Software documentation for management, scheduling, and optimization of field operations

PowerBI report sharing


You can of course send your PowerBI file. But if you want to keep control over modifications and simply allow You must have a license (about ten euros per month)

PowerBI web

Go to https://app.powerbi.com

You can create workspaces to organize your reports.

Publish the report

In PowerBI Desktop, on your report, click Publish at the top right

Your report is then sent to the Microsoft cloud.

Authorize the data source

Depending on your configuration, you may need to authorize the data source as “anonymous”.

If you have downloaded the Cadulis demo file, it does indeed require this step.

Power BI authorize anonymous connection

In your data source settings, under “Credentials”, click on “Edit credentials” and check Skip test connection

Schedule refresh

On https://app.powerbi.com go to Data Center and open your data source.

At the top, click on Refresh then schedule refresh

Power BI refresh

In the Scheduled refresh section, you can set refresh times for your data from Cadulis

View the report

On https://app.powerbi.com from the home page (or from your workspace or elsewhere) you can open your report

This is where you can share it with your colleagues, for example.

Power BI refresh

Share in Cadulis

You have configured your report in PowerBI Desktop, you have published it to the cloud?

All that’s left is to display it directly in Cadulis!

Dashboard tab in Cadulis

By default in Cadulis, the “Dashboard” tab is not displayed in the menu. The link is available at the bottom of the Activities page.

You can make it available by clicking on your name at the top left, then Edit my profile, then Miscellaneous: check the box Link to dashboards in the menu and save

  • On https://app.cadulis.com go to Dashboard then Create a dashboard.
  • On the dashboard, add a widget of type PowerBI Report

Configuration

To link the display in Cadulis to your dashboard published on Microsoft Cloud, you will need to connect your Microsoft account with Cadulis. Click the corresponding button.

Once the connection is made, choose the report you want to display.

You can specify a single page to display: useful if you only want to make one PowerBI report page available in Cadulis!

Display

In Cadulis, by clicking on the Dashboard menu, you directly display your dashboard, loaded from the PowerBI cloud

Power BI embeded