Import a report to your workspace

Completed

In this exercise, you assume the role of Jessie and follow these steps to import a sample Microsoft Power BI report to your workspace.

  1. In a new Incognito or InPrivate browser session, sign in to your Microsoft Power BI home page with the credentials of Jessie Irwin. If asked, reset the password and provide authentication.

  2. From the lower left, select the Power BI icon and then select Industry Solutions from the list.

    Screenshot of the Power B I icon selected and the Industry Solutions option highlighted.

  3. From the left navigation pane, select Workspaces and then select RDS_Workspace. The system redirects you to RDS_Workspace.

    Screenshot of Industry Solutions on the Workspaces pane showing the R D S workspace selected.

  4. Select RDS_IDM_Contoso_rds_LH_silver.

    Screenshot of R D S Workspace with the Contoso silver lakehouse highlighted.

  5. Select the Settings icon.

    Screenshot of the silver lakehouse with the Settings icon highlighted in the toolbar.

  6. Copy the name of the lakehouse and then save it in a notepad. Select SQL analytics endpoint. Copy the SQL connection string and then save it in a notepad as well.

    Screenshot of the silver lakehouse with S Q L analytics endpoint highlighted and the copy button next to the S Q L connection string highlighted.

    Important

    Keep the browser with Settings tab open because you return to it after you import the report by using Power BI Desktop.

  7. Open Power BI Desktop and sign in as Jessie Irwin.

    Screenshot of Power B I Desktop with the Enter your email address dialog showing Jessie's email address entered.

  8. Download the [IDM_Store_Sales_Dashboard.pbix] file.

  9. Select Open and then select Browse this device. Open the downloaded report.

    Screenshot of Power B I Desktop with the Open option selected and the Browse this device button highlighted.

  10. Select Files from the upper bar and then select Options and settings from the lower left.

    Screenshot of the report with Options and settings highlighted.

  11. Select Data source settings.

    Screenshot of Options and settings with Data source settings highlighted.

  12. On the Data source settings dialog, select Change Source.

    Screenshot of the Data source settings dialog with the Change Source button highlighted.

  13. In the Server field, paste the SQL connection string that you copied and saved in the notepad. In the Database field, paste the name of the lakehouse. When you're done, select OK.

    Screenshot of Data source settings with Sequel Server database fields filled in and the O K button highlighted.

  14. Select Edit Permissions on the Data source settings dialog. Select Edit > Microsoft account and then select Sign in.

    Screenshot of Data source settings with the Edit Permissions and Edit options selected. On the Sequel Server database dialog, on the Microsoft account tab, the Sign in button is highlighted.

  15. Sign in by using the credentials of Jessie Irwin and then select Save.

    Screenshot of the Sequel Server database dialog with the Save button highlighted.

  16. Select OK > Close to close the dialog boxes.

    Screenshot of Edit Permissions dialog with the O K button highlighted and the Data source settings dialog showing the Close button highlighted.

  17. Select Apply changes in the notification bar.

    Screenshot of the dashboard with the Apply changes button highlighted.

  18. Select File > Save and then select Home > Publish.

    Screenshot of the dashboard with the Publish button highlighted.

  19. Select RDS_Workspace and then select Save.

    Screenshot of the Publish to Power B I dialog with R D S Workspace selected and the Select button highlighted.

  20. After the report publishes, go to the tab with RDS_Workspace in your browser. Select the IDM_Store_Sales_Dashboard semantic model.

    Screenshot of Power B I on the R D S Workspace tab showing the I D M Store Sales Dashboard selected.

  21. Select File > Settings from the upper menu bar.

    Screenshot of the dashboard with File selected and Settings highlighted.

  22. Under Settings for IDM_Store_Sales_Dashboard, select Take over.

    Screenshot of the Power B I workspace on the Semantic models tab with the Take over button highlighted.

  23. On the Take over dataset settings pop-up window, select Take over again.

  24. Under Gateway and cloud connections, from the dropdown, select Create a connection.

    Screenshot of the Gateway connections with create a connection action highlighted.

  25. Enter the following information in the New connection window and select Create.

    • Connection name: RDS_connection

    • Authentication method: OAuth 2.0

    • Select Edit credentials. Sign in using the credentials of Jessie Irwin.

    Screenshot of the New connection create page.

  26. Under Gateway and cloud connections, select RDS_connection. Then select Apply.

    Screenshot of the created connection page.

  27. Go to the semantic model by using the link in the settings called View semantic model.

    Screenshot of Power B I workspace on the Semantic models tab with the View semantic model action highlighted.

  28. Select Refresh > Refresh now to refresh the semantic model.

    Screenshot of the dashboard with the Refresh option selected and the Refresh now option highlighted.

Congratulations, you successfully uploaded a report that visualizes the data in Retail industry data model.