Guidelines Document
Introduction
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Custom Connector (PQX) file
Using plain JSON Sharperlight Output. Recommended
The Custom Connector (PQX) is much more challenging to setup and maintain. We recommend using the JSON approach where possible. It allows end users to refresh to get the latest data from the Web and scheduled refresh can also be setup.
Both methods take snapshots of the query data and will need to must be refreshed to get the latest report structure or data.
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Connecting Power BI to Sharperlight:
The Power BI or JSON/Web URL can be accessed by either: Right click in the Publisher query list or from the Links tab when you are inside a query
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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.
Guidelines for Effective Use
Creating Reports in Power BI:
Use Power BI Query Editor to Expand query records: List -> To Table -> Expand:
Use the Power BI interface to drag and drop fields from the Sharperlight data source into the report canvas.
Apply filters, slicers, and other data visualisation tools available in Power BI to enhance your reports.
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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.
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.
Maintaining and Updating Reports:
Regularly update the Sharperlight Workbench data 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.
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