KPIs for Westeer

Power BI Application installation instructions

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Environment Setup

 Power BI Version: Ensure you are using the latest version of Power BI and have an active license to test the application.

 Account Protection: If your organization requires an account protection setup, click on Skip Setup.

 

Installation and Login

 Application Installation: Download and install the application from the installation link.

 

Data Configuration

Connecting to Data Sources: Follow these steps to connect the application to the necessary data sources.

Open the application and navigate to the 'Connect your data' option.

Enter the following value for settings:

EnvironmentName: WESTEER_DEMO

CompanyName: Westeer EN

Leave the other settings as default.

 

Connection and Security

- Connecting to Westeer onDynamics365BusinessCentral: Ensure that the selected authentication method is OAuth2 and the privacy level setting is set to Organizational, then Connect.

Login: Use your account information to log into the application.

User: [Username]

Password: [Password]

Security: Ensure that security features, such as authentication and access permissions, are functioning as intended.

 

Features to Test

Report: Explore the report available in the application. Check the accuracy of the data.

Data Refresh: Test the data refresh functionality to ensure the report updates correctly.

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Feedback and Bug Reporting

Please provide feedback on the user experience, features, and performance.

In case of bugs or issues, please report them to support@westeer.io with screenshots and a detailed description.