The Xeppo Insights Template App is an approved Power BI app that supports the Microsoft Power BI web application. The guide walks you through the web application user interface to configure the Power BI reports of your practice.
Before starting the installation, please ensure that you meet the following prerequisites for data to flow smoothly into the Xeppo Insights Template App Installation and Configuration.
- A Microsoft Power BI Pro license.
- Logged into your Microsoft Power BI Pro account: Power BI Login
- Good familiarity with the basic concepts of Power BI.
The below steps take you through how to install and configure your Xeppo Insights reports through Power Bi using an app.
Once you have installed and configured Xeppo Insights on your computer, why not take advantage of the mobile capabilities to stay informed on the go. To find out more, see Power BI for Mobile.
You can watch the video demonstration in the tab for a guided walk through the installation process or follow the steps below to obtain the Xeppo Insights Template App from the app store.
To install the Xeppo Insights Template App from the app store:
- Login into Microsoft Power BI Pro and click on the Apps section.
- Click on the Get Apps button in the top right corner of the screen
- Search for Xeppo Insights in the app store.
- Click on the Xeppo Insights App and then click on the Get It Now button. You may need to provide some basic profile information to proceed to installation.
- Once installed and the app is opened, click on the Connect your data option at the top of the page.
- Change the Practice parameter to your xeppo domain name.
- Your domain name would be as per the bold text in this example: https://portal.xeppo.com.au/yourpractice/home. Other parameters can remain unchanged by default.
- Click the Next button.
- Enter in your Xeppo username and password, ensuring the connection type is Basic and the Privacy level is Private.
- If you are installing the build for the first time, Microsoft Power BI notifies you when the app is ready.
- If you have an existing template app, Power BI prompts you to either install on a new workspace or replace the existing template app. Replacing the template app is recommended if you have existing issues with the report.
To get back to the main menu at any time, click on Power BI in the top left of the page.
Configuration: Datasets and Workflows
A more advanced option is to use the datasets and workflows page. When first installing, you should review and configure the settings below as a minimum. This may also be relevant for troubleshooting at a later point in time. You can also see a demonstration of this in the Video's tab.
- Instead of clicking on the Go to app button after installation, click on the Workspaces menu as shown in the above video.
- Then, click on the newly installed template app that you wish to configure. Microsoft Power BI displays all the contents of the template app.
- Click on the Datasets + Dataflows page to show the dataset entry.
- Click on the Xeppo Insights dataset. You need to go to the Dataset setting of the template app. You can quickly do this by hovering your mouse cursor over to the three-dot menu and click to display more options.
- Click on the Settings submenu to open the template app settings page.
- Then, click on the Datasets section of the template app settings page to display the fields you need to configure for the Xeppo Insights to work correctly.
Alternatively, you can click on the Cog icon, click on the Settings menu and click on the Datasets tab. Either way brings you to the Datasets tab which you need to set up.
The parameters allow you to customise how the report works specifically for your practice.
Since you want to use the data of your practice, the Practice field should point to your xeppo sub-domain. You can find the sub-domain of your practice via the Xeppo Portal URL, e.g. https://portal.xeppo.com.au/<my_practice_subdomain>/
Thus, if your practice uses the my_practice_subdomain then enter the value into the Practice field and click on the Apply button.
If you specify a valid Xeppo Group Name, the report will only display sales report data for that specific referral. This is reserved for advanced scenarios.
Report Type Contact Preference
This is the Xeppo Key Firm Contact Type you wish the report to use for report grouping. The default is Client Adviser but change this field to whatever valid Key Firm Contact Type you preference in your Xeppo instance.
This is the date that commission and fee data is filtered against. This is relevant when xeppo instances are very large and hence results in long refresh times. The format is essential so we suggest you leave or only modify the year or month values to extend or shorten the date range revenue date is included in the report.
Data source credentials
The Xeppo Insights Report Template App uses the Open Data Protocol (or ODATA) to access information over the web. To reiterate, the protocol adheres to strict security measures where Power BI requires you to type in your credentials four times!
Use the authentication settings below during the process:
- Authentication: Basic
- User name: Your Xeppo Username
- Password: Your Xeppo Password
- Privacy level setting for this data source: Private or Organizational (Check with your Power BI Admin.)
Click on the Keep your data up to date setting to set up an automated refresh.
We recommend creating a Refresh Plan.
Expand the Scheduled refresh menu item and set up the Refresh frequency, Time zone and Time to keep your dataset up-to-date. As an example, we set the refresh plan to start at 7 AM Daily based on the (UTC +9:30) Adelaide time zone.
You can also enable email notifications to be sent to the data owner and include others whenever there is a data refresh failure. Click Apply.
- By default, the refresh happens at midnight each night. This may be too soon depending on when your data is refreshed in xeppo. This option allows you to add or change refresh timing.
- You can configure up to eight daily time slots if your dataset is on shared capacity or 48-time slots on Power BI Premium.
- After two months of inactivity, the scheduled refresh on your dataset is paused. A dataset is considered inactive when no user has visited any dashboard or report built on the dataset. At that time, the dataset owner is sent an email indicating the scheduled refresh is paused, and the refresh schedule for the dataset is displayed as disabled.
Optional: Manual Refresh
You can force a manual refresh in Power BI by clicking on the Refresh now icon. This is an optional method to check if the configuration of your dataset fields works as expected.
The Refresh History is an important part of understanding how a data flow is performing. Every refresh will show when it happened, how long it took and if it completed or failed.
You can view the refresh history from the Datasets settings page and click on Refresh History.
We have added links to articles from the Microsoft® Knowledgebase that helps in your journey with Power BI. We encourage you to read for additional knowledge.
Installation and Configuration
Datasets and Workflows