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GA Self Service Data Maintenance

This article is an overview of Gills Analytics Self-Service Access (GASSA)

GASSA allows users direct access to key data elements that come directly SnowFlake (data lake). This article will walk you through accessing the different elements to manage and give users access to GASSA.

Data Flow Overview

GASSA datasets are created and managed by Teragonia via SnowFlake. Power BI is used a middleware to connect to the data sets in SnowFlake.  If a new data element is added to an existing data set or a new data set is created, Power BI connections needs to be manually updated. Follow the steps in the is article to update GASSA. Once the data sets are available in Power BI the data will refresh daily. Follow the steps in this article to setup a GASSA data set refresh schedule.

GASSA Data Sets

GASSA contains the following datasets:

  • Budgets
  • Payroll
  • Inventory
  • Madden Co Journals
  • Traction Journals
  • POS invoices

Updating GASSA

Before you can update GASSA you must have a Power BI license.

GASSA needs to be updated if there is a new data set or a new element is available in an existing data set listed in this article. Follow these steps if you need to update GASSA: 

  1. You will be notified with the new configuration is ready.
  2. A Power BI file will be uploaded to Finance Planning & Analysis. This is a MS Teams page that Teragonia has access to.
  4. You will be notified where the updated file is located. Navigate to the folder.
  5. Click on the three dots "..." to open the dropdown menu.
  6. Select Download
  8. The file will download to your location PC download folder. Navigate to your download folder. Locate the file and double click to open the file.
  9. Publish the dataset to Power BI shared work space by clicking the Publish Button and selecting Gills Analytics Sandbox.
  11. Navigate to Power BI
  12. The file should appear in GA Sandbox. Move the file to the correct folder.
  13. If you are updating an existing file, delete the old version. A new dataset may require a new folder for ease of navigation.

  14. There should be two files per dataset.  A Report and a Semantic model
  16. Double click on the Semantic Model.
  17. Click on the down arrow next to the refresh button.
  19. Select Schedule refresh.
  20. Select Refresh.
  22. Turn option to On. It's best practice to schedule the refresh to run daily at 12 am.
  23. Add users that should receive notifications if their is a refresh failure. Best practice are the IT Managers and BI Manager.

GASSA Use Best Practices

We wanted users to have the ability to access key datasets so they could build their own reports and analysis.  Use the following steps to setup a user with GASSA access.

  1. Go to Power BI.
  2. Navigate to the Gills Analytics Sand Box.
  3. Select the folder and the semantic file of the dataset.
  4. Select Analyze in Excel if the user does not have a Power BI license and does not want to use Power BI. Best Practice is to use Excel.
  6. When the data is ready an box will appear. Select Open in Excel for the web.
  8. The dataset will open in a web browser.  In order for the user to continue to use the dataset, it is best practice to use the desktop Excel app.
  9. Select Editing. Then, Open in Desktop.
  11. Once the desktop app opens, save the dataset to a shared drive the user can access. The you can now create a reports using this copy of the dataset. The dataset is connected to the same data table in SnowFlake and can be refreshed daily using the Excel refresh option.