Step 1: Preparation
- Get a Power BI pro licence (if you don’t have one already)
- You only need a single Power BI Pro account to embed content.
- The master account (the account your application will use when embedding content) is really the only required account you need within your organization. It’s just a regular user with a Power BI Pro license that you use with your application. The account must be an admin of the app workspace that is being used for embedding.
- Create an App Workspace
- A non-admin user can only create up to 250 app workspaces.
- By creating the workspace you become the admin of that workspace. You can add additional users and make them Admins if needed.
- Name your workspace, choose if you want it public or private (private should be fine), and add users if necessary.
- Remember the workspace ID as this is what you’ll name the app in the next step.
- Register your Azure Active Directory Application and Permissions.
- Create and Upload your Reports
- You can create your reports and datasets using Power BI Desktop and then publish those reports to an app workspace. The end user publishing the reports needs to have a Power BI Pro license in order to publish to an app workspace.
Step 2: Register an Application for Power BI (1 of 2)
- Navigate to https://dev.powerbi.com/apps
- Sign in with your Power BI details.
- Fill in the App Name (this should be an easily identifiable name).
- Select “Server-side Web app”.
- Fill in the Redirect URL and Home Page URL. Any valid URL will work. For example https://demo.pipware.net (redirect and home page URL).
- Select all ‘read’ APIs to access.
- Select Register App.
- You will then be provided with a Client ID. If you selected Server-side Web app, you will also receive a Client Secret. Record both as you will need them later.
- The Client ID can be retrieved from the Azure portal, at a later time, if needed. If you lose the Client Secret, you will need to create a new one within the Azure portal.
- Next, navigate to Azure to select Grant permissions.
Step 2: Register an Application for Power BI (2 of 2)
Note - Must be a global admin in the Azure tenant to complete this. If you are not sure, please email your IT Administrator and ask them to complete the following steps.
- Go to Azure, search and select App Registrations.
- Choose your app (This is the App name you provided in the previous step).
- Select Settings >> Required permissions >> Power BI Service.
- Add and Grant (all) Permissions.
- You can now use the registered application as part of your custom application to interact with the Power BI service.
For more information go to https://docs.microsoft.com/en-us/power-bi/developer/register-app
To access this app once created log into Azure and go to Home >> App registrations.
Step 3: Embed your content in PIPware (1 of 2)
- Ensure your PIPware role has the right permissions
- Log into PIPware
- Administration >> Roles >> Select the “BI Team” or “Administration” role (or any other applicable role)
- Tick “View Power BI Reports” under Reports and “Power BI” under Administration.
- If you cannot see these options then email PIPware support for assistance
- Navigate to Administration >> Settings.
- Scroll down to “Reports”.
- Complete the following fields:
- Power BI Client ID & Power BI Client Secret Key from the app registration step.
- Admin Azure user name: Username of workspace admin (your username).
- Admin Azure Password: Password of workspace admin (your password).
- Azure Tenant ID: This is the Directory ID located under Azure Active Directory >> Properties ('Directory ID' in Azure as displayed below)
Step 3: Embed your content in PIPware (2 of 2)
- Navigate to Administration >> General >> Power BI.
- Click ‘Add’ to specify a new Power BI Report and complete the following information:
- Name: Name of the report (e.g. Pipeline Health Check)
- Embed (Report) URL - In Power BI online, Open the report and select “File” >> “Embed in SharePoint Online”.
- Group ID & Report ID – These IDs are found in the Power BI Service URL of the report. (e.g. highlighted below: yellow=Group & green=Report).
- Dataset ID - Click on “datasets” section in the app workspace in Power BI Service and select the dataset of the report. The dataset ID can be taken from the URL. (e.g. highlighted below: blue=Dataset)
- Roles - Select the Roles that can view this report (e.g. BI team, Administrator etc.).
- Save the settings.
- View the Power BI Report in PIPware by selecting Reports >> Scroll down to “Custom Reports >> Select your recently added Power BI report”