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Prerequisites
- Insights is installed correctly
- Power BI credentials have been made
Overview of steps
Download and Install PowerBI on the SQL server
Configure PowerBI to point to the Insights database
Populate the report with Insights data
Publish the report to the PowerBI service
Download and Install the data gateway to facilitate scheduled refresh of datasets on the PowerBi service
Configure a scheduled refresh
You can download PowerBI using this link https://www.microsoft.com/en-us/download/details.aspx?id=58494
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Connect PowerBI
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to the Insights database
After installation open PowerBI and login with the customer credentials
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Your dataset is now loaded, the next step is to Publish this to the Power BI Service
Publish dataset to Power BI service
From the ribbon in Power BI Desktop click Publish. You will then be prompted “Do you want to save your changes?”. Click Save here.
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Now click on the profile in Power BI desktop, and click Power BI service to open the browser version of Power BI.
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Set up gateway
The data gateway is used to open a connection from the server and database to the online Power BI service. This is necessary to be able to refresh the data from anywhere and set up schedules refresh.
Visit https://powerbi.microsoft.com/en-us/gateway/ and download the Power BI gateway (personal mode)Standard on the server.
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Only chose the standard mode. Personal mode will only allow a data refresh if you are logged into the server, so it will not allow scheduled refresh.
After the download has completed, browse to the files location, right click the application and select Run as administrator - If the installer gives a warning that .NET needs to be updated, go to https://dotnet.microsoft.com/en-us/download/dotnet-framework and download recommended version.
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