When opening a new PowerBI file from CEO Juice, you will need to connect it to your data before you can refresh your data.
**If using Power BI for ID568/eAuto Activity Trends, please GO HERE
- Download and install free Power BI Desktop here
- You must have a login to your SQL Server running your e-Automate and CEOJuice databases. Your login will need a minimum of read access to the CEOJuice and your e-Automate databases.
- Create a System DSN (ODBC) connection to your SQL Server.
Creating an ODBC connection
Open the start panel in Windows, find Windows Administrative Tools and select ODBC Data sources (x64). **If you install a 32-bit of PowerBI, choose ODBC Data Sources (x86).
Go to the System DSN Tab and click Add…
Choose SQL Server as your Data Source and Click Finish.
Give your new data source the name of “CEOJuice_BI”. In Server, enter your SQL Server instance name. Most of the time, you can click the drop down and it will search for available SQL Server instances. Select the one where e-Automate resides. Click Next.
If you have your domain login with access to the E-Automate and CEOJuice databases, you can select “With Windows NT Authentication using the network login ID”. Otherwise, select “With SQL Server authentication…” and enter your Login ID and Password below. Click Next.
Check the “Change the default database to” and click the drop down and select the CEOJuice database. Click Next.
On the next screen you have an option to test the connection. You should get these results from the test. Click Ok, then click Finish on the next window.
Opening the PowerBI File:
Once you download the file to your workstation, you can just double click on the file to open PowerBI. You can also open the report from inside PowerBI by cicking File -> Open
Once it opens, click the Refresh button
If you selected to use “with SQL Server authentication…” when creating the ODBC connection as described above, you will be presented with this screen. Enter the login ID and password that you used when setting up the ODBC connection.
Once it authenticates successfully, you may see many the below window pop up several times. Click Run each time.
That’s it! It may take some time to refresh, but once it completes, you are ready to use the PowerBI report.