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Anonymous
Not applicable

embed a PowerBI report in Salesforce

My client wants to integrate a PowerBI report in an iframe in Salesforce.com I know I can use the public link with Publish to web feature, but link and data won't be secured. So is there an alternative ? How could I register Salesforce as a web application accessing PowerBI resources ? Some question with Dynamics CRM.

16 REPLIES 16
Anonymous
Not applicable

We try with success this intergation path, I recommand : https://powerbi.microsoft.com/fr-fr/blog/embedding-a-power-bi-report-into-salesforce/

 

 

 

ocakdeniz
New Member

You can not use iframe in salesforce using "X-Frame-Options" as a security measure, it will block the external site.

 

Unfortunatley the proper way to achieve this is using Canvas in Salesforce side and I guess following these steps in your salesforce org.

 

https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-authenticate-a-web-app/

 

 

Hi,

 

The below URL is showing 404 error, can you provide the revised URL which Canvas in Salesforce

 

https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-authenticate-a-web-app/

Hi,

 

I have the similar requirement in my project to display the Power BI dashboards in salesforce canvas app. Can you provide the links which help to configure the Canvas app. Thanks in advance 

 

 

Hi,

 

I have the similar requirement in my project to display the Power BI dashboards in salesforce canvas app. Can you provide the links which help to configure the Canvas app. Thanks in advance 

 

 

pdimitrov
Advocate I
Advocate I

You have to use this example to integrate with PowerBI.com ( not Azure Embedded)

 

https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-integrate-tile/

 

 

maheshm12
Regular Visitor

hi , 

plz tell me, the steps how  to do these task..

 

i have sam requirement . 

 

maheshm12
Regular Visitor

HI ,

maheshm12
Regular Visitor

hi ,

do u got the way ?, how to integrate power bi with sales force ?
plz help , i have also same requirement...
thanks

in advance..

rwohlber
New Member

Did you ever find a way to do this?  We have the same need.

Greg_Deckler
Super User
Super User

For Power BI, you would use the new Power BI Embedded functionality. So, essentially create a web application that uses Power BI Embedded to display reports and then iframe that.

 

https://github.com/Azure-Samples/power-bi-embedded-integrate-report-into-web-app

 

https://azure.microsoft.com/en-us/documentation/articles/power-bi-embedded-get-started-sample/

 

For CRM, generally you can iframe CRM or just create a Power BI report based upon Microsoft CRM data and again use Power BI Embedded.


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I am interested in this solution, but I am not sure how do you refresh data in embedded reports against SFDC data?

Can you provide some guidance?

Anonymous
Not applicable

Hi smoupre. I don't want to create a new web app (for that for sure I would use the new Power BI Embedded functionality) , I just want to embed PowerBI reports into an existing Salesforce.com application, in an iframe. And by the way, data in my PowerBI reports are not coming from Salesforce.com, but from another data source. My client wants to see its reports inside Salesforce. So not sure if I can do that, because first step is to register my web app in Azure... but Salesforce.com is not my application.

Hi,

Did u achieve  the process of integration power bi reports into saleforce?? ..If yes then plz help .. i have also same requirement ..thanks in advance

Hi,

i have also same requirement, i have to integrete power bi report into sales force .

plz help me ..

thanks in advance. 🙂

Whoops, sorry, was experimenting...


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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