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You will first need to download and install Power BI Desktop from:
https://powerbi.microsoft.com/en-us/
A custom R script is used in the Power BI reports supplied, so you will need to download and install R. You can do this by following the “Installing R” and “Enabling R Visuals” instructions here:
https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-r-visuals/
The next thing you will need to do is set the location of the Job.txt file that the Power BI report reads. The default location for this is "C:/matchIT SQL/reports/Power BI/Job.txt", so you will not need to change anything if you installed matchIT SQL to the default location. However, if you have installed to a different location or would like this txt file placed elsewhere, then you can configure the Power BI Report to use that location instead:
- Open the Power BI report and go to the “Job Summary” page, you will then need to click onto the visual that is in the top middle, and send it to the back (you can find this option on the format tab):
This should now display the reports R Script.
- Click on the R Script visual and expand the script pane (bottom right), if this hasn’t already been expanded.
- This will bring up R script editor at the bottom where you can change the location of the file
Change this bit: file="C:/matchIT SQL/reports/Power BI/Job.txt"
- Now go file>Options and settings>Data source settings
- Change the location of the job.txt source.
You will also need to set the database for which you have configured in either the Power BI report SSIS task or in your config file (Information about this can be found in the Power BI User Guide). The default location for this in the Power BI report is the matchIT_SQL database using the local host. You can change this by changing the parameter queries Server and Database parameters. You can change parameters in Power BI by going Edit Queries>Edit Parameters.
You may need to modify the access permissions for Power BI to be able to view the data. You can do this by going to Data Source Settings in the query editor and then click on the data source you wish to edit permissions for.
You will now need to enable the “Always ignore Privacy Level settings” option. You can enable this by going file>options and settings>privacy>always ignore privacy settings.
Next you will need to disable “Require user approval for new native database queries”. You can find this option by going file>options and settings>security.
And finally you will need to disable “Show security warning when adding a custom visual to a report”. You can find this option by going file>options and settings>security.
The Power BI report should now be ready to use. Please refer to Power BI User Guide on how to use the report.
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