Configuration

Analytics – How to configure the Valuekeep Analytics reports? – Public cloud

29 views 27 August, 2019 27 August, 2019 Valuekeep 0

To configure the Valuekeep Analytics reports follow these steps:

  1. Download and install Power BI Desktop;

You can download add-ons through Valuekeep’s website, but only users associated with the Valuekeep Analytics add-on can download it. The add-on is associated with the user when it is created, and the administrator is responsible for this task.

  1. Download the Valuekeep Analytics add-ons to get reports. To do that follow these steps:
    • Access and login on the Valuekeep website (valuekeep.com);
    • From the menu bar click “Add on”;
    • Download the templates (.zip file).
  2. Open the file (.zip). There will be 3 folders, one for each support language (PT; ES; EN);
  3. Run the template for the report in the desired language with Power BI Desktop (for example: VALUEKEEP – EN – Assets);
  4. Configure the access to Valuekeep’s WebAPI using these 3 parameters:
    • API_URL: http://universeapi.valuekeep.com/api/
    • TENANT: Customer
    • ORGANIZATION: Organization

Note: To accesso these details, simply access the solution and check the data on upper right corner (For example: ).

  • Select “Upload”;

  1. A new “Privacy Levels” window pops up where you need to select “Ignore Privacy Level checks (…)” and then “Save”.

Note: if the system displays an error message after this step, ignore it and press “Close”

  1. From the top menu, access “Edit Queries” and select the “Data Source Settings”;

  1. Select “Data sources for the current file” and press “edit permissions” from the bottom corner;

  1. In the “Edit Permissions” window, below the “Credentials” press “edit”;

  1. A new “Access Web content” window will be displayed. Choose the “Basic” option on the left and enter:
    • Username: userPBItenant (ex: userPBI209)
    • Password: This was sent by Valuekeep during subscription and cannot be changed.
    • Select “Save”;

  1. Check if the “Privacy Levels” are set to “none” in “Edit Permissions” and select “Ok”;

  1. Repeat this process for each data source (for example: );
  2. Lastly, select “Close”.
  3. Access the top menu and select “Refresh”.

 

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