Power BI – Group Workspace and Content Pack – Dashboards Reports and Datasets

There are three basic types of content or building blocks in Power BI:

Datasets, Reports and Dashboards

Datasets are reporting models with attributes and measures (calculations) that a user can EXPLORE and build different types of visualizations. Datasets can also be RENAMED, DELETED and REFRESHED

Reports are collections of visuals.

Dashboards are a collection of tiles that are pinned from Reports by mouse over the desired chart and clicking on the Push Pin Icon. Tiles can be rearranged and resized.

Where do we store Dashboards, Reports and Datasets?

You will have two options for storing your content:

  • My Workspace
  • Group Workspaces

So how do I organize everything in Power BI?

Any content that will need governance or will potentially reach a large number of users should be stored in a group workspace. Content that does not require much collaboration and governance can be stored in your personal workspace. Another thing to consider is that a personal workspace is limited to 10GB in the Pro version. So is each group workspace. However, every new group gets another 10GB of storage which makes a group concept even more alluring.

OK, now that I have organized everything, how do I share it?

If you have a dashboard stored in your personal workspace, you can use a Share Dashboard feature.

Only dashboards can be shared (reports and datasets cannot).

Share Dashboard option is not available for dashboards created in Group workspaces.

Another way to share content, is by creating an organizational content pack.

We can create an organizational content pack by clicking the gear icon on the top right hand corner of the page

We will then have an option to specify who has access to the content pack, its Title and Description (both are required) and also what dashboards, reports and datasets should be included in it

Then click Publish button at the bottom of the page to complete content pack creation process.

After the content pack has been published, users with required access will have an option to consume it by clicking on Get Data->Get

The Definitive Guide on Collaboration in Power BI Reference

With Connect live Power BI report published to PBI Services online using Enterprise gateway we get error when connecting to SSAS cube but SQL server database works

We created a PBI report with live connection to SSAS cube and it worked on desktop.

We created Organization (Enterprise) level gateway on the cloud app.powerbi.com.

We published the report. When we tried to view the report it gave the generic error: “Couldn’t load the model schema”.

We found out that our UPN was different from user-id (email). Our user-id was “my-user-id@abc.com”, whereas our UPN was “my-user-id@xyz.abc.com”.

So we created User mapping at the datasource in the gateway from “@abc.com” to “@xyz.abc.com”.

Viola!! The report started working on cloud going live against our on-premise SSAS server using on-premise gateway.

To create mapping navigate to Settings=> manage gateways => Data Source => Users and click on button “Map user names”.

Power BI Community Reference and Microsofts Guy In a Cube Solution Reference

 

Power BI Report Server Install Notes

System Requirements

Supported Operating System

Windows 8, Windows 8.1, Windows Server 2012, Windows Server 2012 R2, Windows Server 2016.

You’ll need:

  • NET Framework 4.5.2 or later. (You can confirm this if you see Full subkey at HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\NET Framework Setup\NDP\v4\Full)
  • SQL Server Database Engine (2008 or later), to store the report server database.
  • SQL Server Analysis Services (2012 SP1 CU4 or later), to store your data models

Downloaded Microsoft Power BI Report Server – May 2017 Preview

Install Instructions:

  1. Install Power BI Report Server (PowerBIReportServer.exe).
  2. Configure your Power BI Report Server using Report Server Configuration Manager.
  3. Install Power BI Desktop (PBIDesktopRS_x64.msi)

Install Power BI Report Server (PowerBIReportServer.exe)

Step 1: Download

Download the installation files, for Power BI Report Server, locally. To download Power BI Report Server, go to the Microsoft download center.

Download Power BI Report Server

Step 2: Run installer

Run the PowerBIReportServer.exe file that you downloaded and step through the installation screens. You will have the opportunity to select the the installation path as well as select the edition you want to install. You can choose between an evaluation that expires within 180 days, a developer edition or to provide a product key.

Install Power BI Report Server

Step 3: Configure the server

After you are done installing, you will run the configuration manager to finish setting up your server. You will need to create a ReportServer catalog database as well as confirm the web portal and web service URLs.

Configure Power BI Report Server

How to Configure Power BI Report server

  • Configure Web Service URL. By default it’s not.
  • Configure Web Portal URL. By default it’s not.
  • Configure Power BI Report server database. If it’s on separate box, you may have to change the settings for Service account from virtual to network.

Step 4: Browse to web portal

Now that you are configured, you should be able to open a browser to the web portal of your server. By default, this will be http://localhost/reports. You will also be able to browse using the machine name instead of using localhost by default, assuming you are not being blocked by any type of firewall.

Power BI Report Server web portal

How to configure firewall for Power BI Report server installed above:

1) Go to Start –> Administrative tools–> Windows Firewall with Advanced security tool.

2) Here go to Inbound Rule tab and open a new rule window. We will be creating a new rule in order to open a port for SSRS.

3) Since we have to open port for PBIRS, select the option Port in Rule type and move to the next step.

4) Select TCP and mention the port number as 80. Then move to next step.

5) Select allow the connection so that connections are allowed to PBIRS using port 80. Then move next.

6) In the profile tab, select the appropriate option as per your requirement.

7) In this final step, provide appropriate name to this rule like ReportServer (TCP on 80) and click Finish.

8) Rules are enabled by default but you can verify that by going to Inbound rules and look for the newly created rule.

 

What is Power BI Report Server

This week has started with exploration of Power BI.

We had earlier downloaded Power BI Desktop (on-premise). Today we quickly created a report going against one of the cube in SSAS 2016.

Next logical question was how to deliver them to the users – SharePoint or SharePoint integrated SSRS?

We came across a separate Power BI Report server. Power BI Report Server is a solution that customers deploy on their own premises for creating, publishing, and managing reports, then delivering them to the right users in different ways, whether that’s viewing them in web browser, on their mobile device, or as an email in their in-box.

Came across this great page by Adam Saxton with great links:

Power BI Report Server offers a suite of products:

  • A modern web portal you can view in any modern browser. In the web portal, you can organize and display reports and KPIs. You can also store Excel workbooks on the portal.
  • Power BI reports, created with Power BI Desktop, that you can view within the web portal in your own environment.
  • Paginated reports so you can create modern-looking reports, with tools for creating them.
  • Mobile reports with a responsive layout that adapts to different devices and the different ways you hold them.

Read on for more about each.

What’s new in Power BI Report Server

These sources will keep you up-to-date on new features in Power BI Report Server.

Web portal

For end users of Power BI Report Server, the front door is a modern web portal you can view in any modern browser. You can access all your reports and KPIs in the new portal.

You can apply your own custom branding to your web portal. And you can create KPIs right in the web portal. KPIs can surface key business metrics at a glance in the browser, without having to open a report.

The content on the web portal is organized by type: Power BI reports, mobile reports, paginated reports and KPIs, plus Excel workbooks, shared datasets, and shared data sources to use as building blocks for your reports. You can store and manage them securely here, in the traditional folder hierarchy. You can tag your favorites, and you can manage the content if you have that role.

And you can schedule report processing, access reports on demand, and subscribe to published reports in the new web portal.

More about the Web portal.

Power BI reports

A Power BI report is a multi-perspective view into a dataset, with visualizations that represent different findings and insights from that dataset. A report can have a single visualization or pages full of visualizations. Depending on your job role, you may be someone who creates reports and/or you may be someone who consumes or uses reports.

Reports are based on a single dataset. The visualizations in a report each represent a nugget of information. And the visualizations aren’t static; you can add and remove data, change visualization types, and apply filters and slicers as you dig into the data to discover insights and look for answers. Like a dashboard, but more-so, a report is highly interactive and highly customizable and the visualizations update as the underlying data changes.

Paginated reports

Paginated reports are paginated document-style reports, in which the more data you have, the more rows in the tables, and the more pages the report would have. That’s great for generating fixed-layout, pixel-perfect documents optimized for printing, such as PDF and Word files.

You can create modern-looking reports using Report Builder or Report Designer in SQL Server Data Tools (SSDT).

Report Server programming features

Take advantage of Power BI Report Server programming features so you can extend and customize your reporting functionality, with APIs to integrate or extend data and report processing in custom applications.

More Report Server developer documentation.

Next steps

User handbook
Administrator handbook
Quickstart: Install Power BI Report Server
Install Report Builder