Power BI

Connect Daxium-Air to Microsoft Power BI for advanced dashboards and analytics.

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 [e-mail] 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 workspace, followed 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 workspace:

Click on Accept :

Then Connect:

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/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: