Power BI Connection Configuration
This section provides the steps to connect a Power BI template to a SQL Server database for reporting.
Requirements
- Autodesk Cloud Power BI template. Obtain the pre-made report provided by the Support Team.
- Access to SQL Server Database. Verify that you have the necessary permissions to connect to the SQL Server database where Autodesk usage data is stored.
- Configured Autodesk Cloud data collection. Make sure that the cloud data collection is successfully set up.
These are the required steps to configure the Power BI connection:
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Launch Power BI Desktop and open the template file shared by the Support Team.
noteNew customers should coordinate with the Open iT Project Manager to obtain the Power BI template, while existing customers are advised to contact the Open iT Support Team at support@openit.com for assistance.
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To start configuring the data source, click File in the upper-left corner of the ribbon.
Click File -
In the lower left part of the window, navigate to Options and settings, then select Data source settings.
Navigating to Options and settings -
In the Data source settings window, click Change Source to configure the data source.
Change Source -
Enter the required SQL Server connection details:
- Server: Input the SQL Server name.
- Database: Specify the name of the database.
Once completed, click the OK button.
Fill-up the fields -
After verifying the entered details, click the Close button to save the data source settings.
Finalize data source settings
If a warning appears indicating there are pending changes in your queries that have not been applied, click Apply changes in the ribbon.
If you encounter database connectivity issues during data source configuration, feel free to reach out to the Open iT Support Team for assistance.
Next Step?
After setting up the connection of your report template to SQL Server database, proceed to Template Dashboards to have an in-depth understanding of Autodesk Cloud reports.