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Setup Guide
Contents
The Risk Register Template contains two files:
Risk Register Excel Template (.xlxs)
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.
Note: This quick start guide assumes you already have Microsoft PowerBI Desktop installed. If you do not, you can download it free from Microsoft.
1) Host the Excel Template in Cloud Storage
You will need to fill out the Excel Template: Documentation
Upload the Excel Template to one of the following cloud storage solutions:
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.
2) Open the PowerBI Template
Ensure you removed the suffix "?web=1" from the path before entering it into PowerBI.
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.
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.
