Setup PowerBI - Digital Audit Preparation

This is a guide for the setup and creation of the PowerBI report in PowerBI Desktop in preparation for the workshop on Digital Audit Preparation.

General process of Digital Audit Preparation

zapAnalytics - Digital Audit Preparation enables the one-time creation of a project within our software, zapAnalytics. This includes workshops conducted alongside zapliance professionals and the customer. To analyze your SAP data effectively, data is extracted from your SAP system, processed by zapAnalytics, and evaluated using the zapliance indicators defined by your purchased package.

The output consists of Microsoft Power BI files that provide insights into SAP usage, identify key risk and opportunity indicators, and enable deeper data analysis using Microsoft Power BI Desktop. In order to complete this process, the following requirements must be met:

1. Installation of zapAnalytics
2. Extraction and processing of SAP data within zapAnalytics
3. Installation of Power BI Desktop
4. Import of zapAnalytics data into Power BI for report generation

For additional information regarding zapAnalytics software, please refer to the relevant knowledge base article:

Onboarding IT Admin - Digital Audit Preparation

Onboarting SAP Admin - Digital Audit Preparation

Once data extraction and processing are completed within zapAnalytics, the Power BI report templates need to be opened using Power BI Desktop for importing the results from the parquet files. This will create Power BI reports that are accessible locally by the customer, serving as the basis for the workshop session.

To proceed, ensuring Power BI Desktop is installed is necessary. If it has not been installed yet, the following options are available:

1. Installation via Microsoft Store: Power BI Desktop can be downloaded and installed directly from the Microsoft Store.
2. Download from the Microsoft website: The latest version of Power BI Desktop can also be downloaded from Microsoft's official website.

The zapAnalytics Digital Audit Preparation produces deliverables as defined in the content package. This typically includes .parquet files containing zapAnalytics results and Power BI template files (.pbit). The templates are opened in Power BI Desktop, with results from the .parquet files imported to generate a Power BI report (.pbix).

• Power BI Template (.pbit): Template files for report creation.
• zapAnalytics Result files (.parquet): Processed data files.
• Power BI Report (.pbix): Final report generated for insight delivery.
  
  

Power BI reports (.pbix) can be published to the Microsoft cloud, enabling other authorized Microsoft users to access them with either viewing or editing permissions. Note that publishing reports requires a Microsoft Power BI Pro license.

For detailed instructions on publishing Power BI Desktop reports, please refer to this Microsoft article.

To ensure the successful execution of the Digital Audit Preparation workshops, zapliance must conduct a pre-analysis using the customer's Power BI report. This may require providing zapliance with access to the Power BI report. The following approaches can be used to grant access:

1. Granting zapliance User Access to the Power BI Report:
   The customer can grant a zapliance professional access to their Power BI report, published in the Microsoft Cloud. A Power BI Pro license is required to enable this setup.

2. Sending zapliance the Parquet Files:
   Before the workshop pre-analysis, the customer can send zapliance the .parquet files containing the zapAnalytics results. zapliance can then build the Power BI report internally.

3. Access via Dedicated Server with Power BI:
   Alternatively, the customer may set up a dedicated server where Power BI Desktop is installed and the zapAnalytics result files are stored locally. Access can be granted to zapliance through Remote Desktop Protocol (RDP). All pre-analysis will be conducted on this server.

4. Using a Laptop or External Storage Device:
   The customer may provide zapliance with a fully functional laptop or external storage device containing the zapAnalytics result files.

Regardless of the method chosen, it is important to ensure all required files and software components are accessible to facilitate the pre-analysis and workshop execution.