Power BI Integration — Read the Canonical Model
Microsoft's BI platform — connected to the SeniorCRE canonical model so portfolio dashboards, REIT reports, and ad-hoc analytics read from one operational record, not nine.
Capabilities
- Roadmap DirectQuery interface design
- Portfolio rollups by community / region / entity
- Census, occupancy, and acuity dashboards
- Revenue cycle and denial analytics
- Workforce + agency-mix dashboards
- Quality measure and survey readiness boards
- Row-level security mirroring SeniorCRE roles
- Scheduled report distribution
How it works
- Provision the Power BI workspace — Stand up a workspace and confirm Power BI Pro / Premium entitlement for the operators in scope.
- Configure the SeniorCRE connector — Roadmap design intent: evaluate supported access, operator-approved scope, security, freshness, and acceptance criteria.
- Import starter report pack — Load the SeniorCRE starter pack (portfolio, clinical, finance, workforce) as the analytics baseline.
- Publish + schedule distribution — Publish dashboards and schedule executive distribution to operators, owners, REITs, and lenders.
Integration facts
- Interface basis — Vendor-documented design
- Current connection — Roadmap · not operator production
- Timing — Determined after validation scope
- Security model — Row-level security
Frequently asked questions
- Does Power BI read live data?
- Not in operator production. The roadmap interface is intended to support governed analytical reads after the operator approves source authority, freshness, access, and acceptance criteria. No latency figure or SLA is claimed.
- How is row-level security handled?
- Power BI row-level security mirrors the SeniorCRE role hierarchy and tenant isolation enforced at the Postgres RLS layer.
- Can we reuse existing Power BI reports?
- Yes. Existing reports re-point against the canonical model — typically reducing data-prep work meaningfully.
https://seniorcre.com/integrations/powerbi