Power BI

Power BI is a business intelligence and analytics platform that enables users to connect to data sources, transform raw data into actionable insights, and create interactive reports and dashboards.

Key features of Power BI

1. Data Connectivity: Power BI supports databases (like SQL Server and Oracle), cloud services (including Azure and Salesforce), and files (such as Excel) to merge and analyze data from different sources.

2. Data Preparation: Power BI provides data preparation tools to clean, transform, and model data, including data shaping, profiling, and cleansing features.

3. Data Visualization: Power BI's core feature is its robust data visualization capabilities. It lets you create interactive reports and dashboards with bar charts, line charts, maps, and other visualizations.

4. Advanced Analytics: Power BI has built-in advanced analytics, including forecasting, clustering, and regression analysis, to uncover deeper insights from your data.

5. Natural Language Querying: Power BI's Q&A uses AI to let you query data using natural language instead of complex formulas.

Power BI Connector

The Power BI Connector extracts, transforms, and visualizes data in real-time. It creates dynamic reports and dashboards that deliver actionable insights.

Supported Operations

The Power BI Connector supports a range of operations for data extraction and visualization:

1. Data Visualization: Enables data streams into Power BI for interactive reports.

2. Reporting: Refresh data for up-to-date decision-making.

3. Data Transformation: Cleanse, structure, and prepare data for analysis in Power BI.

4. Data Sharing: Share insights with stakeholders via Power BI’s collaboration tools.

Key Functionalities

The Power BI Desktop Connector extracts, cleanses, and prepares data from the HP Workforce Experience (WXP) platform for local analysis in Power BI Desktop. It enables users to work with and visualize data offline before publishing it to the Power BI Service.

Integration Workflow

1. Data Extraction: The Power BI Connector extracts data from WXP using the designated APIs.

2. Data Cleansing and Preparation: The extracted data is cleansed and prepared to ensure accuracy and consistency.

3. Data Import: Power BI imports cleaned data for analysis and reporting.

4. Visualization and Analysis: Create interactive reports and dashboards with Power BI visualization tools.

Note: A Platform Account (HPID) with Report Admin or IT Admin rights is required. Creating a service account is the recommended approach.

Prerequisites

1. Access to Microsoft Power BI.

2. Ensure WorkspaceV2 is enabled in Power BI (administrator privileges required).

2.1. Login to https://app.powerbi.com. In the top menu, click the gear icon .

2.2 Under Governance and insights, click Admin Portal.

2.3 In the Admin portal page, go to Tenant Settings.

2.4 Search for Create Workspaces on the right side.

2.5 Under Workspace Settings, click Create Workspaces.

2.6 Expand the Create Workspaces arrow to view two Apply to options.


2.7 Select Specific security groups (Recommended as it is less intrusive).

Note: Selecting “The entire organization” is not recommended.

3. Log in to https://portal.azure.com

4. Under Manage Microsoft Entra ID, click View.

4.1 In the Overview page, click Groups.
4.2 On the right side, click Add > Group.

5. In the New Group page, under Group type, add a group. (For example, you can add a Group name PowerBIWorkspaceAccessGroup).

5.1 On the right side, under the Add members, select the checkbox to add a designated connection user as a member.

6. In Power BI, go to Tenant settings.

6.1 Under Workspace settings, select the radio button Specific security groups.

6.2 In the Search field, type the group name (e.g., PowerBIWorkspaceAccessGroup) and select it.

6.3 Click Apply.

How to Activate

1. In the WXP, go to Integrations > Power BI card.

2. Click Configure.

3. In the pop-up, select the reports to import into Power BI.

   Note: Ensure you select all necessary reports. Changing the report selection after the connection is established will result in a new Power BI workspace.

4. Click Save.

5. In the Power BI card, click Connect.
    
   

6. Read the pop-up details. Click Connect.

7. Sign in to Power BI.

7.1 Sign in with a Microsoft account and credentials.  

7.2 Select the option to grant the user permission to Create and Read datasets.

The Power BI integration card displays Connected. The Connect button changes to a Disconnect option.
 

Note: Allow a few minutes for the reports to appear in Power BI (Note that larger datasets might take longer to process).

8. In the Power BI card, click Configure to change the report selection. The system will create a new workspace with your updated selections during the next 24-hour scheduled run.

9. Check the following section after a successful Power BI connection.

After Connect

1. Login to https://app.powerbi.com. In the left menu, click Workspaces. Successful integration results in a workspace (For example, HPAnalytics with a date and time suffix).
   
    
   

2. Click the newly created workspace name, followed by the data set (For example, the name starts with HP Analytics).
   
    
   

3. On the right side, under Tables, the selected reports are visible.
    
   

4. In the Discover business insights card, click Explore this data.
    

5. On the right, under Data, select columns from the tables to generate the reports.
    
   

Power BI Data Connection and Refresh Schedule

• Estimated time for initial data pull: Maximum 10 minutes.

• Data refresh frequency: Every 24 hours from connection time.

Troubleshooting Tips

Error: "Connection Failed"

Cause: A "Connection failed" error occurs when WorkspaceV2 creation is not enabled on the tenant. (Administrator privileges are required to enable this setting.)

Solution: Please check step 2 in the Prerequisites section above.

Contact Us

For any assistance, [create a support case] or email [email protected].