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Power BI Template File Setup/Use - ODBC Connector

Distributor steps for connecting a Power BI template file to the Encompass data warehouse through an ODBC connection to Snowflake. 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

Required Information

  • Data Warehouse Share Node Login Credentials
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  • ODBC Data Source Name (DSN)
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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 "PowerBI Template Files"
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  2. Find an ODBC PowerBI 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 and the ODBC Connection
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  2. Once prompted, fill in the requested variables: ODBC DSN, 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

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

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
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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 Database Name: Name of the Database in the Data Warehouse Share Node; This is typically in the form "{EncompassID}Data"

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