To enable the custom Power BI report to be published and visualised within SYNCHRO Perform, each report needs to be added

Add Integration Reports

1. Go to Settings > PowerBI > PowerBI Integrations

2. Select   Add PowerBI Integration Report ​

   • Select the dropdown arrow in the Workspace field to select the required workspace

   • Select the dropdown arrow in the Report field to select the required report

   • Click Create Integration report

   • Repeat to add further reports

Notes:

• The Workspace refers to the Workspace within the client PowerBI environment
• The Reports refers to the reports available within the client Workspace

Edit Integration Report

1. To edit a PowerBI Integration Dataset, click on the dataset link
   • Click on  Edit to attach SYNCHRO Perform data clips to the refresh cycle refer above.
   • State confirms the refresh status of the dataset
   • Click on  View in PowerBI to view the dataset in PowerBI (this will require PowerBI login credentials in the client workspace)

Note: Multiple reports can point to the same dataset

Edit Associated Datasets

1. To edit a PowerBI Integration Dataset, click on the dataset link
   • Click on  Edit to add SYNCHRO Perform dataclips to the refresh cycle
   • Click in the Required Dataclips field to search for and select one or more dataclips
   • Once all required dataclips have been selected, click Update Integration dataset

Notes:

• These are the dataclips used in the client report(s) that need to be refreshed when you select Refresh in Analytics page
• Datasets point to dataclips
• Customer datasets can point to dataclips and client data sources