Data Share Connection Setup - PowerBI

  • Updated

Note: This is only possible on Windows systems!

 

Set Up The Connection

  • Open PowerBI desktop 

  • Click Get Data → More

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  • Click DataBase - Redshift - Connect

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  • Connect:

    • Server: The Assignar Data Team will provide this.

    • Database: assignar

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  • Enter Credentials
    • User name - Email address of the authorized user

    • Password - The Assignar Data Team will provide this          

  • Click Connect
  • Select the Data Share feeds you wish to receive.
    • Note: you must be authorized for each individual feed, ensure you have been granted access to your desired feeds.

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  • To load all data: click Load

  • To enter a custom query and bring over a subset of the data: click Transform Data

 

Set Up The Connection

  • To manually refresh data, navigate to the Home tab and select Refresh. You can also setup regular automated refreshes.

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Clearing the Connection

  • If you run into issues and want to clear the connection and start over, follow these steps:
    • file -> options and settings -> Data source settings -> select the redshift data source -> clear Permissions

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