Power BI is a powerful platform designed to connect, transform, and visualize data, enabling the creation of insightful reports and dashboards. It consists of a suite of applications, services, and connectors collaborating to turn data from various sources into engaging and interactive visual representations. By integrating Power BI with Smart145, you can bring your MRO data to life and gain better insights into your operations. Follow the steps below to get started.
1. Create a Generic Power BI Account
To begin, you need to create a new account in Power BI using this link: Sign up for Power BI.
1. Create a Generic Power BI Account
To begin, you need to create a new account in Power BI using this link: Sign up for Power BI.
Important: Make sure that this account is generic (not tied to an individual user) and has administrative privileges in Power BI.
Why Create a Generic Power BI Account with Admin Rights?
- Smart145 Data Engineer team access
Why: The Smart145 Data Engineering team requires ongoing access to your Power BI environment to set up and maintain the data models connected to Smart145.
What it means for you: By granting them the right privileges through a single generic account, the Smart145 team can efficiently troubleshoot and update the connections or data sets without needing personal employee logins. It also streamlines collaboration and support. - Shared Ownership
Why: A generic (shared) account ensures the organization retains full control and ownership over all Power BI reports and data connections. This prevents interruptions if an employee leaves the company or changes roles.
What it means for you: Any transitions in personnel won’t disrupt the critical reporting or dashboards needed to run your business. - Streamlined Credential Management
Why: Maintaining one username and password for Power BI simplifies password changes, rotations, and overall account administration.
What it means for you: Your team has fewer credentials to track, and the Smart145 engineers have a stable, dedicated login for ongoing maintenance.
2. Share Your Credentials with Smart145 Support
Once your new account is set up, email support@smart145.com to inform them.
The support team will provide you with a secure link where you can enter the Power BI credentials. This link ensures your information is handled safely and confidentially.
3. Data Setup by Smart145
After you submit the credentials, our team will configure the Power BI connection to your Smart145 data. This includes setting up all modules you have access to in Smart145.
Once the setup is complete, we will notify you and share any relevant connection details.
4. Customize Dashboards
With the data connection ready, you can build or adjust your Power BI reports and dashboards to meet your organization’s needs. Add or modify KPIs, charts, and visuals to get the most from your MRO data in Smart145.
By following these steps, you ensure a smooth and secure integration between Power BI and Smart145 while maintaining control over your organization’s reporting and analytics.