

  • Priority insights highlighted for specific stakeholder groups

  • Simplified navigation to relevant data sets



 

6. Prioritise your Filters

Goal

Provide stakeholders with quick access to their most frequently used data views.

Actions in the Platform

  • Identify 2-3 filters beyond standard date range and brand filters

  • Examples could be filters such as:

    • Geographic regions, store locations or stations

    • Account types

    • Product categories

    • Customer segments

  • Let us know in your BI briefing call and we'll ensure to build these in to your views

Results in Power BI

  • Essential filters prominently displayed at the top of pages

  • Quick navigation to relevant data segments

  • Reduced time to insight for stakeholders



 

Ready to Launch 🚀

Once you've worked through these preparation steps, your Wordnerds project will be ready for a smooth Power BI integration (or just sparkly clean and tidy for your own appreciation!). Your data will look professional, your insights will be clearly organised, and your stakeholders will have the filtering tools they need to find relevant information quickly.

Remember, the goal is to make your valuable customer feedback insights accessible and actionable for a broader audience. Taking time to prepare your project properly will pay dividends in stakeholder engagement and data adoption across your organisation.

 

More questions? 

We’re always happy to chat. Reach out using the help bubble at the bottom of your screen, or contact your Customer Success Manager.

image-png-Oct-15-2024-02-14-35-2944-PM✍️ Article written by: Lyndsay, Senior Customer Success Manager