TABLE OF CONTENTS


Introduction

Clear and accurate reporting tools play a vital role in any organisation decision today. As businesses strive to become more data-driven, vivid presentations offer powerful medium to harness and understand information. Power BI is a business analytics tools that is used to analyse data and share insights in the form of reports and dashboards.  A Datamining Report in ManagementStudio can be published as a Power BI Endpoint that Power BI can connect to either authenticated with a Username / Password or anonymously. This article walks through the steps required to create a Datamining report, publishing it as a Power BI Endpoint and integrating with Power BI.  For information on getting started with Power BI, please refer to this article.


How to integrate a Datamining Report with Power BI

The example that follows will use the User Migrations module to illustrate the concept, although this approach applies to all modules within ManagementStudio.


Step 1 - Configure Power BI Endpoints

  • Navigate to Administration -> [Module] -> Portal (1). 
  • Ensure the Portal Enabled checkbox is ticked (2).
  • Within the Datamining Reports Endpoints panel, ensure the relevant checkboxes are ticked based on requirements (3).
  • Enable Authenticated Web Viewer - Allow logged in Users to view reports browser
  • Enable Anonymous Web Viewer - Allow anonymous Users to view reports browser
  • Enable Authenticated PowerBI/Json - Allow logged in Users to import live reports into PowerBI
  • Enable Anonymous PowerBI/Json - Allow anonymous Users to import live reports into PowerBI
  • Click Save Changes (4).
  • Restart ManagementStudio.



               

Step 2 - Create the required Datamining Report

The example that follows will generate a User-Applications report.

  • Navigate to the User Migrations (1) module.
  • Click on the Datamining Report button (2).


  • Click Add Reporting Tier (3) and select Applications (4).
  • Select the fields to be included in the report.
  • Click Run Datamining Report (5).



  • This will present a report similar to this. A User-App Datamining report.


An example of a User-Application report


  • Perform any sorting, filtering, reordering and removing of columns in the DMR so that only the columns/rows you want to display remains. 
  • Click Run Datamining Report.
  • Click Save Report button.
  • Enter the name of the report (1).
  • Brief description of the report (2).
  • Tick the required connection (3).
  • Click Save New (4).




Step 3 - Connect Power BI with the Datamining Report

  • Load and run the created report from step 2.
  • Click Menu and select Web/PBI Endpoints.
  • The screenshot below will be presented with URLs that a User can copy to the clipboard.




Report Web / PowerBI Endpoints
Web Url Endpoint (Authenticated)
1Url used by authenticated users to view a Datamining Report on a web page
2Url used by authenticated users to download a Datamining report as an Excel file
Web Url Endpoint (Anonymous)
3Url used by an anonymous user to view a Datamining Report on a web page
4Url used by an anonymous user to download a Datamining Report as an Excel file

Power BI Endpoint (Authenticated)

5

Display Name (New) - URL used to display the column headers as displayed in the Datamining Report. E.g. App Vendor, App Name. NB - Please use this Url when creating a new endpoint. This will ensure that when Microsoft releases their latest version of PowerBI, your report will continue working

6Display Name (Legacy) - URL used to display the column headers as displayed in the Datamining Report. E.g. App Vendor, App Name. NB - Please use this Url with your existing reports
7

Internal Name - URL used to display the column headers as the internal name. E.g. Applications_AppVendor

Power BI Endpoint (Anonymous)

8

Display Name (New) - URL used to display the column headers as displayed in the Datamining Report. E.g. App Vendor, App Name. NB - Please use this Url when creating a new endpoint. This will ensure that when Microsoft releases their latest version of PowerBI, your report will continue working

9Display Name (Legacy) - URL used to display the column headers as displayed in the Datamining Report. E.g. App Vendor, App Name. NB - Please use this Url with your existing reports
10

Internal Name - URL used to display the column headers as the internal name. E.g. Applications_AppVendor


  • Click the Copy to Clipboard icon next to the required URL.
  • Launch the Power BI application.
  • Click Get Data.
  • Type in Web (1) in the search box.
  • Select Web (2) from the results.
  • Click Connect (3).


Anonymous Connection

  • In the From Web dialog, paste the URL copied.


The Basic option is used for the Anonymous URL and the Advanced is used for the Authenticated URL.




Anonymous connection

  • Click OK.
  • You will be presented with the connecting dialog box.

  • You will be presented with the interface similar to the below displaying the contents of the datamining report with the display names (1).
  • Click Close & Apply (2).

  • Once the connection and model has been loaded, a user can now build visuals with the data.
  • For further information about getting started with Power BI, please refer to this article.


Authenticated Connection - Request Header with Username and Password

  • Copy the Power BI Authenticated Url.
  • Launch Power BI application.
  • Click Get Data.
  • Type in Web in the search box.
  • Select Web from the results.
  • Click Connect.
  • In the From Web dialog, click on Advanced option.
  • Enter the Authenticated URL (1) from ManagementStudio.
  • Within the HTTP request header parameters (Optional) (2). 
  • Type in 'Username' and enter your ManagementStudio username.
  • Click Add Header (3).
  • Type in 'Password' and enter your Managementstudio password.
  • Click OK (4).


Authenticated Connection - Request Header with a Generated Token

Generating the token

  • Switch to ManagementStudio.
  • Click Administration->Ms User Accounts.
  • Select the User on the grid and click Create Auth Token.


  • Enter the details of the User
  • Set the Token expiry date.
  • Click Create Token.
  • Copy the token and send this to the User.


Establishing the Connection in Power BI

  • In the From Web dialog, click on Advanced option.
  • Enter the Authenticated URL (1) from ManagementStudio.
  • Within the HTTP request header parameters (Optional) (2). 
  • Type in 'Token' and enter the generated token.
  • Click OK (4).



Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.