Cataloging analytics

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. Access to Power BI Service

2. Permission to a Power BI workspace

3. Administrative access to Genuz

Getting the Workspace ID

To set up automated integration, we first need to identify the Power BI workspace ID.

1. Access Power BI Service

2. Navigate to the desired workspace

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

Workspace ID in Power BI URL

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

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

After configuration, analytics from your workspace will be automatically imported into Genuz according to the defined timer.

Manual Cataloging Process

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

Fill in all required fields to register your Analytic:

• 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

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

After publication, the Analytic will be available for viewing by users with the appropriate permissions.