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  1. Create a Power BI PRO account and login (or use an existing).

  2. Install Power BI Desktop on any computer (recommended is the SQL server).
    https://powerbi.microsoft.com/en-us/desktop/

  3. Open the PBIX file and ensure that the data source is correct for the Insights database:
    The credentials must be define "db_datareader" in both the Insights and DAM database.
    The credentials may be restricted to the SELFSERVICE schema in the Insigths database..
    See: File→Options and Settings→Data source settings

  4. Publish to Power BI.

  5. Download and install the Power BI gateway on any computer (recommended is the SQL server).
    https://powerbi.microsoft.com/en-us/gateway/

  6. Setup the Gateway using the Power BI account and ensure that is is available in Power BI settings afterwards.
    You must use the same data source settings as defined in step 3.

  7. Go to the DataSet in Power BI and enable desired schedule for updating the online cube.
    While it vary by installation and data, it is recommended to schedule updates 2 times a day maximum.
    If the schedule requires more frequent updates, it is recommended to setup the Insights solution with a datawarehouse. 

  8. Optional: Install Power BI Mobile:
    https://powerbi.microsoft.com/en-us/mobile/

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  • Read access to the Insights database using the SELFSERVICE schema.
  • Read access to the DAM database.
  • Execute rights on the [dbo].[spHelp] stored procedure.


Note

When using the SELFSERVICE access, caution should be taken about usage. In this sceanrio, you are typically not controlling the usage and update schdules.
This could potentially lead to overloaded usage and locking. If you are not controlling these schedules, it is recommended to setup the Insights solution with a datawarehouse


Insights Installation & Configuration Guides

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