CSV TABLE PROFILES

This functionality allows to bring to Power BI the data that is not stored in Magento database. The data from CSV files might be sent to the same Power BI datasets where Magento data is stored. This provides possibility to merge Magento data with data from another sources.

Limitations and considerations

The data from CSV files is not sent in incremental mode. This means that every time, the data loading will be started, full content of CSV file will need to be delivered into Power BI. This also means that it is not possible to continue data loading from the last record being sent. If the data loading will be interrupted (for example, due to Power BI hourly limits on data rows), the data loading from CSV file will have to be restarted from the beginning.

Creation of Table Profiles based on CSV files

After settling on the Power BI Table Profiles page (Reports Insights Ready) and clicking "Add New Table Profile", users can specify the CSV type of teh Table Profile from the dropdown.

Afterward, user needs to fill in 2 mandatory fields:

• Profile name
• CSV Path

(Note: user should put the .csv file on the server before the creation of a table profile, using the path /magento/root/location/var/bim/imports).

Further, user can click the "Read CSV headers" button and the system will recognize the data in the table. Interface will display columns' names and several options for them:

• Included checkbox - provides users with the option to exclude specific columns from the table profile by unchecking the box.

• PBI Column Name - provides users with the option to change the column's name in the way they want it to be displayed in the Power BI.

• Data Type - provides users with the option to pick the appropriate data type of the values in chosen column. A dropdown menu presents the following options to choose from:

  • Whole Number
  • Decimal Number
  • Date/Time
  • Text/String.

Moreover, the user can notice the Parameters section, which contains the Incremental Field and Mode dropdowns.

• Incremental Field: would help the user to choose the field with increasing values, so Power BI would recognize it correctly.
• Incremental Mode: contains 2 variants - New Data Only and Full Data Refresh.'New Data Only' to send only new records to the BI application or 'Full Data Refresh' to send the entire CSV file during the data-refresh process. This option is available when an incremental field is selected.

After ensuring that all the fields are set correctly, you should click the Save Profile button on the top of the page.