MS Power BI Service

Microsoft Power BI is a business analytics tool that enables users to visualize data, create interactive reports, and gain insights through real-time dashboards and data-driven decision-making.

By integrating MRPeasy with Power BI Service, businesses can seamlessly visualize and analyze their MRPeasy data, creating dynamic reports and dashboards to gain valuable insights into their operations.

Jump to:

1. Setting up the integration.
   1. Power BI Service vs Power BI Desktop.
2. Data sent to Power BI:
   1. Data Model overview.
   2. List of available tables.
3. Using the Power BI Service integration:
   1. Uploading data to Power BI.
   2. Creating reports and dashboards
   3. Data Synchronization

Setting up the Power BI integration

1. You must have an active Microsoft account with Power BI.
2. Log in to your MRPeasy account, go to Settings -> System settings -> Integrations.
3. Click the “Connect to Microsoft Power BI” button.
4. When redirected to the Microsoft login page, log in to your Power BI account.
5. Return to MRPeasy and select the data tables you want to populate in Power BI.
   • All available tables will be created in Power BI, but only the tables selected in the integration configuration will contain data — unselected tables will remain empty.
6. Click “Save” to finalize the integration setup.

Power BI Service vs Power BI Desktop

MRPeasy integrates with the Power BI Service, which differs from the Power BI Desktop:

• Power BI Service is a cloud-based platform where users can view, share, and collaborate on reports and dashboards online. It supports real-time data import via Push Datasets, which is the method used by the MRPeasy integration.
• Power BI Desktop is a Windows application used for creating complex reports, transforming and modeling data, and building visual dashboards locally. The MRPeasy integration does not connect directly to Power BI Desktop. To use Power BI Desktop’s advanced features, you must first connect to Power BI Service and import data from your workspace.

Please note that the availability of Power BI features depends on your Microsoft licensing plan.

Data sent to Power BI

Data Model overview

• The data collection window is 12 months.
• The integration predefines the structure of the dataset in Power BI.
• The relationships between the tables are pre-configured.

List of available tables

The following tables can be populated with data from MRPeasy. Each table corresponds to a specific report in the MRPeasy interface:

• Customer Orders – contains data from CRM → Customer Orders page.
• Customers – contains data from CRM → Customers page.
• Goods shipped – contains data from CRM → Statistics report Goods shipped.
• Inspections – contains data from Procurement → Inspections page.
• Invoiced items – contains data from CRM → Invoices tab Items.
• Manufacturing efficiency – contains data from Production Planning → Statistics report Manufacturing efficiency.
• Purchase Orders – contains data from Procurement → Purchase Orders page.
• Revenue – contains data from CRM → Statistics report Customer orders.
• RMA – contains data from CRM → RMA page.
• Stock – contains data from Stock → Inventory page.
• Stock movement – contains data from Stock → Stock movement report Total movements.

Using the Power BI Service integration

Uploading data to Power BI

Each data upload overwrites the existing contents of the dataset.

• To prevent accidental data loss, rename the existing dataset before triggering a new upload. The integration identifies datasets by name, so a new dataset will be created if a matching name is not found.
• In Power BI, the “Refreshed” field of the dataset reflects the time of the first dataset upload.

To upload data to Power BI:

1. Navigate to Settings -> System settings -> Integrations and scroll to the "Microsoft Power BI" section.
2. Click the “Upload now” button to upload the data to Power BI.
3. The upload progress will be displayed above the button.
4. Once the upload is complete, the “Last upload” field (in the same section) will show the updated timestamp.

The uploaded dataset will appear in My workspace as a Semantic model object.

Creating reports and dashboards

Once the data is uploaded to Power BI, you can start building reports and dashboards directly in Power BI Service:

1. Go to My Workspace and click on the dataset created by MRPeasy.
2. Click “Explore this data“ or “Create a blank report“ to open the report editor.
3. Use the available fields and tables to build visuals (e.g., tables, charts, KPIs).
4. Save the report when it is finished.

To create a dashboard:

1. Open a saved report.
2. Click the pin icon (“Pin to the dashboard“).
3. Choose whether to pin it to an existing dashboard or create a new one.

Data Synchronization

The reasons why only manual data upload is supported for the Power BI integration are the following:

1. Data overwrite risk: Each data upload fully overwrites the previously imported data. The upload process is designed to be manually triggered to prevent accidental data loss.
2. Performance considerations: The volume of data sent to Power BI can be substantial. Manual uploads help to prevent overloading our integration service and ensure system stability.