How to Visualize Endpoint and Patch Data for Client Presentations in Power BI. Give clients a clearer picture of the status of their enterprise environment. Here’s how to visualize endpoint and patch data in Power BI for client presentations. Before we begin, be sure to subscribe to NinjaOne’s IT video hub and our YouTube channel for more tech content like this. Why Visualize Endpoint and Patch Data for Client Reports. An essential part of managing an MSP is engaging with clients to provide insights into the current condition of their enterprise environments. One way to do this is by using Power BI to transform endpoint and patch data into visually engaging reports for your QBRs. Here’s how to do just that. Five-Step Guide to Visualize Data with Power BI. Step 1 - Data Collection via PowerShell First, you will need to collect data efficiently with automation. Open PowerShell with administrator privileges and run the following scripts to generate patch history. query Windows Update failures. and export basic device inventory, respectively. Step 2 - Registry Tagging via PowerShell Once you have the data at hand, you need to tag devices locally with registry keys for categorization. In PowerShell, run this script. and replace with that device’s risk tier, with the department name in your organization, and with service level agreement, or SLA level Export tags to a CSV file by running this script. Step 3 - Registry Standardization via GPO. Next, standardize registry-based tags and log locations using Group Policy Objects, or GPOs. Open the Group Policy Management Console, right-click on your target Organizational Unit, and select ‘Create a GPO.’ If one already exists, select ‘Edit an existing one’ instead. Navigate to Computer Configuration, Preferences, Windows Settings, Registry, select New, Registry Item, and set the following to add new registry items for Patch Tier, Region, and Device Owners. Standardize your log path with the following GPO settings. right-click on your target OU, and choose ‘Link an Existing GPO.’ Refresh an endpoint’s group policy by running gp update /force in Command Prompt. Step 4 - Visualize data with Power BI. Now, it’s time to build your report in Power BI. On Power BI Desktop, go to Home, Get Data, Text/CSV, and load PatchHistory, PatchFailures, EndpointInventory, and DeviceTags CSV files. Use Power Query Editor to clean and transform your data, then configure relationships in Model view, and build charts, tables, slicers, and other visuals from your data Save your presentation as a .pbix file or publish it on the Power BI Service. Step 5 - Integrate NinjaOne Insights Lastly, you can enhance your report using NinjaOne RMM. On the NinjaOne Admin Console, navigate to Reporting, and locate your Patch report or a device’s patch history details. Export relevant device data, create custom fields for better data segmentation, and save your file as a CSV for Power BI. Visual data makes for a more engaging discussion with your clients with regards to their devices’ overall condition. For more information, check out our official blog post on How to Visualize Endpoint and Patch Data for Clients in Power BI, linked in the description below.