Introduction

The Meshed Platform can be integrated with Power BI – a popular business analytics tool from Microsoft.

Create and view your own custom Dashboards in Power BI, using data from your Meshed Platform business reports, for interactive analysis, visualizations, and insights which are key to driving your organization.

Power BI provides interactive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves, without having to depend on information technology staff or database administrators.

Read more about Microsoft Power BI

Overview

Standard integration of Power BI with your Meshed Platform provides:

Running Reports from within the Meshed Platform and sending the Report data to Power BI.
Visualisation of Meshed Platform Report data using Power BI features.
Connection of Users to Power BI from within the Meshed Platform using their Power BI credentials.

High Level Process Flow for Meshed Platform Power BI Integration

Power BI Diagram.png

Sending Report Data to Power BI

To send Meshed Platform Report data to Power BI

From the Meshed Platform navigate to Reports menu
Select Category
Select Report required
Click View to generate report
Click the Power BI icon

Report data is sent to Power BI and a confirmation message is displayed

To enable sending Meshed Platform Report data to Power BI the following must be completed:

Configuration of the connection between the Meshed Platform and Power BI
Setup of a Power BI app Workspace for Meshed Platform Reports data

Using Report data in Power BI

To use Meshed Platform Reports data in Power BI

Navigate to https://app.powerbi.com
Log in using credentials
Select the Dataset in the required Workspace
Note that Users can view the Meshed Platform Report in Power BI

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Click Create report

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Users can visualise the Meshed Platform Report data using Power BI functionality

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To use Meshed Platform Report data in Power BI the following must be completed:

Configuration of the connection between the Meshed Platform and Power BI
Setup of a Power BI app workspace for Meshed Platform Reports data

Connection to Power BI

To configure Power BI integration Meshed Platform Clients are required to provide the Meshed Technical Team with their Power BI:

Username
Password
Client ID
Workspace ID

The Meshed Technical Team can work with Meshed Platform Clients to guide them on how to configure their Power BI connection if required.

Power BI Workspace

Integration requires the setup of a Power BI app workspace for Meshed Platform Reports data.

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Related topics

Meshed Platform Integration

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