Loan Credit Risk

Visualizing Results with PowerBI

These instructions show you how to replace the cached data in the PowerBI dashboard with data from your SQL Server On-Premises solution, or any SQL Server other than localhost.

First, try refreshing the data using the Refresh button on the toolbar. Use your Windows credentials if prompted.

If this does not work, you may need to modify the connection information by using the steps below.

  1. Download and open the LoanCreditRisk.pbix file
  2. Click on Edit Query
  3. Select the first query (TestData) and then click on the Advanced Editor in the toolbar.
  4. Replace localhost with your server name and click on Done. (If you are using an Azure VM, such as the one deployed using the 'Deploy to Azure' button on the Quick start page, use the IP address for the server name.)
  5. After a moment you'll see an alert asking for Permision to run the query. Click on Edit Permission
  6. On the Native Database Query dialog, click the Run button.
  7. On the Please specify how to connect alert, click on Edit Credentials
  8. Next you will see a SQL Server database login. Use the Windows tab to connect with your Windows credentials, or use the Database tab to supply your username and password if you have one. Then select the Connect button.
  9. Select OK on the Encrypting Support alert.
  10. The TestData table will appear.
  11. Select each of the remaining queries on the left. For each one use the Advanced Editor in the toolbar and replace localhost with your server name. You won't need to provide credentials again.
  12. Now close the Query Editor. Select Yes to the prompt to apply your changes.
  13. You are now viewing data from your SQL Database, rather than the imported data that was part of the initial solution package.
  14. Subsequent clicks of Refresh will work without further authentication steps.
  15. When you close the file, save your changes.

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