Overview

Trella Health aims to enhance its customer experience by providing access to healthcare analytics through standard Power BI reports and Snowflake data integration. This document outlines the process for customers to purchase Power BI licenses, set up a workspace in Power BI, share reports between workspaces, and integrate Trella Health data from Snowflake.

In this article

• Customer Responsibilities
• Setting Up Power BI Workspace
• Sharing Reports Across Workspaces
• Integrating Snowflake Data
• Support and Questions

Customer Responsibilities

To access Trella Health’s Power BI reports and integrate Snowflake data, customers are responsible for purchasing their own Power BI licenses. Below is the process to obtain the necessary licenses:

Purchasing Power BI Licenses

Follow these steps to purchase Power BI Licenses.

Visit Microsoft’s Power BI website at https://powerbi.microsoft.com/. The link that will open is https://www.microsoft.com/en-us/power-platform/products/power-bi/. Either link works

Clicking the link will open the link in another tab.

In the top navigation, click on the "Pricing" link.
Select the Power BI Premium plan. The Premium plan is required for all users of Trella Health Power BI products.
Follow the on-screen instructions to complete the purchase.
Once purchased, ensure that all users requiring access to reports and data are assigned a license.

Setting Up Power BI Workspace

After obtaining Power BI licenses, the customer must create a Power BI workspace to receive Trella’s shared reports. Below are the steps to create a workspace.

How to Create a Workspace in Power BI

Log in to Power BI Service - click the link to the right	https://app.powerbi.com
In the left-hand navigation menu, click the "Workspaces" button.
Click on the "+ New Workplace" button
Fill out the settings for your workspace. There are more settings than those described here. Create a name for the workspace. The name of the workspace should be the customer name, Trella Health, and the data set purchased. For the data set, please add either “Pharmacy/RX Data” or “Payer Rates” data. For example, “ABC Infusion – Trella Health – Payer Rates” (Optional) Add a description to clarify its purpose. The "Description" field is optional. Click the "Apply" button
Additional settings The "Workspace Type" should be "Shared" Set the access level for your users Remember to save your settings at each step.

Sharing Reports Across Workspaces

Trella Health will share its standard Power BI reports from its own workspace to the customer’s workspace. 

How to Share a Report Across Workspaces

• Trella will prepare the standard reports within its Power BI workspace
• Trella will then share access to the standard reports via email. The email will be sent to the main contact as identified by the customer
• The customer’s Power BI users will receive an email notification
• Users can access the shared reports within their Power BI workspace under the Shared with me section
• The main contact can then share access to the report within their organization

Integrating Snowflake Data

To include Snowflake data in the Power BI reports shared by Trella Health, customers will receive login credentials to Trella’s Snowflake instance.

Steps to Connect Power BI to Snowflake

• Open Power BI Desktop
• Click Get Data

• Select Snowflake from the list of data sources

• Enter the Snowflake server name and database provided by Trella Health

Additional Steps (no images available)

• Choose Direct Query or Import as the data connection method
• Log in with the credentials provided by Trella Health
• Select the relevant tables or views to include in the report
• Load the data and integrate it with the shared Power BI reports

Support and Questions

For any questions or technical support, please contact Trella Health’s customer success team at support@trellahealth.com.

By following the steps outlined in this document, customers will gain seamless access to Trella Health’s standard Power BI reports and Snowflake data, empowering them with actionable insights for better decision-making.