How do I create a Data-Driven PowerBI Package in the PBRS Web Application?

Step 1 - To create a new schedule for a Data-Driven Power BI Package in the Web Application, begin by selecting the "New schedule" drop-down menu. From there, choose the option for "Data-Driven Package Schedule".

You will then be able to configure the schedule's settings.

Step 2 - In the General tab under the "Parent Folder" section, click on the (...) option and select your Parent Folder from the list provided and give the Schedule a Name to easily identify it.

Step 3 - Proceed to the Data-Driver Tab by clicking the "Next Step" button.

Data-Driver Tab

Step 4 - Under DSN Name, select the DSN needed for the report. Then enter the User ID and Password if needed. 

Step 5 - Enter the query then click on Validate Query. 

Step 6 - Click OK. Then select the appropriate Key Column.

Step 7 - Proceed to the Scheduling Tab by clicking the "Next Step" button. 

Scheduling Tab

Step 8 - In the "Setup when the schedule should run" section, you can select the start date for your schedule by clicking on the calendar icon. Choose the specific date when you want the schedule to begin running. Set the Frequency for the schedule, whether it's daily, weekly, or monthly. This frequency setting determines how often the schedule will run. 

Step 9 - Select a Schedule Time for when the schedule should execute. If you need this schedule to repeat multiple times throughout the day, you can select the "Repeat Every" option.

Step 10 - Check Enable this Schedule, to ensure that the schedule will run when it is supposed to in the future. 

Step 11 - Proceed to the Reports Tab by clicking the "Next Step" button.

Step 12 - In the Reports section, click Add and then Power BI Report to add a Power BI report to the package schedule.

Step 13 - Under Provide Report Details, fill in the required information to set up your report.   

-Report Name: Give the report a name.

-Account: Provide the account with which you are going to pull the report from.

-Workspace: Select the workspace.

-Report or Dashboard: Choose the specific report you are wanting to use for the schedule.

-Click Next Step.

Step 14 - Under Report Filters, click Add Filter. Then, fill in the necessary parameters for this report.

-Filter using this field: Enter the Table.Column.

-Field Data Types: Select the data type from the drop down.. 

-Filter Type: Select Basic or Advanced. 

-Basic Filter: Select In or NotIn then enter the filter value. 

-Click Add.

-Click Save.

-Click Next Step. 

Step 15 - Under Select the Output Format, choose the desired output format for the report.

-Custom Output Name: Provide a custom output name to use if desired.

-Click Next Step.

Step 16 - Click Submit. Your report is now saved. 

Step 17 - Repeat for any other reports you want to add to the package schedule.

-Click Merge All Files and enter a merged file name if desired. 

Step 18 - Click Next Step to proceed to the Destinations Tab.

Destinations Tab

Step 19 - In the Destinations Section, click Add Destination to add a destination for the schedule. The following Screen will be displayed.

Step 20 - Provide a Destination Name and choose between an Email or Disk Destination.

Step 21 - Once the required information is filled out, you can save your destination by clicking on the Save button.

Step 22 - Proceed to the Completed Tab by clicking the "Next Step" button.

Completed Tab

Step 23 - After reviewing the schedule setup and confirming that no changes are needed, simply click on the Submit button to save the schedule.

Once the Schedule has been created the following screen will be displayed.

You have now successfully created a Data-Driven Power BI Package schedule in the PBRS Web Application.