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Use the PostgreSQL connector in DirectQuery mode.

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Connect

1

Choose PostgreSQL

Enter the host and database shown in Analytics > Roles.
2

Enter the role

Use the read-only username and password. Require an encrypted connection.
3

Choose DirectQuery

Select DirectQuery when Power BI asks how to connect.
4

Load the model

Load the 20 business views listed in Schema. Do not load source_fields unless you need a field audit.

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Build relationships

Create one-to-many, single-direction relationships from shipments and one_off_quotes to their detail views. Use the IDs listed on Schema.

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Protect totals

Keep root totals on the root views. Flattening charges, parties, milestones, or packing lines into one table can repeat totals.

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Publish

Power BI Desktop and Power BI Service store credentials separately. After you publish a report, configure the same read-only data source in Power BI Service.