MiX Customer Insights

Quick Links

Download Power BI dashboard template
Open and configure Power BI dashboard
Set Power BI dashboard datasource settings
Publish Power BI dashboard
Configuring Power BI online settings

Download Power BI dashboard template

The Power BI template can be found here (Metric): Template for (Imperial - US) customers: Template for (Imperial - UK) customers:

Before Starting: Obtain a personal access token via MiX Fleet Manager as described here. Remember a personal access token is linked to your user account and should be used with the same sense of security as for usernames and passwords.

Open and configure Power BI dashboard

In this section we will walk through connecting and getting data from the MiX Customer Insights API using Power BI.

Open the sample workbook and fill in the required fields:

The parameters and queries are already included in this workbook. When opening the workbook a dialog will appear to configure the data source.

The following parameters are required:

InsightsApiUrl	Please make sure you select the correct URL in the drop down list for the environment where your username exists.
ApiKey	The API key (Personal Access Token) received from MiX Fleet Manager.
RefreshWindowInMonths	The duration in months of data to be loaded. These periods are available in the dropdown on the parameter screen: 3,6,9 and 12
GroupIds	The ID of the organisation, subgroup or site.

Image below shows the 4 parameters that needs to be entered.

Select the InsightsApi URL from the list.

Follow the instruction below to fill in ApiKey, RefreshWindowInMonths and GroupIds.

Click the Load button to continue loading requested data into workbook.

If the following screen appears, select the "Public" option next to the site address.

If the screen does not appear, the correct privacy levels will be set in the next step.

The data will continue to load.

Set Power BI dashboard datasource settings

Select the Datasource settings menu as indicated below.

Click on the "Edit Permissions" button as indicated below.

Click on the "Edit Credentials" button as indicated below. Make sure Anonymous is the selected option.

This setting will later be used on the online setup of this report.

Select "Public" from the Privacy Level drop-down as indicated below.

The report is now ready to be saved in order to publish to Power BI online.

Select the "Save as" option from the File-menu as indicated below. Give the report a unique and meaningful name.

Select a location/directory to save the new Power BI file. An example from the image below is called "Training_Dashboard.pbix".

Publish Power BI dashboard

Click on the Publish button highlighted in the image below.

The following confirmation window will appear when the report has been published.

Click on the Open 'Your dashboard Name' link to go directly to the report in Power BI Online .

Configuring Power BI Online settings

This is the default view of the report that we just published.

To set all the settings for the data source of this report: Navigate to the Workspace where you published the report.

Once the correct Workspace was selected: Click on the "Scheduled Refresh" option as indicated below.

Note: The blue icon in the report we published, the red icon is its underlying data source. You could have many different reports pulling data from a single data source.

Expand the Data source credentials

Click on the "Edit credentials" option.

Configure the data source as indicated below.

You might notice that we are matching the data source settings done earlier in the desktop version to that of the online version that was published.

The parameters section should have the same values as the report we configured earlier. You can use this settings section to update the online parameters.

Make a note of the comments below.

In the section below we will set up a daily refresh of the data source. This can be done once a day or at specific intervals of the day.

If there are any issues with getting the data from the underlying API then the user that published the report will receive a mail indicating that there is an issue with the data source.