Reporting with own private cloud

Table of Contents

1 Preliminary information
2 App registration
3 Storing the accesses per workspace
4 Creation and reports within the workspaces
5 Update reports within the workspaces
6 Creating reports in Testify
7 Embedded the report within Testify

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