PowerBI Overview

Bring your data to life with interactive data visualisations

Overview

PowerBI is a reporting and business intelligence (BI) tool developed by Microsoft.  It can be used to create reports, dashboards and other data-centric presentation.  It offers a highly visual, interactive reporting experience, and is built around an extendable visualization architecture.

  PowerBI ITSM dashboards

For complete details about PowerBI, refer to the official Microsoft PowerBI website.  www.powerbi.com

Use

PowerBI is a separate application that must be downloaded, installed and configured before it can be used with the HelpMaster database.

Load the PowerBI file into PowerBI desktop to view and make changes to the reports/dashboard. Publishing options are available within the product via the “Home” menu. For further inforamtion on how to use and publish PowerBI files, refer to the Microsoft documentation in the link above.

Updating the database connection

  1. Open the PowerBI file using PowerBI Desktop
  2. Click on the Home menu > Transform Data button > Data source settings option

Update PowerBI database connection

  1. Click on the Change Source… button

Update PowerBI database connection

To verify what your database server/name is, refer to Database Settings

PowerBI will prompt a few more times for various settings. Click OK to apply the changes.

See Also

Custom Reports

Database Settings