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changes required for using to Power BI Service with Open Distro For E…
…lasticsearch (#669) * pbi connector * update names * - add mez file - add docs * nit * nit * image resize * resize image * remove extra lines * nit * update mez file * rename connector * rename mez file * - add basic & aws auth - add unit test - add errors - enable direct query * add connector * update doc * add ssl for auth * update docs for errors * - remove sqlgetinfo & sqlcapabilities values from connector * adding EncryptedConnectionString * add data type for columns * add alternate column size * reverting changes in catalog test * nit * revert changes for column size validation * address PR comments * Update SQL_GROUP_BY value for fixing query folding issue * removing AstVisitor for resolving query folding issue with data type boolean * fix parameter binding issue * simplify changes * update user doc for pbi * fix query folding issue while applying filter * change literal prefix & suffix value * add user doc for using Power BI Service * resize image * - add server instead of host & port for Power BI Service - update user docs * resize image * resize image * resize image * update connector file * update docs for aws auth credentials * fix typo
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# Connecting Open Distro For ElasticSearch to Microsoft Power BI Service | ||
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## Setup | ||
* Download and Install [On-premises data gateway](https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install) | ||
* Change the path for custom data connector folder in On-premises data gateway so that the gateway can find the custom connector. | ||
> NOTE: Ensure the gateway service account (**PBIEgwService**) has permissions to access the custom connector folder. Alternatively, you can copy connector file to `C:\Windows\ServiceProfiles\PBIEgwService\Documents\Power BI Desktop\Custom Connectors\`. | ||
<img src="img/pbi_gateway_connector_path.png" width=500> | ||
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* Verify the status of data gateway is ready to be used. | ||
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<img src="img/pbi_gateway_status.png" width=500> | ||
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* Login to Power BI Service. | ||
* Click on **Setting** > **Manage Gateway**. | ||
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<img src="img/pbi_service_setting.png" width=400> | ||
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* Select **Allow user's custom data connectors to refresh through this gateway cluster(preview)**. Click on **Apply**. | ||
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<img src="img/pbi_service_cluster_setting.png"> | ||
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* Click on **Add data sources to use the gateway**. | ||
* Select Data Source Type as **Open Distro For Elasticsearch**. | ||
* Enter Data Source Name and Server values. | ||
* Select required **Authentication Method**. Select **Anonymous** for auth **NONE**. | ||
For **AWS_SIGV4**, select **Key** and set aws access credentials for user **PBIEgwService** at path `C:\Windows\ServiceProfiles\PBIEgwService\.aws\` | ||
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* Select Encryption mode for connection. | ||
* Click on **Add**. | ||
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<img src="img/pbi_service_data_source.png" width=650> | ||
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* You will get a **Connection Successful** message. | ||
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<img src="img/pbi_service_data_source_success.png" width=650> | ||
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## Publish Report | ||
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* Follow [instructions](./power_bi_support.md) to create graph using Open Disto For Elasticsearch Data connector. | ||
* Click on **Publish** to publish the report on Power BI service. | ||
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<img src="img/pbi_publish_report.png"> | ||
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* Select destination and click on **Select**. | ||
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<img src="img/pbi_select_workspace.png" width=400> | ||
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* You will get a success message when report is published. | ||
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<img src="img/pbi_publish_status.png" width=400> | ||
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* Click on **Open '%report name%' in Power BI** to open published report in Power BI service. | ||
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## Modify report using Power BI Service | ||
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* Click on **Edit report** to modfify report. | ||
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<img src="img/pbi_service_edit_reoprt.png"> | ||
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* Use **Filters**,**Visualizations** and **Fields** to modify report. | ||
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<img src="img/pbi_service_modified_report.png"> | ||
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## Dataset Scheduled Refresh | ||
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* Click on **Settings** > **Datasets**. | ||
* Select required Gateway and click on **Apply**. | ||
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<img src="img/pbi_service_dataset_gateway.png" width=800> | ||
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* Turn on Keep your data up to date option. | ||
* Select refresh frequency and timezone. | ||
* Add email for failure notifications if required. | ||
* Click on **Apply**. | ||
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<img src="img/pbi_service_dataset_refresh.png" width=550> | ||
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* You can also check history by clicking on **Refresh history**. | ||
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<img src="img/pbi_service_dataset_refresh_history.png" width=550> |
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