# Setup Guide

{% columns %}
{% column %}

<figure><img src="https://2758327828-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdiZHZ8Scmv2PQlOmciJZ%2Fuploads%2FKf8zA4uyrDBmKWUfNSwu%2FMetrics%20Matrix%20Main.png?alt=media&#x26;token=094c1268-a134-47a1-bb8b-33b4f7ecaa0a" alt=""><figcaption></figcaption></figure>
{% endcolumn %}

{% column %}

<figure><img src="https://2758327828-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdiZHZ8Scmv2PQlOmciJZ%2Fuploads%2FrujyCdat6JQVGqcuueYd%2FMetric%20Cards%20Main.png?alt=media&#x26;token=e20589b4-d398-43c1-b028-e29628929cf8" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

## Contents

The Security Metrics Toolkit contains two files:

1. Security Metrics Excel Template (.xlxs)
2. Security Metrics PowerBI Template (.pbit)

The Security Metrics Excel Template comes preloaded with demo data, meaning you can hook it up to the PowerBI template right away. Keep in mind, you will need to replace the content of the Excel file to load in your data.&#x20;

{% hint style="info" %}
Note: This quick start guide assumes you already have Microsoft PowerBI Desktop installed. If you do not, you can download it free from Microsoft.
{% endhint %}

## 1) Host the Excel Template in Cloud Storage

{% hint style="warning" %}
You will need to fill out the Excel Template: [Documentation](https://docs.securemetrics.io/security-metrics-toolkit/excel-template)
{% endhint %}

Upload the Excel Template to one of the following cloud storage solutions:

* Microsoft Teams
* Microsoft SharePoint
* Microsoft OneDrive&#x20;

### File Path

{% hint style="warning" %}
The file path is not the URL or link to the file
{% endhint %}

After, note the path to reach the file. [The easiest way to find this is by opening the Excel Template in the desktop application.](https://docs.securemetrics.io/excel-template#excel-workbook-path) Ensure you are opening the file from the cloud storage location and not the local device.&#x20;

{% embed url="<https://www.loom.com/share/40df0093875748a489ced69dd7ea0a96>" %}

Then, in the Excel desktop application, go to "File" > "Recent" > Right click on the file > "Copy path to clipboard."

Paste the copied path into a text editor and remove the suffix "?web=1" so that the path ends with the file extension.&#x20;

{% embed url="<https://www.loom.com/share/4ba40a32be6a4ccaa808bdcc0c98a88e>" %}

## 2) Open the PowerBI Template

{% hint style="warning" %}
Ensure you removed the suffix "?web=1" from the path before entering it into PowerBI.&#x20;
{% endhint %}

Navigate to the PowerBI Template file (.pbit) and open it in Microsoft PowerBI Desktop. After opening, PowerBI will prompt you for the filepath we gathered in step 1. Paste the filepath and click okay. PowerBI will then load in and transform the data.&#x20;

{% embed url="<https://www.loom.com/share/cd6064ce3c464bf6bc56c6a5eab7e4ec>" %}

## 3) Save the PowerBI Report

Go to "file" > "save as" and save the PowerBI report. This will save it as a .pbix file. If you want to setup another security metrics report, simply repeat the first two steps.&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.securemetrics.io/security-metrics-toolkit/setup-guide.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.