Schedule updates of Power BI Reports
For TS to be able to schedule push updates to Power BI reports in your internal organization, the TS application (Autopilot) needs access to your organizations Power BI API.
This guide will help you with setting up access for the autopilot. You only need this guide if you want to be able to schedule power bi reports.
The first steps are one-time setups.
Can be performed by: IT Admin
Prerequisite: Ensure that at least one user from your organization have sucessfully logged in to TS. The “Finance.Net” or "Treasury Systems SaaS" (depending on version) App Service Principal should now exist in your organization.
The autopilot will authenticate itself as the service principal “Finance.Net” or "Treasury Systems SaaS". This step will setup a security group in your Azure Active Directory that contains the principal.
Login to to your azure portal
Navigate to “Azure Active Directory”
Go to Groups
Click new Group
Group type Security, Group name “TS Autopilot”
Add yourself as owner.
Add the application service principal “Finance.Net” or "Treasury Systems SaaS" as a member of the group.
Can be performed by: Power BI Admin
This step will allow the previously created security group “TS Autopilot” access to the power bi API in your organization.
Login to Power BI
Click on the settings icon "cogwheel"
Go to “Admin Portal”
Go to “Tenant Settings”
Scroll down to section “Developer Settings”
Enable “Allow service principals to user Power BI APIs”
Apply to “Specific Security groups”
Add the “TS Autopilot” security group that was created in previous step.
Can be performed by: Power BI Pro User
This step will create a new Workspace that you and the TS Autopilot will both have access to.
Any reports that TS Autopilot should be able to update needs to exist in a workspace that both the user and the TS Autopilot have access to.
Previosuly created reports that exist in “My Workspace” cannot be accessed by the Autopilot.
Log in to Power BI
Click “Create a workspace”
In this guide we name it “TS-Shared”
In your workspace, click “Access”
Add the “Finance.Net” or "Treasury Systems SaaS" AppID as a member of the workspace
Can be done by: Report Owner, Power BI Pro User
This step will export a report from TS to Power BI that can later be scheduled by the Autopilot.
Create a report in TS that you want to export to Power BI
Set Report viewer to “Power BI”
Choose the “TS-Shared” workspace
Choose “Create new” report
Design the report in Power BI and save it .
Run the report in TS again and select the newly created report.
The report in TS is now linked to the report in Power BI.
(Dont forget) Share the report with Autopilot by giving the Autopilot user the “Read” permission.
Can be done by: Any TS User with permissions for Activities.
This step will create an activity setup that can be scheduled to update a power BI report.
Login to TS
Navigate to the “Activities” view.
Create a new activity setup “Update Power BI Report”
Give it a name and description.
Select the power bi report that should be updated.
Test-run the activity to make sure it works by clicking “Run”.
“ActivitySuccess” will be logged in the activity history if the run was successfull.
Verify that the Power BI report has been updated with the new data.
Ask TS personnel to schedule the activity.
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