WaterSight - Automatically update PowerBI Reports using the Power BI's On Premise Data Gateway


Product(s): WaterSight
Version(s): 10.00.XX.XX
Area: Documentation

Overview

This article describes the procedure to configure the OpenFlows Connector for the Power BI’s On Premise Data Gateway Service provided by Microsoft. The on-premises data gateway service acts as a bridge with to provide the data transfer between data sources like OpenFlows WaterSight, and Microsoft cloud services, like Power BI’s. By using the gateway, users can keep the dashboards automatically updated with a predefined frequency. 

The Power BI’s Data Gateway application needs to be installed in a server/machine that is operating all the time (24/7) if you are planning to have reports updated every day. If you install this app in your work machine, for instance, if it shutdown or sleeps for any reason, the gateway’s service will be stopped, and all scheduled refreshes will be suspended. 

The following picture illustrates the architecture and workflow of the gateway connection. The Power BI construction should be done using Power BI’s Desktop application, and it can be connected to different data sources, including WaterSight’s. This connection is explained in another user manual available here: A Guide on how to create PowerBI Reports.

Once having the Power BI report done, it needs to be Published to Power BI’s web capacity held by your account/company, and its embedded URL can be stored into WaterSight (process also explained in a separated manual). The automatic update of this report will be handled by the Power BI’s data gateway service, that is configured in the Power BI’s workspace management accessed by any internet browser, then user can configure the automatic refresh frequency. 

Architecture

Prerequisites 

In order to execute the installation and configuration of the on-premise data gateway software, user must need to hold a valid Power BI license that enables the usage of Power Bi Desktop application and publication of dashboards to Power BI cloud. For more information about Power BI license, user must contact a Microsoft representative. 

This manual was written using as base the version 3000.182.5 of the on-premise data gateway (July 2023).  

The executable file to install the application should be downloaded in advance.  

For support and guidance, access the following link: 

https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install 

It’s recommended to install the gateway on a 24/7 server if you are planning to have continuous dashboard updates. The installation adds a Windows Service named “On-premises data gateway service”, and runs initially using the local service account “NT SERVICE\PBIEgwService”: 

This account can be changed during the creation of the gateway connection. 

A- Downloading the OpenFlows Connector  

 

It downloads a file named “OpenFlowsConnector_Gateway.mez” 

The user that runs the service should have read/write permission access to this folder. 

B - Installation of the Gateway application 

Before installing the Gateway application, move the OpenFlows Connector to a separated folder like “Documents/PowerBI_Connectors”. This folder will be referenced during the configuration of the application. 

 

  1. Enter a Name for the Gateway service 
  1. Create a recovery key (save it in a text file for cases that you need to reinstall the gateway service). 
  1. Click in Configure 

When done it opens the On-premises data gateway application: 

This application also installs a Windows Service named “On-Premises data gateway service, that is configured to Automatic restart after computer restart, and it run using a Service account named “PBIEgwService”. 

 

C - Configuring the Gateway Connector Service 

This concludes the installation of the Power BI’s On Premises Data Gateway service. 

 

D - Creating a Connection in the Power BI Workspace 

E - Configuring the Automatic Refresh of a Power BI Report 

 

See also

Accessing PowerBI reports in WaterSight

PowerBI Administration

Creating PowerBI Reports

OpenFlows WaterSight TechNotes and FAQ's

WaterSight - Learning Resources Guide