If you want to start using the standard Blue10 Power BI reports, you need to follow a number of steps. This article explains how you can get started quickly. In another article, we discuss the content of the reports. Read more here. If you want to start creating a report yourself, click here.
Download reports
The Blue10 Enterprise subscription gives you access to various reports. The reports are available for download in Blue10 via Management > Report access. To do this, you need administrator rights in Blue10. The reports are available separately in Dutch or English. After downloading, store the files in a secure location. Don’t have an Enterprise subscription yet? Request one below using the form.
Activate reports in Power BI
You need an API key to load the data from your Blue10 environment. This key allows the Blue10 database to connect to Power BI so that the current data can be retrieved. You only need to connect once.
Step-by-step plan for creating an API key
1. In Blue10, go to Management > API key management
2. Click on New API key to create a new key
3. Come up with a logical name and description for the key and click on Next. The API key will now appear once. Make sure you save it in a safe place, for example in a password management tool.
4. Click on Confirm when you want to close the screen.
5. To get a clear overview of which API keys you have, you will see the name and creation date in an overview (not the key itself!).
Step-by-step plan for connecting Blue10 in PowerBI
- Create a new Power BI report in Power BI Desktop.
- Go to Get data > Blank query
- Go to Advanced Editor (at the top of the menu)
- Enter the following:
let
url = “https://odata.blue10.com/api/v1.0“,
token=Text.Combine({“Bearer “, “enter your API key here“}),
Source=OData.Feed(url,null,[Headers=[Authorisation=token]])
in Source
5. If the report asks for a privacy method, click on anonymous.
Refreshing the reports
By refreshing the reports manually or automatically, you are assured of the most up-to-date data. The following step-by-step plans show you how to do this. We recommend setting up automatic refresh so that you don’t have to keep thinking about it. A Power BI Pro licence is required to set up automatic refresh.
Step-by-step plan for manual refreshing (in PowerBI desktop)
- First, make sure you have saved the report somewhere as a .pbix file.
- Open the desired report
- Before you start working with the data, first click on Refresh at the top of the ribbon. You should do this every time you view the report.
Step-by-step plan for automatic refreshing (in Power BI online)
1. First, place the report in the online Power BI environment by clicking on Publish.
2. Select the workspace where the report should be placed and click on Select.
3. In PowerBI online, go to the selected workspace, find the report and click on the three dots in the top right corner. Go to Settings.
4. Set the refresh frequency under the Refresh heading. Set the frequency to daily. This allows you to view the most up-to-date data every day.
Sharing reports with colleagues
Share a report of your choice with colleagues within your organisation. This only works in the online environment, which requires a Power BI Pro licence. You must therefore specify for each report who you want to share it with.
1. Open the report in the online environment
2. Click on share and enter the names of the desired persons
3. Click on send
If you have set up automatic refresh for the report, your colleagues with whom you have shared the report will also immediately see the current data.