Microsoft Power BI Dashboard

1. Prerequisites

2. Configure the Daxium report template

3. Structuring data and creating graphs

4. Publish the dashboard to Power BI

5. Schedule data update

6. View a Power BI report on Daxium-Air

The data from the files in Daxium-Air can be analyzed using the Microsoft Power BI tool which allows you to create dashboards with different visuals and filters:

Prerequisites

To set up a Microsoft Power BI dashboard, you must first set up 2 integrations and a planned export.

1st integration: Local Storage

Check Active and Save:

2nd integration: PowerBI

On the same browser, connect to app.powerbi.com then click on Authorization on PowerBI:

From Power BI online, create a dedicated workspace:

From Daxium-Air, select it in Group after authorization then Save:

Scheduled export:

Create a new scheduled export of type Power BI:

Once created, check the Active box and select the first integration created Local Storage:

Configure the Daxium report template

The first step is to download Microsoft's Power BI tool: https: //powerbi.microsoft.com/en-us/desktop/

For further information, please contact support@daxium.com to have them provide you the template in pbix format and the custom connector (.mez file).

In your documents, create a Microsoft Power BI Desktop folder containing a Custom Connectors subfolder to place the .mez file provided by support:

Open the template with Power BI Desktop and click on File at the top left then Options and settings > Options:

In the options, go to the Security > Data extensions and check the option(Not recommended) Allow loading of all extensions without validation or warning:

Then click on Transform data:

Right-click on the LoadEntityRow query and select Advanced Editor:

Replace tools with the name of the business vertical and follows by the ID of the planned export:

Next, click Data Source Settings to change the credentials:

Click Sign in as different user

Then Daxium-Air login page opens. Enter the email then the password of the administrator account (also having Mobile permission) of the business vertical:

Click on Accept :

Then Connect:

Structuring data and creating graphs

We advise you to refer to the articles provided by Microsoft:

• https://docs.microsoft.com/en-us /power-bi/guided-learning/

• https://docs.microsoft.com/en- us/power-bi/desktop-getting-started

Publish the dashboard to Power BI

From Power BI Desktop, log in then click on Publish:

Select the workspace created previously during the integration authorization:

You can now view your report in Power BI apps.

Plan data update

From Power BI online, configure automatic refresh

• Go to the workspace

• Click on "Schedule refresh" in front of your report

• Click on Scheduled refresh

• Enable the Configure a refresh schedule

• Configure data refresh so that it takes place 30 minutes after the scheduled data export

• Select your preferred time zone and click on Apply

View a Power BI report on Daxium-Air

Go to the Statistics :

Click on +New then Power BI Report :

You will then have three parameters to enter:

• Name : name the selected dashboard

• PowerBI connection : select the Power BI integration previously created

• Report : select dashboard previously published

Then click on Save.

To make this dashboard accessible to non-administrator users, open the dashboard you have just saved and create a shortcut from this view: