PBI_Finance DESCRIption of method to aquire

caRMEUSE pUBLIC

1. On-prem to Online Carmeuse MS Power BI

2. Our General Process Now What has changed? New - Power BI Online Current Existing Consolidation Process

3. The New Power BI Platform What has changed? New - Power BI Online Model Structure

4. Updating the Connection Strings What has changed? New

5. The Final Picture What has changed? Support Will Be Ended

6. Power BI Online – https://app.powerbi.com Workspaces – A workspace is like a folder that is used to share reports and excel files (BI) Datasets – The ‘new’ tabular models located on Power BI Online Power BI App – Collection of reports or excel files from a single workspace What’s new/different with Power BI Online New Terminology

7. Tabular Models – The original models that are located on-prem server – bimodels (Power) BI Portal - https://biportal.carmeuse.net/BIreports/browse What applies to the on-prem Retired Terminology

8. Finance Reports [Certified] These reports can be accessed through the Power BI Online Portal Finance App [Certified] Is a collection of specific reports that allow users to apply cross filters Excel Connection to Finance Dataset [Certified] Direct connection to the Datasets How to Interact with Finance Data

9. Certified Dataset  Any dataset that the BI group has created, reviewed, and/or validated that follows our predefined standard for consistency and completeness.  It also signifies that the business has reviewed and approved its use for consolidation and reporting purposes.   What is a certified object? Certified in Power BI If I use a certified dataset to make a report, is that report certified? No, the report must be submitted to the BI Team for review if you want it to be considered a certified report. Does it mean a certified dataset or report is 100% accurate? No, certified does not mean the information in the source system has been validated. It does mean that all the consolidation steps have been review and approved by the business. Certified Report  Any report that the BI group has created, reviewed, and/or validated that follows our predefined standard for consistency and completeness.  It also signifies that the business has reviewed and approved its use for consolidation and reporting purposes. 

10. https://app.powerbi.com/ Power BI Online How to Access Power BI Online Click Here Click Here* *If you cannot find it here contact your local support desk and ask them to add it to the ‘App Launcher’

11. Collection of Reports The Finance App

12. Step 1 Open your Excel report that’s connected to the Finance Tabular Model and save a new copy before making any changes. Step 2 Open the ‘connection properties’ for the Finance Model by double clicking on it in the Queries and Connection tab (See diagram). Migrating Excel Connections to Datasets

13. Step 3 Replace the connection string with the following (See diagram below): (Copy/Paste Below for Finance Conso ) Provider=MSOLAP.8;Integrated Security= ClaimsToken;Persist Security Info= True;Initial Catalog=sobe_wowvirtualserver-d3c06a1b-e196-4d3a-8759-73cf3f2c180b;Data Source=pbiazure://api.powerbi.com;MDX Compatibility=1;Safety Options=2;MDX Missing Member Mode= Error;Identity Provider=https://login.microsoftonline.com/common, https://analysis.windows.net/powerbi/api, 929d0ec0-7a41-4b1e-bc7c-b754a28bddcc;Update Isolation Level=2 (Copy/Paste Below for Finance Local) Provider=MSOLAP.8;Integrated Security= ClaimsToken;Persist Security Info= True;Initial Catalog=sobe_wowvirtualserver-5e9b5122-17ff-473e-9b4f-835000f119a5;Data Source=pbiazure://api.powerbi.com;MDX Compatibility=1;Safety Options=2;MDX Missing Member Mode= Error;Identity Provider=https://login.microsoftonline.com/common, https://analysis.windows.net/powerbi/api, 929d0ec0-7a41-4b1e-bc7c-b754a28bddcc;Update Isolation Level=2 Congratulations! You have successfully updated the model connection. Migrating Excel Connections to Datasets

14. Steps to Create a New Connection Creating a Connection to Excel

15. Power BI Apps Finance App Finance Workspace Power BI Datasets Important Links

16. If you have any questions about the App Launcher or connectivity to Power BI. Please contact your local IT support desk. If you are having issues connecting to the dataset directly, please contact Brian Culp or Nora Filali. Support