Meeting Details

Date/Time/Location

• 05 May 2022  
• Location: https://ucsb.zoom.us/j/223753798
• 9:00-10:00

Attendees

Attendee	Present	Notes
Eric Johnstone
Adam Sottosanti (Deactivated)
Mike Smith
Mara Morrison
Ann Crawford (Unlicensed)
Mark Norstedt
Amy Pasko
Kam Kunimoto
Kevin Wu
Michael Nesbit (Unlicensed)
Darshan Etz
Anna Lin
Santosh Rajput
Dawn Gregory
Ankit Chhalotre
Kara Nowell
Susan Harris
Roger Chen
Diana Antova
Tedi Tehrani
Nathan Yee
Katie Mankins
Jessica Dewett
Pam Layton
Julie Inami
Lisa Goto
Alyssa Keehan (Unlicensed)
Sev Palmer
Amber Laningham
Drew Jose
emilysanjuan@ucsb.edu

Meeting Goals and Expected Preparation

Goals

• Push the use cases and processes for Power BI
• Solve any questions if needed.
• Site Management - Develop comprehensive PBI report to list all items in PBI site - dataflows, datasets, reports, security and automate tasks such as refresh, deployment 

Helpful Preparation

1. Create a github account and see if you can access https://github.com/ucsb/ucsb-powerbi
2. Review your content in PBI usage  Usage Report 

Agenda

Discussion

• Users will need access to the PBI repo.
• The creation of the report will focus on creating the data using power shell and rest apis.  Users that are adept at visualization will craft the report from the data. 
• Reviewed the power shell example provided by Mark Norstedt
• Reviewed the structure in git repo https://github.com/ucsb/ucsb-powerbi. Amy Pasko and Eric Johnstone proposed the following folder structure
  • Add a folder for each of the PBI Artifacts: Data Sources, Reports, Workspaces, Data Flows, Gateways, Apps, Licenses, Groups
  • Add folder called "Code" under each Artifact
  • Add folder for a given code base as needed. e.g. PowerShell, SQL, C#, Python, Json
• The Power shell scripts will be a combination of scripts that need admin privilege's, most likely a service account, and scripts that can be run by users on artifacts that they have access to. 
• How to handle secrets needs to be solved.
• We will start with a PowerShell script that generate a list of all dataflows, using PBI rest APIs.   
• Amy Pasko it is important to comment code.
• Eric Johnstone it is good to have samples that users can reference.
• Eric Johnstone - there are 3 service accounts with site admin access that do not require MFA.  These can be used to execute the power shell scripts for the inventory report.

Future Discussions

Eric Johnstone can help with VS power shell environment and using commandlets and rest apis to query Power BI objects. 

 Action Items

•  Ann Crawford (Unlicensed) - update the git repo structure
•  Ann Crawford (Unlicensed) - give pbi developers access to the git repo
• Amy Pasko or Mike Smith bring an example of a power shell script comments for a template for the 12 May 2022 meeting.