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  1. Open your custom report in Power BI web service and download the report .pbix file by clicking File > Download the .pbix file.



    Note: In case the .pbix file fails to download due to the dataset size, contact Intlock Support.

  2. Open the .pbix file in Power BI Desktop and click on Transform data > Data source settings.




  3. Click on Change Source… confirm that the Server and Database names are correct. Contact Intlock Support to receive your database details.



  4. Expand Advanced options and confirm that the Command timeout in minutes is 240 and Enable SQL Server Failover support is enabled. Click OK > Close.



  5. Open Power Query by clicking on Transform data > Transform data.



  6. On the left Queries pane, select the 1 – SharePoint Usage table and open the Advanced Editor popup window by clicking on Advanced editor.



  7. Edit the query and add _Q1 at the end of V_PBI_FactEventLogAndSocialActivity_V1023_Q1. Click Done.

  8. Repeat steps 6 and 7 for the following tables:
    5 - SharePoint Usage | Visits - add _Q1 at the end of V_SSAS_Visits_Q1
    5 - API | Custom Events - add _Q1 at the end of V_ExtendedApiMetadata_Q1



  9. Save your changes by clicking on Close & Apply > Close & Apply.



  10. The SQL Server Database popup window will appear. Enter the User name and Password and click Connect to apply query changes. Contact Intlock Support to receive your database credentials. 

  11. On the top ribbon click on Refresh, the data refresh process will start immediately and may take a few minutes. 

     

     


  12. When the data refresh process is complete, save the file as CustomReportName_Q1.pbix.

  13. Copy the CustomReportName_Q1.pbix file and create 3 additional files named CustomReportName_Q2.pbix, CustomReportName_Q3.pbix, CustomReportName_Q4.pbix.

  14. Open each file and repeat steps 5 - 9 (Power BI will remember your database credentials). Edit the query for each table and add the proper extension _Q2, _Q3, _Q4 accordingly.
  15. Click on Refresh and save the .pbix file.
  16. Publish the custom report to Power BI web service by opening the CustomReportName_Q1.pbix file and clicking on Publish. Enter your CardioLog Analytics SaaS workspace in the Publish to Power BI popup window and click Select. Once the publish process is done your custom report will be available in the Power BI web service.
  17. Repeat step 16 for CustomReportName_Q2.pbix, CustomReportName_Q3.pbix, CustomReportName_Q4.pbix.
  18. Repeat steps 1 - 17 for each custom report.