I work for a small team of developers using Power BI Desktop to create reports for different customers. An increasing number want to pull data from Business Central. I'm also finding they don't want to create an account for me on their tenant but are happy to provide 'guest' access. My question is, when starting a new project for a customer, is my only option to remove all credentials for the Business Central connector and start again with the appropriate ones? Also, if I want to publish to the customer's tenant I cant seem to sign in as myself, so how do I do this? Uploading files directly is possible, but we like to use pbi datasets and then point other reports at these datasets. Trying to upload these files just results in an error.
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My team plans to build a web platform which gathers data in a DB about different crypto transactions. I am planning to use Power BI to get that data from the db and build some reports which will be embedded into the web platform, reports which will be accessed by users who log in in the web platform.
Is this possible, taking into consideration the following aspects?
I want to apply row level security access so that users who log on the web platform will be able to see only data related to them?
Should I assign a Power BI Pro license to each user who registers the platform in order to be able to see the data or is there any other solution to this?
How often may I set-up data refreshes/updates? 30 minutes?
I am looking to apply row level security access and have users access the reports based on their web platfrom login credentials. Hopefully this is possible. I read something about Power BI Report for Customers using App Owns Data. Is this the right solution?
For the App Owns Data, you will be building a portal on top of an embedded capacity. I assume that you will be using an 'A' Sku.
I want to apply row level security access so that users who log on the
web platform will be able to see only data related to them?
Yes you can use RLS to control what users see what data, in an embedded context . (See here)
Should I assign a Power BI Pro license to each user who registers the
platform in order to be able to see the data or is there any other
solution to this?
No, you don't need a PBI Pro license for each user for your platform, this is handled by the capacity. You'll only need Pro for those who are developing the reports. Your other users, handled by your web portal will be 'read only'.
How often may I set-up data refreshes/updates? 30 minutes?
You can set up the report schedule as normal in the portal, up to 48 times per day with a capacity based Power BI Dataset.
I would take a look at the MS documentation here for more details on the what embedded can do, and also capacity planning for your users.
Years ago I used a BI product called Hyperion Interactive Reporting. It allowed me to connect to a data source and create data models from which I would create reports. So far, sounds like Power BI right?
It also had the ability to connect to a metadata repository database. This database would contain data that mapped the actual, often cryptic, table and column names in the database to human-readable, business terms. For example a column that I saw in Hyperion as "Cost Center" may have been in the database as costCenter, work_order, or PROJECT-NUMBER. (It would also allow me to define the default join paths, but let's keep this question smaller.) This provided a way to make report development easier.
In Power BI, I see that I can manually rename columns, one-at-a-time. (And each time I touch something minor like this, Power BI takes several seconds to validate the entire file.) But I also see the need for many models that use the same data sources. So I may be defining the "Cost Center" column a few hundred times (a handful of reports per data set to answer a specific type of question, a few data sets that need Cost Center because the transformations in the model will be different for each type of question, several different combinations of data sources that include Cost Center, etc.)
Is there a way to connect Power BI to a metadata repository? Is there a way in Power BI to say, "Across all of my models/datasets, if I'm using the costCenter column from the Financial database, display Cost Center to the user"?
With about 20,000 columns in my data warehouse and 20,000 reports in my current reporting system, this could become a big deal if we intend to migrate to Power BI.
TLDR; There isn't an easy way to achieve this. What you have now is probably better than you could achieve without a ton of work. If you do try it, use SSAS instead of Power BI Desktop to author models.
Does Power BI have a metadata repository? No. There are tools that can get metadata from Power BI models, but you would have to manually build the metadata repository. If you want a centrally managed environment like this, I would highly recommend using SQL Server Analysis Services (SSAS) for on premise, or even better, Azure SSAS in the cloud. (Azure SSAS will get new features sooner than SSAS installed on premise.) While Power BI Desktop is a great self-service tool, I wouldn't author in it if I needed to control or report across the environment. There just aren't easy ways to corral all of the Power BI models in a report and it's a much more manual process. SSAS will need IT Support and is a higher cost and you will hit more issues than Power BI Desktop, but you will need it if you need central control. It's possible that more management controls will be added to the PowerBI.com service over time, but as of November 2021, you can't do this easily.
So what's the difference between Power BI Desktop and SSAS? The same Power BI engine in Power BI Desktop also exists in SSAS. When you start Power BI Desktop, it's actually starting a SSAS instance behind the scenes. Using SSAS directly just makes it easier for you to connect to the database behind the scenes and see all the models in the environment from one place, while Power BI Desktop doesn't let you peak behind the scenes and it only loads a single model at a time.
How do you get the metadata? It is an easy thing to get SSAS metadata using Power Query (or any SQL tool) to pull Direct Management View (DMV) data. DMVs are management tables that hold all of the metadata of the model, and you just use SQL commands to get the data. Search on "SSAS DMV" to learn more. I have a Excel file that uses Power Query to pull all the key DMV views for all our models in our servers. It makes it easy to do the kind of analysis as in your example.
For Power BI Desktop, you can connect to the hidden SSAS instance and do the same thing, but the report has to be open to do it, and there is no easy way to refresh the data--you pretty much just repeat the process each time. You will connect via localhost:port_number, and the port number is randomly created each time you start Power BI making it impossible to refresh the data pull. There are External Tools such as DAX Studio, Power BI Helper, and dataMarc's Document Model that make that easier, but there's no easy way to automate building the metadata repository for Power BI Desktop files. I would use SSAS directly rather than trying to automate building a large metadata repository.
What about making changes to models? To my knowledge, there aren't any tools that make it easy to make changes across models, though again, you could manually build them. I don't think I would trust my own tool to automate changes across models though. There's just too much that could go wrong. But if you had the need and the budget, you could build it. Look at tools like Tabular Editor, ALM Toolkit, and Microsoft's SSMS, and read on DevOps pipelines for automating updates. These tools work against SSAS and Power BI Desktop, but again, you have to open the Power BI files to work with those models, which makes automation that much harder to do.
Note that all the external tools I've mentioned except Tabular Editor v3 are free (though Tabular Editor v2 is free). PowerBI.tips is a great place to install all these tools from a single installer.
I am a new user of power bi. I am currently using free account of power bi and used share to web feature to share my report publicly.
Using free account i want to share my report with multiple users while stopping my report consumers to re-share the report. If that is not possible using free account then is it possible to buy only one pro account and attain my objective defined above?
Buying multiple pro accounts for each individual is not possible as there would be many consumers of my report. Buying premium account is also not possible as it is too expensive.
The only way to share reports is from Pro User to Pro User, via Workspaces or direct sharing or App. In the sharing options for the report to the other users you can turn off the allow the recipients to share as well. Or you can allow workspace consumers to be read only.
Sharing using the 'Share to Web' function creates a publicly accessible URL, if anyone passes that URL to anyone else, they will be able to see it, and it is NOT secure, and you can't limit/restrict access.
For these use cases, the best solution is to embed the report in an (web) application. Start with Tutorial: Embed Power BI content into an application for your customers.
I'v been assigned the task to research Power BI Service platform to see if it is useful for the company I'm working at. I have a Power BI Pro license and basically my goal is to create several reports and dashboards from disparate data sources such as REST APIs, mongodb, SQL Server, csv and excel files.
I would like to create the mentioned datasets directly from the Power BI service website but I see that I only can create datasets from csv or excel files. And if I select SQL Server, it asks me to download Power BI Desktop client. The other type of data sources that I need are not even mentioned.
My question is if Power BI Desktop is required to develop and configure datasets for the Power BI service, because to begin with it is a windows only application.
Yes you are. The desktop version provides the full power of the software. You can learn a TON of things from this guy on YouTube and also from these guys in a cube. I'm willing to bet you can search the questions you have & can find specific example videos that'll help you determine if this software is right your company. In my opinion, when it comes to data visualization software, it's tough to beat Power BI. That's especially true if your company is on Office 365.
As a tip, it's important to note what kind of data sources you need to communicate with. And are those sources in a cloud or on premise. That's important depending on how "live" you want your data to be.
The main use of Power BI Desktop (Windows only application) is to get the data from the sources into data model, then load it to the service. The data connections and the ability to create reports is limited compared to the service. The main goal of the service is to share the reports and collaboration.
For example there is no realtionship designer in the service to connect the imported entities. You can create a report in the desktop and load it to the service, and then create other reports from its dataset in the service.
You can create dataflows in the service to get data from flat files, and databases, but you then use Desktop to connect to them and link them together there.
I need your help.
We have a plan to run "SQL DB and Web services" on AWS and need to publish the Power BI report by embedding to web service running on AWS.
Do you think it's possible scenario? IF yes, how can I achieve this?
You can't embed Power BI in a web service, so I will assume you want to embed it in a web application.
You need at least three components in such architecture - a place to store your data (assuming it will be in some kind of SQL Server), Power BI (assuming Power BI Service) and web application.
The database can be managed by your cloud provider (e.g. Amazon RDS) or "normal" instance running in a VM in the cloud. Of course, it could be something else (not SQL Server), or even be in a different cloud (e.g. Azure), or on-premise. The point is that you store your data there and use this as a data source for your reports.
The you need Power BI to create reports. Assuming that you will use Power BI Service (the online portal), you will design your reports in Power BI Desktop, getting data from your data source, and publishing these reports to Power BI Service. At this point you can view these reports in the portal using the browser. Power BI Service will render them using shared resources. For embedding and relatively heavy usage, you should buy a capacity. Think for capacities as resources (CPU, memory) dedicated only for you. They are not shared with other Power BI users. There are different licensing models and ways to buy a capacity. You can buy Power BI Premium or Azure SKUs. This FAQ tries to explain the differences, but in general A SKU means "pay what you use, stop at any moment, without any commitments", while EM SKU and P SKU are for bigger scale projects with monthly or yearly commitment. When you buy a capacity, you can assign it to a workspace containing your reports, and then they will be rendered using your own dedicated resources (which should give you better performance).
And the last part is your application (assuming web application, which you can host in Amazon Web Hosting or in VM), where you want to embed your reports. Generally speaking, there are two scenarios - "user own data" and "app own data". In the first, each of your users needs Azure AD account. Using this account, he will get access to the reports and data, as he has in the Power BI Service itself. In the second scenario, your app uses one "master" account to access the Power BI, thus your users doesn't need their own accounts in Azure AD. You can use your own authentication in your app. Embedding Power BI is quite large topic and your question isn't specific, so I will recommend to start with Embedding with Power BI article, take a look at Power BI Embedded Playground and review the samples.