Cataloging analytics

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There are two ways to catalog Analytics in Genuz: through the automated process using workspaces or manually within the platform.

Automated Process via Workspace

Prerequisites

  1. Permission to a Power BI workspace

  2. Administrative access to Genuz

Getting the Workspace ID

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  1. Navigate to the desired workspace

  2. The workspace ID will be visible in the page URL

Workspace ID in Power BI URL
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Note down the workspace ID, as it will be needed for configuration in Genuz.

Configuring in Genuz

  1. Access the Administrator Panel (Gear icon)

  2. Navigate following the path:

    • Add-ons

    • Installed

    • Power BI Embedded Add-on Configuration

  3. In the "Power BI Workspace" section:

    • Enter the previously copied workspace ID

    • Configure the refresh timer

Power BI Workspace Configuration in Genuz
  1. Click "Save" to confirm the settings

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The timer sets the interval at which Genuz will automatically check for new analytics in the configured workspace.

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Manual Cataloging Process

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This process allows manual creation of Analytics directly in Genuz, offering greater flexibility in cataloging.

Accessing the Catalog

  1. In the Administrator Panel, locate "Analytics Catalog" in the sidebar

Access to Analytics Catalog
  1. Click the "+" icon to start creating a new Analytic

New Analytic creation button

Filling Basic Information

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  • Type: Select the Analytic type

  • Source: Choose between Genuz or Power BI

  • Name: Define a name for identification

  • Owner: Responsible for the Analytic

  • Version: Analytic version number

  • Title: Display title for the Analytic

Configuring Access

  1. Access the "Access" tab

Access configuration tab
  1. Configure:

    • In the dropdown, select the type: External link or Power BI report

    • In the text field, enter the Analytic URL

  2. Click "Save" to confirm the registration

Publishing the Analytic

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After cataloging (either through automated or manual process), it's necessary to publish the Analytic to make it available in Genuz.

  1. In the Analytics Catalog, locate the desired Analytic

  2. Click the three-dot icon

  3. Select the "Publish" option

Analytic publication option
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