Adding Reports V2 to the Management Console

Adding Reports V2 to the Management Console

Must Haves:

  • Report Name
  • Report's Table Name
  • Report ID (Guid)
  • Dataset ID (Guid)

 

Steps to obtain the above pieces of information:

1. Construct the report in Power BI Desktop

  1. Ideally, the data set will be created locally and uploaded to BI Cloud.
  2. From there it can be scheduled to refresh from the live data warehouse.
  3. Warning: After that, the data set cannot be altered.

2. When the data set is created, a table is created in the report to store the data. Keep this table name handy.
  1. Note: For consistency, the naming convention for the table is going to be the report name without spaces.
3. Publish the new report to Power BI Cloud to the appropriate Workspace. Once there, get the report ID.
  1. Click on the new report to open it in view mode.
  2. See Figure 3 below

4. The report ID is going to be the Guid in the URL after /reports/.
  1. See Figure 4 below
5. Example: /reports/aaf7c5e1-9b08-4ba6-99d7-b96b959487cf/ReportSection
a. See Figure 5 below

6. Keep this Guid handy.

7. Still in Power BI Cloud, click back into the Workspace and click into Datasets.
  1. a. The newly uploaded Dataset will have the same name as the Report.
  2. b. Click the 3 dots … and then Settings.
  3. c. The Guid we need will once again be the last Guid in the URL after /settings/datasets/
  4. d. Example: /settings/datasets/67af810a-1221-4030-97b2-ab5b852ef073
  5. e. Keep this Guid handy too.

8. Open the ComevoApp database and open the [tblReportConfigV2] table for editing.

9. Populate [ReportId] with the 1 Guid we kept handy from step 3.

10. Populate the [ReportName] column with the name of the report.
  1. Note: This column is purely for human consumption so we can tell one report from another without memorizing Guids.
11. Populate the [DatasetId] column with the 2 Guid we kept handy from step 4.

12. Next, populate the [TableName] column with the table name mentioned above in step 2.

13. If we’re making a new report for staging, set [IsProduction] to false. If we’re doing this for the live site in the live SQL server (or AWS DB Interface) set it to true.

14. That’s all.

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