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Agent Lifecycle Compliance Dashboard — Build Guide

Overview

A Power BI report for lifecycle compliance monitoring. Connect directly to Dataverse tables to visualize agent lifecycle state, sponsor coverage, access review completion, and deactivation pipeline.

Note: This guide describes how to build the report from scratch in Power BI Desktop. No .pbix file is included in this solution.

Data Source

Setting Value
Connection type Dataverse connector
Authentication Organizational account

Tables to Import

Dataverse Table Logical Name
Agent Lifecycle Record fsi_agentlifecyclerecord
Sponsor Assignment fsi_sponsorassignment
Access Review fsi_accessreview
Deactivation Request fsi_deactivationrequest
Lifecycle Compliance Event fsi_lifecyclecomplianceevent

Connection Steps

  1. Open Power BI Desktop
  2. Select Get Data → Dataverse
  3. Enter the environment URL (e.g., https://org.crm.dynamics.com)
  4. Sign in with an account that has read access to the governance tables
  5. Select all five tables listed above
  6. Click Transform Data to review column types before loading

Report Pages

Page 1: Executive Summary

Purpose: High-level metrics for leadership reporting.

Key metrics cards:

Metric Calculation
Total Agents Count of fsi_agentlifecyclerecord
Sponsor Coverage % Agents with fsi_sponsoractive = true ÷ total
Review Completion % Agents with fsi_accessreviewstatus = Completed ÷ total eligible
Overdue Reviews Count where fsi_accessreviewstatus = Overdue

Visuals:

  • Card visuals for each metric
  • Bar chart: Inactive Agents by Zone (grouped by fsi_governancezone)
  • Donut chart: Agents by Lifecycle Stage

Page 2: Lifecycle Pipeline

Purpose: Visualize the flow of agents through lifecycle stages.

Visuals:

  • Funnel chart: Onboarding → Active → Under Review → Inactive → Deactivated → Deleted
  • Drill-through to agent detail (link to filtered table)
  • Time-series line chart: Stage transitions per month

Funnel configuration:

  • Category: fsi_lifecyclestage
  • Values: Count of agents
  • Sort: By stage order (use a custom sort column if needed)

Page 3: Access Reviews

Purpose: Track access review cadence and completion.

Visuals:

  • Table: Upcoming reviews (next 30 days) by zone — filter by fsi_nextreviewdue
  • Line chart: Completion rate trend over time
  • Table: Overdue escalation list with certifier names and days overdue

Page 4: Deactivation Pipeline

Purpose: Monitor the deactivation and deletion workflow.

Visuals:

  • Stacked bar chart: Active deactivation requests by status (Pending / Approved / Rejected)
  • Timeline: Deletion hold agents approaching hold expiry (fsi_deletionholduntil)
  • Bar chart: Deletion history by month (count of agents moved to Deleted stage)

Page 5: Compliance Events

Purpose: Detailed compliance event analysis for audit purposes.

Visuals:

  • Scatter/timeline visual: Events over time
  • Pie chart: Impact distribution by compliance impact level
  • Table: Event detail with filters for event type, zone, and date range

Key Measures (DAX)

Sponsor Coverage % = 
DIVIDE(
    COUNTROWS(
        FILTER(
            fsi_agentlifecyclerecord,
            fsi_agentlifecyclerecord[fsi_sponsoractive] = TRUE()
        )
    ),
    COUNTROWS(fsi_agentlifecyclerecord),
    0
)

// NOTE: Dataverse choice (option set) columns expose two fields in Power BI:
//   - integer column (e.g. fsi_accessreviewstatus) holding the option value
//   - text alias column (e.g. fsi_accessreviewstatus_label or fsi_accessreviewstatusname)
// Compare to the integer for stable filters; compare to the label only if you bind to the *_label column.
// Option-set values used below:
//   fsi_ALG_accessreviewstatus: NotStarted=100000000, InProgress=100000001, Completed=100000002, Overdue=100000003
//   fsi_ALG_lifecyclestage:    Onboarding=100000000, Active=100000001, UnderReview=100000002, Inactive=100000003, Deactivated=100000004, Deleted=100000005
//   fsi_ALG_governancezone:    Zone1=100000000, Zone2=100000001, Zone3=100000002

Review Completion % =
DIVIDE(
    COUNTROWS(
        FILTER(
            fsi_agentlifecyclerecord,
            fsi_agentlifecyclerecord[fsi_accessreviewstatus] = 100000002  // Completed
        )
    ),
    COUNTROWS(
        FILTER(
            fsi_agentlifecyclerecord,
            fsi_agentlifecyclerecord[fsi_lifecyclestage] = 100000001  // Active
        )
    ),
    0
)

Overdue Review Count =
COUNTROWS(
    FILTER(
        fsi_agentlifecyclerecord,
        fsi_agentlifecyclerecord[fsi_accessreviewstatus] = 100000003  // Overdue
    )
)

Inactive Agent Count =
COUNTROWS(
    FILTER(
        fsi_agentlifecyclerecord,
        fsi_agentlifecyclerecord[fsi_lifecyclestage] = 100000003  // Inactive
    )
)

Refresh Schedule

Setting Recommendation
Refresh frequency Daily during business hours
Alignment Schedule after Flow 3 (Detect-InactiveAgents-Daily) completes
Gateway Not required for Dataverse connector (cloud-to-cloud)
Row limit Monitor Dataverse query limits for large agent populations

Security

Row-Level Security (RLS)

If zone-based access restriction is required:

  1. Create RLS roles in Power BI Desktop (Modeling → Manage Roles)
  2. Define DAX filters per zone using the integer option-set value (e.g., [fsi_governancezone] = 100000002 for Zone 3)
  3. Assign users to roles in Power BI Service after publishing

Sharing

  • Publish to a dedicated governance workspace
  • Share with the governance team security group
  • Use Power BI Pro or Premium Per User licensing for sharing

Agent 365 Lifecycle Governance v1.1.3