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Power BI Template File Setup\/Use - Snowflake Connector

Distributor steps for building a Power BI report from a Snowflake connector template file (DirectQuery, no refresh needed) on the Encompass data warehouse. Needs Setting 558 set by Encompass and v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

Required Setup
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  • Setting 558 (Name for Data Warehouse Share Node) needs to be populated by Encompass
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  • A computer with PowerBI Desktop installed

Required Information
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  • Data Warehouse Share Node Login Credentials
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  • Data Warehouse Share Node URL
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  • Data Warehouse Name
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  • Data Warehouse Database Name

Steps

Step 1: Download a PowerBI Template File
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  1. Go to Client Versions and filter Client Application to Power BI Template Files
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  2. Find a Snowflake Power BI Template file
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  3. Download

Step 2: File Setup
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  1. Open the PowerBI Template file on the computer with PowerBI Desktop installed
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  2. Once prompted, fill in the requested variables: Data Warehouse Share Node URL, Data Warehouse Name, Data Warehouse Database Name
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  3. Load the Data
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  4. If prompted, fill in Data Warehouse Share Node Login Credentials and connect to Data Warehouse
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  5. Save the file as a PowerBI file (.pbix)

Step 3: Finalize
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  • Changes can now be made to the file
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  • The file can be published to PowerBI Online by clicking the "Publish" button in the top ribbon menu

Additional Note
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  • The Snowflake templates are built with the DirectQuery method which means no refresh of data is needed. Each time the report runs it gets fresh data.

*This template file is built by Encompass to streamline data setup in Power BI. For any inquiries or support around the Power BI and Snowflake tools, please reference the documentation provided by Microsoft and Snowflake.

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
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  • Data Warehouse Share Node Login Credentials: Username and Password to login to the Snowflake Reader Node; setup by admin of Data Warehouse Reader Node
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  • Data Warehouse Share Node URL: URL to access the Data Warehouse Share Node; provided by Encompass after Setting 558 is set up
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  • Data Warehouse Name: Name of the Warehouse in the Data Warehouse Share Node; this is setup by logging into the Data Warehouse Share Node directly by the admin
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  • Data Warehouse Database Name: Name of the Database in the Data Warehouse Share Node; This is typically in the form "{EncompassID}Data"

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