diff --git a/docs/_reporting/hubs/README.md b/docs/_reporting/hubs/README.md index 75dfa549c..fe25cee60 100644 --- a/docs/_reporting/hubs/README.md +++ b/docs/_reporting/hubs/README.md @@ -20,6 +20,7 @@ Open, extensible, and scalable cost governance for the enterprise. - [🙋‍♀️ Why FinOps hubs?](#️-why-finops-hubs) - [🌟 Benefits](#-benefits) - [📦 What's included](#-whats-included) +- [📚 Explore the FinOps reports](#-explore-the-finops-reports) - [➕ Create a new hub](#-create-a-new-hub) - [🛫 Get started with hubs](#-get-started-with-hubs) - [🔐 Required permissions](#-required-permissions) @@ -98,6 +99,16 @@ Once deployed, you can report on the data in Power BI or by connecting to the st
+## 📚 Explore the FinOps reports + +Each report in the FinOps toolkit is available as a PBIX or PBIT file. The PBIX file contains sample data that can be viewed in Power BI desktop without connecting to your account. + +To visualize the reports available, simply download the PBIX Power BI report file from the desired [release](https://github.com/microsoft/finops-toolkit/releases) and open the report in Power BI Desktop. From there, you can navigate through the different pages of the report, which have been pre-filled with test data. + +![Screenshot of the Rate optimization report with test data](../../assets/images/hubs/rate-optimization-report.png) + +
+ ## ➕ Create a new hub 1. **Deploy your FinOps hub.** diff --git a/docs/_reporting/power-bi/setup.md b/docs/_reporting/power-bi/setup.md index 6682df6d8..fdb2a571c 100644 --- a/docs/_reporting/power-bi/setup.md +++ b/docs/_reporting/power-bi/setup.md @@ -18,6 +18,7 @@ Publish new Power BI reports based on FinOps toolkit starter kits, extend them t On this page - [➕ Setup your first report](#-setup-your-first-report) +- [🔑 Use a SAS token to connect data to a report](#-use-a-sas-token-to-connect-data-to-a-report) - [📋 Copy queries from a toolkit report](#-copy-queries-from-a-toolkit-report) - [🛠️ Connect manually](#️-connect-manually) - [🚚 Migrate from the Cost Management template app](#-migrate-from-the-cost-management-template-app) @@ -70,14 +71,45 @@ The FinOps toolkit Power BI reports include pre-configured visuals, but are not - Set **RangeStart** and **RangeEnd** to specific start/end dates if you do not want the dates to move (e.g., fiscal year reporting). - Do not set any date parameters to report on all data in storage.
- _[Enable incremental refresh](https://learn.microsoft.com/power-bi/connect-data/incremental-refresh-configure#define-policy) to load more than $5M of raw cost details. Power BI reports can only support $2-5M of data when incremental refresh is not enabled. After incremental refresh is enabled, they can support $2-5M/month for a total of ~$65M in raw cost details._ + _Enable incremental refresh to load more than $5M of raw cost details. Power BI reports can only support $2-5M of data when incremental refresh is not enabled. After incremental refresh is enabled, they can support $2-5M/month for a total of ~$65M in raw cost details._
-7. Select the **Close & Apply** to save your settings. +7. Select **Close & Apply** to save your settings. If you run into any issues syncing your data, see [Troubleshooting Power BI reports](../../_resources/troubleshooting.md).
+ ## 🔑 Use a SAS token to connect data to a report + +Shared Access Signature (SAS) tokens allow you to connect to a storage account without end user credentials or setting up a service principal. To connect Power BI reports to your data via SAS tokens: + +1. Generate the SAS token with required permissions: + - Navigate the FinOps hub storage account in the Azure portal. + - Select **Security + Networking** > **Shared access signature** in the menu on the left. + - Under **Allowed resource types**, select `Container` and `Object`. + - Under **Allowed permissions**, select **Read, List**. + - Provide the start and expiration date range as desired. + - Keep the remaining default values or update as desired. + - Select the **Generate SAS token and URL** button. + - Copy the generated token. + + ![Screenshot of the SAS token configuration in the Azure portal](../../assets/images/hubs/azure-storage-account-SAS.png) + +2. Configure SAS token access in Power BI: + - Open the report in Power BI Desktop. + - Select **Transform data** > **Data Source Settings** in the ribbon. + - Select **Edit permissions** at the bottom of the dialog. + - Select **Edit** below the credentials. + + ![Screenshot of the data source settings within Transform data](../../assets/images/hubs/powerbi-dashboard-SAS-setup.png) + + - Select the **Shared access signature** tab. + - Paste the copied SAS token from the Azure portal. + - Select **Save**. + - Select **Close**. + - Select **Apply and Close** in the ribbon. + ![Screenshot of the SAS token dialog](../../assets/images/hubs/powerbi-dashboard-SAS-token.png) + ## 📋 Copy queries from a toolkit report FinOps toolkit reports manipulate the raw data to facilitate specific types of reports. If you need to connect your data to a new or existing Power BI report that doesn't currently use FinOps toolkit or Cost Management data source, the best option is to copy queries, columns, and measures from a FinOps toolkit report. diff --git a/docs/_resources/changelog.md b/docs/_resources/changelog.md index 849f2aec0..35dbc37f9 100644 --- a/docs/_resources/changelog.md +++ b/docs/_resources/changelog.md @@ -164,6 +164,21 @@ Legend:
+## 🚚 v0.6 + +To be released October 1, 2024 + +📗 FinOps guide +{: .fs-5 .fw-500 .mt-4 mb-0 } + +> ➕ Added: +> +> 1. Documented [how to use storage account SAS tokens to setup the reports](../docs/_reporting/power-bi/setup.md). +> 2. Documented how to [preview reports with sample data using Power BI Desktop](../docs/_reporting/hubs/README.md). +> + +
+ ## 🪛 v0.5 Update 1 Released September 7, 2024 diff --git a/docs/assets/images/hubs/azure-storage-account-SAS.png b/docs/assets/images/hubs/azure-storage-account-SAS.png new file mode 100644 index 000000000..4f0e742e2 Binary files /dev/null and b/docs/assets/images/hubs/azure-storage-account-SAS.png differ diff --git a/docs/assets/images/hubs/powerbi-dashboard-SAS-setup.png b/docs/assets/images/hubs/powerbi-dashboard-SAS-setup.png new file mode 100644 index 000000000..ec8289956 Binary files /dev/null and b/docs/assets/images/hubs/powerbi-dashboard-SAS-setup.png differ diff --git a/docs/assets/images/hubs/powerbi-dashboard-SAS-token.png b/docs/assets/images/hubs/powerbi-dashboard-SAS-token.png new file mode 100644 index 000000000..233f8b90b Binary files /dev/null and b/docs/assets/images/hubs/powerbi-dashboard-SAS-token.png differ diff --git a/docs/assets/images/hubs/rate-optimization-report.png b/docs/assets/images/hubs/rate-optimization-report.png new file mode 100644 index 000000000..71087b656 Binary files /dev/null and b/docs/assets/images/hubs/rate-optimization-report.png differ