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Working with Project “Madeira” Content Pack for Power BI

In today’s post we will see how to use Power BI Content Pack for Madeira.

The content pack is preconfigured to work with sales data and financial data from the demonstration company that you get when you sign up for the Project “Madeira” preview.

To see your Project “Madeira” data in Power BI, you must have the following:

  • Access to Project “Madeira”.
  • Access to Power BI.

Before we start with connecting we will collect few information that we will require while connecting the Power BI to fetch data from Madeira.

User Name

Web Service Acess Key

Note down both value, if you don’t have Web Service Access Key Generate one and set appropriate Expiration date or Set Never Expire as shown below.

PowerBi_Madeira-1

Next open the Web Service Page.

Make sure all selected Web Service is running as in below screen.

The data is extracted from your Project “Madeira” company using web services to read live data. In Project “Madeira”, the Web Services window lists the web services that have been set up for you, including the following that are consumed by the content pack in Power BI:

  • ItemSalesAndProfit
  • ItemSalesByCustomer
  • powerbifinance
  • SalesDashboard
  • SalesOpportunities
  • SalesOrdersBySalesPerson
  • TopCustomerOverview

Note: If you change the name of any of these web services, the data will not show up in Power BI.

Note your URL of OData. Edit it to follow the format one shown in below screen.

PowerBi_Madeira-2

Now we have all our required information.

Open Power BI site and Get Data from Services as shown in below screen.

PowerBi_Madeira-3

Select Project “Madeira” Content Pack and click on Get.

PowerBi_Madeira-4

Enter the URL of Web Service we get in above step.

PowerBi_Madeira-5

Select Next.

Select Authentication method as Basic.

In User Name enter your user name as obtained in above step.

For Password ented the Web Service Access Key as obtained in above step.

PowerBi_Madeira-6

Choose Sign In.

After few minutes/seconds churning you will be ready with your first Dashboard from Madeira.

PowerBi_Madeira-7

Troubleshooting

“Parameter validation failed, please make sure all parameters are valid”
If you see this error after you enter your Project “Madeira” URL, make sure the following requirements are satisfied:

“Login failed”
If you get a “login failed” error when you log in to the dashboard, using your Project “Madeira” credentials, then this can be caused by one of the following issues:

  • The account you are using does not have permissions to read the Project “Madeira” data from your account.

    Verify your user account in Project “Madeira”, and make sure that you have used the right web service access key as the password, and then try again.

  • The Project “Madeira” instance that you are trying to connect to does not have a valid SSL certificate. In this case you’ll see a more detailed error message (“unable to establish trusted SSL relationship”).

    Note: Self-signed certificates are not supported.

“Oops”
If you see an “Oops” error dialog after you pass the authentication dialog, this is most frequently caused by a problem connecting to the data for the content pack.

Thats all for today’s post.

I will comeup with more details in my upcomming posts.

Til then keep exploring and learning.

 

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Plug & Play – Power BI and Jet Enterprise in NAV 2016

This is where Power BI and Jet Enterprise really shine – they have the ability to understand NAV because they have little bundles of interpretation packs that can interpret NAV for you!

Checkout more via below shared link :-

http://www.catapulterp.com/plug-and-play-power-bi-and-jet-enterprise-in-nav-2016/

Microsoft Power BI – My Organization Content Pack Library

Continuing from my previous post. Today we will discuss about Content Pack Library (My Organization) in Power BI.

In case you have missed my previous posts here I present the link to all previous posts below:

Microsoft Power BI – Part – I

Introduction to Power BI and Creating Report from Excel Data, Local Files.

Microsoft Power BI – Part – II

Introduction to few Features of Power BI

Microsoft Power BI – Part – III

Power BI Desktop, Creating Dataset & Reports from In Premise Database installation

Microsoft Power BI – Part – IV

Power BI Gateway usage

Microsoft Power BI – Part – V

Scheduling Refresh of Dataset & Report created using In Premise Database

Microsoft Power BI – Part – VI

Power BI Content Pack

Microsoft Power BI – Part – VII

Power BI Mobile App

Microsoft Power BI – Part – VIII

Power BI Content Pack

Microsoft Power BI – Part – IX

Power BI Publisher for Excel

Microsoft Power BI – Part – X

Analyse in Excel (preview)

PowerBI-47

Login to Power BI using your credentials.

OrgPowerContent-1

Select Get Data.

OrgPowerContent-2

From Content Pack Library section select Get Data under My Organization.

OrgPowerContent-3

Select Create content pack.

OrgPowerContent-4

This is the part where majority of work to be performed.

In First Section – Choose who will have access to this content pack

You have 2 option

  1. You can share with specific users or Groups, since your AD is in sync with your in premise AD you can select them.
  2. You can share with your entire Organization.

Select the Group or Users if you go with first option.

In Second Section – Provide Title for you Content Pack

In Third Section – Provide detailed Description for your content pack.

OrgPowerContent-5

In Fourth Section – You can select Image for your content pack.

Finally in Fifth Section you will define what all content you want to share for the user using this content pack.

Here all available contents are divided under 3 sections (Dashboards, Reports & Datasets).

When you select Dashboard all included Reports and Dataset will be shared by default.

When you select Reports all included Datasets will be shared by default.

When you select Dataset only that will be shared.

You can select combination as you desire.

I will provide write up why we will select selective contents to share with case study, in my future post some time other.

Once you are done with all above step you are good to Publish the Content Pack.

OrgPowerContent-6

If we revisit the Get Data option again for My Organization, we can view our Published Content Pack which we shared with others.

User can customize as per his need and Share with others in form of New Content Pack or as-it-is depends.

Good Example will be we have one Content Pack for My Organization which include all modules Dashboard, Reports and Datasets.

My IT will create Module wise Content Pack (Finance, Sales, Purchase, Warehouse, Manufacturing etc…) and share these content packs with concern department Heads. Further each Heads will create sub-content pack and share with their team with information which is related to them and so on.

 

That’s all for today, will come up with more information in my future posts.

Till then keep exploring and learning.

 

 

Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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