Reporting User Guide
Reporting "How To" Articles
CalMHSA Report Specifications
RCM Reports
Report Requests
Power BI options for accessing CalMHSA Collective Dashboard
Instructions for RCM Counties:
To obtain a Power BI license, RCM Counties are required to submit a ticket through the Helix system. CalMHSA will grant two Power BI Pro licenses per RCM County at no cost. The details will be communicated to the designated County contact. Should there be a need for more than two licenses, additional licenses can be acquired by visiting the Power BI pricing page at Microsoft’s official website https://powerbi.microsoft.com/en-us/pricing/.
Instructions for Non-RCM Counties:
Non-RCM Counties must secure a Power BI license either by purchasing it directly at https://powerbi.microsoft.com/en-us/pricing/ or by utilizing an existing in-house license. Following the acquisition of a license, a Helix ticket must be submitted to set up and activate access.
General Instructions:
If you currently do not have a Power BI Pro license, you are advised to procure one by visiting the Power BI pricing page on Microsoft’s official website. Once the purchase is completed, a Helix ticket must be filed to gain entry into the CalMHSA Collective.
Summary – how to create reports using Visual Studio or Report Builder
How to connect to the SmartCare database using SQL Server Management Services
How to use certain functions such as get global codes by id
Commonly used tables
How to upload reports into SmartCare
Summary – how to create list page favorites
How to create widgets
How to use Ad-hoc reporting module in SmartCare
Summary – CalMHSA data analysis future vision
Data warehouse introduction
SmartCare dataw arehouse model
How to use PowerBI to create data dashboards
CalMHSA example – Org hierarchy
Base level SmartCare 6.0 database ERD
SmartCare document functionality tables ERD
SmartCare document functionality tables ERD
SmartCare account receivable tables ERD
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