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This document outlines a number of common tasks and requirements around ProjectorBI. Particularly the steps to embed a report into Projector, how to add fields to Projector reports, or add entirely new reports to the dataset. |
Grant Access to Users to View Visualizations
By "User Type" or "User", users must be explicitly configured to "View Projector BI content".
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When Organization and Home Page dashboards are shared, they are shared by “user type”. This Account setting determines whether sharing is based only on the “primary user type” or based on all “user types”.
Publishing Dashboards
How to get the details for Workspace ID, Report ID and Report Section
Details for Workspace ID, Report ID and Report Section come from the URL in app.powerbi.com and get entered in Projector, along with any needed filter parameters.
- In Power BI Pro, open the workspace.
- Go to the URL and look for the string after /groups/…That is the workspace ID.
- Open each report individually. Each report will have its own report ID. It can be found in the URL right after /reports/… (Be careful to track them individually so that you can insert them into the proper menu for their intended purpose.)
As you navigate through each section (Business, People, Projects, etc) you will visit a report section. Each section has an individual identifier which can be found by going to the URL of the section that have selected, going to the
reportSection...".Copy and paste the details for Workspace ID, Report ID and Report Section in the appropriate fields in the User Type dialog in Projector.
- Note that the Business section only contains "ReportSection" with nothing after it. All others have a code after “ReportSection…”.
Example URL:
Dashboard Configurations
Example: Performance dashboard configuration
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Filter: DIM_Resource/Resource_x0020_Display_Name eq '{1}'
Navigating Projector BI Within PPSA
Performance Level Dashboard
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- Left Navigation Pane > Projects & Planning > Project Workspaces and find the project that contains a project level dashboard configured.
- Go to the Projector BI Dashboard tab of your choice.
A Note on Filters
Dynamic Filters - You can dynamically filter the displayed content based on where it is displayed or who is viewing it. The table below explains the filters available.
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For example, a space becomes _x0020_. The field 'Project Code' would become 'Project_x0020_Code'.
To Download the .pbix File from the Power BI Workspace for Editing
From within the power BI report in the workspace, choose the option to download the pbix file.
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Once downloaded, the file can be modified in Power BI desktop. It’s important to keep the file name the same (for re-uploading), but Projector recommends keeping dated backup copies to ensure that the latest version is uploaded to the workspace.
To Upload the pbix file to the Power BI Workspace
From the workspace main page, choose the option to “Upload a File”.
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Once the file is uploaded, the data will attempt to refresh. Be sure to check that the refresh was successful. If there is an error with the refresh, it will appear as an icon here (indicated in the red box region).
Adding Fields to ProjectorBI Datasets
You may find you need additional fields in your ProjectorBI environment. To do so you’ll first need to add them to the underlying Projector Reports.
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Save and Apply your changes. This method can be used to add data fields or row fields to any Projector report.
Adding Additional Reports to ProjectorBI
You may also find that you need entirely new reports added to your dataset. To do this create the new report in Projector:
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PowerBI will show you a sample of your data. From here you’ll likely want to “Transform Data” to finish building out this dataset.
Common Troubleshooting
Commas in Project Descriptions
Sometimes a report will break because of duplicates in an unexpected data set (generally DIM_Project). This is caused by comma’s in the Project Description field. The simple fix here is to open the Data Source Settings, navigate to your report, and select “Change Source”:
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