Part One: Setting Up a simPRO Tug in Tugger


This process presumes you have registered for Tugger and have signed in. (Sign Up Here)


After the signup process, navigate to Tuggers in the menu bar. This will display all available Tugger connectors.



Select the simPRO Tugger > 'Add This Tugger'.



On the next screen, you will need to enter information so Tugger knows what to call your Tug, as well as how much data (the date you wish to Tug data from) and how often it will be pulled (Tugged).



Note: when selecting Sync Historical Data From date (1 in image above), the earlier this date is set to the longer it will take for your first tug to complete; with the duration it actual takes, being dependent on the size of your data-pool. Tugger pulls through your information in 30 day increments up until the current date. At this point in time only incremental changes are pulled through to ensure the tug times are as short as they possibly can be. It also means you can start to look at the reports quicker as you will have 30 days of data after the first tug.


simPRO Catalogue Data (2 in image above): now this option is perhaps one of the most important - particularly with regards to the time taken for the first Tug and in relation to the amount of data Tugger will need to store if this is switched on.

If you don't need to report on Catalogues, then remove this option. This has what we consider to be two benefits: your data will Tug far quicker, and there will be fewer rows of data stored within your account.

 

Once you are happy with your details, click on Authorise Access to simPRO.



If you are not signed into simPRO, you will be required to enter the log-in details; if you are already signed into simPRO in the same browser as your Tugger account, then this step will be skipped.



Note: Admin rights are required on your simPRO account.


After signing in to simPRO as above (presuming you needed to), you should see an option to authorise, which (to continue) you will need to do.



Once done you should be returned to Tugger.




... And after a few moments it should update to advise that it's Tugging.

Note: As the first sync of data can take anything from hours to days, depending on the size of your data-set, it is fine if you need to close the tab.


If you wish to check on the progress of your Tug: the Summary page displays its status.
 


Data is pulled across incrementally, with the status updating to indicate how many rows have been Tugged and the Date of the data that has fully Tugged.



Once the data from your simPRO account has been synced over, on the Summary page (highlighted below) the Tug Successful, will show: Yes; in addition, the Tug Status will also update.


Note: You will not be able to continue until at least an Update has occurred.



You will notice that the time to next sync is 56 minutes (due to the extremely small sample size of our dummy-data); your duration will be dependent on what you selected earlier: date-wise Catalog-wise, and the overall quantity of data in your database. 


If you wish to change how often the syncing occurs, select the Settings shown above.


To continue with importing a report template into Power BI Desktop, please read on.





Part Two: Import your simPRO data into Power BI Desktop


Pre-requisites for this part of the process are:

   - Tugger: A ‘Tug’ created, and your data transferred. (At lease the first update of data progress has been reported on the Summary page.)

   - Power BI .pbit template(s): download from Tugger (see image below).

   - Signed in to your Microsoft Account within Power BI Desktop, which is required to publish to their Service.





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.

(You will notice that the top right of the image below states I am not signed in; as previously stated, this is required to publish.)

 

… Close the Splash Screen.

 


Navigate to File > Import > Select: Power BI Template

 

 

Locate the report templates (.pbit extension) previously downloaded.


… Select one, and open.




Tugger’s Analytics Setup Page (displayed for clarity)

1. The OData URL.

2. The Username.

3. The Password.


  1. The OData URL from the Tugger Analytics Setup Page (see 1 above for reference).
  2. Load, once entered. 



A Refresh pop-up dialogue appears:


 

If this is the first time you are importing into Power BI Desktop (or if you have Regenerated the Credentials, the how-to is here, but is not needed for this installation and setup) the OData feed dialogue will pop up.

(Once you have entered the Basic authentication details, you will not be asked again unless they are cleared from Power BI desktop - or refreshed in Tugger.) 


  1. Select Basic as show below.
  2. Enter, the Authentication Details from Tugger’s Analytics setup sage (shown above) into the Username and Password fields.
  3. 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.)
  4. Click Connect when ready.

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).


Note: If an error occurs after clicking Connect, see, Report Refresh Error.

 


 

There will be several tabs available...

 

 

… Highlighted at the bottom of 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, just give it a name that makes sense to you.


If you don't save now, you will be asked to when Publishing to Microsoft's Online Service.

 

 

File > Save As

… Save to a directory of your choice.

 




Part Three: Publish your simPRO Data to Power BI Service (online)

Pre-requisites for this part of the process are:

   - Power BI Service: setup (ideally, Workspaces and Access (permissions) added for Users as appropriate). 

   - Power BI Desktop report imported.

Please see the Power BI Online Workspaces and Users article for basic information relating to adding Workspaces and Users, including assigning the level of access users need.

 

We do recommend setting up Workspaces beforehand as although the report can be saved to a new Work Space later, it doesn’t copy all the components (no dataset - compare 1 and 2 below) when published, only the report. Not only this, but reports added to the default Workspaces level cannot be shared via assigning Access.

 


This may not be an issue, but those assigned to a Workspace without a Dataset cannot refresh it, and will have to rely on the automated refresh, unless they can get it manually refreshed by another user.



To publish:


Select Publish, 1 in the above image.

 

If you haven’t already saved, then 2 will appear (and can even after saving).


Click Save.

 

… 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.

 

 

The steps are:

  1. Publishing and Saving.
  2. Search for Workspace (optional).
  3. Select Workspace.
  4. Then click on Select.


Note: If the only Workspace is called My Workspace (which is the default and always available) you may wish to Cancel instead of clicking Select. (See the Power BI Online Workspaces and Users.) You could then create a Workspace - perhaps configuring access for Users at the same time. After creating a Workspace: Publish again.

 

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 shown in the image above.




Part Four: 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 > simPRO Workspace, as the image displays; the optional search feature is also indicated.

 

 

  1. 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.
  2. 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, are Pages for the reports; the selected page is indicated.

 




This concludes the simPRO Installation guide.