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CahabaData's avatar
CahabaData
Memorable Member
9 years ago
Solved

Project planning

The data source is local, SQL Server embedded in a business application.  The data structure is not well understood within the user organization and there is no SQL Server admin on staff.  The ultima...
Need Help
  • alanhodgson's avatar
    alanhodgson
    9 years ago

    Hey CahabaData,

     

    All of that sounds correct. Once you have the reports built in PBI Desktop then you can just pin those reports to a dashboard in Service. Below is the flow:

     

    SQL Server --> PBI Desktop (create reports) --> publish to PBI Service --> Pin reports to make a dashboard

     

    Assuming you set the gateway up correctly, you will be able to schedule refreshes.

     

    Note: All users will have to have a Pro license if that data source goes through that gateway.

     

    Hope this helps,

     

    Alan

alanhodgson's avatar
alanhodgson
Solution Supplier
9 years ago

Hey CahabaData,

 

All of that sounds correct. Once you have the reports built in PBI Desktop then you can just pin those reports to a dashboard in Service. Below is the flow:

 

SQL Server --> PBI Desktop (create reports) --> publish to PBI Service --> Pin reports to make a dashboard

 

Assuming you set the gateway up correctly, you will be able to schedule refreshes.

 

Note: All users will have to have a Pro license if that data source goes through that gateway.

 

Hope this helps,

 

Alan

CahabaData's avatar
CahabaData
Memorable Member
9 years ago

thanks for the sanity check on that.