These pages will give you an overview on how Luware reporting interacts with Power BI in its local and cloud variants.
Power BI itself is supported by Microsoft. We highly recommend reading the official Power BI User Documentation by Microsoft as UI elements and procedures described below may change.
Using Power BI for Stratus Data Access
Microsoft Power BI are interactive data visualization BI tools that connect Luware Callcenter data and present it with own user interface for conversation center reporting. The interactive interface provides the ability of deep data analysis through variety of widgets, representation capabilities, hints with additional information, filters, clickable objects (that can also work like filters), etc.
The following is an example report based on Power BI engine.
Power BI users are able build own reports and use reporting templates provided by Luware:
Power BI Desktop and Power BI Cloud
There are two Power BI tools – Power BI Desktop and Power BI Cloud (Service). See official Microsoft documentation for cloud services.
Power BI Desktop
is intended to create and design reports with widgets of different kinds
can publish the created reports to the cloud, where other reporting supervisors may view them (when publisher provides them rights)
can be used also to see the reporting data, but it may be inconvenient, because file is in editing mode during the view
is a free application (for the context of use in Luware products)
Power BI Cloud
view published reports for the publisher (license according to Microsoft rules)
view published reports for other reporting supervisors (license according to Microsoft rules)
create own dashboards from the widgets of the published report
We used the following terms for reporting supervisors:
Creator – reporting supervisor, who creates and designs the report. Usually he has the majority of rights
Publisher – reporting supervisor, who publishes the report in Power BI Desktop to the Power BI Cloud
Viewer – reporting supervisor, who views the published reports in the Power BI Cloud
Power BI Data Access Permissions
There are two ways to access reporting data, depending on your installation type and need. Below is a short explanation of both methods.
Role based access control which data, is provided by the [Reporting].[usp_GetDataSet]. Each row in result dataset is checked against 3 conditions, before access is permitted.
- Dataset Type
- Organization Unit
Cloud-Based Gateway Access
Depending on your choice for using either Cloud or Local Power BI, the account and file access is handled as follows:
Power BI Cloud (service)
Power BI Desktop (local)
- Once you decided which BI solution you want to use, you can read more on managing BI User and data access
- Stratus Agent internal reporting permissions are configured per user via Role Based Access - RBAC
- We support both Power BI and Excel for Data Warehouse access and evaluation. Learn more on the page for data evaluation and template use.