Configuring the OneFile PowerBI Dashboard

Once you have purcahsed the Data Export (database tables) add on, and the pre-built PowerBI Dashboard, a member of the team will send you a pbit file (PowerBI Template file).

To load the PowerBI dashboard from the file, follow the steps below:

1. Open the OneFile_DataExport_Dashboard_Vx.x.pbit file
2. You will be prompted to enter the "DataExport_Server" and "DataExport_Database" details
   • *These details will be provided to you a couple of working days upon purchase of the Data Export (database tables)
     
3. Select the option to authenticate via Database
4. Enter the Username and Password*
5. Click Connect

Once authenticated, PowerBI will load the data from the Data Export database tables and your dashboard will be automatically populated.