Power BI

Integrate YSoft SafeQ with Power BI

Prerequisites

• Downloaded and installed Power BI Desktop:  https://www.microsoft.com/en-us/download/details.aspx?id=45331  

• Enterprise Reporting is enabled and configured, see more  Data Mart Mode Configuration for more detail.

Option 1: Import Y Soft Template

To enjoy the full potential of Power BI, one will need to develop a Power BI template for the organizations specific enterprise reporting requirements. However, to get a head-start on such an effort, Y Soft has developed a set of Power BI templates. You can find full description of template import in  Power BI Desktop - Import Template  article.

Option 2: Create Your Own Report 

1. Import data from a SQL Server database.

• • PostgreSQL server database engine:

1. 1. 1. Install ODBC driver, see  PostgreSQL ODBC driver for Power BI .

      2. Select More option as shown below.
         
         
         
         

      3. Select PostgreSQL database option.
         
         
         
         

      4. Specify the IP address of the database server and name of the database associated with YSoft SafeQ: 
         At this point you may need to add Npgsql dependency for Power BI.
         
         

1. • MS SQL server database engine:

1. 1. 1. Install ODBC driver, see  MS SQL ODBC driver for Power BI .

      2. Select SQL Server" option as shown below.

         
         
         
         

      3. Specify the IP address of the database server and name of the database associated with YSoft SafeQ:

   
   

2. Filter data mart tables in Navigator and select all tables with prefix "dwhtenant_1.dm_v2". Click on Load button.

3. Wait for the data to load, this step takes a few minutes, depending on the database size.

   
   

   

   
   
   

4. Result - The relationship diagram between the tables is available on vertical tab Relationships.

   
   

Add a Sample Graph

• Generate Chart - Select the Power BI report view from the left pane and select various data to create and render different charts.  For example, what is depicted is a simple selection of the ACCID dimension rendered into a Bar Chart.

References:

• Microsoft documentation for Power BI designers:  https://docs.microsoft.com/en-us/power-bi/power-bi-creator-landing

• Microsoft documentation for Power BI admins:  https://docs.microsoft.com/en-us/power-bi/service-admin-administering-power-bi-in-your-organization

Accessing the Reports

• Quick start guide:  https://docs.microsoft.com/en-us/power-bi/consumer/end-user-experience

• Accessing reports as consumers:  https://docs.microsoft.com/en-us/power-bi/consumer/power-bi-consumer-landing

• Export to PDF:  https://docs.microsoft.com/en-us/power-bi/desktop-export-to-pdf