Instructions for installing and setting up the WiseFish BC 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 BC Insights - Power BI Apps
Before
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You Start
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To use any of our Power BI Apps you must first set up the WiseFish Insights Connector. |
Install
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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
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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
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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 usersSelect Update app
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The basic setup is now complete and you can start taking advantage of the WiseFish Insights Connector |
Service desk and further assistance
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Contact Information
For additional information contact the WiseFish service desk. The service desk is open every weekday from 09 Monday through Friday from 9:00 – 17:00 (GMT). Our experts are there to answer and assist you.Contact us if we can help you by phone Click here to go to our service portal and create a service request.
We can also be reached via phone number +354 545 3232 , or by creating a ticket in our helpdeskor through the email support@wisefish.com.