Power BI Dashboard and Power BI Designer – Office 365


Connect with Online SharePoint List

-          Create designer (pbix) file using Power BI Designer by connecting with SharPoint List

-          Now go to Power BI Dashboard and click Get Date

-          Import the file from local saved “My Computer” location and customize the columns you want to display in the report

-          Schedule “Autorefresh” using “Power BI Personal Gateway” http://blogs.msdn.com/b/powerbi/archive/2015/07/07/refresh-for-on-premises-sources-is-here.aspx

-          User who installs “Power BI Personal Gateway” should have admin rights, because Power Bi Gateway will be running with this account in the computer/laptop

-          Now schedule auto refresh and while doing so, select authentication as “OAuth” and provide the credentials with checking the option “Signed me in”

-          Now Report gets created by referring the Dataset and so the “Dashboard”

-          Child à Parent à GrantParent = Dataset à Report à Dashboard

-          You have to set the settings for auto refresh in “DataSet”

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