Importing Data and Viewing Report in Power BI Desktop
Pre-requisites for this part of the process are:
- Power BI Desktop.
- Power BI Web – setup (ideally, workspaces and permissions added to users where appropriate).
- Tugger – A ‘Tug’ created, and your data transferred. See: Power BI Online Workspaces and Users
- Power BI .pbit template(s).
If you are a CASH user, please see: Step by Step Guide to Setting up the Mentor CASH System with Tugger and Power BI.
Initial import of template and data
On opening Power BI desktop for the first time, the following splash screen is displayed; subsequent opening, may have additional information presented, related to saved reports.
… Close the Splash Screen.
Navigate to File > Import > Select: Power BI Template
Locate the report templates (.pbit extension) previous provided.
… select one, and open.
Tugger’s Analytics Setup Page (displayed for clarity)
The optional steps below apply to CASH only
- The OData URL from the Tugger Analytics Setup Page (see 1 above for reference).
- Optional: Paste the URL for you image that has an aspect ratio similar to the specified 200x45.
- Optional: Paste the URL for you image that has an aspect ratio similar to the specified 60x60.
- Load once entered.
Note: Only paste your logo URL in one of the fields; where your logo is a different size, then resizing will occur.
Further Note: It may be necessary to see which aspect option gives the 'best' look.
A Refresh pop-up dialogue appears:
… After a few moments, an OData feed dialogue appears.
- Select Basic as show below.
- Enter, the Authentication Details from Tugger’s Analytics setup sage (show above) into the Username and Password.
- Change ‘Select level’ in 4 to match the details at the top of the dialogue. (After connecting multiply reports, you may find additional options in the dropdown, so be sure to select the correct one.)
- Click Connect when ready.
Note: If an error occurs after clicking Connect, see, Clear Data Source Settings in Power BI Desktop.
After a few seconds the Refresh dialogue will re-appear and updates to the content will become apparent; this is to be expected, and once complete the dialogue will disappear and the report should open (see below).
There will be several tabs available, which will vary depending on the report.
… Highlighted in the image is the open tab, and the tab-navigation buttons (forward and backward) for when there are tabs off-screen.
You may wish to just save the report at this stage, for example if you’re stopping now with a view to continuing later. It forms part of the Publishing Process, which follows this section, if you are continuing straight away.
File > Save As
… Save to a directory of your choice.
Publishing the reports online
Please see the Power BI Online Workspaces and Users for basic information relating to adding Workspaces and Users, including assigning the level of access users are allowed; this tutorial will work, even if they have not been customised for your organisation’s needs.
We do recommend setting up Workspaces beforehand as although the report can be copied to new spaces later, it doesn’t copy the three components (when imported from a .pbix) or two when published (report and dataset).
Select Publish, 1 in the above image.
If you haven’t already saved, then 2 will appear.
… Save (3) to a directory of your choice.
If you have already saved, after clicking ‘Publish’, the Publish to Power BI dialogue should appear, otherwise it appears after saving.
Select a workspace. (Depending on if these have already been configured, there may only be the one option.)
(You could cancel, set them up, then return here and ‘Publish’ again if you so wish.)
Once the report has been published, the following should be displayed.
Navigate to Power BI online to find your report or click on the link show in the image above.
Navigating to Published Document in Power BI Online
After logging into Power BI Online, to navigate to your previously published report: see image below.
In the example here: Workspaces > Power BI Docs, as the image displays.
- This is the report (previously viewed in Power BI desktop before publishing); there is an opportunity to share this report, by hovering and selecting as appropriate.
- The main use – at least initially – is setting up how often your data from our secure data warehouse is refreshed. Click on the refresh icon, where you may need to enter login details, authorising Power BI to access said data. The mini-tutorial for this can be viewed in Setting up Automatic Refresh in Power BI Online.
After selecting the report, or if following the link from Power BI desktop, the report (as shown below) is displayed.
The view for the reports are presented in a different manner to what Power BI desktop displayed; instead of the multiple tabs, there are the Pages for the reports.
This concludes the guide: Importing into Power BI and publishing to Power BI Online