How do I deploy OnePlan reports?
This article explains how to deploy the PRE-BUILT OnePlan reports. OnePlan pre-built/configured reports align to the tables & general reporting elements of the OnePlan environments. Generally, to deploy, you'll need to update the data sources and publish.
Important! First, download the pre-built OnePlan reports. Refer to the articles based on your OnePlan solution configuration.
If you haven't done so yet, you'll need to get your OnePlan group's specific reporting OData feed & key. Refer to this article how to get your oData feed URL & Reporting Key details: OnePlan oData Reporting Setup
Edit OnePlan Report File
Open one of the downloaded pre-built OnePlan reports in PowerBI Desktop. All the data in the standard OnePlan report comes from the OnePlan oData feed. If other Data sources are used, such as with data from SharePoint, PowerApps (CDS), etc., you would need to also update the data sources for your accounts as well.
Change the OnePlan oData Feed Data Source
The report begins with example data from a general OnePlan environment. You need to update the data source to point to your specific OnePlan group/environment for your data. On the Home tab, from the Edit Queries menu, select Data Source Settings.
- Select the OnePlan oData feed data source/URL.
- Click Change Source.
Highlight & Paste/Update the oData feed URL to be that of YOUR OnePlan oData feed URL. Click OK.
Your OData feed URL should now show. Click Close to close the Data Source Settings window.
DO NOT click the Apply Changes yet. You need to first edit the queries to enter your OnePlan reporting key/credentials.
On the Home tab, click the Edit Queries button, or on the Edit Queries menu, select Edit Queries.
Some or all of your tables will have a caution icon (this is expected). Now, you will update the credentials for the newly changed data source. Click Edit Credentials.
- Select Basic as the type.
- Enter the User Name & Password - this is the Key Name & Key that you saved from the Integrations page (per the article referenced above for Reporting Setup).
- Select to which level to apply these settings - Select your FULL OData Feed URL.
Click the Connect button.
The report will refresh all the OnePlan data tables with your OnePlan data.
Close & Apply the Query Editor to return to your report.
A window will show progress of applying your query changes.
If any configuration of your reports need to be updated, now is the time to do it. It's a good idea to verify each tab/page to ensure the visuals don't have any issues or errors. Add/update any filters, etc.
After the report updates with your OnePlan group's data, and you have verified it all looks good, it is time to publish the report to PowerBI.
Be sure you are logged into Power BI Desktop with YOUR Office 365 account user name and password. If you don't yet have a workspace for your report, create one before publishing. On the Home tab, click the Publish button. Select the desired PowerBI workspace.
Update Data Source Credentials in PowerBI
After the report publishes, open PowerBI online and go to the workspace where you published the report.
Click the Schedule Refresh icon.
Click edit credentials.
Enter the OnePlan reporting Key Name and Key as the User name and Password. Click the Sign In button.
Toggle ON the Schedule Refresh & set up as desired. Click the Apply button to save changes.
Now that your reports are published, refer to this article for how to show the reports embedding into the OnePlan Dashboard: How do I set up the Dashboard?