Reporting with own private cloud

Table of Contents

Preliminary information

This guide includes information on reporting when the private cloud is self-hosted.

Beforehand, you need a Power BI Embedded Instance (https://azure.microsoft.com/de-de/products/power-bi-embedded/#overview). Your workspaces including the corresponding rights have to be created in it. Access from Testify is required to create the Power BI reports in the respective workspace.

App registration

• Azure AD Service principals for PowerBI embedded

• User account (unnamed) for automatic import of reports (dataset owner)

• User account (unnamed) for the database connection (SQL user in the Testify database vs. Azure AD user)

• Tenant ID (“Directory (tenant) ID”)

• Client ID (“Application client) ID)”)

• Client Secret

First, the user powerbi@testify.io has to be invited as Azure-AD-B2B-Guest-User and deposited as Admin.

Open

The workspace name should start with Testify Reporting and end with the client names (= tenant name).

Open

Storing the accesses per workspace

First open the desired Power BI workspace. Then click on Access and define the users as follows:

Give the predefined groups administrator permissions for the creation of reports by Testify.

In our example, the groups are called:

• Testify PowerBI Reporting

  • Administrators permissions

• Testify Reporting Livedemo (service principal)

  • Administrator permissions

• TY_PowerBI_Report_Admins

  • Administrator permissions

• TY_ PowerBI_Report_Viewer (contains an internal group which is allowed to view the report)

  • Viewer rights

• Testify PowerBI Reporting

  • Administratoren Rechte

• Testify Reporting Livedemo (Dienstprinzipal)

  • Administratoren Rechte

• TY_PowerBI_Report_Admins

  • Administratoren Rechte

• TY_ PowerBI_Report_Viewer (beinhaltet eine interne Gruppe welche den Bericht einsehen darf)

  • Anzeige Rechte

Creation and reports within the workspaces

This is implemented on the part of Testify. The following information is required for this:

• Workspace name

• Desired reports

• Schema names of the tenants

  • About the database with the query: select * from dbo.tenant

    • Schema “column”

Update reports within the workspaces

The update is performed by Testify. The normal interval is 2 hours. Please let us know if the update should take place less frequently.

Note: A high update interval creates a high database load. If the number of reports increases, this should be kept in mind and adjusted if necessary.

Creating reports in Testify

First you need the following information

• Report ID

• Workspace ID

• Tenant ID (App registration)

• Client ID (App registration)

• Client Secret (App registration)

You can get the Report ID and Workspace ID as follows:

Open the desired report in Power BI Service (Browser):

The URL contains the information about the workspace and report ID (example URL from the image)

https://app.powerbi.com/groups/64a477f8-9f8f-4a16-b1f8-a415b70bb893/reports/cdd27d5e-dd80-4fa1-bf45-2d7ad63e0b79/ReportSection6130bf14059551150d4a

• Workspace ID: 64a477f8-9f8f-4a16-b1f8-a415b70bb893

• Report ID: cdd27d5e-dd80-4fa1-bf45-2d7ad63e0b79

Embedded the report within Testify

• To do this, first click on Administration in Testify and select "Analyses".

• Then add the title and description of the report

• Select Source: "Power BI Embedded

• The following window will then open

Now enter the corresponding ID's into the predefined fields.

Under "Test configuration" a preview of the report opens.