Getting started in TRUECHART4POWERBI

This document describes the first steps on how to use TRUECHART for Power BI.

Prerequisites

It is assumed that TRUECHART is already installed. If not, consult the TRUECHART Installation Guide to get a detailed explanation of the installation process.

Download the TRUECHART4POWERBI extension Download extensions for various platforms

Furthermore, users must be created in order for the TRUECHART visual to communicate with the TRUECHART service. If you need help, consider reading the TRUECHART Service Guide.

The following browsers are supported:

• Google Chrome (85+)
• Microsoft Edge (85+)
• Firefox (80+)

First steps

Import the TRUECHART visual file

To import the TRUECHART visual file you would need to click on the ellipsis next to your standard POWERBI visualizations and select "Import a visual from a file" and navigate to where you downloaded your TRUECHART extension:

Add TRUECHART to your report page

To add TRUECHART to your report, choose TRUECHART from the visualization menu. This will create a new empty TRUECHART visual:

Initially, you'll see this page which has instructions on how to authenticate users: 

Add data to TRUECHART

Although TRUECHART works without any data connection, you'll probably want to add some data from Power BI’s Fields pane. For displaying charts, at least one dimension and one measure must be selected.

Design hint

In order to get a clearer representation of the TRUECHART visualization, it is recommended to select the representation under View > Actual size.

Figure 3. Use actual size view mode

Known Issue: At the moment there is a known issue with PowerBI itself when using the 1:1 Actual size view, where the custom visuals don't get their state updated when switching between reading and editing mode. The PowerBI team is aware of this and hopefully resolves this soon.

Context Menu

Right clicking on the visualization opens the TRUECHART context menu, which offers multiple options to configure the visualization. Depending on what element is clicked when opening the context menu the entries might be different. The last entry of the context menu opens a separate PowerBI context menu with PowerBI specific options.

Where to go from here?

Congratulations! You’ve just created your first TRUECHART visualization and successfully added data to the display. Information about the further configuration of TRUECHART can be found in the general introduction.