Creating a report using Power BI / Excel Data Sources

Power BI is a unified, scalable platform for self-service and enterprise business intelligence (BI). With Power BI reporting, your Fluid data seamlessly stays connected, enabling you to visualize any dataset in an excel format. Your data stays connected as the solution is deployed across for seamless management.

It is important to note that you should consult your Customer Success Manager before attempting to use this functionality, to ensure that it is enabled.

Step 1. Determine the data that requires an export 

Once the feature is enabled, the first step is to determine what information is to be exported from Fluid to your report. 

• Navigate to your Projects page and use the left navigation pane to filter through the information that you would like to keep and export. 

Step 2. Start the export via Power BI functionality

• Once you have applied all of your filters and have the data, select Tools and Export to Excel.

• Select the Report that you would like to view.

• Instead of downloading the report, you'll select the Power BI button in the top right of the dialog.

• Select Copy Url on the Power BI Data Source dialog.
  
  

TIP: Open up notepad so that you can paste the necessary URL's there for use during this process.

• Paste the Url in Notepad.

Step 3. Create a personal access token

The Personal Access Token (PAT) remains valid until you regenerate a new token and expires within 365 days. The expiry date is shown once a token is generated. To generate and use a Personal Access token, please follow these steps:

• Navigate to your user profile icon at the top right of your screen and select Update my Profile from the dropdown list.

• Click on Generate Personal Access Token (Please contact Fluid Support if this button is not visible).

• Click Copy Token and paste the username and password in the notepad. 

Step 3. Applying your PAT token 

• Now, open an Excel Spreadsheet. Select the 'Data tab' and 'From Web'. 

• The From Web dialog will appear.

• Enter the first copied Power BI URL from the notepad, make sure the Basic option is selectd and click OK.

• The Access Web content dialog will appear. 
• Select Basic on the left-hand navigation pane. The dialog will require you to complete a Username and Password, which is retrieved from your personal access token (PAT). 

NOTE: This step is what gives Excel the permission to access Fluid and this entire process is required per user.

• Enter the username and password onto the Access Web content dialog from the notepad where you pasted your Personal Access Token and select Connect.

Step 4. Setting up the data in Query Editor

The Query Editor appears allowing you to refine the return data into a format. 

• Click To Table, and say OK, which will expand the data into properties.
• Click on the little arrows and select the columns you want. 
• Click OK.

• Click close and load, and the data will load. 

• Once setup, you can use the Refresh function to update the data table whenever necessary.