> For the complete documentation index, see [llms.txt](https://docs.securemetrics.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.securemetrics.io/securemetrics-risk-register/setup-guide.md).

# Setup Guide

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## Contents

The Risk Register Template contains two files:

1. Risk Register Excel Template (.xlxs)
2. Risk Register PowerBI Template (.pbit)

The Risk Register Template comes preloaded with demo data, meaning you can hook it up to the PowerBI template right away. Keep in mind, you will need to replace the content of the Excel file to load in your actual data.&#x20;

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Note: This quick start guide assumes you already have Microsoft PowerBI Desktop installed. If you do not, you can download it free from Microsoft.
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## 1) Host the Excel Template in Cloud Storage

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You will need to fill out the Excel Template: [Documentation](/security-metrics-toolkit/excel-template.md)
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Upload the Excel Template to one of the following cloud storage solutions:

* Microsoft Teams
* Microsoft SharePoint
* Microsoft OneDrive&#x20;

### File Path

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The file path is not the URL or link to the file
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After, note the path to reach the file. [The easiest way to find this is by opening the Excel Template in the desktop application.](/security-metrics-toolkit/excel-template.md#excel-workbook-path) Ensure you are opening the file from the cloud storage location and not the local device.&#x20;

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Then, in the Excel desktop application, go to "File" > "Recent" > Right click on the file > "Copy path to clipboard."

Paste the copied path into a text editor and remove the suffix "?web=1" so that the path ends with the file extension.&#x20;

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## 2) Open the PowerBI Template

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Ensure you removed the suffix "?web=1" from the path before entering it into PowerBI.&#x20;
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Navigate to the PowerBI Template file (.pbit) and open it in Microsoft PowerBI Desktop. After opening, PowerBI will prompt you for the filepath we gathered in step 1. Paste the filepath and click okay. PowerBI will then load in and transform the data.&#x20;

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## 3) Save the PowerBI Report

Go to "file" > "save as" and save the PowerBI report. This will save it as a .pbix file. If you want to setup another security metrics report, simply repeat the first two steps.&#x20;