Configuring Power BI to connect to a DataMosaix project

This section describes how to connect to your project using Power BI connector to create reports.
Prerequisites for Power BI Desktop
  • Power BI Desktop application is installed.
  • Access to FactoryTalk DataMosaix.
  • Data Scientist role is assigned to create applications in FactoryTalk DataMosaix.
Configure the DataMosaix Power BI Connector
  1. Download the connector file (DataMosaix.mez) using this link if you have not done already.
  2. Copy the connector file (DataMosaix.mez) to the following location:
    Location Details
    Users
    Location
    Power BI Gateway Personal Mode
    C:\Users\<username>\Documents\Power BI Desktop\Custom Connectors
    Power BI Gateway Standard Mode
    C:\Users\Public\Documents\Power BI Desktop\Custom Connectors
  3. Go to Power BI Desktop
    Options
     >
    Security
     >
    Data Extensions
    , and verify that the second option is selected, or else select it.
    Verify Option
  4. Re-open the Power BI Desktop.
    Now the custom connectors can be selected on Power BI Desktop.
  5. Register the application using the Single Page Application type in FactoryTalk DataMosaix. For information on registering an application in FactoryTalk DataMosaix, refer to Register Application.
    NOTE:
    For registering Single Page Applications for Power BI, use https://oauth.powerbi.com/views/oauthredirect.html as the application URL (callback URL).
    NOTE:
    Note the generated client ID.
  6. In the Power BI Desktop application, navigate to
    Get Data
     >
    More....
    Navigate to More
    The
    Get Data
     dialog box is displayed.
  7. In the
    Get Data
     dialog box, select
    Other
     >
    FT DataMosaix (Beta)
    .
    Get Data Dialog
  8. Click
    Connect
    .
    The following dialog box is displayed.
    FT DataMosaix Dialog
  9. From the
    Environment
     drop-down list, select the
    prod
     environment. Also provide the
    Application ID
     (Client ID), and
    Project Name
     details, and click
    OK
    .
    Tip: For Application ID, use the Client ID generated while registering the application. Refer to the following screenshot:
    PowerBI Detail
  10. In the
    Authentication
     dialog box, select
    Oauth2
     and then
    Sign in
     to DataMosaix with your credentials. You may need to authenticate if you are connecting to your project for the first time.
    Authentication Dialog
  11. Click
    Connect
    .
    The Power BI Connector connects to the data source and displays the available data sources in the
    Navigator
     dialog box. You are now ready to work with Power BI reports.
Setting up Power BI Service using the Power BI Gateway
All the above steps for setting up Power BI Desktop are a pre-requisite for setting up a gateway connection.
  1. Install the Power BI data gateway (standard mode or personal mode) application in your system.
    Tip: Click here to download the Power BI on-premises data gateway.
  2. Open the Power BI data gateway (standard mode or personal mode) application.
    PowerBI Gateway
  3. In the left menu, click the
    Connectors
     tab.
  4. In the
    Load custom data connectors from the folder
     field, provide the exact location of the downloaded connector file (DataMosaix.mez).
  5. Click
    Apply
    .
  6. In the dialog box, click
    Apply & Restart
     to apply the changes.
    After the restart, you will be able to see the updated connector file in the Connectors tab.
Automatic data refresh of reports in Power BI Service
Prerequisite:
  • Power BI Gateway is installed, up and running.
Follow the instructions to publish report to a workspace on Power BI Service and perform the data refresh:
  1. In the Power BI Desktop application, navigate to
    Home
     >
    Publish
    .
    The
    Publish to Power BI
     dialog box is displayed.
  2. Select the workspace from the list of workspaces.
  3. Click
    Select
     to publish.
    When publishing is complete, a
    Publishing to Power BI
     dialog box is displayed which allows you to navigate to your report on Power BI Service.
    Publish PowerBI
    Now your Power BI Service is ready to use with DataMosaix and Power BI Gateway. To learn more about data refresh, refer to Data refresh in Power BI.
Troubleshooting
If you have trouble signing in, refer Troubleshoot Power BI Desktop publishing to clear cache and to delete cached permissions.
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