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Instructions for installing and setting up the Wisefish Insights - Power BI Apps

System setup assistance covers the steps you need to go through to set up the system. This is not a textbook. Installation of the system is carried out with the help of the system's "installation wizard" and outlines what information must be present and you will be guided through the installation step by step.

Welcome

We would like to begin by extending a warm welcome. In this document, we go through the process of installing the Wisefish Insights - Power BI Apps

Before You Start

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To use any of our Power BI Apps you must first set up the Wisefish Insights Connector.
This is connector will be used to access your Business Central data, you can view the reports with demo data without setting up the connector.

Install Our Power BI Apps

  • Pick which Power BI app to install from AppSource

  • Click on the Power BI app you would like to install and click Get it now

  • Fill out the form and click Continue

  • Click Install

Connect the Power BI App to the Wisefish Insights Connector

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Each app will install its own Power BI app workspace.

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  • Log into Power BI

  • Select Workspaces in theleft menu and open the same name app workspace

  • Click Connect you data

  • Fill out the parameters

    • Enter the Environment parameter as uppercase

    • Enter the Company parameter

    • Choose if you want to use the read only replica, if unsure choose true.

  • Select the OAuth2 authentication method and click Sign in and connect

  • Sign in as the user you assigned the appropriate permissions

  • After you’ve successfully signed in with the Business Central user account, the dataset refresh will start automatically!

Share the Apps Within Your Organization

  • Sign in to Power BI

  • Select Workspaces menu and open the app workspace you require

  • Select Update app in the top right corner

  • Select the Permissions tab and add users or user groups that can access the apps
    Select Install this app automatically so that the app will be installed for the selected users

  • Select Update app

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Tip

The basic setup is now complete and you can start taking advantage of the Wisefish Insights Connector

Contact Information

For additional information contact the Wisefish service desk. The service desk is open Monday through Friday from 9:00 – 17:00 (GMT). Click here to go to our service portal and create a service request.

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