# Power BI

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:

![](/files/dCk7XHQ0GVPGBeb6Bn3l)

## Prerequisites

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

![](/files/kCPTxMhcmN5kAA3PDobs)

**1st integration: Local Storage**

![](/files/G8fbkvndfOKTg3ffvjFX)

Check **Active** and Save:

![](/files/SHufFKcvbGwmFSeUOjfD)

**2nd integration**: **PowerBI**

![](/files/Y77sn08iYcEYuWrq1MJa)

On the same browser, connect to [app.powerbi.com](http://app.powerbi.com/) then click on Authorization on PowerBI:

![](/files/PR2nni4uMkiDw8waO1tF)

From Power BI online, create a dedicated workspace:

![](/files/1Ox5ZQPnwI8m2QN9KzXe)

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

![](/files/kAqcCI68ia8jvbiG7ndW)

**Scheduled export:**

![](/files/yPB7rnT6WkErBBTZK3AO)

Create a new scheduled export of type **Power BI**:

![](/files/WSODaHb12VDbVlnIIBUt)

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

![](/files/fHyfJa8BRuHcFSoqfC9j)

## Configure the Daxium report template

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

![](/files/F7HaPnUCiRZE9Qs4JBwE)

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

![](/files/sl39tzChtdwx4cFpDUJi)

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

![](/files/BdZbu7MnVdI1Ejw7kPGh)

Then click on **Transform data**:

![](/files/rcot9gOxqa9xlKkNdlRH)

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

![](/files/r426XM3JzDgI0WRSai65)

Replace `tools` with the **name of the workspace**, followed by the **ID of the planned export**:

![](/files/RhpsfF9heUn1wAG44Wii)

Next, click Data Source Settings to change the credentials:

![](/files/KuS73vnfhAdYBHOQ9TTE)

Click Sign in as different user

![](/files/a5SXvHwMmz51bQd7x1YO)

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

![](/files/FFt8HbpCf0Klf8jOVd0o)

Click on **Accept** :

![](/files/YrcAVwi3DirTF35vQ7KG)

Then **Connect**:

![](/files/ZshcDUI9JqoqXMy0wC2w)

## Accessing your Data in Power BI

This section explains how to load different Daxium elements (submissions, lists, workflows, etc.) in your Microsoft Power BI report.

You will need the Daxium-Air Power BI template, provided by your project manager. It contains a set of preset functions allowing you to access the data.

The following queries have to be created as a "Blank Query" & then by inputting the below code.

### Users & Licencing

* The subscriptions of your workspace

```
= LoadEntityRows("subscription")
```

* The licenses of each user

```
= LoadEntityRows("subscription")
```

* The table of all users

```
= LoadEntityRows("user")
```

* The table of all groups

```
= LoadEntityRows("group")
```

* The groups of each user

```
= LoadEntityRows("user_group")
```

### Forms, Submissions & Lists

* The forms of your workspace

```
= LoadEntityRows("structure")
```

* All submissions (common data)

```
= LoadEntityRows("submissions")
```

* All tasks

```
= LoadEntityRows("task")
```

* All Lists

```
= LoadEntityRows("list")
```

* Submission History

```
= LoadEntityRows("submissions_history")
```

* All Relations

```
= LoadEntityRows("submissions_relation")
```

* All workflows

```
= LoadEntityRows("workflow")
```

* Submissions from a specific form. Here the *id* should be the one of your form. You can find it either in the URL of your form, or in the "structures" table

```
= LoadFormRawRows(id)
```

* One specific list. Here the *id* should be the one of your list. You can find it either in the URL of your list, or in the "list" table

```
= LoadList(id)
```

## 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/guided-learning/)
* [https://docs.microsoft.com/en- us/power-bi/desktop-getting-started](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:

![](/files/78ywwQrKMleclOBoRmvg)

Select the workspace created previously during the integration authorization:

![](/files/OIW4TctkufK4Z4psSZvF)

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

![](/files/pq54NWyFC2IGOE1NMuea)

* 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**

![](/files/6Ozt7pZLcnMg7t2ErOKO)

## View a Power BI report on Daxium-Air

Go to the **Statistics**:

![](/files/to8gBGJzqDtdpfbSsL1U)

Click on **+New** then **Power BI Report**:

![](/files/JoILQya9G0Q83sl0GoCW)

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

![](/files/e458yTJX5Q1sXhh85WMI)

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:

![](/files/sF3kW5c7Jpqxx0bg4tmS)


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