Getting Started - BI Automation Interface

1. Install prerequisites

Ensure PowerShell 7 and the MicrosoftPowerBIMgmt module are available. Install .NET Desktop Runtime if prompted.

2. Launch the app

Open BI Automation Interface and review the requirements dialog for setup guidance.

3. Configure presets

Edit Config_Template.json to create your own workspace prefix presets.

4. Trigger refresh

Select a configuration file, choose a preset, and click Trigger Refresh.

5. Export history

Use Export Refresh History to generate CSV reports for auditing.

6. Monitor logs

Review the Activity Log for status updates and troubleshooting details.

Config File Example

Workspace naming format: TeamName_Environment_ClientName

{
  "All Prod": [
    "TeamName_Prod_"
  ],
  "All UAT": [
    "TeamName_UAT_"
  ],
  "All Dev": [
    "TeamName_Dev_"
  ],
  "Select All": [
    "TeamName_Prod_",
    "TeamName_UAT_",
    "TeamName_Dev_"
  ]
}

Need more detail?

Check the documentation for prefix rules, presets, and troubleshooting steps.

View Documentation