Visual Integration with Power BI

The visual analytics integration with Microsoft Power BI allows users to view and interact with Power BI reports, dashboards, and tiles in the Web UI, providing an opportunity to analyze and take action on data from both STEP (the MDM platform) and external systems in one seamless interface. By embedding Power BI data using Web UI screens and widgets, business users can visualize their operational information and determine trends without having to leave the Web UI.

Prerequisites

• Customers must already have a licensed Power BI account. There are no preconfigured dashboards or reports delivered with the visual integration with Power BI; it is up to users to pre-create these in their existing Power BI instance before they can be viewed in the Web UI.
• To access the Power BI visual analytics integration, the X.WebUI.Analytics license must be enabled on your system. Additional setup tasks and system configurations must also be performed by Stibo Systems' Technical Services team upon initial setup. Contact your account manager for additional information and to enable licenses for your system.

Topics in this Guide

This guide covers the following topics related to the visual integration with Power BI:

• Power BI Web UI Screen: Includes example Power BI screens and instructions for configuring the Power BI Screen (here)
• Power BI Web UI Widget: Includes example Power BI widgets and instructions for configuring the Power BI Widget (here)
• Power BI Flyout Panel: Includes information for configuring and using the Power BI flyout panel (here)
• Locating Power BI IDs: Explains how to locate the Power BI IDs that are required to configure the Power BI Web UI components (here)
• Example Power BI Report Filters: Provides several example JSON-formatted report filters that can be used when configuring the Power BI Web UI components to filter the results of displayed data (here)
• Power BI Row-Level Security: Provides an overview of how to configure row-level security (RLS) for Power BI dashboards and reports based on users and user groups in STEP and their corresponding roles and rules in Power BI (here)
• Power BI Authentication Configuration: Provides a brief overview of how to configure user authentication between STEP and Power BI as well as the sharedconfig.properties required on the STEP application server to enable this authentication (here)