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Advanced Analytics Overview (Power BI Integration)

Distributor overview of Advanced Analytics (Power BI) in Encompass: installation and workspace limits like 100GB storage, 1,000 reports and daily data refresh. Needs the app, EnableAdvancedAnalytics, v24.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Pre-Conditions

  • Advanced Analytics app installed
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  • EnableAdvancedAnalytics permission added to Users Permissions only
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  • Companies.EnableEncompassAR = True
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  • Dashboard is available in ECP 24.06
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  • General Availability TBD

Steps

Alpha/Early Adopter Installation:

  • Users will need to coordinate with Encompass inside sales to confirm the workspace creation and number of required licenses.
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  • After the sales contract has been signed, the Encompass development team will install the app and ensure the Power BI Workspace ID is accurate.


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​General Availability Installation:
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  • Using Universal Search, navigate to the App Library.
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  • Search for "Advanced Analytics".
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  • Follow the installation instructions provided.
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  • Once installed, click the Advanced Analytics link to be taken to the main Dashboard
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Note: See attached PDF for further information.
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​Advanced Analytics Dashboard
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Best Practices

Important General Technical Information:
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1. Installing the Advanced Analytics app creates a new Power BI workspace named by the EncompassID of your system.
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  • Test systems will not have access to the Advanced Analytics dashboard.
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2. Workspaces are Single Semantic Model which means only the data (tables, fields) designated by Encompass are reported on.
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  • Additional semantic models cannot be added.
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  • Tables & fields are not editable, addable, or removable by users or support.
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3. Each workspace has a 100GB storage maximum.
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  • Encompass’ semantic model is specifically designed with this storage limit in mind.
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4. Each workspace has a 1,000 report maximum.
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5. All reports are saved both in the Power BI workspace and in Encompass saved reports.
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  • Reports are fully editable from the Advanced Analytics dashboard.
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  • Access to the Power BI backend for advanced report editing/creation is a professional service request and will be charged as such.
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6. Data for the semantic model is updated once/day - this is not editable.
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7. User license records are stored in the OAuth Power BI table.

PDF

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