Microsoft Power BI Integration

An overview of the Microsoft Power BI data integration.

• Overview
• How to set up the integration
• Using Microsoft Power BI for tracking goals
• Automatic Progress Updates
• How to get a DAX query for a specific report

Overview

The Microsoft Power BI integration updates your Mooncamp goal progress automatically based on reports in Power BI.

How to set up the integration

Account admins can enable the Power BI integration by following these steps:

1. Access Integrations: Go to your Mooncamp workspace settings and open the Integrations section.
2. Enable Microsoft Power BI: Find Microsoft Power BI and toggle the integration on.
3. Connect to Microsoft Power BI: Any user can then sign in with their Microsoft account and grant access to Power BI. Once authorized, users can link their Mooncamp goals with their databases in Microsoft Power BI.

Using Microsoft Power BI for tracking goals

To automatically track progress for a goal using Microsoft Power BI, follow these steps:

1. Create or edit a goal: Go to the Progress property and choose a measurement type that allows connecting to a data source.
2. Select Automatic Progress Tracking: Click Connect to data source and select Power BI from the list of available integrations.
3. Tracking progress with DAX queries:

You will be presented with a screen where you can select a dataset and define a DAX query.



DAX (Data Analysis Expressions) is a query language unique to Power BI, enabling you to extract specific values or entire datasets. Using DAX requires a certain level of technical expertise and familiarity with Power BI administration.

In the section below, you'll find instructions on how to retrieve a DAX query from specific report data.

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Please note that the DAX query needs to return one single value. This is the value that will be displayed as the progress of your goal.
4. Save your connection: After configuring your tracking settings, click Save. The Power BI icon will appear next to your goal, indicating it's synced with Microsoft Power BI.

Automatic Progress Updates

Once the integration is active, Mooncamp automatically updates your goals based on changes in MS Power BI.

How to get a DAX query for a specific report

To retrieve the DAX query that generates a specific value in a Power BI report, follow these steps:

1. Enable Performance Analyzer:
• Open your Power BI report in either Power BI Desktop or Power BI Service.
• Go to the "View" tab on the ribbon and click on Performance Analyzer.
2. Start Recording:
• In the Performance Analyzer pane that appears, click on Start Recording.
• Interact with the visual or section of the report where the value you are interested in is located. For example, select or filter the visual to trigger the calculation.
3. Capture the Query:
• After interacting with the report, go back to the Performance Analyzer pane and click on Stop Recording.
• Locate the specific visual that contains the value you want. Click on the corresponding entry in the Performance Analyzer pane and then click on Copy Query.
4. Retrieve the DAX Query:
• This action copies the DAX query behind that specific visual to your clipboard. You can then paste the DAX query into any text editor to review or analyze further.

This method gives you the exact DAX query that Power BI is using to compute the value for that visual.