This article explains how to create reports that are independent of the URL through which databases are accessed using Invantive Bridge Online.
Different Bridge Online Versions and Databases
Invantive Bridge Online can have multiple versions available to you to access your cloud-based data source such as Salesforce, Visma.net, Exact Online or Teamleader. Each version has a different URL and state (production version, previous version, upcoming version in test). For example, at the time of writing the following versions are available for database 378:
- production: https://bridge-online.cloud/255/odata4/
Also, consultants might want to register a customer’s database on their own company subscription and develop a report using this database. Afterwards, they send the report to the customer, which accesses the same data using a different URL.
- consultant uses https://bridge-online.cloud/378/odata4/
- customer uses https://bridge-online.cloud/421/odata4/
Report Independent of Precise URL
Power BI templates allow you to create reports that run across all available Invantive Bridge Online environments.
As with all knowledge base articles, these instructions require relevant knowledge to be interpreted and most efficiently applied. Relevant trainings are available from many Invantive and Microsoft dealers. For instance, reports involving multiple databases may require multiple parameters.
Instead of training, you may want to book a short consult from Invantive (charges apply).
The following steps provide you with steps to follow when creating and/or maintaining a report.
Define Parameter to Hold URL
First define at least one Power BI parameter as follows:
- Start Microsoft Power BI.
- Close the splash screen.
- Click on the “Transform Data” button (or “Edit Queries” depending on Power BI version).
- Click on the “Manage Parameters“ button.
- Click on the “New” button.
- Enter an applicable parameter name. For most simple use cases, the name “bridge-url“ will suffice.
- Optionally specify the type “Text“.
- Optionally provide a meaningful current value, such as “https://bridge-online.cloud/173/odata4/“.
- The end result looks like:
- Click on the “OK“ button.
- The Power Query Editor looks like this:
- Click on the “Close & Apply“ button.
Add New Data Set
When adding a new data set, you can use the new introduced parameter:
- Click on the “Get Data“ button.
- Select the OData Feed source:
- Click on the “Connect“ button.
- A window appear with a drop down in front of the URL:
- Choose “Parameter” instead of “Text“.
- Select your new parameter when not auto-selected:
- Click on the “OK“ button.
- Follow the normal process for entering credentials.
- The list of available tables is presented:
- Choose some tables to load.
- When you change the URL defined by the parameter into a different value and refresh the report, all data will be taken from another database.
- Test your changes.
Modify Existing Data Set
To make an existing data set independent of the database URL, you can use the new parameter as defined above:
- Open the report.
- Go to the Power BI Query Editor.
- Select the table.
- Select the gear symbol next to the “Source” step as shown:
- When there is no dropdown shown to change the URL from “Text” to “Parameter”, you need to define the parameter first.
- Change the source as shown to the parameter:
- Select the parameter as shown:
- Close the Query Editor.
- Test the report.