Power BI Integration Quick Start Guide

This section provides simple step by step instructions on how to setup the infrastructure without going into the details. This might be useful for the initial setup during the evaluation for the users not yet familiar with all concepts.

Step 1: Installation

Magento 1 extension files can be downloaded from the www.bimproject.net after purchasing the license. Read “Installation” section of this documentation to get more information on how to install the extension on Magento 1.

Magento 2 extensions are distributed using private composer repository. Credentials required to access the repository are available on the website details page on www.bimproject.net.

To install the extension on Magento 2 store, perform the following steps (after purchasing of the extension license): 

  1. login to your account on www.bimproject.net
  2. Go to “My Websites” and configure the website.
  3. Go to “My Licenses” and assign the license to the website.
  4. On the website settings page you may find access data for the composer repository.
  5. Configure your composer and add repository URI to composer.json file:
[{
    "type": "composer",
    "url": "http://www.bimproject.net/en/bim_repo/composer/index"
}]
  1. Add authentication to auth.json:
{
    "http-basic": {
        "www.bimproject.net": {
            "username": "<user from website settings page>",
            "password": "<password from website settings page>"
        }
    }
}
  1. Install extension to Magento 2:
composer require bim/power-bi-integration-metapackage-magento2:2.1.4
bin/magento setup:upgrade
bin/magento setup:di:compile

Read “Installation” section of this documentation to get more detailed information on how to install the extension on Magento Platform.

Step 2: Setup crontab

Run by crontab the following command every minute:

# For Magento 2
bin/magento bim:etl:scheduler
# For Magento 1
shell/bim_etl.php scheduler

Step 3: Configuration

  1. Obtain extension License Key from Website Details page on bimproject.net and enter this key in the configuration of Magento Platform.
  2. Register App for Power BI in Azure Active Directory and obtain Client ID and Client Secret. Enter the Client ID and Client Secret to configuration of Magento Platform.

Step 4: Connect to Power BI Service

  1. Open Datasets Page (Reports -> Datasets). Click on “Connect to Power BI API” button. Provide user and password for Power BI to connect the user with Magento Platform.

Step 5: Create Permanent Dataset

  1. Open Datasets page.
  2. Click on “New”.
  3. Select “Mixed” if asked to select the dataset type.
  4. Fill in the dataset properties and save the dataset.

Step 6: Create Table Profile

  1. Open Magento Report (for example, Sales Report) and fill in the filters. You can start by filtering out for short period of time and extend it later. Show the report with the filters specified. Full list of supported reports could be found in “Table Profiles based on Magento Reports: Supported reports” section of this documentation.
  2. Select Power BI as export option and Press the “Export” button.

Step 7: Configure Table Profile

  1. Navigate to Table Profile properties page using the link in the message displayed after the creation of the Table Profile or by navigating to Reports -> Table Profiles
  2. Assign the Table Profile to the created dataset.

Step 8: Publish dataset

Publish the created dataset by clicking on “Publish” button on dataset properties page.

Step 9: Load data to the dataset

Load data for the created dataset by clicking on “Load” button on dataset properties page.

At this stage the dataset with data will be available on Power BI Service and is ready to be used to create reports and dashboards.

Step 10: Configuring scheduled data updates

  1. Configure the Live or Regular scheduler. This could be configured in Magento configuration pages on BIM Extensions -> Data Integration (ETL) -> Scheduler tab.
  2. Enable automated data actualization for the user on the same page (Reports -> Datasets). Make sure, Magento account is connected to Power BI.
  3. Open dataset properties and set Load Mode to the configured schedule (Live or Regular).

Dataset data will be updated automatically.