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Excerpt
hiddentrue

configure your PowerBI application ID

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If you have shared your report correctly it will show up like the screenshot below.


Configure Projector Dashboard

Now that you have connected Projector to PowerBI, pulled Projector data into PowerBI (optional), and published your dashboard to the web you can now display it one of three areas of Projector.

This next section explains how to show a dashboard on a home page, but the same steps apply to the other areas.

  1. Identify a user you want to show a PowerBI dashboard to
  2. Note their primary user type
  3. Edit that user type and go to the dashboards tab
    1. Name the dashboard
    2. Tick the checkbox for User's Home Page
    3. Enter a height (800 is often good)
    4. Choose MS Power BI from the Display dropdown box
    5. In the previous step you noted your Workspace and Report IDs. Enter them here
    6. Leave the Filters area empty for now. The next section will explain how filters work

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Log into Projector Web as the user. On My Home Page you should see your PowerBI dashboard displayed.

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Filters

Projector can dynamically filter displayed content. For example, you might have a report that shows profit for all your projects. When you display that project you want your PowerBI to automatically filter the displayed data to just that project. This keeps you from having to build a separate report for each project. You can build one report for all projects and filter as appropriate.

Filter Locations

Hard-Coded Filters

Combination Filters

Dynamic Filters

The filters available depend on where you are displaying content. To see the available filters see:

Escaping Special Characters

Warning
titleField Names with Spaces or Special Characters

If your field name contains spaces or non-ASCII characters they either need to be renamed or they need to be escaped. The most frequent character you'll see that needs escaping is a space.

To escape a character:

  • Type '_x'
  • Four-digit unicode character
  • Underscore '_'

For example, a space becomes _x0020_. The field 'Project Code' would become 'Project_x0020_Code'.

Filter Example

Example syntax for various filters

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