Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Connecting Power BI to Sharperlight

    image-20240926-001750.png

    • Open Power BI and select ‘Get Data’. 

    • Choose ‘Web’ as the data source type. 

    • Enter the secure endpoint URL provided by Sharperlight that points to the required data model.  

  2. Creating Reports in Power BI

    • Use Power BI Query Editor to Expand query records: List -> To Table -> Expand:

      image-20240926-001914.pngImage Removedimage-20240926-001914.pngImage Added

       

    • Use the Power BI interface to drag and drop fields from the Sharperlight data model source into the report canvas. 

    • Apply filters, slicers, and other data visualisation tools available in Power BI to enhance your reports. 

      image-20240926-002016.png

       

  3. Data Transformation

    • Perform necessary data transformations in Sharperlight before exposing the data to Power BI. 

    • Use the standard data model provided by Sharperlight to ensure consistency and accuracy of the data transformations. 

  4. Publishing and Sharing Reports

    • Once reports and dashboards are created, they can be published to the Power BI service for sharing with other users. 

    • Ensure that access to published reports is managed according to the security policies defined in Sharperlight. 

  5. Maintaining and Updating Reports

    • Regularly update the Sharperlight Workbench data models model and Power BI reports to reflect any changes in the source systems or business requirements. 

    • Monitor the performance of the reports and make adjustments to the Sharperlight queries as needed. 

...

  • Regularly Review Security Settings: Ensure that all data endpoints and transformations adhere to the latest security protocols. 

  • Optimize Data Models: Regularly review and optimize Sharperlight data models for performance and accuracy. 

  • Training and Support: Provide ongoing training and support to users creating reports in Power BI to ensure they are fully equipped to use the tools effectively

Integrating Power BI with Sharperlight at Workbench enables a powerful, secure, and efficient way to handle custom reports. By following these guidelines, users can leverage the full capabilities of both platforms while ensuring data security and system performance

Info

Integrating Power BI with Sharperlight at Workbench enables a powerful, secure, and efficient way to handle custom reports. By following these guidelines, users will be able to leverage the full capabilities of both platforms while ensuring data security and system performance.