Using the Power BI Templates

Guidance on using our Power BI report templates

Using the Templates

Pre-requisites

  1. You will require Microsoft Power BI Desktop installed on your computer. External Link
  2. In order to use these templates, our Power Bi connector must be downloaded and installed first. The connector is available here: Integrations > Microsoft Power BI Connector

Using a Template

  1. Download desired template
  2. Open template file - this will open Microsoft Power BI Desktop.
  3. Enter your EMT customer and project credentials when prompted.
  4. (optional) Use any optional parameters as desired, e.g. date ranges for data to be returned.
  5. Sign into you EMT account when prompted, using the 'Anonymous' sign in option.
    If you are setting up a company/project wide report, you may wish to set up a generic project user with the necessary permissions within your EMT project, and connect using this user.
  6. Click 'Connect' after signing in.
  7. The report will now load in your project data.
  8. Save the report as a .pbix file, with a relevant name.
  9. You can now make any changes you may require to the report such as additional visuals or other project data sources.
  10. The report is now available locally, but you can also publish it to an enterprise Power BI service if required.