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Document ADLS requirement for PBI storage #1522

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925950d
Document ADLS requirement for PBI storage
flanakin Apr 20, 2025
f2719ad
Update changelog
flanakin Apr 20, 2025
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5 changes: 5 additions & 0 deletions docs-mslearn/toolkit/changelog.md
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Expand Up @@ -47,6 +47,11 @@ The following section lists features and enhancements that are currently in deve

_Released April 2025_

### [Power BI reports](power-bi/reports.md) v0.10

- **Fixed**
- Document the ADLS storage requirement.

### [FinOps alerts](alerts/finops-alerts-overview.md) pending updates

- **Fixed**
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26 changes: 21 additions & 5 deletions docs-mslearn/toolkit/power-bi/setup.md
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Expand Up @@ -26,7 +26,23 @@ Support for the [Cost Management connector for Power BI](/power-bi/connect-data/

The FinOps toolkit Power BI reports include preconfigured visuals, but aren't connected to your data. Use the following steps to connect them to your data:

1. Configure Cost Management exports for any data you would like to include in reports, including:
1. Create a premium storage account with hierarchical namespace enabled.
- If using [FinOps hubs](../hubs/finops-hubs-overview.md), you can skip this step. Storage is deployed as part of the template.
- Use the following settings when creating a new storage account:
- Primary service = **Azure Data Lake Storage Gen2**
- Performance = **Premium**
- Premium account type = **Block blobs**
- Hierarchical namespace = **Enabled**
- If using an existing storage account, verify the following settings:
- On the **Overview** page, under **Essentials**, confirm **Performance** is set to **Premium**.
- If set to "Standard", you will need to create a new storage account.
- On the **Overview** page, under **Properties**, confirm **Hierarchical namespace** is set to **Enabled**.
- If disabled, check the menu for **Settings** > **Data Lake Gen2 upgrade** and upgrade to Data Lake Gen2 storage.
- If this option is not available and hierarchical namespace is not enabled, you must create a new storage account.
- On the **Overview** page, under **Properties**, confirm **Access tier** is set to **Hot**.
- If not, select the link and change the access tier to "Hot".
- Other access tiers have not been tested and are not recommended due to the performance impact.
2. Configure Cost Management exports for any data you would like to include in reports, including:

| Dataset | Version | Notes |
| --------------------------- | ---------------- | ------------------------------------------------------------------------------------------------------------------------------- |
Expand All @@ -36,15 +52,15 @@ The FinOps toolkit Power BI reports include preconfigured visuals, but aren't co
| Reservation recommendations | `2023-05-01` | Required to see reservation recommendations in the Rate optimization report. |
| Reservation transactions | `2023-05-01` | Optional. |

2. Download and open the desired report in Power BI Desktop.
3. Download and open the desired report in Power BI Desktop.

| Data source | Download | Notes |
| ------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------- |
| FinOps hubs with Data Explorer | [KQL reports](https://github.com/microsoft/finops-toolkit/releases/latest/download/PowerBI-kql.zip) | Recommended when monitoring over $100,000 or 13 months of data. |
| Exports in storage (including FinOps hubs) | [Storage reports](https://github.com/microsoft/finops-toolkit/releases/latest/download/PowerBI-storage.zip) | Not recommended when monitoring over $2 million per month. |
| Cost Management connector | [Cost Management connector report](https://github.com/microsoft/finops-toolkit/releases/latest/download/CostManagementConnector.zip) | Not recommended when monitoring over $1 million in total cost or accounts that contain savings plan usage. |

3. Open each report and specify the applicable report parameters:
4. Open each report and specify the applicable report parameters:

- **Cluster URI** (KQL reports only) – Required Data Explorer cluster URI.
1. Open the [list of resource groups](https://portal.azure.com/#view/HubsExtension/BrowseResourceGroups) in the Azure portal.
Expand All @@ -55,7 +71,7 @@ The FinOps toolkit Power BI reports include preconfigured visuals, but aren't co
6. Copy the value for `clusterUri`.
- **Daily or Monthly** (KQL reports only) – Required granularity of data. Use this to report on longer periods of time.
- Consider creating two copies of these reports to show both daily data for a short time period and monthly data for historical reporting.
- **Storage URL** (storage reports only) – Required path to the Azure storage account with your data.
- **Storage URL** (storage reports only) – Required DFS endpoint for the Azure Data Lake Storage account with your data.
- If connecting to FinOps hubs:
1. Open the [list of resource groups](https://portal.azure.com/#view/HubsExtension/BrowseResourceGroups) in the Azure portal.
2. Select the hub resource group.
Expand All @@ -75,7 +91,7 @@ The FinOps toolkit Power BI reports include preconfigured visuals, but aren't co
- FinOps hubs with Data Explorer offers improved performance and is recommended for anyone monitoring over $100,000 in total spend.
- Storage reports only support ~$2 million of data without incremental refresh and ~$2 million per month in raw cost details. To learn more, see [Configure incremental refresh](/power-bi/connect-data/incremental-refresh-configure#define-policy).

4. Authorize each data source:
5. Authorize each data source:

- **Azure Data Explorer (Kusto)** – Use an account that has at least viewer access to the Hub database.
- **Azure Resource Graph** – Use an account that has direct access to any subscriptions you would like to report on.
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