Testing template content packs for Power BI
There are multiple ways to test your content pack before submitting it for publishing.
If your content pack uses a custom Data Connector that you developed, you will not be able to test the data refresh or the template content pack as described below. If that is the case, please proceed to submit your content pack and the Power BI team will work with you on testing your content pack.
Testing Scheduled Data Refresh
Template content packs leverage Refresh in PowerBI.com to instantiate a content pack with the customer's data when they connect. Prior to the content pack being publicly available, you can test this flow with the Desktop file you've created.
After uploading the file, select the "…" next to the dataset and select Schedule Refresh. Configure credentials for the source. Make sure that your dataset refreshes successfully, try both "Refresh Now" and "Scheduled Refresh". If your refresh hits any failures, check the error message and validate your queries and your end system.
Additional refresh tips
- Only one data source should be detected when you try to schedule refresh
- Test connection should indicate that your user will be able to load the content pack. If that's not the case, ensure your queries handle the additional error cases.
- Refresh should complete in a reasonable time, ~5mins is suggested
A template content pack is similar to existing solutions except that it does not include the actual data in the dataset. Instead, when a user consumes or instantiates a template, they are prompted for parameters and credentials in order to connect. Once connected, they'll see their own data in the dashboard, report and datasets.
After a user instantiates the content pack they have access to the dataset settings including scheduled refresh, any RLS settings on the dataset are not published with the content pack.
Template content packs can only include 1 dashboard, 1 report and 1 dataset. Please see the list of restrictions in the authoring page.
To enable template creation for your tenant, please work with your Power BI admin to enable the feature switch below.
Once enabled, you'll see a checkbox at the bottom of "Create content pack", allowing you to publish a template content pack to your organization.
We suggest naming your dashboard, report and dataset consistently across your content pack. These names are hardcoded and will be the same for all users, so using your product/scenario name can make it easier for your customers to locate.
Additional template tips
- Ensure the parameters you specified in the queries are meaningful to your end users
- Consider how long your end user will be waiting for scheduled refresh to complete
The submission process through Microsoft AppSource will allow you to publish your template content pack in the service content packs gallery in PowerBI.com as well as list your content pack in Microsoft AppSource.
- Review the authoring tips for each of the artifacts within the content pack
- Test and connect with various accounts and data conditions. (Skip this step if you developed your own custom Data Connector)
- Review all visuals, look carefully for misspelled items
- Ensure the content pack responds well to Q&A, we suggest testing at least 30 varied questions across the data model. (Skip this step if you developed your own custom Data Connector)
Once ready to submit, visit the Apps submission page on AppSource and submit your information. Please make sure to select Power BI from the available list of products
The Power BI team will review your submission and will reach out to you to ensure all the artifacts meets the submission requirements. In addition to being complete, we'll also validate the quality of the dashboard and reports provided ensuring they meet the business scenario described in the application.
Updating your content pack follows a similar flow to the original submission.