Merge pull request #312642 from mohitmakhija1/users/ritikeshvali/deploy-powerbi-reports-update

Updated deploy powerbi report section in configure insights

Author: AnnaMHuff

articles/sap/.openpublishing.redirection.sap.json

@@ -284,6 +284,11 @@
       "source_path_from_root": "/articles/sap/workloads/expose-sap-odata-to-power-platform.md ",
       "redirect_url": "/power-platform/sap/connect/entra-id-apim-oauth",
       "redirect_document_id": false
+    },
+    {
+      "source_path_from_root": "/articles/sap/business-process-solutions/configure-dataset.md",
+      "redirect_url": "/azure/sap/business-process-solutions/manage-datasets",
+      "redirect_document_id": false
     }
   ]
 }

articles/sap/business-process-solutions/configure-insights.md

@@ -11,9 +11,77 @@ ms.author: momakhij
 
 # Configure insights in Business Process Solutions
 
-Insights in Business Process Solutions are analytics templates, such as Power BI reports and semantic models, designed to help you quickly start analysing your data. You can explore available templates on the Business Templates page.
+Insights in Business Process Solutions are [Business Templates](business-templates.md), such as Power BI reports and semantic models, designed to help you quickly start analyzing your data. You can explore available templates on the [Business Templates](business-templates.md) page.
 This article explains how to configure Insights and establish connections to refresh reports and models.
 
+## Deploy Power BI Report
+
+To deploy a new Power BI report or Semantic model, use the onboarding wizard. On the overview page, select the **+ New Insight** button to open the wizard.
+:::image type="content" source="./media/configure-insights/overview-wizard-buttons.png" alt-text="Screenshot showing the Get Started and New Insight buttons on the overview page." lightbox="./media/configure-insights/overview-wizard-buttons.png":::
+
+The wizard guides you through four steps: **Set up insight**, **Set up connections**, **Set up dataset**, and **Review and deploy**.
+
+### Step 1: Set up insight
+
+In this step, you select the source system and the insight to deploy. The wizard opens to the **Set up Business Process Solution insight** page.
+
+Under **Source system**, select an existing source system. If you don't have a source system yet, configure one using [Azure Data Factory](configure-source-system-with-data-factory.md), [Open Mirroring](configure-source-system-with-open-mirroring.md), or [Salesforce](configure-salesforce-source-system.md).
+
+1. Select **Select existing** under **Source system**.
+   :::image type="content" source="./media/configure-insights/wizard-select-existing-selected.png" alt-text="Screenshot showing the Select existing option selected under source system." lightbox="./media/configure-insights/wizard-select-existing-selected.png":::
+2. Under **Source system name**, select a source system from the dropdown. Each source system shows its name, type, and status (a green indicator for succeeded, red for failed).
+   :::image type="content" source="./media/configure-insights/wizard-select-existing-dropdown.png" alt-text="Screenshot showing the source system dropdown with name, type, and status indicators." lightbox="./media/configure-insights/wizard-select-existing-dropdown.png":::
+3. Under **Select insight**, the available insights for the selected source system are displayed as cards, grouped by **Area**. You can change the grouping using the **Group by** dropdown, or use the **Search insights** box to filter. Each card shows the insight name, type (Report or Semantic Model), and a preview. **Select** the insight you want to deploy.
+   :::image type="content" source="./media/configure-insights/wizard-select-existing-insight-cards.png" alt-text="Screenshot showing the available insight cards for an existing source system." lightbox="./media/configure-insights/wizard-select-existing-insight-cards.png":::
+4. Under **Define insight**, the **Insight name** is autopopulated. If an error message appears to indicate the name already exists, update the name to a unique value.
+   :::image type="content" source="./media/configure-insights/wizard-select-existing-define-insight.png" alt-text="Screenshot showing the Define insight section for an existing source system." lightbox="./media/configure-insights/wizard-select-existing-define-insight.png":::
+5. Select **Next** to proceed.
+
+### Step 2: Set up connections
+
+For an existing source system, this page shows a read-only summary of the connection configuration. No action is required. Select **Next** to proceed.
+
+:::image type="content" source="./media/configure-insights/wizard-connections-readonly.png" alt-text="Screenshot showing the read-only connection details for a succeeded source system." lightbox="./media/configure-insights/wizard-connections-readonly.png":::
+
+If you're configuring a new source system, you need to set up the connection on this page. For detailed prerequisites and field descriptions, see the following articles:
+
+- [Configure a source system with Azure Data Factory](configure-source-system-with-data-factory.md)
+- [Configure a source system with Open Mirroring](configure-source-system-with-open-mirroring.md)
+- [Configure a Salesforce source system](configure-salesforce-source-system.md)
+
+Select **Next** to proceed.
+
+### Step 3: Set up dataset
+
+Datasets are collections of objects used to extract data from the business application. Business Process Solutions automatically selects and activates the relevant dataset based on the chosen insight. In this step, you can review the basic details, including the list of objects to be extracted and transformed.
+
+To learn more about editing a dataset, adding custom objects, and maintaining relationships, see [Manage Datasets](manage-datasets.md#modify-dataset-tables-and-relationships).
+
+:::image type="content" source="./media/configure-insights/wizard-dataset-template.png" alt-text="Screenshot showing the dataset template details including name, version, and supported systems." lightbox="./media/configure-insights/wizard-dataset-template.png":::
+
+In the Name Dataset step, the system suggests a dataset name derived from the selected insight and source system.
+:::image type="content" source="./media/configure-insights/wizard-dataset-name.png" alt-text="Screenshot showing the dataset name field autopopulated based on insight and source system." lightbox="./media/configure-insights/wizard-dataset-name.png":::
+
+Select **Next** to proceed.
+
+### Step 4: Review and deploy
+
+The **Review and deploy** page displays a summary of all configurations. The sections shown depend on the source system:
+
+  - **Set up insight**: Source system type, source system name, system version, insight name, and insight type.
+  - **Set up connections**: This page depends on the source type and connection type you select in the previous steps. It isn't shown for existing source system.
+  - **Set up dataset**: Template name and dataset name.
+
+:::image type="content" source="./media/configure-insights/wizard-review-new.png" alt-text="Screenshot showing the review page with insight, connections, and dataset sections for a new source system." lightbox="./media/configure-insights/wizard-review-new.png":::
+
+Review the details and select the **Deploy** button to deploy the insight.
+:::image type="content" source="./media/configure-insights/wizard-deploy-button.png" alt-text="Screenshot showing the Deploy button on the review and deploy page." lightbox="./media/configure-insights/wizard-deploy-button.png":::
+
+Once the deployment completes, you can see the report in your workspace and in the Business Process Solutions item overview page.
+
+> [!NOTE]
+> Power BI Report deployment automatically deploys the semantic model. You don't need to deploy the semantic model separately.
+
 ## Import Lakehouse Views
 
 Some Insights require additional transformations delivered through SQL views on top of the lakehouse. To deploy these views, run the provided notebook from your workspace:
@@ -25,21 +93,7 @@ Some Insights require additional transformations delivered through SQL views on
    :::image type="content" source="./media/configure-insights/run-gold-view-notebook.png" alt-text="Screenshot showing how to run the bps_gold_view_creation notebook." lightbox="./media/configure-insights/run-gold-view-notebook.png":::
 4. Once the notebook run is finished, you should see the sql views in your gold lakehouse.
 
-## Deploy Power BI Report
-
-To create a new Power BI report, make sure you have enabled the dataset for the report and ran the extraction and processing of data successfully. Once that is done, navigate to the Insights page and use the following instructions:
-
-1. Click on the **Deploy Insights** tab and click on the **New Insights** button.
-2. Select the report/semantic model you would like to deploy. Click on the **Deploy** button.
-   :::image type="content" source="./media/configure-insights/deploy-insights.png" alt-text="Screenshot showing the deploy insights interface." lightbox="./media/configure-insights/deploy-insights.png":::
-3. Enter a unique name for the report and select the source system for the report. Click on the Deploy button.
-   :::image type="content" source="./media/configure-insights/new-insights-details.png" alt-text="Screenshot showing the report input fields." lightbox="./media/configure-insights/new-insights-details.png":::
-4. Once the deployment completes, you should be able to see the report in your workspace.
-
-> [!NOTE]
-> Power BI Report deployment automatically deploys the semantic model, you don't need to deploy the semantic model separately.
-
-## Connection for Semantic Model Refresh
+## Connection for Semantic Model Refreshes
 
 To refresh the semantic model, we need to set up a connection in fabric, else we won't be able to automatically refresh the reports via pipelines. To set up the connection, follow the steps:
 
@@ -53,6 +107,8 @@ To refresh the semantic model, we need to set up a connection in fabric, else we
    :::image type="content" source="./media/configure-insights/associate-connection.png" alt-text="Screenshot showing how to associate a connection to the semantic model." lightbox="./media/configure-insights/associate-connection.png":::
 6. Once done, try to refresh the semantic model and check if it completes successfully.
 
+If you encounter problems with model refresh, check our [troubleshooting page](troubleshooting.md).
+
 ## Summary
 
 In this article, we described the steps required to configure Insights in Business Process Solutions. You learned how to deploy lakehouse views, Power BI reports, and semantic models, and how to set up connections for refreshing reports and models. Now you can start exploring the reports and models to gain insights from your data.

articles/sap/business-process-solutions/configure-salesforce-source-system.md

@@ -48,6 +48,6 @@ Use the following steps to configure your source system:
 
 ## Next steps
 
-Now that you have configured Salesforce source system in your Business Process Solution item, you can proceed to configure dataset and relationships.
+Now that you have configured Salesforce source system in your Business Process Solution item, you can proceed to configure insights.
 
-- [Configure Dataset in Business Process Solutions](configure-dataset.md)
+- [Configure Insights in Business Process Solutions](configure-insights.md)

articles/sap/business-process-solutions/configure-source-system-with-data-factory.md

@@ -118,6 +118,6 @@ In this section, we will deploy the self-hosted integration runtime on an Azure
 
 ## Next steps
 
-Now that you have configured SAP source system with Azure Data Factory in your Business Process Solution item, you can proceed to configure dataset and relationships.
+Now that you have configured SAP source system with Azure Data Factory in your Business Process Solution item, you can proceed to configure insights.
 
-- [Configure Dataset in Business Process Solutions](configure-dataset.md)
+- [Configure Insights in Business Process Solutions](configure-insights.md)

articles/sap/business-process-solutions/configure-source-system-with-open-mirroring.md

@@ -44,6 +44,6 @@ Use the following steps to configure your SAP S/4 HANA source system with Open M
 
 ## Next steps
 
-Once this configuration is complete, you can proceed to set up the dataset.
+Once this configuration is complete, you can proceed to configure insights.
 
-- [Configure Dataset in Business Process Solutions](configure-dataset.md)
+- [Configure Insights in Business Process Solutions](configure-insights.md)