On-premises Data Visualization on Power BI

On-premises Data Visualization on Power BI 

  

  

How to use  Power BI Desktop Tool? 

1)    First we need to Sign up/ Register on PowerBI  

·       For register click here 

·       For Download the Power BI Tool click here
 

 

  

2)    For make any Visualization we need some data for visualize through Power BI. 

To get data  go through following step 

Home Tab > Get Data  

Select Data source type which we want to add or use data for our visualization. 

As shown in below screenshot: 

  

 

As shown in above figure there are many types of data sources available. 

In our example we use SQL Server Database by clicking SQL Server database from list and Click on Connect. 

By clicking Connect  it prompts a window for Server and database for import data. 

Enter Server name and Database name and click OK. 

After Clicking OK, there are one more prompt window “Navigator” which lists the  database objects. 

  

As shown in above figure, select  database objects which we want to use our report, after choosing db objects click on Load. 

we find selected db objects at right side under  "Fields" pane as shown in below image. 

 

There are wide range of  visualizations available here.Using these Visualizations  we can build reports as our need. 

Now, publish report to web using following steps 

File Menu   -->   Publish  --> Publish to Power BI 

After publishing successfully  go to your PowerBI account. 

We find our report in Report section under left side menu and dataset according to report under Dataset section 

Now we find "Northwind1" dataset  here  which is not refresh automatically. 

There are two ways  to refresh database or dataset. 

1) You can manually refresh data  by clicking Refresh button on top-right side. 

2) You can schedule refresh by time interval  which refresh dataset according to time interval.  

Here , we discussed about second point  "SCHEDULE REFRESH". 

By selecting (…)  three ellipsis  beside "Northwind1" dataset, there are option of "SCHEDULE REFRESH". 

Click on "SCHEDULE REFRESH"  button, it redirects to setting page for Gateway and schedule refresh page

  

Now  for refreshing data  we need to install On-premises  Data Gateway  . 

To download the gateway, select Data Gateway under the Downloads menu. Download the On-premises data gateway. 

For Power BI, the first choice you have to make is the mode of the gateway. 

·         On-premises data gateway: Multiple users can share and reuse a gateway in this mode. This gateway can be used by Power BI, PowerApps, Flow or Logic Apps. For Power BI, this includes support for both schedule refresh and DirectQuery. 

·         Personal: This is for Power BI only and can be used as an individual without any administrator configuration. This can only be used for on-demand refresh and schedule refresh. This will launch the installation of the personal gateway. 

(Note: If you install the gateway in personal mode, you will not be able to install another gateway on the same machine.) 

Here we are going to install On-premises data gateway 

Once the gateway is installed, you will need to sign in with your account. 

Now again Go to Dataset section and Click on "SCHEDULE REFRESH" button 

(Note: If your Power BI subscription type is free than you will be able to refresh data daily or weekly basis.) 

  

Now set a schedule for data refresh and Click Apply . 

Now Data refresh will occur  according to your refresh schedule and reflect on Power BI.