Information for Magento 2 Energy BI Connector

Magento 2 Energy BI connector extension permits the connection between your Magento 2 e-commerce platform and Microsoft Energy BI, a strong enterprise intelligence and information visualization device.

The extension facilitates the seamless switch of related information out of your Magento 2 retailer to Energy BI for in-depth evaluation, reporting, and visualization. The admin can export the order and invoice-related information to Energy BI.

After the information has been exported to Energy BI, the admin can generate the report on the Energy Bi console and these stories can then be accessed from the Magento 2 backend.

• Join your Magento 2 retailer with the enterprise intelligence device Microsoft Energy BI.
• Create and export datasets of gross sales order and gross sales bill tables.
•  Visualize PowerBi stories and dashboard from Magento 2 backend.
• Create a dashboard in Energy BI to your workspace and examine it within the Magento 2 backend.

#Obtain Module

Firstly, it’s essential to log in to Webkul Retailer, go to My Account>My Bought Merchandise part, confirm after which obtain and extract the contents of this zip folder on the system.

#Add Folder

As soon as the module zip extracts, observe path src>app after which copy the app folder into the Magento 2 root listing on the server as proven under:

#3 Run Instructions

It’s essential to run the next instructions:

• php bin/magento setup:improve
• php bin/magento setup:di:compile
• php bin/magento setup:static-content:deploy
• php bin/magento indexer:reindex
• php bin/magento cache:flush

For translating the module language, navigate via src/app/code/Webkul/PowerBiConnector/i18n and edit the en_US.csv file. Thereafter, rename the CSV as “en_SA.csv” and translate all proper facet content material after the comma within the Arabic language. After modifying the CSV, put it aside.

Now, add it to the trail src/app/code/Webkul/PowerBiConnector/i18n the place the set up of Magento 2 is on the server. The module interprets into the Arabic Language. It helps each RTL and LTR languages.

The person can edit the CSV just like the picture under.

To start with, you should have a Microsoft Outlook account to entry the Energy BI account and the Microsoft Azure account(to create the applying there to get the API credentials for use whereas configuring at Magento 2 backend).

To create a Microsoft Outlook account, faucet this hyperlink.

Generate the keys at Azure:

Navigate to the Microsoft Azure login part, and faucet on the Signal In choice within the high right-hand nook.

This brings the part to sign up with the Microsoft account. Right here, enter the main points and faucet the subsequent button. After that, enter your password and faucet the Register button.

After signing in, go to all companies and faucet the Lively Listing choice.

This brings up the under part. Right here faucet on the App registrations choice on the facet panel.

After that, faucet the New Registration choice to register a brand new app. Now, enter the app title select the supported account sorts, and faucet the Register button after that.

Thereafter, you may see the credentials being generated for the applying that we created.

Now right here, you’re going to get the –

How one can get the Consumer Secret:

Now, in the identical facet panel part, go to Certificates & Secrets and techniques and faucet the New Consumer Secret choice.

This brings the part so as to add an outline for the Consumer secret, enter the identical, and faucet the Add button after that.

After tapping the Add button, the Consumer’s secret key shall be generated.

Notice: It’s essential to copy the Worth for the key key. That is displayed solely as soon as, so copy it someplace secure to be used at a later time within the extension configuration half.

Configure Platform & Set Redirect URL:

Now, on the facet panel for the app, go to Authentication->add a platform->internet.

After tapping on the Net, it’s a must to enter the redirect URL. Enter the bottom URL of your web site like www.instance.com/ and provides the permissions and faucet the Configure button for the app.

To make the preliminary configuration settings for the Magento 2 Energy BI Integration extension, navigate via Shops ->Configuration – >Energy BI.

Right here, the admin will –

• Allow the Energy BI characteristic for the Magento 2 retailer.
• Enter the Consumer ID.
• Enter the Consumer Secret Key.
• Enter the Energy BI Person Title (The Outlook e mail ID that was used to log in to the BI account).
• Energy BI Password(Enter the password of the Energy BI e mail ID used for login at Energy BI).
• Enter the Tenant ID.

After coming into all the information, faucet the Take a look at Connection button to examine if the connection is profitable.

Now, the token, and refresh Token will robotically be generated.

Lastly, Save the configuration settings.

After the profitable set up and enabling of the extension from the preliminary configuration settings, the admin can see a Energy BI choice and totally different choices beneath that as per the snapshot under.

Notice:

• First, create a workspace.
• Then create a dataset.
• After that create tables for the information units.
• Then go to the datasets and publish the datasets.
• After that go to the desk part and export the information to Energy BI.
• Then go to the Energy BI console and create the stories and dashboard for the workspaces and save them.
• Come to the workspace part on the Magento 2 finish and import the stories and dashboards.
• Go to the sections of the report and examine the stories for the orders and invoices.
• Go to the dashboard part and examine the dashboard for the respective workspaces.

Underneath this part, the admin will discover the entire created workspaces if any. The admin can edit and delete the workspaces as required.

Add Energy BI Workspace:

To create a Workspace faucet the Add Workspace button and that opens the under part.

Enter the workspace title and faucet the Create/Edit Workspace button to avoid wasting the workspace.

Add Energy BI Dataset.

Underneath this part, the admin will discover the entire added datasets if any.

The admin can add, edit, or delete the datasets as required.

So as to add a brand new dataset faucet the Add Dataset button and that brings up the under part.

Right here, for the dataset the admin will –

• Enter the Dataset title
• Select a Workspace from the checklist of already created ones.
• Select the kind as non permanent or everlasting as required.

Lastly, save the dataset.

After saving the dataset it should will get displayed beneath the checklist of the datasets.

The standing shall be To publish once you create the identical for the primary time. To publish it, first it’s essential to create a desk for a similar after which you may come again to this part and publish it thereafter.

To publish the dataset, simply faucet on the Publish button.

After publishing you may see the success message for a similar.

Right here, the admin will discover the entire tables created. The admin can edit, delete or add a brand new desk as required.

So as to add a brand new desk faucet on the Add Desk button and that brings up the under part.

Right here, the admin will –

• Add the title for the desk.
• Select the report desk as an Bill.
• Select the respective dataset for this desk.

Lastly, save the desk by tapping the Save Desk button.

After saving the desk, you may see the respective desk within the itemizing.

Notice: After creating the desk within the above step, it’s a must to navigate to the dataset part and publish the dataset.

After this step, once you come again to this part you may see the desk being revealed.

Thereafter, the admin will export the desk information to Energy BI. For a similar, edit the respective desk and faucet the export button on the highest right-hand nook.

After that, you may see a hit message for a similar.

Entry your Energy BI Console:

Now, navigate to this hyperlink to entry your Energy BI console.

You possibly can log in utilizing your Microsoft Outlook account credentials.

After login, you may see your Energy BI dashboard as per the snapshot under.

Now, from the facet panel choose the Workspace that you just need to work on. Right here, you may see the entire Workspaces imported from the Magento 2 retailer.

Choose the one that you just need to work on.

Let’s select the Orders information that we had created on the Magento 2 retailer finish. After deciding on the identical you may see the dataset that we had created on the Magento 2 retailer finish, choose the identical.

After deciding on the order dataset you may see the choice to create a report and the tables information that can be utilized for creating the report.

Faucet the Create a Report choice and select Begin from the scratch choice.

After that choose the order desk information that you just need to use for the report and the actual graph for a similar shall be generated as per your choices.

Now, save the report by selecting the choice.

After tapping the Save button, it’s essential to give a reputation for the report and select the Workspace for a similar. After that, faucet the Save button to avoid wasting the report for the orders.

In the same means, we will proceed with the Invoices Workspace and save the report for a similar.

In the same means, it can save you the dashboards for the assorted workspaces as properly.

After all of the above sections have been configured, the admin will first navigate to the Workspace part and import the stories for the assorted workspaces created.

Select a workspace and edit it.

Now, faucet the import report choice and the report will get imported

Now, beneath the Reviews part, you may see the Energy BI stories.

To open a Energy BI report, faucet the Report Net View hyperlink for the respective report. Under discover the order report.

Bill Report: In the same means, go to the bill workspace and import the report. Then come to the stories part to seek out the identical.

Faucet the Report Net View hyperlink and that brings up the report for a similar on the Magento finish.

For the dashboard view for the workspaces that you’ve got created, it’s essential to create the dashboards within the first place.

Navigate to your Energy BI account, and choose a workspace that you’ve got created on the Magento 2 finish. After that, faucet on the brand new choice and select dashboard.

Then give a reputation to the dashboard and put it aside.

Now, go to the Magento 2 backend and navigate to the Workspace part. Choose the workspace for which you will have generated the dashboard and faucet the Import Dashboard choice.

After, that come all the way down to the Dashboard part and you will see that the choice to view the dashboards to your created workspaces.

Tapping the Dashboard Net View hyperlink will show the dashboard in Energy BI for the respective workspace.

That’s all concerning the Magento 2 Energy BI Integration extension. In case you have any queries concerning the plugin, please contact us at Webkul Help System.

In case you’re seeking to create a customized e-commerce web site, it’s a terrific thought to rent Magento builders who may also help you construct a strong and scalable on-line retailer.

You can too examine our full Magento 2 extensions.

Nishad Bhan
7 Badges

29 August 2023