V3 of the Enterprise Business Intelligence Portal continues to flex its capabilities as the Microsoft BI suite grows, now providing seamless integration with Datazen and Power BI.
The Portal features a unique publishing framework to ensure reports are created, collaborated on, published and discoverable in a governed manner. Pivoting around a global report catalogue, V3 also introduces a unique and secure audience targeting capability to ensure that the right information is available to the relevant audience every time.
So, let’s take a look at the new features available:
The key focus of the Enterprise BI Portal is to provide a central and governed Business Intelligence framework, removing the complexity of trying to make sense of your data when spread across multiple applications. True to its purpose, one of the latest features in V3 is Datazen integration.
An option you can choose to enable, this feature ensures that your existing Datazen dashboards can be registered, rendered and consumed directly from the Portal.
A new Datazen library allows you to register your Datazen dashboards in the central catalogue using the same metadata that you have across your entire portal. This means Datazen dashboards are now treated like any other artefact within the portal. What does this mean? It means that Datazen dashboards can be searched for, published and viewed in the same governed manner as your existing reports.
All you need to do is enter the dashboard name, dashboard group and dashboard hub and it will be available to users without having to ever leave the BI Portal. Datazen dashboards can be optionally displayed in full screen mode to hide the portal navigation also.
Power BI Integration
BI Portal customers can also optionally choose to enable Power BI integration.
Similar to the Datazen integration feature, a unique Power BI library allows you to enter the URL of your Dashboard, Report or Dataset and categorise it by type.
These will then appear in the report catalogue and automatically navigate to the particular page in Power BI when selected.
Customer feedback plays a significant role in the continuous development and growth of the Enterprise BI Portal, and a big part of customer feedback has been to further enhance targeting content to different audiences. Ensuring every user’s experience is as relevant as possible, V3 introduces a number of enhancements in the following areas:
Every commentary thread now can be filtered by an author for particular users or groups of users. That means that sensitive discussions on reports can be secured.
Item Level Security by Meta-Data tag and Audience
In V2 we allowed you to control which audience could see particular items in the global navigation menu based on settings set on the metadata associated with each artefact.
Now in V3, we’ve extended this to control permissions for individual items that have been tagged with a particular business area and also sensitivity level. This means you can ensure only those users which specific permissions will be able to view highly sensitive reports. Other users can still navigate to a particular business area (as part of the global navigation) but will not be able to see, search for, or find these secure items.
Tile Audience Targeting by AD Group
In line with our focus on ensuring the right information is delivered to the right audience each time, we’ve added further support for tiles to allow an AD group to be targeted also.
We’ve had lots of requests to make it easier to extract commentary and integrate into reports or other documents. To make this easy, we’ve created an O-Data Service that you can connect to via Power Query or SSIS to integrate into other reporting such as SSRS or Power View Dashboards.
The O-Data Service isn’t just limited to Commentary Threads, report catalogue meta-data can be also queried from the BI Portal, to allow you to build custom auditing solutions to suit your individual business needs.
Certain functionality built into the Portal depends on pre-configured metadata. But what about metadata specific to your business? V3 now allows you to configure custom metadata and assign to any artefact registered in the portal. You can add custom fields to the ‘Assign Metadata’ dialogue box and also select input type from a range of options including taxonomy, date, text and more.
What does this mean for your users? It means that they can now also refine search results by the new metadata you’ve created, making discoverability even easier, and relevant to your business.
And there you have it, V3 is a bumper release, and focused on integration and enhanced audience targeting, security and usability.
Please contact us at email@example.com if you are looking at implementing a new BI Platform and Licensing the Enterprise BI Portal Framework.
If you are looking to add Datazen to an existing BI Environment, implementing a new Power BI Tenant, or interested in our Platform Support Agreement please feel free to contact your Account Manager to find out the details, or email us at firstname.lastname@example.org
For more information please email us at email@example.com.