Thread.bi Studio

Onboard New Client

Client Identity

Client ID

Company Name

Tagline

Users

Users default to all selected modules above. Uncheck to restrict per user.

Fabric Workspace

Workspace ID (or full URL)

Warehouse created automatically. Ensure TailoredBI-Fabric-Query SP has Member access.

Branding

Company Website

ERP Connection

SQL Server Host

Port

Epicor Database

Company Code

SQL User

SQL Password

Refresh Schedule

UTC Hours (comma-separated)

UTC 7 = 1 AM MT, UTC 18 = 12 PM MT, UTC 23 = 5 PM MT

Execute Onboarding

Client Status

Clients

Users

Refresh Schedule

Reports

Client Branding

Feature Modules

ETL Engine

View in DevOps

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Sync Health

Cross-tenant operator view: mirror pipelines, SWA + DB reachability, agent status. Silent sync failures show up here before anyone notices stale reports.

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ETL Engine

Per-client source → warehouse mappings. Each row is a stored proc (or SQL) that loads one table into the Fabric warehouse.

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Client

Last Run

pick a client

Select a client to see its table registry.

Recent Runs

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How this works

Each registry row tells the ETL Engine: run source_query against the client's source (per etl_params.EPICOR_*), land rows in [sink_schema].[sink_table] of the Fabric warehouse.
• Watermarked facts use {WATERMARK} placeholder — incremental loads upsert by PK
• Full-load dims truncate + insert every run
• Date sentinel tables are seeded once via init-date from a template tenant
• Column drift (new columns in source) auto-adds to warehouse; removed columns are kept but not populated

DAX Engine

Run TMDL/DAX scripts against Fabric semantic models — the Tabular Editor 2 workflow, inside Studio.

Prototype

Workspace

Semantic model

TMDL / DAX script Paste a TMDL snippet or use a template below

Backend wiring status

This panel is a UI scaffold. For Execute to actually update a Fabric semantic model, we need:
• A new API action on threadbi-api: /dax/execute accepting {workspaceId, modelId, tmdl}
• That action calls Fabric REST POST /workspaces/{ws}/semanticModels/{model}/updateDefinition with TMDL payload (async job)
• Polls the returned job until complete, returns status to Studio
• Auth via the existing TailoredBI-Fabric-Query service principal (already configured in Function App env vars)

Workspace + Model dropdowns populate from Fabric API directly (no backend needed) — those should work once you're logged into Studio with MSAL.

Report Engine

Generate or regenerate a Power BI report for a client + module. Pushes a fresh SemanticModel + Report folder to the client's DevOps repo; Fabric Git sync imports them to the workspace.

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Client

Module

How this works

Generate pulls the module template (Finance or Sales) from ThreadBI-Engine/templates/modules/<module>, substitutes per-client placeholders (warehouse, colors, IDs), and commits the SemanticModel + Report folders to the client's DevOps repo. A subsequent Fabric Git sync from the Clients panel imports the items into the workspace and updates embed.ReportCatalog so thread.bi can embed them.

• Finance template: ARInvoice, APInvoice, GL — AR aging, DSO, gross margin
• Sales template: SalesOrder, Shipment — order qty, ship rate, backlog

Data Model Engine

Inspect measures across tenant semantic models, apply measures from the shared library. Complements DAX Engine (freeform TMDL).

Prototype

Workspace

Semantic model

Shared Measure Library

Reusable measures sourced from templates/shared/Measures/. Pick one, choose a target table in the loaded model, apply.

Click Reload library to fetch the shared measure catalog.

Operator Alerts

Single pane for operational signals across all tenants — pipelines, ETL runs, Fabric sync health. Replaces scattered email alerts. Auto-refreshes every 60 s while open.

Pipelines

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ETL

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Fabric Sync

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Filter

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