Using the Power BI integration in a Metric

This guide explains how to map fields in the Smaply form to Power BI datasets and display the data as a chart.

Steps to Add a Power BI Metric

1. Open the Add Metric Form

   • Navigate to the Metrics section in Smaply.

   • Click Add Metric to open the form.

2. Fill in the Form Fields

   • Name: Choose a meaningful name for your metric (e.g., Employee count by city).

   • Source: Select Power BI.

   • Type: Right now we support series charts

   • Workspace: Select the appropriate Power BI workspace where your dataset is located.

   • Dataset: Choose the dataset that contains the relevant data.

   • Table: Enter the table name from Power BI and click Enter to load the available fields.

   • Data Label: Select the column that represents the categories (e.g., City).

   • Data Value: Select the column that represents the values to measure (e.g., Value).

3. Save and Display the Metric

   • Click Save to store the metric.

   • The metric will now be visualized as a chart in your dashboard.

Understanding Field Mapping Between Smaply and Power BI

Smaply Field	Power BI Equivalent
Workspace	Power BI Workspace
Dataset	Power BI Dataset
Table	Table in Power BI Dataset
Data Label	Column representing categories (e.g., City)
Data Value	Column representing numerical values (e.g., Employee Count)

Troubleshooting

• If no datasets or tables appear, ensure that the selected Power BI workspace contains the required data.

• Check permissions in Power BI to verify that the service account has access to the selected dataset.

• If the metric does not display correctly, confirm that the Data Label and Data Value fields are mapped correctly to Power BI columns.

By following these steps, you can seamlessly integrate Power BI data into Smaply metrics and visualize key insights effortlessly.