Let me show you how you can set up and use the Power BI Gateway to connect to
On-premise data, and we also talked about the personal versus the enterprise mode
But before we go any further
I wanted to clarify something I wanted and I wanted to share a tip with you that you do not need a paid Power BI
license to use the Power BI Gateway. There's some confusion around this out there. But again at least as of right now
you do not need that so you can try it out set it up for yourself
Even if you're on a free
free free Power BI license. Now
this video is part of a series on Power BI Gateways and
this video itself is gonna focus on Power BI gateway in personal mode.
Our next video is going to focus on Power BI Gateways
Enterprise mode and the video before that our very first video in the series talked about
When do you even need the Power BI Gateway? What does it do and
are there any ways to avoid having to use Power BI Gateway? So make sure to check out all our videos in the series.
They're gonna be linked in the corner or down in the description below.
So let's get going with Power BI Gateway in personal mode. Now, my name is Avi Singh
I'm a Microsoft MVP and best-selling Power BI author.
And if you want to become a Power BI Pro, make sure to subscribe and yes, my friends click that bell
so you are notified whenever I go live to answer your Power BI questions.
Now if you are just getting started or keep getting stuck in Power BI also
Make sure to check out
My number one ranked Power BI tutorial and start creating beautiful - dashboards
That would surely make you popular
Alright, well same thing linked up in the corner or down in the description below so far we at Gateway in the person mode
Let's go through these steps how to set up how to use it how to connect to your on-premise data
But before that I'll just do a quick recap of when do you need the Gateway? And what's the deal with personal mode vs
Enterprise mode. When do you need the Gateway?
that's really simple when you publish a model to power bi calm you need something in there to
Give you the ability
for the cloud to connect to your
on-premise data sources when you're
trying to refresh the model in the cloud and that is where power bi gateway comes in and it acts as a bridge between
The two from the cloud do your on-premise data sources now again, this is covered in a lot more detail in my first video
So make sure to check that and yes, we have that bonus section on how you can avoid having to use a gateway
So check that out. So let's talk about the next part which is the personal versus Enterprise mode
So if you launch the Installer, which we'll talk about in a second then this is pretty much the first option
It's going to have you choose just hey, you want it the option a which is you know?
We call the enterprise mode or option B, which is the personal mode. What are the differences between these two?
Well, the personal mode is really as it says it's meant to be used kind of one person one person
Who is the model author?
So again, if you're the model author, maybe you're the one-man army, you know, the one power bi super here in your team
and if you have tens or
Hundreds or even thousands of users using your reports?
That's all good. Right, but the one author
can install
Barbie a gateway in a personal mode so that they can
Refresh their own models and then as many users can use it as as have access, right?
So it's mostly focused on the authors, not the report users
So that's a personal mode and the other mode which is the enterprise mode
Now this is in the scenario where they have you have a lot of different power bi model authors and teams
There are different people building power bi models in power bi desktop and then publishing it to be used by different groups
So if you have multiple
Model authors, then you might want to consider the enterprise mode because then you can set up one gateway
Which will allow multiple users to use that gateway to connect their models to on-premise data sources
And it has some other differences too again
This was covered in more detail in my first video so you can go back and watch that
So now that you know what it is and the difference between personal and enterprise mode in this video
We're gonna focus on the personal mode. It kind of acts very different
And then in the next video, we're gonna focus on the enterprise mode and we'll also talk about hey
Is it possible to maybe start out in personal mode and then switch over to enterprise mode?
We'll talk about all that and more. So let's get going. And again with this video. We'll focus on the personal mode
Oh gosh, I should really breathe once in a while. Alright, I get excited about this stuff
So what are you download and install barbie a gateway?
that one is simple you go to power bi comm and
Sign in and you can have this nicely like and you click on that and then from the drop-down select
Data gateway, that's gonna let you download the installer now once you have that
Of course the next question might be okay. What am I gonna install it? Well that question is often easily answered in personal mode
Hey do it be tall person on the whole installations almost always end up on that person's
Personal computer or laptop? That's
The end that's what usually happens and that's totally cool
Now if you can find a machine that stays always on and it's connected to a wired network
That's cool. But again, not a requirement. It's okay to do it on a laptop, which is connected over Wi-Fi
There's gonna be some impact
We'll talk about that later in this video the enterprise mode, which we're gonna get to in your next video in this series
Does have more considerations you want to be a lot more careful and we're gonna dive into that in our next video in this series
so the personal mode you
Start the Installer
It's gonna give you again the warning that hey if should computer should be always on
It should be your preferably on a wire network. But again, I mean it's okay to ignore it
It's okay to put it on laptop with Wi-Fi and we'll talk about the impact later on
And the next screen is gonna have you choose that the red pill or the blue pill?
No, I'm just kidding between the enterprise mode and the personal mode and of course in this video. We're gonna talk about personal mode
so you want to select that and
Then go from there. It's gonna have this exciting visual here
And and the next thing is going to talk about these minimum requirements. Now if you check that out, it's not much
there's some recommendations but again for the most part any modern laptop or computer you have
Should be fine working as a power bi gateway in personal mode. Alright, so here next to that and please wait and
After this point it's gonna say installation was successful and is gonna ask you to sign in now
Here you need to sign using the same account
You used to login to power bi comm and as I said earlier, this can be a free account power bi gateways
Do not require a license. Isn't that cool?
All right, and after that once you're signed in it's done in the gateways online and ready to be used
So you have probably done that on your own personal laptop or computer or?
Some other computer you could find at this point now
We're gonna switch over and really the rest of the settings need to happen on power bi comm
So let's switch over and look at that
Alright, but before we go to power bi comm I want to show you the power bi file that I have
So again, this is me as a model author. I've built this awesome model
Okay, it's just a dummy thing
But you'll get the idea and what I want to show you here
was the data sources that it's connected to so I'm going to bring that up and
And you can see here that it's connected to my very local excel file. So it's sitting on my C Drive and
My local sequel server as well
Right. So again local
on-premise data sources
And of course when I'm working in power bi desktop and I hit refresh over here everything works because I'm kind of within
my internal network and I have full access to my hard drive and
You know the the sequel server as well
But of course problem starts when I publish it on power bi comm and then if I would try to refresh it there
So let's let me just reef
Publish this file to power bi calm and I'll be right back. Alright, alright. So look at that success message. Woohoo
So my file is published on power bi calm now
It's living on the cloud and again, I can share it with the ten or fifty or hundred or thousand users
and of course for sharing you do need a paid license, but but yeah so that that and that's gonna work but of course
I'm you might want to have this file automatically refresh and that's where the power bi gateway gets in
So if you look at my workspace right here
then you can see that my data is gonna see it said kind of showed up there and of course have their report and of
Course in a realistic setting you probably would have dashboards and stuff as well now either you can click on this these three
What eclipses man?
Which I'm a calling. Yeah, so you don't talk much you click here. And these are the two options that we are concerned about
Refresh now and scary refresh. You can also access them. I think from this many
I'm not sure why it's not showing that. All right, cool
So what we're gonna do is come in here and say refresh now and watch what happens
Okay, Oh something went wrong. Something definitely went wrong
and and it's telling you a message right here because this data set requires a gateway and
And then it leaves you in this Dalek box. Now one thing that I want to show you was so
You know if if some other videos and documentation main talked about this clicking on this gear icon and clicking on manage
Gateways. I just wanted to make it clear that they are talking about
Gateways an enterprise mode if you do that, and if you click on manage gateways
You may be surprised that you my personal gateway doesn't show there. But again, they're not supposed to
But they do
Show up that you can still use them. They just don't show up in this
Manage gateways thing. So again, let's let's go to gateway connection and in here has promised your personal gateway does show up
So again, it wasn't showing up in manage gateways
But once you open the gateway connection options for your files, if you have personal gateways set up
Then they are gonna show up
so we're just gonna say use a data gateway and that's turned on and we're gonna click apply and
And you're not done yet because again as you notice that it also needs credentials, so let's go back to our diagram
So partly a gateway does give you a fat from the cloud to the on-premise data source
But when you're working in power bi desktop, you know
your credentials are kind of stored here on your machine and they're used when
You click refresh and you can check that out in your data source settings, but when it sits in cloud
So, yeah, you can you can oops gluon edit permissions and that's kind of where your credentials are stored
But one it's an on cloud. You just need to provide the same credentials again
So probably a gateway is giving you the path but it's saying okay
I'm gonna go traverse the path and try to talk to this data source
But what credentials should I use and that is this part?
and again, you're just gonna click edit credentials and provide that now this might vary depending on what your setup is and how your domain
Account is set up and so forth. So let me just click that and I'll be right back
So I have provided the credentials and it looks happy over here
And at this point I am ready to refresh that database again
What I'm gonna do is go in here and and click refresh now and we'll see how that goes
All right, we are back and you can check your refresh
Status using this refresh history. So let's just do that and look at that our on-demand refresh
That's what refresh now shows up as was completed successfully
and if there were any rows that were updated or removed or deleted they would be
Reflected in the data set over here
And of course at this point, you can also click here and click on schedule refresh or this window is open right here
Let's click on that
it's basically gonna bring you back to this page and
And there you can set up a schedule refresh now now the free license
I believe it allows you to refresh up to three times a day and
On a paid license, you can refresh a lot more frequently
But again, the power bi gateway is get it refresh refresh now all of that can be used on a free license itself
Alright, I just want to show you that I did set up the scary refresh to set it on now interestingly
It didn't allow me to do eight
Refreshes and I'm reading up and it's not clear. It seems the free may allow you that eight refreshes birthday as well
So yeah, if I remove this and allows me to add another time so up to eight
And bar we have premium which is a lot more expensive and covered in a separate tutorial on licensing that one allows
48 times per day
so that's scary refresh for you and again bar bi gateway is just gonna let you
Run that using on-premise data sources
Make sure to check out all of our other videos in the borrower bi gateway series
Our next video will be coming out soon
And once it's available, it's gonna be linked right here in the corner or down in the description
And of course check out our number one ranked barovia tutorial and get started on creating beautiful Bar bi dashboards that blow people away
Until next time bar on my friend
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