From acc551b715c2abc13e413a3da8d81d923f0dccb4 Mon Sep 17 00:00:00 2001 From: Mick Vleeshouwer Date: Tue, 21 Sep 2021 03:49:42 -0700 Subject: [PATCH 1/2] Improve README --- CustomAnalytics/readme.md | 30 ++++++++++++++++++------------ 1 file changed, 18 insertions(+), 12 deletions(-) diff --git a/CustomAnalytics/readme.md b/CustomAnalytics/readme.md index 4302e78d..78383603 100644 --- a/CustomAnalytics/readme.md +++ b/CustomAnalytics/readme.md @@ -23,26 +23,32 @@ This solution allows customers to create a Power BI dashboard for their Power Vi - One or more Power Virtual Agents bots - A Power BI account +- [Power BI Desktop](https://powerbi.microsoft.com/en-us/downloads/) ### Installation steps -1. Edit the DataFlow template - 1. FInd the server url associated with your Dataverse environment (it will look like ) - 2. Open the file 'PVA Analytics_Export.json' in a text editor - 3. Perform a find and replace on the file - swapping the placeholder "**Your server url here**" with your Datverse URL -2. Create the DataFlow from the template +1. **Edit the DataFlow template** + 1. [Find your Dataverse environment URL](https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-powerbi-connector#find-your-dataverse-environment-url), the URL will be in the format: https://yourenvironmentid.crm.dynamics.com/. Make sure you remove the trailing / from the URL. + 2. Open the file [PVA Analytics_Export.json](PVA Analytics_Export.json?plain=1) in a text editor, e.g. Visual Studio Code. + 3. Perform a find and replace on the file - swapping the placeholder `**Your server url here**` with your Dataverse environment URL. + +2. **Create the DataFlow from the template** 1. Log in to Power BI at - 2. Select the Workspace you wish to deploy the DataFlow to - or create a new one if you wish (the template defaults to 'PVA_Analytics') - 3. Select New - DataFlow + 2. Select the Workspace you wish to deploy the DataFlow to or create a new workspace. Please note that you cannot use 'My Workspace' for this purpose. + 3. Select New > DataFlow 4. Select Import Model 5. Select the edited file 'PVA Analytics_Export.json'. Your DataFlow job should now be ready - test refreshing the data. -3. Create your PowerBI report - 1. Open the file PVA_Dashboard.pbit + (the template defaults to 'PVA_Analytics' as DataFlow name). + 6. If Power BI prompts for credentials, go to Settings -> Data source credentials and select organizational account. You can now login with an Azure Active Directory account that has access to the Dataverse environment. + 7. If you want to refresh the content periodically, go to Settings -> Scheduled refresh and select the preferred period. + +3. **Create your Power BI report** + 1. Open the file [PVA_Dashboard.pbit](PVA_Dashboard.pbit) 2. Enter the parameters you are prompted for. These are: - 1. The name of the PowerBI workspace + 1. The name of the Power BI workspace 2. The name of the DataFlow you created - 3. The report should pull through the data and render it - 4. You can now save the report to share through the Power BI portal + 3. The report should pull in the data and render it + 4. You can now [publish the report from Power BI Desktop](https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-upload-desktop-files) so that other users can access it. ## TBD Connecting Azure Data Lake Storage for data archival From 22fdb88dbe2dd8da62f89ae8e7006faa479ef1ea Mon Sep 17 00:00:00 2001 From: Mick Vleeshouwer Date: Tue, 21 Sep 2021 03:51:28 -0700 Subject: [PATCH 2/2] Small fixes --- CustomAnalytics/readme.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/CustomAnalytics/readme.md b/CustomAnalytics/readme.md index 78383603..33ed58ab 100644 --- a/CustomAnalytics/readme.md +++ b/CustomAnalytics/readme.md @@ -29,7 +29,7 @@ This solution allows customers to create a Power BI dashboard for their Power Vi 1. **Edit the DataFlow template** 1. [Find your Dataverse environment URL](https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-powerbi-connector#find-your-dataverse-environment-url), the URL will be in the format: https://yourenvironmentid.crm.dynamics.com/. Make sure you remove the trailing / from the URL. - 2. Open the file [PVA Analytics_Export.json](PVA Analytics_Export.json?plain=1) in a text editor, e.g. Visual Studio Code. + 2. Download the file [PVA Analytics_Export.json](PVA_Analytics_Export.json?plain=1) and open it in a text editor, e.g. Visual Studio Code. 3. Perform a find and replace on the file - swapping the placeholder `**Your server url here**` with your Dataverse environment URL. 2. **Create the DataFlow from the template** @@ -43,7 +43,7 @@ This solution allows customers to create a Power BI dashboard for their Power Vi 7. If you want to refresh the content periodically, go to Settings -> Scheduled refresh and select the preferred period. 3. **Create your Power BI report** - 1. Open the file [PVA_Dashboard.pbit](PVA_Dashboard.pbit) + 1. Download the file [PVA_Dashboard.pbit](PVA_Dashboard.pbit?plain=1) 2. Enter the parameters you are prompted for. These are: 1. The name of the Power BI workspace 2. The name of the DataFlow you created