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.
Know Where to Go
Projector Management Portal
- Grant overall BI access to users
- Share organization or home page visualizations (User Types)
- Share project workspace visualizations (Engagement Types or individual projects)
- Update Projector reports that feed the dataset
Projector Web
- View BI content, including home page, project workspace or corporate visualizations
- Share project workspace dashboards for individual projects
- Update Projector reports that feed the dataset
Power BI Desktop
- Update Power BI reports and / or the data model
- Add report content (visualizations)
Power BI Service (aka Workspace)
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- Administer Projector BI (download most recent pbix for updates; upload pbix to be shared)