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Matt Farmer (MattFarm) merged 2 commits into from
Sep 21, 2021
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Improve Custom Analytics README #50

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iMicknl Sep 21, 2021
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Small fixes
iMicknl Sep 21, 2021
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30 changes: 18 additions & 12 deletions CustomAnalytics/readme.md
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Expand Up @@ -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 <https://yourservice.crm.dynamics.com>)
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. 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**
1. Log in to Power BI at <http://powerbi.com>
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. 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 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

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