Documentation

Power BI

To use a Power BI tools you should visit Power BI page on our site and generate your connection credentials (or get already generated ones). As you can see here, Improvado uses PostgreSQL for sending data to Power BI. At the Templates tab on the same page, you can see 6 pre-defined templates, showing how to use Power BI visualization capabilities with improvado report data. Feel free also to look at our video tutorial.

Fill The Template With YOUR Data

Step 1 Get your PostgreSQL database credentials

Go to Visualization page and select the Power BI visualization platform (or just click here)

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At this page you will be able to see your credentials for Improvado PostgreSQL database:

Server: sql.improvado.io or sql.improvado.io:5432

Database: Agency_<number>

This <number> is a part of your agencies ID.

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Step 2 Run your Power BI

Just do it! Use Power BI documentation if needed.

Step 3 Connect Improvado database to your Power BI

  1. Click “Get Data” on the toolbar above
  2. Find the PostgreSQL database in the dropdown list
  3. Click “Connect”
  4. Fill the database credentials in this window:
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  1. Fill rest of your credentials and click “Connect”
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Step 4 After successful connection

You will see all the tables available.

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Select the tables needed and click “Load” (Loading process may take some time depending on the size of the tables).

Now you can create a report using data from Improvado DB. You can do it yourself or use one of our templates if needed.

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This part is done. You are amazing.

Get And Customise Your Templates

Step 1 Get your template

The archive with all templates is provided here

  1. Load this archive with templates
  2. Open it via any archiving software you prefer (e.g. WinRAR)
  3. Save a template from an archive somewhere on your hard drive

Also, you can ask our team to provide one template for you.

Step 2 Import your downloaded template

  1. Start your Power BI
  2. Click “File” in the upper left corner
  3. Select “Power Bi Template” item
  4. Find a template on your hard disk
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Step 3 Prepare a template for further use

  1. The template will be opened with the test data table which needs to be deleted:
  • Right-click on the test data table,
  • Select “Delete”
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Don’t worry about errors in widget after deleting the test data table. You would need to set up breakdowns and metrics into the widgets.

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When you connected DB to Power BI you can just choose a table from DB clicking on Recent Sources and select your recent source.

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  1. Chose a necessary data table from DB and download it.
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  1. Select a widget on the dashboard and drag necessary fields from the left window.
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New data links will replace old and new data will populate the widget

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Template is done. You are amazing.