Document ADLS requirement for PBI storage (#1522)

Co-authored-by: Arthur Clares <[email protected]>

Author: flanakin

docs-mslearn/toolkit/changelog.md

@@ -48,8 +48,21 @@ _Released April 2025_
 - **Fixed**
   - Workaround subnets reordering and bicep limitation
 
+
+<br><a name="latest"></a>
+
+## v0.10
+
+_Released April 2025_
+
+### [Power BI reports](power-bi/reports.md) v0.10
+
+- **Fixed**
+  - Document the ADLS storage requirement.
+
 ### [FinOps alerts](alerts/finops-alerts-overview.md) v0.10
 
+
 - **Fixed**
   - Update the 'id' property for the managedApi to a valid scope
     - This caused a deployment error because the path could not be deserialized.

docs-mslearn/toolkit/power-bi/setup.md

@@ -26,7 +26,23 @@ Support for the [Cost Management connector for Power BI](/power-bi/connect-data/
 
 The FinOps toolkit Power BI reports include preconfigured visuals, but aren't connected to your data. Use the following steps to connect them to your data:
 
-1. Configure Cost Management exports for any data you would like to include in reports, including:
+1. Create a premium storage account with hierarchical namespace enabled.
+   - If using [FinOps hubs](../hubs/finops-hubs-overview.md), you can skip this step. Storage is deployed as part of the template.
+   - Use the following settings when creating a new storage account:
+     - Primary service = **Azure Data Lake Storage Gen2**
+     - Performance = **Premium**
+     - Premium account type = **Block blobs**
+     - Hierarchical namespace = **Enabled**
+   - If using an existing storage account, verify the following settings:
+     - On the **Overview** page, under **Essentials**, confirm **Performance** is set to **Premium**.
+       - If set to "Standard", you will need to create a new storage account.
+     - On the **Overview** page, under **Properties**, confirm **Hierarchical namespace** is set to **Enabled**.
+       - If disabled, check the menu for **Settings** > **Data Lake Gen2 upgrade** and upgrade to Data Lake Gen2 storage.
+       - If this option is not available and hierarchical namespace is not enabled, you must create a new storage account.
+     - On the **Overview** page, under **Properties**, confirm **Access tier** is set to **Hot**.
+       - If not, select the link and change the access tier to "Hot".
+       - Other access tiers have not been tested and are not recommended due to the performance impact.
+2. Configure Cost Management exports for any data you would like to include in reports, including:
 
    | Dataset                     | Version          | Notes                                                                                                                           |
    | --------------------------- | ---------------- | ------------------------------------------------------------------------------------------------------------------------------- |
@@ -36,15 +52,15 @@ The FinOps toolkit Power BI reports include preconfigured visuals, but aren't co
    | Reservation recommendations | `2023-05-01`     | Required to see reservation recommendations in the Rate optimization report.                                                    |
    | Reservation transactions    | `2023-05-01`     | Optional.                                                                                                                       |
 
-2. Download and open the desired report in Power BI Desktop.
+3. Download and open the desired report in Power BI Desktop.
 
    | Data source                                | Download                                                                                                                             | Notes                                                                                                      |
    | ------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------- |
    | FinOps hubs with Data Explorer             | [KQL reports](https://github.com/microsoft/finops-toolkit/releases/latest/download/PowerBI-kql.zip)                                  | Recommended when monitoring over $100,000 or 13 months of data.                                            |
    | Exports in storage (including FinOps hubs) | [Storage reports](https://github.com/microsoft/finops-toolkit/releases/latest/download/PowerBI-storage.zip)                          | Not recommended when monitoring over $2 million per month.                                                 |
    | Cost Management connector                  | [Cost Management connector report](https://github.com/microsoft/finops-toolkit/releases/latest/download/CostManagementConnector.zip) | Not recommended when monitoring over $1 million in total cost or accounts that contain savings plan usage. |
 
-3. Open each report and specify the applicable report parameters:
+4. Open each report and specify the applicable report parameters:
 
    - **Cluster URI** (KQL reports only) – Required Data Explorer cluster URI.
      1. Open the [list of resource groups](https://portal.azure.com/#view/HubsExtension/BrowseResourceGroups) in the Azure portal.
@@ -55,7 +71,7 @@ The FinOps toolkit Power BI reports include preconfigured visuals, but aren't co
      6. Copy the value for `clusterUri`.
    - **Daily or Monthly** (KQL reports only) – Required granularity of data. Use this to report on longer periods of time.
      - Consider creating two copies of these reports to show both daily data for a short time period and monthly data for historical reporting.
-   - **Storage URL** (storage reports only) – Required path to the Azure storage account with your data.
+   - **Storage URL** (storage reports only) – Required DFS endpoint for the Azure Data Lake Storage account with your data.
      - If connecting to FinOps hubs:
        1. Open the [list of resource groups](https://portal.azure.com/#view/HubsExtension/BrowseResourceGroups) in the Azure portal.
        2. Select the hub resource group.
@@ -75,7 +91,7 @@ The FinOps toolkit Power BI reports include preconfigured visuals, but aren't co
      - FinOps hubs with Data Explorer offers improved performance and is recommended for anyone monitoring over $100,000 in total spend.
      - Storage reports only support ~$2 million of data without incremental refresh and ~$2 million per month in raw cost details. To learn more, see [Configure incremental refresh](/power-bi/connect-data/incremental-refresh-configure#define-policy).
 
-4. Authorize each data source:
+5. Authorize each data source:
 
    - **Azure Data Explorer (Kusto)** – Use an account that has at least viewer access to the Hub database.
    - **Azure Resource Graph** – Use an account that has direct access to any subscriptions you would like to report on.