Friday, April 22, 2016

Configuring Project Madeira to Power BI

If you follow the documentation about connecting Project Madeira to Power BI you might get confused about locating the Web Service Access Key which acts as the password to connect to Power BI.

https://powerbi.microsoft.com/en-us/documentation/powerbi-content-pack-project-madeira/

Here’s the process of how to obtain that access key.

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Navigate to your Project Madeira. Select Actions tab in the top left.

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This will reveal a ribbon menu. From this ribbon menu select the Company Settings icon.

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This will open a new dialog. From the ribbon menu now shown select Users.

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Again, another dialog will open. From the ribbon that now appears, ensure that the primary user is selected from the list and then select Edit.

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In the body of the page you’ll find a Web Services Access Key area. To generate a new key if one isn’t displayed select the arrow button to the right of the field.

Copy that access key and follow the documentation about connecting to Power BI. Also note the entry for User Name in the general area here, as you’ll also need this.

When you are asked for the login to the service select Basic as the Authentication Method.

Enter the User Name you noted from previous page and then the Web Access Key as the password. Select the Sign in button to complete the connection process.

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After a few moments of configuration you should be greeted by a new Dashboard connect to Project Madeira as shown above.