Consolidated Group Reporting gives group organisations a combined view of data across multiple training provider tenancies within Bud. If your organisation operates several training providers under one parent group, this feature brings their data together into a single Power BI report so you no longer need to combine headline figures manually from each individual provider.
This is an Enterprise feature currently in Beta. It's designed for group-level organisations that operate more than one tenancy within Bud. If you manage a single training provider tenancy, this feature isn't applicable to you.
Who can use it?
Consolidated Group Reporting is available to group organisations that:
- Operate two or more training provider tenancies within Bud, and
- Have confirmed legal entitlement to view data across those tenancies (for example, through group ownership or an acquisition).
Because this involves bringing together data from multiple tenancies, we carry out a short verification process before setup to confirm entitlement - see below.
How it works
Once your group is set up, you'll be given access to a Power BI template file (PBIT) in which you'll be able to connect using your own secure group-level login. When you open the file and connect using your credentials, it will refresh with data scoped to your group's nominated tenancies only.
There's nothing to build or configure on your end, the report updates each time you refresh it, using the same familiar Power BI interface as your existing reports. Some additional guidance on how to use the template file can be found in the below links:
How-to-Log-into-Power-BI-Desktop-Reports
Publishing-to-the-Power-BI-Service
Power-BI-Desktop-vs-Power-BI-Service
Setting-up-Auto-Refresh-in-the-Power-BI-Service
Getting set up
Consolidated Group Reporting is arranged directly with your Customer Success Manager - there's no self-serve toggle for this feature while it's in Beta.
Step 1: Speak to your Customer Success Manager Let them know you'd like to set up Consolidated Group Reporting, and provide:
- The name of your group organisation
- The list of training provider tenancies to be included
- The name and email address of your nominated contact(s) - the people authorised to manage this feature on your group's behalf. These people should have authorisation to allow access to data across all tenancies in the group.
Step 2: Entitlement confirmation Before setup can proceed, we'll need to confirm your group's legal right to access data across the nominated tenancies (for example, evidence of an acquisition or a written request from a director). Your Customer Success Manager will guide you through what's needed.
Step 3: Group setup Once entitlement is confirmed, we'll set up your consolidated group. We'll let you know as soon as this is complete and ready for user access requests.
Step 4: Requesting user access Once your group is live, your nominated contact can raise a support request for each user who needs access, providing their full name and email address. We'll set up their login and send them:
- The Consolidated Reporting Power BI template file
- Connection instructions to get started
Access requests must come from a nominated contact for your group. Requests from other individuals won't be processed, to keep your group's data secure.
Changing your nominated contact
If you need to add or change a nominated contact, ask your current nominated contact to confirm the change with us. If they're unavailable, this can be confirmed through contact with your Customer Success Manager and a trusted group level contact.
DWH Accounts for Consolidated Reports
It is expected that the Consolidated reports will be managed by a member of your data team, who will publish the report to your own Power BI tenancy, for consumption within your organisation whilst in Beta.
For the published report, you will likely want to use a generic account for the group. If you require additional accounts for named users, you can request these also.
Ordinary DWH accounts that have the same email address as a Bud User, will be disabled when the user account is disabled in the Bud platform. DWH accounts for consolidated reports are not linked in the same way, so if you request named accounts, you will also have to request they are disabled when these people leave the business or change role. Passwords for your generic accounts can be cycled according to the schedule specified in your internal SOPs – please contact Support to change them.
Accessing Consolidated Reports
Customers without existing reports connecting directly to Bud
If you do not currently have any reports in your Power BI tenancy accessing the Bud DWH, then you can publish the consolidated report to your workspace and use the server name you’ve been given.
Customers with existing reports connecting directly to Bud
When setting up connections from Power BI service to a SQL Server, you can only use one set of credentials across your tenancy. For customers who already have reports directly accessing the Bud DWH, you will be using one of the following DNS aliases to connect:
- live-bud-dwh-ext.database.windows.net
- live-bud-dwh-int.database.windows.net
Whichever you are currently using, you will want to use the other one for your consolidated reports.
You will need to specify the database name – live-bud-dwh.