First, create a report database connection

1.   In MaivenPoint Online Services, click Settings on the left navigation pane, and then click Report database.

*Note: The tenant owner or service admin of MaivenPoint Online Services has the permission to create a database connection. If the application admin has no permissions for this operation, contact the tenant owner or service admin to perform it.

2.   On the Curricula for Corporate Learning card, click Connect database.

3.   In Authentication, there is a default username. Click Reset password to set a password. This set of credentials is used to create a read-only account in our SQL server to authenticate access to the report data.

4.   In Firewall rules, you need to add an IP address or IP segment. Only the IP addresses added to this field are allowed to access the report data.

5.   Click Save. The connection details are displayed below. You can use the connection details when retrieving data from the report database later.

*Note: Data will not be synced from the system to the report database immediately after you create the report database connection. There is a data sync job to sync data to the report database, which occurs daily on the hour. You need to wait for the next data sync job to complete before connecting the Power BI template to the report database to generate the Power BI report.

Second, download a Power BI template

In Curricula, click Report on the left navigation pane, and then click Download Power BI report Template on the Power BI report card. A power BI report template will be downloaded to the default download location of the current browser.

Third, retrieve data from the report database

1.   Find the downloaded power BI report template and open it with Power BI Desktop.

2.   The SQL Server database window automatically pops up.

Alternatively, click Get data > SQL Server under the Data group to open the SQL Server database window.

3.   Complete the SQL server information and click OK.

4.   Switch to the Database tab. Complete user credentials and click Connect to connect to the report database.

5.   Select all database tables, and then click Load to load report data.

6.   When the loading completes, you can view the generated Power BI report. This might take a few minutes based on the data size.

7.   To refresh the report data, click Refresh in the ribbon.

*Note: Data in the report database is not collected in real time. There is a data sync job to sync data from the system to the report database, which occurs daily on the hour. After you click Refresh, the Power BI report will show the data collected by the last data sync job.