Getting Started - BI Automation Interface

Watch the Walkthrough

1. Install prerequisites

Ensure PowerShell 7 and the MicrosoftPowerBIMgmt module are available. Install .NET Desktop Runtime if prompted.

2. Launch the app

Open BI Automation Interface and review the requirements dialog for setup guidance. You do not need Power BI admin rights.

3. Configure presets

Edit Config_Template.json to create your own workspace prefix presets.

4. Trigger refresh

Select a configuration file, choose a preset, and click Trigger Refresh.

5. Export history

Use Export Refresh History to generate HTML + CSV reports for auditing.

6. Manage refresh reports

Open the Manage Refresh Reports tab to preview HTML reports and open summary/details CSVs.

7. Use help tips

Click the help button on each tab for quick guidance and file naming details.

8. Monitor logs

Review the Activity Log for status updates and troubleshooting details.

Config File Example

Workspace naming format: TeamName_Environment_ClientName

{
  "All Prod": [
    "TeamName_Prod_"
  ],
  "All UAT": [
    "TeamName_UAT_"
  ],
  "All Dev": [
    "TeamName_Dev_"
  ],
  "Select All": [
    "TeamName_Prod_",
    "TeamName_UAT_",
    "TeamName_Dev_"
  ]
}

Need more detail?

Check the documentation for prefix rules, presets, and troubleshooting steps.

View Documentation