Power BI

Note

We are currently doing a soft launch with a limited set of customers. The general release will be available in early February 2025 as a paid module. Please get in touch with your account manager in case you are interested.

Introduction

The Power BI Embedded functionality allows you to build customized Power BI report based on SC Navigator results, without setting up the necessary infrastructure as that is all done in the background. The model currently only supports a single report, and Power BI does not look or manage multiple users efficiently. Therefore, if multiple people in your organization are working on a report, it is important not to work simultaneously, as changes might get lost.

(Results) Dataset

Datasets can be made available in two ways in Power BI.

The first way is via the “Save Results” dialog and by checking “Export to Data Lake/Power BI”, like this:

After you click save, the data will be saved and available in Power BI with the name you provided.

The second way is done automatically after the results of a solve are loaded. Upon loading of the results, that data is also uploaded to Power BI and available as “_current_<yourname>_N”, where N is an integer between 1 and 10. Normally, only the last one will be visible, but in some cases it might take some time to remove the previous data set, so you might see two.

Power BI Menu

The Power BI menu contains the most important button of this page: the “Save” button. You can find it all the way to the right or in the “File” menu on the left, see picture below.

The reason this is the most important button, is that Power BI does NOT automatically save. Leaving this page without clicking the Save button, means that all the unsaved changes are lost. We recommend regularly clicking the Save button to make sure that no changes are lost. (Note that the “Save As” button in the file menu does not do anything.)

Edit/View Mode

Power BI Embedded has two modes: Edit and View. In Edit mode, you can customize the report by adding new objects, pages, and filters. In View mode, you can only view the created results and use the selected filters. By default, everybody can both Edit and View. The default mode is Edit, but that can be changed via a drop down menu on the Edit/View Mode side panel:

In case you want to restrict certain users from being able to edit the report, you need to create a group on the platform called “Power BI View Only”. After you have created this group, you need to add the users to this group that should not be able to edit.