Minimum Version Required: 23.01
Pre-Conditions
Required Setup
Setting 558 (Name for Data Warehouse Share Node) needs to be populated by Encompass
A computer with PowerBI Desktop installed
An ODBC Connection to the Snowflake Node (See Setup ODBC Connection to Snowflake Reader Node)
Required Information
Data Warehouse Share Node Login Credentials
ODBC Data Source Name (DSN)
Data Warehouse Database Name
Steps
Step 1: Download a PowerBI Template File
Find an ODBC PowerBI Template file
Download
Step 2: File Setup
Open the PowerBI Template file on the computer with PowerBI Desktop installed and the ODBC Connection
Once prompted, fill in the requested variables: ODBC DSN, Data Warehouse Database Name
Load the Data
If prompted, fill in Data Warehouse Share Node Login Credentials and connect to Data Warehouse
Save the file as a PowerBI file (.pbix)
Step 3: Finalize
Changes can now be made to the file
The file can be published to PowerBI Online by clicking the "Publish" button in the top ribbon menu
Additional Note
ODBC Connections do NOT support DirectQuery mode. This means all ODBC files need to be setup for scheduled refreshes to ensure data is up to date.
Fields And Definitions
Setting 558 (Name for Data Warehouse Share Node): Share Node set by Encompass to allow access to the Data Warehouse by 3rd Party Applications.
Data Warehouse Share Node Login Credentials: Username and Password to login to the Snowflake Reader Node; setup by admin of Data Warehouse Reader Node.
Data Warehouse Database Name: Name of the Database in the Data Warehouse Share Node; This is typically in the form "{EncompassID}Data".