13.109. How to set up Power BI

You can use Microsoft Power BI Desktop with the Printix Power BI solution to get insights about your print usage, printers, print queues and much more.

• Install Power BI Desktop.
• Download the Printix Power BI Desktop file.
• Connect to your extracted Printix data.
  • Printix database.
  • Own database.

See also:

• How to interact with the Printix Power BI report.
• How to publish to Power BI on the web.

DISCLAIMER

• Printix, or any contributor to these reports is not responsible and therefore not liable for any damage caused by usage of these reports.
• These reports are purely indicative.
• Values in for example the Cost report may vary and show different amounts and volumes than stated on invoices issued by your print provider.

Install Power BI Desktop

1. Visit powerbi.microsoft.com.
2. Download and install Power BI Desktop (it is free) on a Windows computer.

Download the Printix Power BI Desktop file

3. Visit github.com/printix/Power-BI/releases.
4. In the Latest release section scroll to and select Assets to expand this section.
5. Select Source code (zip) to download the Power-BI-n.n.n.zip file. Where n.n.n is the version number.
6. Extract the files from the Power-BI-n.n.n.zip file.

Connect to your Printix extracted data

• Printix database.
• Own database.

Printix database

1. Open Power BI Desktop.
2. On the File menu select Open, and browse to the folder where you extracted the Power BI files.
3. Select Power BI template files (.pbit) as file type.
4. Select the file PowerBI/Printix.pbit and select Open.

5. Enter your values and select currency. Select Load.
   • Sheets per tree
     Recommended value: 8333. Enter the number of sheets produced from a tree. Used in the report: Tree-O-Meter.
   • Cost per mono sheet
     Enter the cost per mono impression (BW). Suggested value (in US dollar): 0.0134.
   • Cost per color sheet
     Enter the cost per color impression (Color). Suggested value (in US dollar): 0.0336.
   • Cost per sheet
     Enter the cost per sheet printed (Paper). Suggested value (in US dollar): 0.0067.
   • Display currency
     Select the currency. Example: US Dollar.

*Familiarize yourself with how the cost calculation is done. You can subsequently change the currency and cost values in Power BI Desktop by selecting Edit queries and then Edit parameters.

6. On the File menu select Options and settings, and then select Data source settings.
7. In Data source settings, select Edit permissions to open the Edit permissions dialog.
8. Select Database and select Credentials select Edit…
   • Copy Username from the Analytics tab and paste it into User name.
   • Copy Password from the Analytics tab and paste it into Password.

9. Select Save.
10. Select OK.
11. Select Close.
12. Select Refresh on the ribbon menu to get the latest data from the Printix SQL database.

Own database

1. Open Power BI Desktop.
2. On the File menu select Open, and browse to the folder where you extracted the Power BI files.
3. Select Power BI template files (.pbit) as file type.
4. Select the file PowerBI/Printix.pbit and select Open.
5. Enter your values and select currency. Select Load.
6. On the File menu select Options and settings, and then select Data source settings.
7. In Data source settings, select Change source to open the SQL Server database dialog.
   • Copy the Database server address from the Analytics tab and paste it into Server.
   • Copy the Database name from the Analytics tab and paste it into Database.
8. Select OK.
9. In Data source settings, select Edit permissions to open the Edit permissions dialog.
10. Select Database and under Credentials select Edit…
    • Copy Username from the Analytics tab and paste it into User name.
    • Copy Password from the Analytics tab and paste it into Password.

11. Select Save.
12. Select OK.
13. Select Close.
14. Select Refresh on the ribbon menu to get the latest data from your own SQL database.