Data Evaluation Template Use
Before using the templates described in this chapter, make sure to have the following data ready (ask your Administrator or Luware representative):
- Server / Instance Name
- Database Name
- User / Credentials with access to Reporting.
This is defined by Role Based Access - RBAC and further explained in Azure Reporting Data access.
Provided Templates
Stratus Agent comes with a series of evaluation templates which will be sent to you on demand / during the onboarding process . The available report files and their contents are as follows:
Report Content | Power BI Filename |
---|---|
Agent Report | Stratus_Agent_Agent_<Version>.pbix |
Service Report | Stratus_Agent_Service_<Version>.pbix |
Forecast Report | LUCS_Forecast_<Version>_Transform.pbix |
The characteristics of each template are explained on the Service Template Details page. Also read our Introduction to Stratus Reporting if you are unfamiliar with this program.
Also please note the following remarks on report versions:
- With Stratus Agent we introduce Versioning to our reports. Existing report templates can be moved to the next versions of Stratus Agent without any adjustments as long as you keep the versioning-number with the report. To achieve this we specified stored procedures in our database, distinguished by product version. These versions correlate between product version and report version.
- The templates provided from Stratus Agent will remain persistent for you to use with future versions although without any new functionality. We will still deliver updated templates with each new Stratus Agent update, but you can continue to use your templates as needed and update whenever you want.
Any manipulation of "version" parameters in your old report (e.g. to reflect a new product version) may result in errors being thrown. To avoid this, we always recommend upgrading to the newest reporting template instead.
Template Setup Steps
The following steps are required to connect the templates to the data source. Further steps below explain how to configure Power BI to specific needs (language, timezone).
Database Connection via Power BI
By default in the Power BI you will see default data in either the Service or the Agent template. To customize this to your data, perform the following steps.
Adjust Parameters
On the "Home" Tab, click the the "Edit Queries" Icon
→ A new pop-in opensPower BI - Configuring parameters
Note that Fact & Dimension entries marked withare protected and should not be changed.
- On the Top Left "Parameters" section you can change/adjust the parameters as needed:
- Language = target language for data labels (e.g. "month" is called (January (eng) ←→ Januar (deu))
- Timezone = timezone to which timestamps in the report data are adjusted towards.
- MonthLimit = how many months back the report will pull data from, including the current (ongoing) month
- ServerName = on which Server Stratus Agent is located
You get this name (full URL) from your Luware representative / support engineer.
- DatabaseName = on which DataBase Stratus Agent is deployed
This name is depending on your database created when Azure Reporting Data access.
- Version = correlates with Facts and Dimensions and therefore the calculation in the reporting.
Manual adjustments of the version may lead to different / mismatching facts and dimensions being requested and thus errors in your templates.
In general you can go with the initially provided version that comes with the report template.
Connect to Data Source & Grant Permissions
Precondition: As the remote data source requires verification, a O365 account with corresponding permissions is required.
Read chapter Azure Reporting Data access for details.
On the "Home" Tab, click the the "Data Source Settings" Icon
→ A new window opens which contains the data source entry specified from <your Servername / Database> parameters in step 1.Right click your entry and select "Edit Permissions"
Power BI - Data source settings and permissions→ A SQL Server Database Window opens
- Within the "SQL Server Database" window, select Microsoft Account > "Sign In"
→ An Office 365 Login Window appears to authorize the access - Provide O365 credentials which have the reporting access permissions.
Read chapter Azure Reporting Data access for details.
- Close all open Data Source windows. The connection should now be established.
Data Refresh
On the "Home" Tab, click the the "Refresh Preview" Icon
→ The database connection should now be established.You might be re-asked for credentials as O365 login sessions can expire.
- Confirm any PopUps stating that you are connecting to the Facts and Dimensions with "Run"
- You should now see an updated set of data and can start using the tabs and filters to your liking
→Check the Service Template Details page for further info.
Source Data Refresh
A data refresh is handled by Luware. By default your local Azure Reporting DB should be automatically refreshed every 15 min.
Timezone Configuration
These settings are optional and can be customized by you
Home Tab → Select "Edit Queries"
In the left "Queries" section:
Select > ServiceTask > Advanced Editor
→ The Advanced editor opensChange the "@offset" value to your required value
Language Configuration
These settings are optional and can be customized by you
To configure the language in Power BI Desktop:
- Go to the the Home Tab > "Transform Data"
- Select "Edit Parameters"
Change Language to your desired option.
Language Template parameterThe parameter will now be applied to calendar days and months.
Output in the report