Prerequisites

• Insights is installed correctly
• Power BI credentials have been made

Overview of steps

1. Download and Install PowerBI on the SQL server

2. Configure PowerBI to point to the Insights database

3. Populate the report with Insights data

4. Publish the report to the PowerBI service

5. Download and Install the data gateway

6. Configure a scheduled refresh

How to Configure PowerBI to point to the Insights database

After installation open PowerBI and login with the customer credentials

The next step is to open the PBIX file (Insights report) in PowerBI

the simplest way is to double click the PBIX file, or from Power BI Desktop click File, Open and browse to the file location This will load the PBIX in to Power BI Desktop

Click on File>Options and settings>Data Source settings

Now we need to change the source to point to the Insights database

In the Data source settings dialogue box, right click the current source and select Change Source

In the SQL Server database type the Servers IP address and the database name and click OK

Right click the source again and select Edit Permissions

In the Edit Permissions dialogue box Under Credentials click Edit

In the dialogue box, select Database in the left hand panel, then enter the Username and password for the login you created earlier on the SQL Server, then click Save.

Click OK and click Close

In Power BI Click Refresh to update the data loaded in the PBIX file/template

Your dataset is now loaded, the next step is to Publish this to the 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.

You will be prompted to Select a destination to Publish to. Make your choice and click Select.

The process will now run

Once completed your are presented with the following dialogue box

Now click on the profile in Power BI desktop, and click Power BI service to open the browser version of Power BI.

Visit https://powerbi.microsoft.com/en-us/gateway/ and download the Power BI gateway (personal mode)

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.

Next, choose a location (or use the default), accept the terms of use and install.

After the installation is completed you will be prompted to enter an email address to be used with the gateway, then click sign in

When prompted, enter the Power BI credentials provided by OPS.

Next you will need to register the gateway, assign the gateway a name, input a recovery key, add to an existing gateway cluster if one exists and click Configure.

After the configuration is completed you will see the follwoing dialogue box, click Close

To configure the gateway, click the settings cog in the Power Bi Service portal, then click Manage connections and gateways

On the Gateway Cluster Settings page, either select and existing gateway or add a new

In the Data Source Settings complete the Data Source Name, Select the Data Source Type, Server IP Address, Database Name and Select an authentication method and click Add

Once the connection has been created, click the status icon to check if the gateway is online

How to Schedule the Refresh of Data

Login to the PowerBI Service, navigate to ‘My workspace’ and click the ‘schedule refresh’ button on the dataset

Under Gateway Connections, check that the gateway is enabled.

Click on Refresh, enable the feature and configure the Frequency and Time zone, click Add another time and set the time of refresh, then click Apply.

Now the data will refresh each day at the configured time