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Integrate Skand Reports with Microsoft Power BI
Integrate Skand Reports with Microsoft Power BI

This article provides a guide on integrating reports with Power BI, allowing users to sync the latest annotation report effortlessly.

Updated over 6 months ago

Unlock the Power of Your Data

Integrating reports with Power BI enhances your data analysis by allowing you to automatically sync and visualise the latest data from your selected annotations onto Power BI. This feature eliminates the need to regenerate reports manually, saving you time and ensuring you have the most up-to-date insights at your fingertips.

Steps to Integrate Reports with Power BI

Step 1: Create Your Report in Skand and get the Report ID

Before integrating with Power BI, please ensure that you have created a report based on your selected annotations in the Skand platform.

  1. After creating the report, verify its status to confirm it’s ready.
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  2. Click the "View" button to access the report in PDF format. You can find the Report ID in the URL. We will need the Report ID in the next step.
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Step 2: Prepare Python script for syncing

  1. Download the report_script.py attached to the article (You can find it at the end of the article).

  2. Open the Python script using VSCode or any text editor.

  3. Replace the placeholders for your login credentials to Skand, and the Report ID you wish to sync in the script.
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  4. Save the file and we will use the script in Power BI later.

Step 3: Prepare Power BI and Python on your device

If you don't have Power BI and Python installed on your device, follow the steps below to get them set up:

  1. Install Power BI Desktop: Download Microsoft Power BI Desktop

  2. Install Python: Download Python 3.7.7. Ensure that you select the option "Add Python to PATH" during the installation.
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  3. You can learn more about supported Python packages in Power BI here.

Step 4: Set up Report in Power BI

  1. Open Power BI and click on "New Report"
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  2. Setup Python in Power BI: Go to File > Home > Options and Settings > Python Scripting
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  3. This should be automatically updated
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  4. Click on Get Data > More > Python Script

  5. Copy the Python script prepared from Step 2 and paste below in the Python script modal then click "OK"
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  6. Select the table and click "Load"

  7. Click "Publish" to publish the report to a web page to share with other users
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  8. Publish the report to My Workspace or any other location you prefer

  9. Open your web browser and go to Power BI Gateway to download the Power BI Gateway Personal Mode.
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  10. Install Power BI Gateway Personal mode by double clicking on the installation application
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  11. Open up web browser and go to https://app.powerbi.com/ and select the report that you have just published. Click on "Refresh" and select "Schedule refresh"
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  12. Click on "Gateway and Cloud Connections" to ensure the status is running.

  13. Select Refresh and click "ON" and then choose your refresh frequency and provide refresh failure notification to the report owner or other contacts. Then click on "APPLY" button.
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Troubleshooting

If you encounter any issues during the integration process or have questions about the integration, please contact our support team for assistance.

Python Script

Click the button below to download the Python script.
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Attachment icon
report_script.py
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