Introduction
This guide outlines the key features of Aptean Business Intelligence for M2M. It allows you to quickly generate and analyze various reports using the product.
Aptean BI integrates with Microsoft Power BI to provide business analytics tools that deliver insights across your organization. This solution includes templates that help you transform critical business data into meaningful real-time visualizations, enabling your team to make informed business decisions. Each template comes with multiple pages of visuals that can be filtered and customized to suit your reporting needs. Once you have saved a template, you can publish one or more dashboards or reports to the Power BI Web app, where you can share, review, and filter the visuals.
This guide assumes that you have already installed the PostgreSQL Database Warehouse. For installation instructions, refer to the M2M Postgres Database Warehouse Installation Guide.
Power BI is available on three platforms:service, desktop app, and mobile app. This guide primarily focuses on the service version of Power BI.
Click here to download Power BI Desktop. Follow the steps in the Installation Wizard.
Alternatively, visit the Power BI URL and sign in with your organization credentials.
This guide does not provide detailed explanations of Power BI features. For more information on Power BI functionalities and features, refer to thePower BI documentation.
Prerequisites
| Component | Requirement |
|---|---|
| Operating System | Windows 7 / Windows Server 2008 R2, or later |
| Processor | 1 GHz 64-bit (x64) |
| Memory | 1 GB (Minimum), 1.5 GB or more |
| Display | 1440x900 or 1600x900 (16:9) (Minimum) |
| Microsoft .NET Framework | .NET 4.5 |
| Browser | Google Chrome or Microsoft Edge |
Product Guides and Technical Support
Documentation updates, product guides, technical support and education services are available in the Customer and Partner Portal at Aptean Knowledge. You will require a valid user name and password to access this site. Contact Aptean Customer Solutions Operations for logon information.
Send questions, comments, or suggestions related to documentation to [email protected].
Logging into M2M BI Dashboards
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Visit the Power BI URL and click Sign in.
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If prompted, enter your corporate email address (organization email), organization’s log-in credentials, and click Sign In.
If you are logging in with a non-Microsoft account, you will receive an email for account verification. Complete the authentication process by entering the verification code provided in the email.
- On the Navigation pane, click Workspaces and select the workspace you want to work on.