Prerequisites:<\/strong><\/h4>\n\n- The machine that you are running Power BI on needs to be able to see the SQL server (i.e. it needs to be on the same network).<\/span><\/li>\n
- You need to ask your SQL Server Administrator the names of the SQL server and the DocRead database. These will have been created when DocRead was installed. Details can be found in the Collaboris Database Configuration setting in SharePoint Central Administration (see section 2.6.1 of the DocRead System Administrator’s Guide<\/a>).<\/span><\/li>\n<\/ul>\n
Linking your SQL Database<\/span><\/h2>\n1) In your Power BI Desktop app, click on “SQL Server” in the Data menu.<\/span><\/strong><\/p>\n![\"Image](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/select-SQL-Server-database.jpg?_t=1652196548\" "\\"select")
<\/span><\/p>\n <\/span>2) Enter your SQL server name and Database name.<\/span><\/strong><\/p>\n![\"Image](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/enter-the-sql-server-name-and-database-name.jpg?_t=1652196824\" "\\"enter")
<\/span><\/p>\nNote:<\/span><\/strong><\/p>\n\n- Selecting “Import data” will create a local copy of the database. This will mean that your reports will not impact the server performance. However, please note that your data will remain static and won’t automatically reflect changes in the real DocRead database. You would need to update your local database copy to reflect changes to the data.<\/span><\/li>\n
- Selecting “Direct Query” means that your Power BI reports will be compiled from the actual DocRead database. This means your Power BI reports will always use the latest data, however it may have an impact on your SQL server performance.<\/span><\/li>\n<\/ul>\n
3) Once you have made your choice, click “OK” to proceed, enter your access credentials and click “Connect”. <\/span>This may take a few minutes to complete.<\/span><\/strong><\/p>\nDocRead database options<\/h2>\n
1) Once you have successfully connected to the DocRead database you should see the navigator screen like this.<\/strong><\/p>\n![\"\"](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/docread-database-options.jpg?_t=1652197662\" "\\"docread")
<\/span><\/p>\n2) The main views and tables that you should use for your reports are:<\/strong><\/p>\n\n- Readership vwTaskInfo table: This view contains all the information you will need to report on the current status of Reading tasks. You should try to use this view as much as possible because Collaboris tries to keep this view unchanged between releases which means that your reports would be less likely to break with a new release.<\/li>\n
- Readership.Receipt: This table contains all the historical reading receipts and it’s mainly used for compliance purposes. Some of the key pieces of information contained in this table are: \n
\n- The date when users completed reading tasks<\/li>\n
- The version number of the document that was read<\/li>\n
- Was the task already overdue when it was completed<\/li>\n
- What Terms and conditions users agreed <\/li>\n
- What was the name and location of the document that was read.<\/li>\n
- How many times a user failed to complete the reading task (because they failed to successfully complete the Quiz associated with the task)<\/li>\n
- When and why a user failed to complete a reading tasks (e.g. users may not have completed a reading task because they were removed from the audience associated with a document before they had the chance to read it ).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
3) Check the box against the views you want to use within your Power BI reports. You can select multiple options, and then select “Load”.<\/strong><\/p>\n![\"Image](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/select-the-database-view-and-click-load.jpg?_t=1652198989\" "\\"select")
<\/span><\/p>\n4) Once the information has loaded, the available fields will be displayed in the Fields window on the right hand side of the Power BI screen.<\/strong><\/p>\n![\"Image](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/available-fields-for-the-Power-BI-report.jpg?_t=1652199463\" "\\"available")
<\/span>__CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“16871”:{“name”:”Accent Darker”,”parent”:”43816″,”lock”:{“saturation”:0}},”43816″:{“name”:”Main Accent”,”parent”:-1},”4592d”:{“name”:”Accent Lighter”,”parent”:”43816″,”lock”:{“lightness”:1,”saturation”:1}}},”gradients”:[]},”palettes”:[{“name”:”Default”,”value”:{“colors”:{“16871”:{“val”:”rgb(3, 3, 3)”,”hsl_parent_dependency”:{“h”:80,”l”:0.01,”s”:-0.05}},”43816″:{“val”:”rgb(171, 212, 107)”,”hsl”:{“h”:83,”s”:0.5497,”l”:0.6255,”a”:1}},”4592d”:{“val”:”rgb(244, 250, 235)”,”hsl_parent_dependency”:{“h”:84,”l”:0.95,”s”:0.58}}},”gradients”:[]},”original”:{“colors”:{“16871”:{“val”:”rgb(29, 23, 12)”,”hsl_parent_dependency”:{“h”:38,”s”:0.41,”l”:0.08,”a”:1}},”43816″:{“val”:”rgb(255, 204, 102)”,”hsl”:{“h”:40,”s”:1,”l”:0.7,”a”:1}},”4592d”:{“val”:”rgb(250, 246, 236)”,”hsl_parent_dependency”:{“h”:42,”s”:0.58,”l”:0.95,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ <\/p>\nIs your SharePoint content <\/span>read on time and by the right people?<\/strong><\/span><\/h3>\nDocRead can help<\/p>\n
See how<\/span><\/span> <\/a> <\/p>\nYou may also like:<\/h2>\n
June 13, 2022 <\/span><\/p>\nCreating a SharePoint Document Library Dashboard<\/a><\/span><\/h2>\nCreating a SharePoint document library dashboardSharePoint provides excellent opportunities to create document repositories. You …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 30, 2022 <\/span><\/p>\nCreate a Reporting Hierarchy in Power BI<\/a><\/span><\/h2>\nCreate a Reporting Hierarchy in Power BI Creating hierarchies in your Power BI data provides …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 17, 2022 <\/span><\/p>\nAdvanced DocRead reporting with Power BI<\/a><\/span><\/h2>\nAdvanced DocRead reporting with Power BI The DocRead reporting suite provides several reports to help you manage …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 16, 2022 <\/span><\/p>\nDownloadable background templates for your Power BI reports<\/a><\/span><\/h2>\nDownloadable background templates for your Power BI reportsPower BI allows you to create amazing …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 13, 2022 <\/span><\/p>\nHow to get your DocRead data into Power BI<\/a><\/span><\/h2>\nHow to import your DocRead data into Power BIThe DocRead reporting suite provides several …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 10, 2022 <\/span><\/p>\nKeeping track of compliance tasks for new hires in Power BI<\/a><\/span><\/h2>\nKeeping track of compliance tasks for new hires with Power BI Ensuring all of your …<\/a><\/p>\n
Linking your SQL Database<\/span><\/h2>\n1) In your Power BI Desktop app, click on “SQL Server” in the Data menu.<\/span><\/strong><\/p>\n<\/span><\/p>\n <\/span>2) Enter your SQL server name and Database name.<\/span><\/strong><\/p>\n<\/span><\/p>\nNote:<\/span><\/strong><\/p>\n\n- Selecting “Import data” will create a local copy of the database. This will mean that your reports will not impact the server performance. However, please note that your data will remain static and won’t automatically reflect changes in the real DocRead database. You would need to update your local database copy to reflect changes to the data.<\/span><\/li>\n
- Selecting “Direct Query” means that your Power BI reports will be compiled from the actual DocRead database. This means your Power BI reports will always use the latest data, however it may have an impact on your SQL server performance.<\/span><\/li>\n<\/ul>\n
3) Once you have made your choice, click “OK” to proceed, enter your access credentials and click “Connect”. <\/span>This may take a few minutes to complete.<\/span><\/strong><\/p>\nDocRead database options<\/h2>\n
1) Once you have successfully connected to the DocRead database you should see the navigator screen like this.<\/strong><\/p>\n<\/span><\/p>\n2) The main views and tables that you should use for your reports are:<\/strong><\/p>\n\n- Readership vwTaskInfo table: This view contains all the information you will need to report on the current status of Reading tasks. You should try to use this view as much as possible because Collaboris tries to keep this view unchanged between releases which means that your reports would be less likely to break with a new release.<\/li>\n
- Readership.Receipt: This table contains all the historical reading receipts and it’s mainly used for compliance purposes. Some of the key pieces of information contained in this table are: \n
\n- The date when users completed reading tasks<\/li>\n
- The version number of the document that was read<\/li>\n
- Was the task already overdue when it was completed<\/li>\n
- What Terms and conditions users agreed <\/li>\n
- What was the name and location of the document that was read.<\/li>\n
- How many times a user failed to complete the reading task (because they failed to successfully complete the Quiz associated with the task)<\/li>\n
- When and why a user failed to complete a reading tasks (e.g. users may not have completed a reading task because they were removed from the audience associated with a document before they had the chance to read it ).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
3) Check the box against the views you want to use within your Power BI reports. You can select multiple options, and then select “Load”.<\/strong><\/p>\n<\/span><\/p>\n4) Once the information has loaded, the available fields will be displayed in the Fields window on the right hand side of the Power BI screen.<\/strong><\/p>\n<\/span>__CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“16871”:{“name”:”Accent Darker”,”parent”:”43816″,”lock”:{“saturation”:0}},”43816″:{“name”:”Main Accent”,”parent”:-1},”4592d”:{“name”:”Accent Lighter”,”parent”:”43816″,”lock”:{“lightness”:1,”saturation”:1}}},”gradients”:[]},”palettes”:[{“name”:”Default”,”value”:{“colors”:{“16871”:{“val”:”rgb(3, 3, 3)”,”hsl_parent_dependency”:{“h”:80,”l”:0.01,”s”:-0.05}},”43816″:{“val”:”rgb(171, 212, 107)”,”hsl”:{“h”:83,”s”:0.5497,”l”:0.6255,”a”:1}},”4592d”:{“val”:”rgb(244, 250, 235)”,”hsl_parent_dependency”:{“h”:84,”l”:0.95,”s”:0.58}}},”gradients”:[]},”original”:{“colors”:{“16871”:{“val”:”rgb(29, 23, 12)”,”hsl_parent_dependency”:{“h”:38,”s”:0.41,”l”:0.08,”a”:1}},”43816″:{“val”:”rgb(255, 204, 102)”,”hsl”:{“h”:40,”s”:1,”l”:0.7,”a”:1}},”4592d”:{“val”:”rgb(250, 246, 236)”,”hsl_parent_dependency”:{“h”:42,”s”:0.58,”l”:0.95,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ <\/p>\nIs your SharePoint content <\/span>read on time and by the right people?<\/strong><\/span><\/h3>\nDocRead can help<\/p>\n
See how<\/span><\/span> <\/a> <\/p>\nYou may also like:<\/h2>\n
June 13, 2022 <\/span><\/p>\nCreating a SharePoint Document Library Dashboard<\/a><\/span><\/h2>\nCreating a SharePoint document library dashboardSharePoint provides excellent opportunities to create document repositories. You …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 30, 2022 <\/span><\/p>\nCreate a Reporting Hierarchy in Power BI<\/a><\/span><\/h2>\nCreate a Reporting Hierarchy in Power BI Creating hierarchies in your Power BI data provides …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 17, 2022 <\/span><\/p>\nAdvanced DocRead reporting with Power BI<\/a><\/span><\/h2>\nAdvanced DocRead reporting with Power BI The DocRead reporting suite provides several reports to help you manage …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 16, 2022 <\/span><\/p>\nDownloadable background templates for your Power BI reports<\/a><\/span><\/h2>\nDownloadable background templates for your Power BI reportsPower BI allows you to create amazing …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 13, 2022 <\/span><\/p>\nHow to get your DocRead data into Power BI<\/a><\/span><\/h2>\nHow to import your DocRead data into Power BIThe DocRead reporting suite provides several …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nMay 10, 2022 <\/span><\/p>\nKeeping track of compliance tasks for new hires in Power BI<\/a><\/span><\/h2>\nKeeping track of compliance tasks for new hires with Power BI Ensuring all of your …<\/a><\/p>\n
<\/span>2) Enter your SQL server name and Database name.<\/span><\/strong><\/p>\n Note:<\/span><\/strong><\/p>\n 3) Once you have made your choice, click “OK” to proceed, enter your access credentials and click “Connect”. <\/span>This may take a few minutes to complete.<\/span><\/strong><\/p>\n 1) Once you have successfully connected to the DocRead database you should see the navigator screen like this.<\/strong><\/p>\n 2) The main views and tables that you should use for your reports are:<\/strong><\/p>\n 3) Check the box against the views you want to use within your Power BI reports. You can select multiple options, and then select “Load”.<\/strong><\/p>\n 4) Once the information has loaded, the available fields will be displayed in the Fields window on the right hand side of the Power BI screen.<\/strong><\/p>\n DocRead can help<\/p>\n See how<\/span><\/span> <\/a> <\/p>\n June 13, 2022 <\/span><\/p>\n Creating a SharePoint document library dashboardSharePoint provides excellent opportunities to create document repositories. You …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n May 30, 2022 <\/span><\/p>\n Create a Reporting Hierarchy in Power BI Creating hierarchies in your Power BI data provides …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n May 17, 2022 <\/span><\/p>\n Advanced DocRead reporting with Power BI The DocRead reporting suite provides several reports to help you manage …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n May 16, 2022 <\/span><\/p>\n Downloadable background templates for your Power BI reportsPower BI allows you to create amazing …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n May 13, 2022 <\/span><\/p>\n How to import your DocRead data into Power BIThe DocRead reporting suite provides several …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n May 10, 2022 <\/span><\/p>\n Keeping track of compliance tasks for new hires with Power BI Ensuring all of your …<\/a><\/p>\n<\/span><\/p>\n<\/span><\/p>\n\n
DocRead database options<\/h2>\n
<\/span><\/p>\n\n
\n
<\/span><\/p>\n<\/span>__CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“16871”:{“name”:”Accent Darker”,”parent”:”43816″,”lock”:{“saturation”:0}},”43816″:{“name”:”Main Accent”,”parent”:-1},”4592d”:{“name”:”Accent Lighter”,”parent”:”43816″,”lock”:{“lightness”:1,”saturation”:1}}},”gradients”:[]},”palettes”:[{“name”:”Default”,”value”:{“colors”:{“16871”:{“val”:”rgb(3, 3, 3)”,”hsl_parent_dependency”:{“h”:80,”l”:0.01,”s”:-0.05}},”43816″:{“val”:”rgb(171, 212, 107)”,”hsl”:{“h”:83,”s”:0.5497,”l”:0.6255,”a”:1}},”4592d”:{“val”:”rgb(244, 250, 235)”,”hsl_parent_dependency”:{“h”:84,”l”:0.95,”s”:0.58}}},”gradients”:[]},”original”:{“colors”:{“16871”:{“val”:”rgb(29, 23, 12)”,”hsl_parent_dependency”:{“h”:38,”s”:0.41,”l”:0.08,”a”:1}},”43816″:{“val”:”rgb(255, 204, 102)”,”hsl”:{“h”:40,”s”:1,”l”:0.7,”a”:1}},”4592d”:{“val”:”rgb(250, 246, 236)”,”hsl_parent_dependency”:{“h”:42,”s”:0.58,”l”:0.95,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ <\/p>\nIs your SharePoint content <\/span>read on time and by the right people?<\/strong><\/span><\/h3>\n
You may also like:<\/h2>\n
Creating a SharePoint Document Library Dashboard<\/a><\/span><\/h2>\n
Create a Reporting Hierarchy in Power BI<\/a><\/span><\/h2>\n
Advanced DocRead reporting with Power BI<\/a><\/span><\/h2>\n
Downloadable background templates for your Power BI reports<\/a><\/span><\/h2>\n
How to get your DocRead data into Power BI<\/a><\/span><\/h2>\n
Keeping track of compliance tasks for new hires in Power BI<\/a><\/span><\/h2>\n