The tyGraph for Site Owners report has all of the same reporting visuals and layouts as tyGraph for SharePoint but can be configured to only show sites that the logged in user owns.

CONTENTS

• Prerequisites
• Architecture
• Steps
  • Create a new Power BI workspace
  • Upload the tyGraph Site Owner report
  • Configure the tyGraph Site Owner report
  • Refresh the tyGraph Site Owner report
  • Update and Maintain Site Owners Listing
  • Create the Power BI Application
  • Validate Site Owner Report
• Additional Notes

Prerequisites

1. In order to use the tyGraph for Site Owners report, additional permissions must be granted by your Microsoft 365 Global Administrator. Due to the peculiarities of the SharePoint APIs, we can't collect site membership data without using Full Control permissions. This site membership information is required to support the SharePoint for Site Owners reporting features.

Go to home.tygraph.com/EnterpriseFull

• Select your M365 Global Admin account
  
• Click Accept to grant permissions to tyGraph 
• If these permissions are too high and you are only using tyGraph for SharePoint you can authorize https://home.tygraph.com/SharePointFull. Do not use SharePointFull if you have other workloads like tyGraph for Teams or Enterprise. 

1. Owners of the tyGraph Site Owner report must have Power BI Professional licenses to manage and publish the report.
2. Users of the tyGraph Site Owner report must have Power BI Professional or higher to view the reports or the report is in a premium capacity. See What version of Power BI is required for tyGraph? : Support  for details. 
3. Download tyGraph for Site Owners report file from tyGraph for Site Owners : Downloads (login required).
4. Database connection information for tyGraph for SharePoint

Architecture

 

Steps

The following steps should be completed by a tyGraph report administrator from the Power BI service (https://app.powerbi.com).

Create a new Power BI workspace

1. Click Workspaces
2. Then click New workspace
   
3. Enter a workspace name like "tyGraph for Site Owners"
4. If you are using Premium per-user or Premium capacity licensing for Power BI, click Advanced otherwise skip to step 6
   
5. Select your desired licensing level. like "Premium per-user" or "Premium capacity"
6. Click Apply
   

Upload the tyGraph Site Owner report

1. Click Upload
2. Then click Browse
   
3. Locate and select the tyGraph for Site Owners.PBIX report file that was downloaded in the Prerequisites section
4. Click Open
   

Configure the tyGraph Site Owner report

1. From the tyGraph Site Owner workspace, select Dataset More settings
2. Then click Settings
   
3. Expand Parameters
4. Enter the Server name from the database connection information for tyGraph for SharePoint
5. Enter the Database name from the database connection information for tyGraph for SharePoint
6. Click Apply
   
7. Click Edit credentials
   
8. Enter the User name from the database connection information for tyGraph for SharePoint 
9. Enter the Password from the database connection information for tyGraph for SharePoint
10. Click Sign in
    
11. Expand Refresh
12. Set Configure a refresh schedule to On
13. Set Refresh frequency to Daily
14. Click Apply
    

Refresh the tyGraph Site Owner report

1. From the tyGraph Site Owner workspace, click Refresh now on the Dataset row

Update and Maintain Site Owners Listing

1. From the tyGraph Site Owner workspace, select Dataset More settings
2. Then click Security
   
3. Select Site Owner
4. Add the users and/or security groups that will get access to the tyGraph Site Owners report in the Specific users or groups input box.
   
   Tip: Security groups are recommended and will simplify ongoing app management.
5. Click Add
   
6. Click Save
   

Create the Power BI Application

1. From the tyGraph Site Owner workspace, click Create app
   
2. Update the App name if desired
3. Provide a meaningful description - "This Power BI app contains the tyGraph for Site Owner report. You will only see data for the sites that you are listed as the owner. Your access must be pre-configured by your tyGraph admin."
4. Optional: select Install this app automatically
5. Click Next: Add content
   
6. Click Add content
7. Select tyGraph for Site Owners from the Report row
8. Click Add
   
9. Expand tyGraph for Site Owners
10. Select Content Overview to preview the report
11. Click Next: add audience
    
12. Add the users and/or security groups that will get access to the tyGraph Site Owners report in the Specific users or groups input box.
    
    Tip: Security groups are recommended and will simplify ongoing app management.
13. Click Publish app
    
14. Click Publish
    
15. Click Close
    

Validate Site Owner Report

To validate report security, have a site owner open the tyGraph Site Owner Power BI App and ensure that they can only see the sites that they are an owner of. 

It is critical that site owners have been added to the Dataset security Row-Level Security role and Power BI App audience. 

As a site owner open the tyGraph Site Owner Power BI App by connecting to Power BI (https://app.powerbi.com/):

1. Click Apps
   
2. Click tyGraph for Site Owners
   
3. Confirm that the site owner only sees sites that they are owner of
   

Additional Notes

• The tyGraph Site Owner report security model does not work with users who have access to the Power BI workspace. All users of the report must be added using the Dataset security Row-Level Security role and Power BI App audience.