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Frequent Visitor

Sharing reports/dashboards to senior executives

Hi Friends,

 

I am kind of newbie to this forum, I have created a small drill down visual in Power BI and planning to create more and make it like dashboard and then share it to Senior Executives across the boards.

 

I have done this via writing query into SQL of Dynamics CRM copy pasting result into excel and using that excel as data source manually.

 

Going forward I would like to do following and which is where I need you help.

 

  1. is there any way I can automate this process or there is another way of not creating Excel and uploading/feeding to Power BI.(right now this dataset has 500K records, which is increasing 10K by day, is there any limitation we will be having in the future?)
  2. How to share this dashboards to all senior executives so that they can play around with it, without uploading MS Cloud and just keeping it on over server where then can login on terminal server and see all these reports.

 

Thanks in Advance.

 

Mango Juice.

6 REPLIES 6
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Frequent Visitor

Re: Sharing reports/dashboards to senior executives

I Think for both issues you can use de on premise gateway

 

With this tool you can have always you date up to date, with 15 delay.

 

 

If you don´t know how to use it, see the following URL

 

https://powerbi.microsoft.com/en-us/documentation/powerbi-gateway-onprem/

Highlighted
Frequent Visitor

Re: Sharing reports/dashboards to senior executives

What is that cloud symbol when we click on that link and read article? if we have to use cloud then we can use this, since eveythign has to be local server but viewable by users who has authentication thourhgout the company.

 

Any idea on how to share with other memebers?

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Microsoft
Microsoft

Re: Sharing reports/dashboards to senior executives

The ability to publish reports that remain on prem, through SSRS, is in preview right now (https://blogs.msdn.microsoft.com/sqlrsteamblog/2016/10/25/announcing-a-technical-preview-of-power-bi...).

Do you work in a highly regulated industry? Why is the cloud service not possible for you?
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Frequent Visitor

Re: Sharing reports/dashboards to senior executives

I am in Healthcare so no cloud, unless it's cloud behind our Firewall.

 

Because fo this reason we also got CRM Dynamics on-premise.

 

MangoJuice.

Highlighted
Microsoft
Microsoft

Re: Sharing reports/dashboards to senior executives

Please see the link in my earlier post as this will be the current solution you will want to consider.

Highlighted
Frequent Visitor

Re: Sharing reports/dashboards to senior executives

I completely agree with you. Since we have CRM 2015 on-premise which has SQL Server 2012 SE.

 

I assume that we need to do following to get going,

 

  1. Upgrade SQL Server 2012 SE to 2016 EE
  2. Publish Power BI Dashboard on SSRS server.

 

Since I am not familiar with CRM much, I have asked question on CRM forum is whether with can upgrade the SQL Server from 2012 to 2016 without upgrading the CRM. Let me know if you have any information on this.

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