Table of Contents

Deploy Paginated Reports in Clients Power BI Environment

Note

This code and deployment procedure should be used only if you are using the latest FR October Release.

If you are using the GA Release from October 2024 or before please use the code and deployment procedure from Solution Starters - https://github.com/ALTUS-Community/SolutionStarters/tree/main/Reporting/Paginated

Installation of Paginated Reports

  1. Download the .rdl files from:

  2. Navigate to Power BI Service and create a new workspace if the Client doesnt have one else use the Clients existing workspace.

  3. Download Power BI Report Builder from Microsoft website https://www.microsoft.com/en-us/download/details.aspx?id=105942

  4. Using Power BI Report Builder edit the credentials to Clients environment. Save the rdl file. See below for example

    Edit credentials

  5. Either publish the .rdl file from Power BI Report Builder or upload the .rdl file from Power BI service like shown below

    Upload rdl file

Embed Paginated Reports in Altus

  1. Login to the Client's Altus environment and navigate to settings and then Report Viewer Config like shown below:

    Altus Report Viewer Setings

  2. In Report Viewer Settings click on Load Defaults and three new tabs will be shown like below for each of the three paginated reports.

    New Tabs

  3. Under each tab the path for the report needs to be modified.

    URL path for Project report

    https://app.powerbi.com/rdlEmbed?reportId=952fc4f8-32bd-4361-b0da-406c7e69af27&rp:ProjId=${entityId}&rp:EnvironmentURL=altusaer.crm6

    reportId - To be got from Power BI service. See the docs for more info.

    URL path for Program report

    https://app.powerbi.com/rdlEmbed?reportId=7dff2aa0-e917-486b-be42-8ea0698b880d&rp:ProgId=${entityId}&rp:EnvironmentURL=altusaer.crm6

    reportId - To be got from Power BI service. See the docs for more info.

    URL path for Portfolio report

    https://app.powerbi.com/rdlEmbed?reportId=d5bae33f-9d43-4491-ad09-92e0f83ecb30&rp:PortId=${entityId}&rp:EnvironmentURL=altusaer.crm6

    Replace the Reportid and EnvironmentURL with the Clients report id and Environment URL by following the below step.

    ReportId can be got from the URL of the report. See below for example.

    Report Id

    Environment URL will be database name.domain name. Eg: altusaer.crm6

  4. Once the path is got for each report then edit it like shown below. Make sure you save the path by clicking on save button on top of the page.

    Edit path

  5. For this report to work inside Altus and if you are upgrading from an older version to a newer version and to prevent user from receiving the consent request, an M365 administrator must grant pre-consent to Altus applications:

    Grant consent to Altus Applications

    Image shows delegated permissions

  6. When you navigate to either Projects, Program or Portfolio status report tab will be activated and you will be able to view them like shown below:

    Paginated Report

Data Mapping

Data mapping for Paginated reports which can be accessed from - Data Mapping for Paginated Status Report

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