Introduction
Using Power BI with Kepion allows you to set new targets, run what-if scenarios, and make better decisions to maximize company performance. In this article, we'll show you how to embed Power BI reports in a Kepion Dashboard.
Note: Download the Integrated Financial Planning Application to follow along with the example below.
Before you start
- Acquire a Power BI Pro license.
- Install and configure Power BI Desktop and Power BI Data Gateway (required to connect to SSAS).
Tip: Learn more about managing SSAS data sources on Power BI here.
Step 1. Prepare Power BI service
1. Open https://app.powerbi.com/ and log in.
2. Go to Manage gateways, select the target gateway cluster, and then select ADD DATA SOURCE.
3. Enter connection information for the Integrated Financial Planning SSAS database.
4. Select Add.
If the connection is successful, you will see a message below the Data Source Settings.
5. Go to Users and enter the email addresses of the required users
6. Select Add.
Note: Skip to the next section if your Kepion environment is joined with Azure AD.
6. Select the checkbox next to the newly added user and select Map user names.
- Replace: The email address you use to sign in to Power BI.
- With: The login you use to connect to SSAS cube.
Tip: Learn more about managing SSAS data sources on Power BI here.
7. Select OK after you have mapped the new user.
Step 2. Prepare Power BI reports
1. Unzip 02-Integrated_Financial_Planning_App (Power BI Reports).zip.
2. Open one of the Power BI reports.
If this is the first time you have opened a Power BI report connected to a Kepion sample application, you may see the following message:
3. Select Edit to change the connection string.
- Server: Update to the SQL instance where restored the sample Application.
- Database: Enter Integrated Financial Planning.
4. Select OK.
5. Select the cube and then OK.
Below is a summary of how each Power BI report is connected to the underlying cube:
| Power BI Report |
Connected to Cube {SSAS Database} -> {Cube} |
|---|---|
| 5-Year Projection.pbix | Integrated Financial Planning -> Strategic Planning-Planning |
| Enterprise Reports.pbix | Integrated Financial Planning -> Revenue-Reporting |
Step 3. Publish reports
1. Select Publish. Publishing the report allows multiple users to access it online or from mobile devices.
2. Select where you would like to publish these reports on Power BI and click Select. It may take a few seconds to publish.
3. Select Got it on the confirmation message.
Step 4. Update URLs
Once the reports are available on Power BI Service, you can now embed them into a Kepion Dashboard.
1. Open https://app.powerbi.com/ and log in.
2. Navigate to a report.
3. Go to File > Embed report > Website or portal.
4. Copy the code from the first text box and select Close.
6. Open Kepion on a separate browser tab.
7. Go to the Modeler and open the Integrated Financial Planning Application.
8. Go to Dashboards > Power BI > Power BI - Revenue Planning
9. On the Enterprise Reports page, select the component and then the icon (</>).
10. Paste the link you just copied from Power BI Service to the text box.
11. Select OK and Save the Dashboard.
Below is a summary of how Power BI reports are referenced in the Kepion dashboard:
| Kepion Dashboard | Connected to Power BI Report |
|---|---|
| Power BI – Revenue Planning | Enterprise Reports |
| Power BI – Strategic Planning | 5-Year Projection |