Student Equity Setup Guide

Use this Setup Guide to install and configure your Student Equity solution using test data. At the end of this Setup Guide you'll have a test environment which closely mimics a staging or production environment. This test environment allows your tech team, administrators, and stakeholders to test configuration changes being considered for the production environment without an impact on end-users. It is important to note that this test environment is separate and distinct from the sample environment you accessed during the Quick Start.

This Setup Guide assumes that you have access to a certified Student Information System (SIS), which provides the data to power the dashboard.

The following steps to get this test environment up and running are very similar to the steps for setting up a production or staging environment.

Summary

Solution Overview

This section provides an overview of the components of your Student Equity solution to provide context for completing the remainder of the Setup Guide. The diagram below depicts the high-level architecture and component interactions. Names and acronyms in the diagram are explained below.

Once you complete this Setup Guide:

• Data from your Student Information System "SIS" will flow into your Operational Data Store (ODS) via the Ed-Fi ODS / API.
• Credentials and connections between your SIS and the ODS / API will be managed using the Ed-Fi ODS / API Admin App.
• The Student Equity Power BI Starter Kit connects directly to the Ed-Fi ODS database and the Analytics Middle Tier (AMT) to retrieve data used to generate your Student Equity Dashboard and Reports.

The core components involved in this solution are:

• Student Information System (SIS).
• The Ed-Fi ODS / API & Tools, which include Ed-Fi ODS / API, Ed-Fi Admin App, and the Ed-Fi Swagger Documentation. 
• The Ed-Fi Analytics Middle Tier (AMT).
• Power BI Desktop, the application chosen to model, create, and deliver the Student Equity Dashboards.
• Power BI Online, which allows you to publish the dashboard and manage the different users and roles.

The rest of this guide will instruct you on how to:

• Install these components.
• Connect SIS to the Ed-Fi ODS via the ODS / API.
• Connect the Student Equity Starter Kit application to your ODS.
• Use the Student Equity Starter Kit to engage and provide support to staff, superintendents, principals, and teachers.

Step 1. Install the Ed-Fi Solution

Step 2. Configure your SIS and Load Test Data

In this step, you will load test data from your SIS to the Ed-Fi ODS / API for it to be available on the Student Equity Power BI Dashboard. This step requires you to have access to a certified Student Information System (SIS) capable of sending data to the Ed-Fi ODS / API. 

Add Your Student Information System in the Admin App

Once you have successfully installed the Admin App following the instructions provided above, you can continue to configure Admin App to add your Student Information System (SIS). This configuration will allow those vendors to consume and write student data to the Ed-Fi ODS / API. You can also find instructions for AdminApp configuration at Admin App - Next Steps.

Since it is the first time in the app, you will need to register a new user. To do so, click on the "Register as a new user" button in the bottom right. The user you set up can be used for any future access to the tool. You will also have the opportunity to create additional users later.

In order to register a new user you will need to provide an email address and create a new password.

As soon as you log in for the first time with your new user, you will see the following page to complete the set up of Admin App. You will need to click the "Continue" button to complete the Admin App's initial configuration.

After this initial one-time set up you will see a screen like the following on your subsequent visits to Admin App. You can start by clicking on the "Global" button within Admin App to configure your Student Information System (SIS).

Click on the "Add Vendor" button within the Vendors tab to add the Student Information System (SIS) you will be using.

The Namespace prefix should be a URL which includes the domain of the Student Information System (SIS) you are using.

After you fill out the information and click on "Save Changes", you should see the new entry at the bottom of the screen.

Now that the vendor is created, the application needs to be added. Click on the "Define Applications" button to enter the Application menu. Click on "Add Application."

The application form will describe how the vendor will be used. Here is an example of how to fill out the Education Organization and Claim Set information. 

Note: The Claim Set named “SIS Vendor” is preconfigured to allow vendors to load all the Student Information System information to the ODS / API.

The next screen will provide you a Key and Secret to be used with importing data. Make sure to save this information, as you won't be able to access the Key and Secret values again.

Finally, the information of the added application is displayed.

You will then submit the API URL and security information to your vendor so they can start to load data with you ODS / API.

• Once you create an Application in the Admin App, you will store and use the generated "Key" and "Secret" in the next section.
  • Note: Treat the Key and Secret as secure information for your organization (because it will control student data exchange from your SIS).
  • Store it according to your local IT Security policy. Often this will be in a password keeper app, on a secure file server, or a similar method. 

Configure Your Student Information System

Each SIS provider has its own vendor-specific configuration tool as well as steps to connect to the Ed-Fi ODS / API, perform basic data mapping, provide descriptors, and enable you to begin loading data into your ODS / API. You will connect your SIS to your ODS / API using the URL, Key and Secret you generated in the Admin App. 

• Verify that your SIS supports Ed-Fi data interoperability, and is certified to use the ODS / API to allow you to use the Student Equity Starter Kit: Registry of Ed-Fi Certified Products - Student Information Systems. 
  • Note: If your SIS is not listed as Ed-Fi certified, use the vendor request form provided to the right. Ed-Fi can help you convey your data requirements to your vendor.
• Verify that your district's SIS version is Ed-Fi certified.
• If you are not running the current certified version of your SIS (or newer), update/upgrade to the certified version of your SIS.
• Submit a technical support ticket to your SIS vendor requesting them to enable the Ed-Fi API client functionality for your district, as well as to provide a product configuration guide. 
• Follow your SIS vendor's configuration guide for instructions on how to connect to your ODS / API and load your data.

See the General Reference page for a list of publicly known vendor configuration guides.

Map Your District Codes to the Ed-Fi ODS / API Descriptors

• Once your SIS is configured to connect with the Ed-Fi ODS / API, the next step is to map "code sets" (or descriptors, as they are known in the Ed-Fi data standard) from the data elements and codes used in your district's SIS to those you will use in the Ed-Fi ODS / API. To do this: 
  • Refer to the SIS vendor configuration guide you used earlier in order to locate and use the data mapping tools in your SIS application.
  • Proceed with your SIS vendor's data mapping instructions, referring to their configuration guide and the dependency chart provided above to work through the data mapping and loading in the right sequence.
• In the next step, you will use these descriptors to understand how your data is displayed in the Student Equity Dashboard.
• Refer to the Best Practices for Descriptors presentation for more information on how descriptors may be relevant to your use case. 

Let the Data Flow From Your SIS Into the Ed-Fi ODS / API

Quick recap:

• Using the Ed-Fi Admin App, you configured your SIS to be able to access the Ed-Fi ODS / API.
• Using the SIS configuration screen for Ed-Fi interoperability, you added the Ed-Fi ODS / API URL, Key and Secret so that it could connect to the API.
• Using the SIS configuration screen for codes and descriptors, you mapped your District's codes to the Ed-Fi Standard Descriptors.

Now you are ready to let the data flow into Ed-Fi. Contact your SIS vendor support team to launch the necessary processes to let the data flow into the Ed-Fi ODS / API. 

Note: It is always a good idea to collaborate with your SIS vendor support team so that both of you can monitor any issues preventing data flow from the SIS to the API. Most common issues include network connectivity and data quality.

If you run into any issues that require troubleshooting guidance, please do not hesitate to contact your Ed-Fi Alliance representative via one of the support channels provided in the /wiki/spaces/SK/pages/21992742.

Step 3. Install and Test the Student Equity Dashboard

In this step, you'll install Power BI prerequisites, as well as download and run the Student Equity Dashboards. 

Prerequisites

• At this point, you should have an operational Ed-Fi ODS / API with data flowing from your SIS.
• Additionally, you should have installed the AMT views on your ODS database.
• You will also need a machine that has access to the ODS database and has Power BI Desktop installed.

Install Power BI Desktop

The Student Equity Dashboard was built with Microsoft's Power BI Desktop application.

To run the dashboard you will need a machine with:

• Access to the database server where you installed the Ed-Fi ODS database
• Power BI Desktop that can be downloaded at this link: https://powerbi.microsoft.com/en-us/downloads/

Download and Configure the Student Equity Dashboard

The latest version of the Student Equity Power BI Dashboard file is located in a GitHub repository.

Use the machine that has Power BI and create the following folder structure: C:\Ed-Fi\QuickStarts\StudentEquity\.

Save this file onto that location by clicking this link: https://github.com/Ed-Fi-Alliance-OSS/Ed-Fi-Starter-Kit-Equity/raw/main/EquityModels/Equity%20Starter%20Kit.pbix

Once the download completes, navigate to the folder where you downloaded the file and double-click it. This should open Power BI and load the Student Equity Dashboard as depicted below:

The data that is pre-populated is the sample "Grand Bend ISD" populated template.

To connect to your Ed-Fi ODS, use the top menu and navigate to Home and then Transform Data. Click the dropdown arrow and select "Data source settings".

When the modal opens click on the "Change Source..." button.

A second modal will popup with inputs to configure your SQL Server server connection. Use the IP address or the hostname of the server that contains the database. Then input the name of your Ed-Fi ODS database. Usually the name of your database will be Ed-Fi_ODS.

Depending on your organization's security configuration, you may use integrated or SQL server security. 

Once you click ‘OK’, you will see SQL statements. Click ‘OK or ‘Run’

Additionally, it might show you the following screen:

This is where you can switch from Windows Integrated Security to MsSQL security if you desire.

Proceed to click on connect and accept the defaults.

You will see a screen that will load data from your ODS like the one below. Note that it might take a minute or two to finish loading. This depends on the amount of data and students you have in your Ed-Fi ODS.

Once it loads, the Student Equity Dashboard will display your data.

If you haven't already, visit the Student Equity Dashboard Walkthrough to learn more about how to use the Student Equity Dashboard.

Step 4. Publish the Student Equity Dashboard and Plan Your Rollout

The final step is to publish the Student Equity Dashboards to Power BI Online. This release is targeted to your internal test users, allowing them to log in, view, use, and test the data visualizations. At the end of this step, you will be able to plan your rollout and deployment.

Basic Power BI Online Setup 

We will guide you through some of the basics around Power BI Online.

For this dashboard to work you will need:

• A subscription to Power BI Online
• A few users created in Office 365 
• A Workspace to be able to publish the dashboard

Creating Users in Power BI Online

If you already have users created in your Power BI account you can skip to the next section.

To create users follow these simple steps:

• Login to Power BI Online
• Click on the menu on the top left of the screen and select  as depicted below.

• This will open the 365 admin center. From here click on  button indicated on the image below.

• This will open a modal window that will allow you to add a user. Follow the instruction on that modal to create a user.
• It is important to note that the user's email address in Power BI should be the same as the ones in you SIS and in the Ed-Fi ODS. This is how we match the user that is logged in with a role in the Ed-Fi ODS.
• You can repeat this process to add all the users that will be accessing the Student Equity Dashboard on Power BI

Creating a Workspace to Hold the Dashboard

Back on the main screen of Power BI Online, click on the menu icon and then on the "Workspaces" subsection, which expands a side modal. At the bottom, click on the "Create a workspace" button to toggle a slide-out form on the right. This slide out form allows you to create and name the workspace. For this demo we named it "Ed-Fi Demonstration Workspace".

At this point you are done with this step.

Publishing the Dashboard

Open Power BI Desktop and Sign in with the account that has access to publish to Power BI online.

Proceed to locate and click on the "Home → Publish" menu entry as depicted below.

This will open a modal popup window. Select the workspace you created in the section above and click on the "Select" button.

In a few seconds you will see the modal popup indicating that it is publishing. When complete you will see a "Success!" message.

To confirm, we recommend that you login to Power BI Online and ensure you can see the Dashboard.

To do this, open your favorite browser and navigate to https://powerbi.microsoft.com/ and login.

Click on your workspace and you should see the "StudentEquityDashboard" in the list.

Enabling Security on the Report

The report comes configured with a "Dynamic Security Role". To enable it in Power BI Online, follow these steps:

Open your browser and navigate to Power BI Online. Then proceed to open the workspace where you published the "Student Equity Dashboard" report. Ensure that the "All" submenu has been selected, and click on the context menu for the row showing the "Dataset". In the context menu select the security option.

In the Row-Level Security page, ensure you click the "Dynamic Role." Then add either a role or an individual user who will be able to view the report.

Click on the "Save" button once you are done adding groups or users to the members section .

Inviting & Sharing the Workspace With Users

There are a few ways you can allow users to see the dashboard you previously published to Power BI Online. The easiest is to grant permissions to individual users or groups. Here are the steps you need to follow to grant users access:

In Power BI Online, navigate to Workspaces and select the workspace you created previously. Make sure that you select "All" in the working panel submenu. This way you will see the "Report" and the "Dataset" listed in the grid.

Hover on top of the "Report" and a share icon will appear. Clicking on it will show a right slide out form. In this form you can search for users by name or email and share the report with them.

Please note that there are a few checkboxes that give you additional options. Review them carefully as they allow for additional sharing and editing options. 

Continue adding users by searching for them by name or email.

Once done, click on the "Share" button.

In a few seconds you will see a confirmation modal mentioning that the report has been shared successfully!

Additional Recommended Reading and Live Dataset Connectivity

We recommend reading the following articles. They explain how to setup a live database connection from Power BI Online to your Ed-Fi ODS SQL Server database.

• Establish a Power BI service live connection to the published dataset
• Connect to on-premises data sources with a Power BI gateway
• Azure SQL Database with DirectQuery

Success! You are Ready to Plan Your Rollout and Production Deployment With Your Team.

At this point you have completed all the steps required to launch your "Student Equity Dashboard" with your organization. You are now in a position to:

• Verify functionality and support from key systems
• Explore the dashboard (follow the use cases and guide described in: Student Equity Dashboard Walkthrough to help you and your users)
• Understand what resources and technical skills you need to support it
• Test this solution with your key audiences in a pilot (Note: it is recommended to have a small pilot group so that they help by looking at data and provide feedback on the displayed metrics)
• Plan and conduct a production rollout of your solution

Use this Setup Guide to install and configure your Student Equity solution using test data. At the end of this Setup Guide you'll have a test environment which closely mimics a staging or production environment. This test environment allows your tech team, administrators, and stakeholders to test configuration changes being considered for the production environment without an impact on end-users. It is important to note that this test environment is separate and distinct from the sample environment you accessed during the Quick Start.

This Setup Guide assumes that you have access to a certified Student Information System (SIS), which provides the data to power the dashboard.

The following steps to get this test environment up and running are very similar to the steps for setting up a production or staging environment.

Summary

Solution Overview

This section provides an overview of the components of your Student Equity solution to provide context for completing the remainder of the Setup Guide. The diagram below depicts the high-level architecture and component interactions. Names and acronyms in the diagram are explained below.

Once you complete this Setup Guide:

• Data from your Student Information System "SIS" will flow into your Operational Data Store (ODS) via the Ed-Fi ODS / API.
• Credentials and connections between your SIS and the ODS / API will be managed using the Ed-Fi ODS / API Admin App.
• The Student Equity Power BI Starter Kit connects directly to the Ed-Fi ODS database and the Analytics Middle Tier (AMT) to retrieve data used to generate your Student Equity Dashboard and Reports.

The core components involved in this solution are:

• Student Information System (SIS).
• The Ed-Fi ODS / API & Tools, which include Ed-Fi ODS / API, Ed-Fi Admin App, and the Ed-Fi Swagger Documentation. 
• The Ed-Fi Analytics Middle Tier (AMT).
• Power BI Desktop, the application chosen to model, create, and deliver the Student Equity Dashboards.
• Power BI Online, which allows you to publish the dashboard and manage the different users and roles.

The rest of this guide will instruct you on how to:

• Install these components.
• Connect SIS to the Ed-Fi ODS via the ODS / API.
• Connect the Student Equity Starter Kit application to your ODS.
• Use the Student Equity Starter Kit to engage and provide support to staff, superintendents, principals, and teachers.

Step 1. Install the Ed-Fi Solution

Step 2. Configure your SIS and Load Test Data

In this step, you will load test data from your SIS to the Ed-Fi ODS / API for it to be available on the Student Equity Power BI Dashboard. This step requires you to have access to a certified Student Information System (SIS) capable of sending data to the Ed-Fi ODS / API. 

Add Your Student Information System in the Admin App

Once you have successfully installed the Admin App following the instructions provided above, you can continue to configure Admin App to add your Student Information System (SIS). This configuration will allow those vendors to consume and write student data to the Ed-Fi ODS / API. You can also find instructions for AdminApp configuration at Admin App - Next Steps.

Since it is the first time in the app, you will need to register a new user. To do so, click on the "Register as a new user" button in the bottom right. The user you set up can be used for any future access to the tool. You will also have the opportunity to create additional users later.

In order to register a new user you will need to provide an email address and create a new password.

As soon as you log in for the first time with your new user, you will see the following page to complete the set up of Admin App. You will need to click the "Continue" button to complete the Admin App's initial configuration.

After this initial one-time set up you will see a screen like the following on your subsequent visits to Admin App. You can start by clicking on the "Global" button within Admin App to configure your Student Information System (SIS).

Click on the "Add Vendor" button within the Vendors tab to add the Student Information System (SIS) you will be using.

The Namespace prefix should be a URL which includes the domain of the Student Information System (SIS) you are using.

After you fill out the information and click on "Save Changes", you should see the new entry at the bottom of the screen.

Now that the vendor is created, the application needs to be added. Click on the "Define Applications" button to enter the Application menu. Click on "Add Application."

The application form will describe how the vendor will be used. Here is an example of how to fill out the Education Organization and Claim Set information. 

Note: The Claim Set named “SIS Vendor” is preconfigured to allow vendors to load all the Student Information System information to the ODS / API.

The next screen will provide you a Key and Secret to be used with importing data. Make sure to save this information, as you won't be able to access the Key and Secret values again.

Finally, the information of the added application is displayed.

You will then submit the API URL and security information to your vendor so they can start to load data with you ODS / API.

• Once you create an Application in the Admin App, you will store and use the generated "Key" and "Secret" in the next section.
  • Note: Treat the Key and Secret as secure information for your organization (because it will control student data exchange from your SIS).
  • Store it according to your local IT Security policy. Often this will be in a password keeper app, on a secure file server, or a similar method. 

Configure Your Student Information System

Each SIS provider has its own vendor-specific configuration tool as well as steps to connect to the Ed-Fi ODS / API, perform basic data mapping, provide descriptors, and enable you to begin loading data into your ODS / API. You will connect your SIS to your ODS / API using the URL, Key and Secret you generated in the Admin App. 

• Verify that your SIS supports Ed-Fi data interoperability, and is certified to use the ODS / API to allow you to use the Student Equity Starter Kit: Registry of Ed-Fi Certified Products - Student Information Systems. 
  • Note: If your SIS is not listed as Ed-Fi certified, use the vendor request form provided to the right. Ed-Fi can help you convey your data requirements to your vendor.
• Verify that your district's SIS version is Ed-Fi certified.
• If you are not running the current certified version of your SIS (or newer), update/upgrade to the certified version of your SIS.
• Submit a technical support ticket to your SIS vendor requesting them to enable the Ed-Fi API client functionality for your district, as well as to provide a product configuration guide. 
• Follow your SIS vendor's configuration guide for instructions on how to connect to your ODS / API and load your data.

See the General Reference page for a list of publicly known vendor configuration guides.

Map Your District Codes to the Ed-Fi ODS / API Descriptors

• Once your SIS is configured to connect with the Ed-Fi ODS / API, the next step is to map "code sets" (or descriptors, as they are known in the Ed-Fi data standard) from the data elements and codes used in your district's SIS to those you will use in the Ed-Fi ODS / API. To do this: 
  • Refer to the SIS vendor configuration guide you used earlier in order to locate and use the data mapping tools in your SIS application.
  • Proceed with your SIS vendor's data mapping instructions, referring to their configuration guide and the dependency chart provided above to work through the data mapping and loading in the right sequence.
• In the next step, you will use these descriptors to understand how your data is displayed in the Student Equity Dashboard.
• Refer to the Best Practices for Descriptors presentation for more information on how descriptors may be relevant to your use case. 

Let the Data Flow From Your SIS Into the Ed-Fi ODS / API

Quick recap:

• Using the Ed-Fi Admin App, you configured your SIS to be able to access the Ed-Fi ODS / API.
• Using the SIS configuration screen for Ed-Fi interoperability, you added the Ed-Fi ODS / API URL, Key and Secret so that it could connect to the API.
• Using the SIS configuration screen for codes and descriptors, you mapped your District's codes to the Ed-Fi Standard Descriptors.

Now you are ready to let the data flow into Ed-Fi. Contact your SIS vendor support team to launch the necessary processes to let the data flow into the Ed-Fi ODS / API. 

Note: It is always a good idea to collaborate with your SIS vendor support team so that both of you can monitor any issues preventing data flow from the SIS to the API. Most common issues include network connectivity and data quality.

If you run into any issues that require troubleshooting guidance, please do not hesitate to contact your Ed-Fi Alliance representative via one of the support channels provided in the /wiki/spaces/SK/pages/21992742.

Step 3. Install and Test the Student Equity Dashboard

In this step, you'll install Power BI prerequisites, as well as download and run the Student Equity Dashboards. 

Prerequisites

• At this point, you should have an operational Ed-Fi ODS / API with data flowing from your SIS.
• Additionally, you should have installed the AMT views on your ODS database.
• You will also need a machine that has access to the ODS database and has Power BI Desktop installed.

Install Power BI Desktop

The Student Equity Dashboard was built with Microsoft's Power BI Desktop application.

To run the dashboard you will need a machine with:

• Access to the database server where you installed the Ed-Fi ODS database
• Power BI Desktop that can be downloaded at this link: https://powerbi.microsoft.com/en-us/downloads/

Download and Configure the Student Equity Dashboard

The latest version of the Student Equity Power BI Dashboard file is located in a GitHub repository.

Use the machine that has Power BI and create the following folder structure: C:\Ed-Fi\QuickStarts\StudentEquity\.

Save this file onto that location by clicking this link: https://github.com/Ed-Fi-Alliance-OSS/Ed-Fi-Starter-Kit-Equity/raw/main/EquityModels/Equity%20Starter%20Kit.pbix

Once the download completes, navigate to the folder where you downloaded the file and double-click it. This should open Power BI and load the Student Equity Dashboard as depicted below:

The data that is pre-populated is the sample "Grand Bend ISD" populated template.

To connect to your Ed-Fi ODS, use the top menu and navigate to Home and then Transform Data. Click the dropdown arrow and select "Data source settings".

When the modal opens click on the "Change Source..." button.

A second modal will popup with inputs to configure your SQL Server server connection. Use the IP address or the hostname of the server that contains the database. Then input the name of your Ed-Fi ODS database. Usually the name of your database will be Ed-Fi_ODS.

Depending on your organization's security configuration, you may use integrated or SQL server security. 

Once you click ‘OK’, you will see SQL statements. Click ‘OK or ‘Run’

Additionally, it might show you the following screen:

This is where you can switch from Windows Integrated Security to MsSQL security if you desire.

Proceed to click on connect and accept the defaults.

You will see a screen that will load data from your ODS like the one below. Note that it might take a minute or two to finish loading. This depends on the amount of data and students you have in your Ed-Fi ODS.

Once it loads, the Student Equity Dashboard will display your data.

If you haven't already, visit the Student Equity Dashboard Walkthrough to learn more about how to use the Student Equity Dashboard.

Step 4. Publish the Student Equity Dashboard and Plan Your Rollout

The final step is to publish the Student Equity Dashboards to Power BI Online. This release is targeted to your internal test users, allowing them to log in, view, use, and test the data visualizations. At the end of this step, you will be able to plan your rollout and deployment.

Basic Power BI Online Setup 

We will guide you through some of the basics around Power BI Online.

For this dashboard to work you will need:

• A subscription to Power BI Online
• A few users created in Office 365 
• A Workspace to be able to publish the dashboard

Creating Users in Power BI Online

If you already have users created in your Power BI account you can skip to the next section.

To create users follow these simple steps:

• Login to Power BI Online
• Click on the menu on the top left of the screen and select  as depicted below.

• This will open the 365 admin center. From here click on  button indicated on the image below.

• This will open a modal window that will allow you to add a user. Follow the instruction on that modal to create a user.
• It is important to note that the user's email address in Power BI should be the same as the ones in you SIS and in the Ed-Fi ODS. This is how we match the user that is logged in with a role in the Ed-Fi ODS.
• You can repeat this process to add all the users that will be accessing the Student Equity Dashboard on Power BI

Creating a Workspace to Hold the Dashboard

Back on the main screen of Power BI Online, click on the menu icon and then on the "Workspaces" subsection, which expands a side modal. At the bottom, click on the "Create a workspace" button to toggle a slide-out form on the right. This slide out form allows you to create and name the workspace. For this demo we named it "Ed-Fi Demonstration Workspace".

At this point you are done with this step.

Publishing the Dashboard

Open Power BI Desktop and Sign in with the account that has access to publish to Power BI online.

Proceed to locate and click on the "Home → Publish" menu entry as depicted below.

This will open a modal popup window. Select the workspace you created in the section above and click on the "Select" button.

In a few seconds you will see the modal popup indicating that it is publishing. When complete you will see a "Success!" message.

To confirm, we recommend that you login to Power BI Online and ensure you can see the Dashboard.

To do this, open your favorite browser and navigate to https://powerbi.microsoft.com/ and login.

Click on your workspace and you should see the "StudentEquityDashboard" in the list.

Enabling Security on the Report

The report comes configured with a "Dynamic Security Role". To enable it in Power BI Online, follow these steps:

Open your browser and navigate to Power BI Online. Then proceed to open the workspace where you published the "Student Equity Dashboard" report. Ensure that the "All" submenu has been selected, and click on the context menu for the row showing the "Dataset". In the context menu select the security option.

In the Row-Level Security page, ensure you click the "Dynamic Role." Then add either a role or an individual user who will be able to view the report.

Click on the "Save" button once you are done adding groups or users to the members section .

Inviting & Sharing the Workspace With Users

There are a few ways you can allow users to see the dashboard you previously published to Power BI Online. The easiest is to grant permissions to individual users or groups. Here are the steps you need to follow to grant users access:

In Power BI Online, navigate to Workspaces and select the workspace you created previously. Make sure that you select "All" in the working panel submenu. This way you will see the "Report" and the "Dataset" listed in the grid.

Hover on top of the "Report" and a share icon will appear. Clicking on it will show a right slide out form. In this form you can search for users by name or email and share the report with them.

Please note that there are a few checkboxes that give you additional options. Review them carefully as they allow for additional sharing and editing options. 

Continue adding users by searching for them by name or email.

Once done, click on the "Share" button.

In a few seconds you will see a confirmation modal mentioning that the report has been shared successfully!

Additional Recommended Reading and Live Dataset Connectivity

We recommend reading the following articles. They explain how to setup a live database connection from Power BI Online to your Ed-Fi ODS SQL Server database.

• Establish a Power BI service live connection to the published dataset
• Connect to on-premises data sources with a Power BI gateway
• Azure SQL Database with DirectQuery

Success! You are Ready to Plan Your Rollout and Production Deployment With Your Team.

At this point you have completed all the steps required to launch your "Student Equity Dashboard" with your organization. You are now in a position to:

• Verify functionality and support from key systems
• Explore the dashboard (follow the use cases and guide described in: Student Equity Dashboard Walkthrough to help you and your users)
• Understand what resources and technical skills you need to support it
• Test this solution with your key audiences in a pilot (Note: it is recommended to have a small pilot group so that they help by looking at data and provide feedback on the displayed metrics)
• Plan and conduct a production rollout of your solution