Setup in TRASER DMS 365
In order to use the Power BI integration, several setups in TRASER DMS 365 are necessary. This chapter describes all necessary setups and is divided into the following sections:
- Installing TRASER BI Connect Integration
- Setting up Export to Azure Data Lake Storage
- Report Setup
- Color Scheme Setup
- Booking Type Setup (orderbase only)
Installing TRASER BI Connect Integration
In order to use the TRASER BI Connect apps, you must first download TRASER BI Connect from Microsoft App Source. For further information regarding Power BI and Microsoft Dynamics 365 Business Central, please visit the following page: Introduction to Business Central and Power BI. For further information regarding the installation of Power BI apps, please visit one of the following pages: Power BI Apps Installation or Installing Power BI Apps for Business Central. Before you can use TRASER BI Connect, several setups in TRASER DMS 365 are necessary. These will be described in the following sections.
Setting up Export to Azure Data Lake Storage
You can set up the data transfer to the Azure Data Lake Storage on the Export to Azure Data Lake Storage page. To do so, please proceed as follows:
- Use the quick search (ALT+Q) in TRASER DMS 365 to find the Export to Azure Data Lake Storage page.
- Navigate to the Setup FastTab.
- Select the Azure Data Lake option in the Storage Type field.
- Enter your tenant ID in the Tenant ID field.
- Enter your container name for Azure Data Lake Storage in the Container field.
- Enter your account name for Azure Data Lake Storage in the Account Name field.
- Enter a client ID in the Client ID field. It will be displayed in encrypted form.
- Enter a password in the Client secret field. It will be displayed in encrypted form.
- Navigate to the Tables FastTab. In this table, you will find all tables available in TRASER DMS 365.
- To specify which table fields should be exported to Azure Data Lake Storage, click the value in the Fields selected field.
- A new page is displayed, allowing you to configure which fields of the selected table will be exported. To do so, activate the Activated checkbox for the respective table fields.
- Then, click Close.
- Repeat these steps for all tables. You can find more information on using additional fields here.
- Then, click on Export > Schema export in the menu bar. The table scheme you set up will be imported in the Azure Data Lake Storage.
- Every time you edit a field, you have to redo the export to ensure that all changes will be included properly and the updated data is available. In this case, click on Export > Clear schema export date before you add new fields, then add the desired fields and click on Export > Schema export in the menu bar once again.
Tip
You can schedule your data export to Azure Data Lake Storage to run automatically, such as at night or during off-peak hours. To set this up, click on Export > Schedule export in the menu bar, then enter your start time in the Earliest Start Date/Time field.
The setup for exporting to Azure Data Lake Storage is now complete. The next section describes how to set up the report options.
Report Setup
You can set up G/L accounts for report options as well as a base web URL on the TRASER Reporting page. To do so, please proceed as follows:
- Use the quick search (ALT+Q) in TRASER DMS 365 to find the TRASER Reporting page.
- Enter the G/L accounts to be included in the reports in the respective fields in the Account Setup FastTab. To do so, click into the respective field.
- Then click Add to Reporting Type on the newly opened page.
- Select the G/L accounts to be deposited for this option from the list.
- Confirm your choice by clicking OK.
- The number in the related field now shows the number of deposited G/L accounts.
- Repeat the steps mentioned above for all report options.
- Click on Set Base Web URL in the menu bar to enter the base web URL.
Tip
You can also set up the report options directly via the G/L account cards. To do this, open the Chart of Accounts page and the relevant account. Navigate to the Reporting FastTab and enter the report option for the account in the TRASER BI Reporting Type field.
You have successfully set up the report options. The following section describes how to set up individual color schemes for your reports or dashboards.
Color Scheme Setup
You can set up an individual color scheme for your reports and dashboards in Power BI on the TRASER Reporting page. To do so, please proceed as follows:
- Use the quick search (ALT+Q) in TRASER DMS 365 to find the TRASER Reporting page.
- Select Coloring > Color Palette Setup from the menu bar.
- Fill in the columns according to the table below.
| Column | Description |
|---|---|
| Code | Enter a unique code for your color scheme. |
| Description | Enter a clear description for your color scheme. |
| Shape Color | Enter the desired color code in hexadecimal format (e. g. #FF5733) to specify the shape color. |
| Primary Text Color | Enter the desired color code in hexadecimal format (e. g. #FF5733) to specify the primary text color. |
| Secondary Text Color | Enter the desired color code in hexadecimal format (e. g. #FF5733) to specify the secondary text color. |
- Your changes are saved automatically.
- Close the page.
- Then, click on Coloring > Color Palette Mapping in the menu bar.
- In the User ID field, enter the user for which you want to store the color scheme.
- In the User Email Address field, enter the email address of the user.
- Then, you may add the code of the previously defined color scheme in the Color Palette field.
- The remaining fields will be filled automatically.
The setup of a custom color scheme for the specific user is complete.
Booking type setup (orderbase only)
When using orderbase Time Management, the Booking Types table must be set up to map orderbase booking types as productive service hours to be used in the labor productivity calculation. For mapping, please proceed as follows:
- Open the Booking Type table in TRASER DMS 365 using the quick search (ALT+Q).
- Select the orderbase booking type in the Booking Type No. column and select the Productive checkbox for each booking type that should count as productive hours in the labor productivity calculation.
- Do the same for the Training, Org. Tasks, and Absence checkboxes, depending on the required measurement.
- Close the table. The hours with selected Productive checkbox are used to differentiate between productive and unproductive hours.
- The collected orderbase hours are then copied to the Power BI Time Management table.
Note
Only one out of the Productive, Training, Org. Tasks, and Absence checkboxes can be selected per booking type.
The setup for the booking types is complete. Then, proceed as follows to create the table for managing times:
- Open the TRASER Reporting page in TRASER DMS 365 using the quick search (ALT+Q).
- Click on Actions > Create/Recreate Time Management Table in the menu bar.
The time management table is created.