This article describes the steps you must follow to get started with the BIM Track Power BI dashboard template. It contains the following sections:
- Step 1 - Add BIM Track ad a data source in Power BI Desktop
- Step 2 - Edit data source credentials
- Step 3 - Share the dashboard with your teammates
- Power BI Desktop installed
If you have sensitive information that you wish to protect, you must use a Power BI Pro license, which is included in Microsoft 365 E5.
- A fixed IP address
- The hosted database connection string which will be provided prior to the implementation meeting. It should look like this:
This string contains all the necessary information to successfully connect BIM Track to Power BI. It can be divided in 4 sections respectively identified by the name before the equal sign (=) i.e. Server=
Step 1 - Add BIM Track as a data source in Power BI Desktop
Once you have located the right information in your connection string, follow these steps to connect your analytics database with the dashboard.
The following steps apply to a PC computer on windows 10.
- Open the provided Power BI .pbix dashboard by double-clicking on it.
- From the File ribbon menu, click Options and settings (alternatively Transform data > Data source settings).
- In the Data source settings dialog, right click on the appropriate data source. It should look like the following one with different values: tcp:bimtrack-phare-dev.database.windows.net,1433;bimtrack-analytics-hub1, and select Change Source....
- In the SQL Server database dialog box, fill the Server and Database information with the respective segment of your connection string. Copy only what is between the (=) and the semi-colon (;).
- Click OK.
Step 2 - Edit data source credentials
- Right click on the data source you just added and click on Edit Permissions....
- In the Edit Permissions dialog box, under Credentials, click Edit....
- Click on Database.
- Fill User name & Password information with: User ID information from the Connection String.
- Click Save.
- Click OK.
- Click Close.
- In the Home tab, Queries > click on Refresh.
- In the Native Database Query dialog, click Run.
Just wait for your data to be loaded. If you get an error message, please try one more time.
As a Power BI admin you can allow users to create publish to web embed codes (see Publish to web).
Step 3 - Share the dashboard with your teammates
To give people access to your report using the Publish to web.
- From the File ribbon menu, click Publish > Publish to Power BI or select Publish on the ribbon.
- Once successful, open the link in Power BI.
- Click File > Embed report > Publish to web (public).
- Click Create embed code, then Publish. Once published, anyone will be able to access the report and the data it contains.
- Copy the link.
Once you create a Publish to web embed code, you can manage your codes from the Settings menu in the Power BI service (Settings gear > Manage embed codes).
You can either retrieve or delete an embed code (... > Retrieve or Delete). Deleting it disables any links to that report or visual.
If the Publish to web option is unavailable, the option to Publish an embedded code to the web may not be enabled on your Tenant. You may not have the required permissions to enable it.
- Go to Settings.
- Click on the Admin portal.
- Expand Tenant Settings.
- Navigate to Publish to web under Export and Sharing.
- Enable Allow existing and new codes.
- Click on Apply.
Once applied, these changes can take up to 15 minutes to come into effect. You can refer the official Microsoft documentation here.