Table of Contents

Overview

When using Microsoft Power Bi to analyse your system information there are three possible approaches

General Information and standard reports - Use our internal PowerBi Reports (coming soon)
Detailed Analysis with Lots of Data - Setup your own SQL Azure and PowerBi environments
1. We will create a SQL database with a number of linked tables in Azure
2. We will publish data to those tables regularly
3. Connect PowerBI to this table set - then publish to PowerBi online
4. Edit and adjust your reports in PowerBi online
5. Note PowerBi can also connect to other data sources like excel online or websites to enrich the data
Export from lists in the system regularly
1. Either / or
  1. import these to power bi desktop then publish the results
  2. Load these upto excel online that Power Bi is connected to

Microsoft Power Bi

Consists of a number of parts

A desktop report authoring tool
1. Use this to:
  1. Define the data sources and add new data sources
  2. Define the data conversion steps (from raw data to ready to analyse data)
  3. This environment can do everything except allow others to view the results. To do this you must publish your report to the online environment
An online report editor
An online publishing area

Exporting from Lists in the system

Extracts from any list in the system - choose a date range etc if required

If your system has a BI Download configured - these files save as CSV with the "|" character as the delimiter