Reporting with own private cloud

Owned by Testify
Last updated: Oct 28, 2022
3 min read

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

For more information, see the Microsoft guide at https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal

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

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

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.