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I've been always rather ignorant working with Power BI. Having IT establish my data connection once and then me just replicating their trick for new reports. But now I've worked quite some years with Power BI, I'm starting to no longer indulge myself to be ignorant.
I was wondering, which steps are there between an SQL based on-premise ERP and Power BI? Who can you expect to ask about those topics in an enterprise company? I presume the layout by departments and roles are mostly similar. An IT guy (generalizing here) or an Data Analyst/ Data Engineer are quite universally in different companies I presume.
I don't how it be, but I expect something like
I presume there's also a shell of governance that sits within the Admin roles on Service that takes care of things I'm not even aware of.
Would someone be able to tell me step by step how data flows from an ERP to my Power BI report? I'd like to see the big picture and stop being ignorant :).
If I am understanding the gist of your question, what you are missing is the Power BI Gateway - the gateway is what lets Power BI in the service "talk to" your on-premise sources. In the case of Oracle, if you're using ODBC you'll need drivers to connect to it in addition to that.
https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install
That's probably the gist indeed. I'm just a chemist from education, so I do see labels flying past like ODBC and I roughly know in which context it is spoken, but I have no visualization what it does or what it tries to solve. And from Power BI's perspective, what it can break :).
I also asked this question on other platforms, like ChatGPT. But from my side, not idea on ODBC or who manges it, Network Infrastructure, Security, etc, no idea who to go to. I just have no expectation on it. All I know, it is not me :).
Like:
Power BI -> ODBC -> API -> Server -> XML -> Network Infrastructure -> Security -> Gateway -> Power Query -> JSON -> Power BI data model -> DAX -> Visualization?
Or am I missing steps? Or did I misplace them?
ChatGPT's answer:
The process of transferring data from an on-premise database to an analytical tool on your computer typically involves several components and technologies. While the specific implementation may vary depending on the systems involved, here are some common elements and considerations:
It's important to note that the specific implementation and technologies used may vary depending on the database, analytical tool, and network infrastructure in use. Organizations often have their own customized setups and configurations to ensure data flows securely and efficiently from an on-premise database to an analytical tool.
Yeah, it's not really linear is the thing - I'm not a data engineer, so my understanding is limited, but as I understand it the gateway is what bridges the gap between the web and local, so it gets you through the firewall. It's installed on a local server and handles the communication between the two.
The drivers (I think) give the framework of the language that the database and the gateway need to talk to each other... so Power BI says "I need xyz" and that has to be translated to something the local data server can understand. Obviously since MS SQL is a Microsoft product, it's easier for Power BI to talk to it, so no extra drivers are needed - but Oracle has some proprietary extra bits, hence the need for the drivers. All of the data flows through the gateway on the way to the web app.
The security config is in the connection settings in the web app end of gateway - there's a connection per on-prem data source with the credentials and auth type... it passes those to the on-prem source when it requests data. Usually you use service accounts for the credentials in the connections. Users need permissions on both the gateway and the connection in order to use it successfully when scheduling refresh.
This week I was hit with a "misdirected request - 421" which threw a spanner in the works where Power BI Admins stated it is the API and developers said it Power BI. Eventually nothing was done and "suddenly" it works again.
I always feel like it is fixed by those who are not spoken to, just hear the commotion and be like "Ah... perhaps I should have done what I done yesterday. Let's undo that and hope no one notices it was me".
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