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Deploying Power BI

  1. Create a new repository for the client in planio/GitHub if there is none already

  2. Save a copy of the "BC_Dataset.pbix" file. Rename it into "xxx_BC_Dataset.pbix", where xxx is the client code.

  3. Open the pbix file, go to Power Query and set the parameters:
    pbi-params.png

  4. Check if access works for all the source queries

  5. Apply and check the data

  6. Adjust color and logo

  7. Deploy to a dedicated workspace

  8. Authenticate

    1. For API mode, make sure you select "Skip Connection Test"
      skip-connection-test.png
    2. For DWH mode, make sure you authenticate using Basic and SQL User / Password
      basic.png

  9. Set mode and debug and other parameters:
    finacc-parameters.png

  10. Set daily reload

    1. in case of api mode: early morning, e.g. 6am
    2. in case of dwh mode: 1h after the load of the af
    3. in case of dwh-adf mode: 1h after the adf trigger

  11. Refresh manually and check that everything works