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How to configure PowerBI

How to configure PowerBI

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 to facilitate scheduled refresh of datasets on the PowerBi service

  6. Configure a scheduled refresh

 

You can download PowerBI using this link https://www.microsoft.com/en-us/download/details.aspx?id=58494

 

Connect PowerBI 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