First Time Opening PBI Template
Open the PBI template and you will be prompted to enter your instance name.
If you see the “Privacy Levels” pop-up box, check the box, and click...
How to “Publish” your PBI file and set to “Refresh” every night
If you have a large data set, it is beneficial to “Publish” your Power BI file to your “Workspace.” This will allow you to t...
How to increase the number of years’ worth of data you see in your Power BI template
Currently your Repfabric Power BI template is set to bring in 3 years’ worth of data for sales, commissions, and opportunities. If you’d...
Video – PBI: How to correct “Customer Table Error”
There is an error that is easily fixed in your Power BI dashboard from Repfabric. The short video below will walk your through it step by step.
How to delete a problem table from PBI
If you are getting a refresh error, and only one table is causing the refresh to fail, you can delete the table. We are finding that if you do not u...
How to Update your Power BI file to add current year
This article is for companies that do NOT want to move to the new and improved Power BI template.
Click here to go to the new PBI tutorial. The n...
How to Install and Connect Power BI to your Repfabric (updated 09/2023)
We are constantly working to add new reports that help you to analyze all your data in Repfabric. It’s difficult to anticipate every repor...