Skip to main content

Power BI Template File Setup/Use

Distributor steps for connecting Power BI Desktop to your Encompass data warehouse with a Power BI template file. Needs the Data Warehouse Share Node (Setting 558) set up by Encompass. v23.01+.

B
Written by Bailey Naas-Thornton

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

Required Information

  • Data Warehouse Share Node Login Credentials
    ​
    ​

  • Data Warehouse Share Node URL
    ​
    ​

  • Data Warehouse Name (setup in Data Warehouse Share Node)
    ​
    ​

  • EncompassID (located in the top-right of any Encompass header; "{Username} @ {EncompassID}")

Steps

Step 1: Download a PowerBI Template File
​

  1. Go to Client Versions and filter Client Application to "PowerBI Template Files"
    ​
    ​

  2. Find a PowerBI Template file
    ​
    ​

  3. Download

Step 2: File Setup
​

  1. Open the PowerBI Template file on the computer with PowerBI Desktop installed
    ​
    ​

  2. Once prompted, fill in the requested variables: Data Warehouse Share Node URL, Data Warehouse Name (setup in Data Warehouse Share Node), EncompassID (located in the top-right of any Encompass header; "{Username} @ {EncompassID}")
    ​
    ​

  3. Load the Data
    ​
    ​

  4. If prompted, fill in Data Warehouse Share Node Login Credentials and connect to Data Warehouse
    ​
    ​

  5. 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

The Data Warehouse Share Node and EncompassID are not the same in every instance. They just happen to be the same in the example above.

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 Share Node URL: URL to access the Data Warehouse Share Node; provided by Encompass after Setting 558 is set up
    ​
    ​

  • 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
    ​
    ​

  • EncompassID: ID of the site being accessed; located in the top-right of any Encompass header ("{Username} @ {EncompassID}")

Did this answer your question?