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Power BI Deployment Guide

This guide describes how to setup the Unified Data Platform Power BI reports to Microsoft Fabric.

Prerequisites

If you have not done so, follow the instructions in Medallion Architecture with PBI Dashboard Deployment Guide to deploy the required Fabric resources.

Obtain the SQL Endpoint

  1. In Microsoft Fabric, open the udplz_gold lakehouse.

  2. Go to Lakehouse settings (top left) and locate the SQL analytics endpoint.

    SQL_credentials

  3. Copy the SQL connection string. You will use this value to verify or configure connections in both automated and manual deployments.

Deployment Options

You can deploy the Power BI report using either of the following approaches:

  • Option 1: Automated Report Deployment (PBIX) – Recommended for most scenarios.
  • Option 2: Manual Report Configuration (PBIT in Power BI Desktop) – Advanced setup.

Option 1: Automated Report Deployment (PBIX)

Steps

  1. PBIX Upload and Connection Setup

    • The Fabric automation script uploads the .pbix file to the reports folder in your Fabric workspace.
    • The report is preconfigured to connect to the udplz_gold lakehouse using the SQL endpoint.

  2. Verify Connection in Power BI

    • In your Fabric workspace, open the reports folder and locate the semantic model linked to the report.
    • Open the model’s Settings (three dots menu). Sementic Model settings
    • If you’re not the owner, click Take Over. Sementic Model takeover
    • Under Parameters, check the value for sqlEndPoint and confirm that it matches the SQL endpoint obtained earlier.
      Sementic Model parametrs

  3. Explore the Report

    • Once verified, you can start exploring the report without additional configuration.

Tip:

  1. If you experience connection issues, see the Troubleshooting section.
  2. If the SQL endpoint does not match, follow the steps in Option 2 to manually configure the connection.

Option 2: Manual Report Configuration (PBIT in Power BI Desktop)

Steps

  1. Download the .pbit Template

    • From the repository’s reports folder, download the .pbit template file.

  2. Open in Power BI Desktop

    • Launch Power BI Desktop and open the downloaded .pbit file.

  3. Provide Connection Details

    • When prompted, enter:
      • sqlEndpoint: The value obtained in the earlier step.
      • database: udplz_gold.

    pbit-parmeters-update

  4. Authenticate

    • Sign in with your organizational account to establish the connection.

  5. Verify and Publish

    • Ensure the data model loads and visuals render correctly.
    • Once verified, publish the report to your Fabric workspace.

Troubleshooting

Issue Likely Cause Action
Parameter Issues Incorrect server, database, or schema values Double-check all parameter values against your environment
Data Refresh Failures Invalid credentials or permissions Confirm credentials, privacy levels, and authentication method
Missing Tables udplz_gold tables absent or schema mismatch Verify tables exist and schema names match
Access Permissions Insufficient permissions in Fabric or data source Ensure your account has proper access
Capacity/Performance Resource limits or slow refresh Consider scaling Fabric capacity