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Using Power BI Datasets in Tableau

To connect to a Power BI shared dataset from Tableau Desktop, use the Microsoft Analysis Services server connector.

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Using the Microsoft Analysis Services server connector in Tableau

To connect using the Microsoft Analysis Services server connector follow the steps below:

1. The server link needs to be requested from the Analytics team. Please put in a ticket (through email or a Jira Service Desk ticket) to request the server link and add service team as Analytics

2. From the connect tab, select more in the ‘To A Server’ and click on the ‘Microsoft Analysis Services’ option

3. Paste the server link provided by Analytics team in the server name

4. Choose the “use specific username and password option”

   1. for username - type in your @usf.edu email address

   2. for password - type in a space

   3. click sign in

5. Sign in using the USF single sign-on screen and Multifactor Authentication (MFA)

6. Select the Database and the Cube (Model)

7. Click on the ‘Go to Worksheet' to go the reporting canvas where Dimensions and Measures of the model can be used to create required reports

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Other References

How to Use Power BI Datasets in Tableau | Senturus

Microsoft Analysis Services

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Structuring your user guide

Using headings

1. Highlight text you want to apply the heading to
2. Click the paragraph drop down (see image below)
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3. Choose your heading (paragraph, Heading 1, Heading 3)

Click the Insert Link button (see image below)
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Formatting user guide instructions

Writing step-by-step instructions

Click the Numbered List button (see image below)
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Adding a tips, notes, or warnings macro

1. Click on the Plus Sign drop down (see image below)
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2. Click the Other Macros option
3. Type tip, note, or warnings into the search bar
4. Select the macro from the results
5. Type the title of the tip, warning, or note
6. Click Insert
7. Type information within the tip, warning, or note space

Editing a tips, notes, or warnings macro

1. Click the icon beside the title of the tip, note, or warning
2. Click the Edit button
3. Slick the Save button when done

Removing a tips, notes, or warnings macro

1. Click the icon beside the title of the tip, note, or warning
2. Click the Remove button

Using pictures in a user guide

Inserting pictures

1. Click the Insert Files button (see image below)
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2. Click the Upload Files button
3. Upload your .png or .jpg
4. Click the Insert button
5. Click the Border button

Sizing images in Confluence

1. Click the image
2. Do one of the following:
   1. Adjust the pixel width in the text box to the left
   2. Click on one of the sizing buttons located between the text box and the original button

Adding alt text to pictures

1. Click on the image
2. Click the Properties button
3. Click on Titles located on the left hand of the pop up/modal
4. Fill out Titles and Alt Text  with a short description
5. Click the Save button

Finishing your user guide

Making your Table of Contents

1. Place  your cursor next to your first Heading 1 title
2. Click on the Plus Sign drop down (see image below)
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3. Click the Other Macros option
4. Click on the Anchor macro
5. Type the name of your anchor (i.e. Topic1)
6. Repeat steps 1-5 for the remainder of your Heading 1 and Heading 3 titles
7. Type your Heading 1 and Heading 3 titles in the Table of Contents space
8. Highlight the first title
9. Click the Insert Link button (see image below)
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10. Click Advanced from the menu on the left
11. Type # and the name of the anchor you made for that title (i.e. #Topic1)
12. Click Insert
13. Repeat steps 7-12 for the remainder of your titles