Creating Kyvos Semantic Layer in Power BI

Applies to: Kyvos Enterprise Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

To create the Kyvos Semantic Layer in Power BI, perform the following steps.

Connect the semantic model to Power BI Desktop using Spark SQL connection.
Click the Model icon and expand the table that has been added to the application using this SQL connection.

You will see the list of dimensions and measures in the table, as shown in the following figure.
Go to the Kyvos Web portal and open the same semantic model, which is connected to the Power BI. Click and verify the dimensions and measures in the semantic model.
Go to Power BI, and click any element in which you want to create a hierarchy. Click the three dots alongside the element name or right-click the element and choose the Create hierarchy option. A hierarchy is created with the selected element's name.
You can rename the hierarchy as needed. For this, double-click the hierarchy’s name and edit it as you want.
To create the levels in a hierarchy, right-click any other element you want to add, and choose the Add to hierarchy option.
You will see the list of existing hierarchies. Choose the hierarchy to which you want to add the element.
The elements added to hierarchies need to be hidden. For this, you can either mark the Is hidden as Yes from the Properties.
Alternatively, click the hide icon corresponding to the name of the element.
Click any hierarchy, write the folder name in the Display folder field, and press Enter. The hierarchy is added to the folder.
To add attributes in the folder, click any element you want to add as an attribute and write the folder name (where you want to add the attribute) in the Display folder field in Properties and press Enter.
Select an element or multiple elements and give the folder name in the Display folder field in Properties. This adds the measures to the folder.
Measures can be further added to a folder. Select any element you want to add to a measures folder, enter the same folder name in the Display folder field, and press Enter.
Repeat the steps until you get the semantic model's final representation in the Power BI report.

Create hierarchies in Power BI

Once you have connected Power BI to the Kyvos semantic model, you can create hierarchies. For this, perform the following steps:

Right-click the attribute on which you want to create a hierarchy and select New hierarchy. This creates a new hierarchy named <field name> Hierarchy. You can rename this by clicking the name and selecting the Rename option.
Click the attributes you want to add to the hierarchy and select the Add to hierarchy option. Now, select the hierarchy to which you want to add them.
Once you have added the required columns to the hierarchy, you can view them as shown in the following figure. You can rename the hierarchy by clicking the field and selecting the Rename option.

Creating calculated measures

To create a calculated measure:

Click the New Measure option from the ribbon.
In the calculation editor, write the expression and click Commit or Enter to save the calculation.

Hiding columns

To hide unwanted columns in Power BI, click the column you want to hide and select the Hide option.

Publishing template worksheet having a consistent semantic layer to Power BI service

Once you have imported the data into the Power BI desktop, you can publish it on the Power BI server. For this, perform the following steps.

On the Power BI Desktop select File > Publish > Publish to Power BI or select the Publish option from the ribbon.
Enter your credentials in the Sign In dialog box to log into Power BI.
Select a destination to publish.
When the publishing is successful, you receive a link to your report. Click the link to open the report on the Power BI site.

Sharing published object from Power BI service

You can share the published objects from the Power BI service using any of the following options:

Download and Share
Share
Content Pack

Using the Download and Share option

To download the published objects, click File > Download report (Preview). You can save the objects on your local system and work on it using the Power BI Desktop version.

Using Share option

To share the published reports with other users, click the Share button and follow the instructions displayed on the screen.

Using the content pack

Once you have published the metadata and dashboard in the Power BI web service, you can share it with other users by using a content pack.

To create a content pack, click the three-dots icon in Power BI service > Settings > Create content pack.
Select the Create content pack A new dialog box prompts you to choose who will have access to this content pack. You can share it with Specific Groups or My Entire Organization. To share this with specific people, enter their email IDs.
Enter a Title and Description for the content pack.
You can also select the components you want to publish, like Dashboard, Reports, and Datasets.
Click Publish to share the reports.