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Super User II
Super User II

Embed Power Bi in Office Apps

There are a lot of final users that are negated to use Power Bi Service to check their reports or dashboards. When they think about connecting to a new additional platform of the office tools that they already know, it causes an idea in their minds of wasting time in courses or learning path. They don't realize the investment it is for their knowledge.

Specially for this old school users, but not only for them, Power Bi ready to be part of other apps. The web portal is not the only way to check your reports. The thing is Power Bi can be integrated in two special ways to show their reports. I'm talking about embed Power Bi in two great friends:

  • SharePoint
  • Teams

 

Embedding in SharePoint

Today we have the possibility of adding Power Bi inside a SharePoint Site. The embed report will contain the same security capabilities as the Power Bi Service. This means we will need a Power Bi PRO account to check it unless it is in a Workspace with Premium Capacity. The security behaves equally due to the account that logs in Power Bi should be the same that logs in SharePoint.

Let's get down to business. In order to show the report on SharePoint first we need to get in the Power Bi Service and click the following option and copy the URL resulted.

 

embed sharepoint option in pbi serviceembed sharepoint option in pbi service

 

Then open the site in SharePoint Online and click in Edit/Editar

 

Edit Sharepoint SiteEdit Sharepoint Site

 

You can also select + New in SharePoint Online to create a new site

 

New site in SharepointNew site in Sharepoint

 

Once created, select the dropdown menu in + symbol and then pick the element Power Bi.

 

Power Bi option in sharepointPower Bi option in sharepoint

 

Click the "Add Report"/"Agregar informe" button. You'll see a new window where you can paste the URL of the report that was previously copied from Power Bi Service.

 

Power Bi report selector sharepoint sitePower Bi report selector sharepoint site

It's almost than! Click on the Publish button to show the report to the users in the SharePoint Online.

 

Publish button in sharepoit power biPublish button in sharepoit power bi

 

The last step would probably check the permission of the users that can be edited easily with office 365 groups.

 

Embedding in teams

Nowadays the tiny time we got is precious. That's why Microsoft added this feature to the main chat channel the companies should have. In order to avoid searching things in different places, teams has the capability of integrating apps. We can add a Power Bi Report to a channel, group/team or single conversation. This allow us to increase the collaboration at maximum giving us time to focus in communication and decision making with reports in one place.

Let's get the ball rolling and learn this simple process.

In chat menu, of the conversation we want to embed Power Bi, click on the "+" button.

 

New tab in teamsNew tab in teams

 

Search and pick Power Bi.

 

Power Bi search item in teamsPower Bi search item in teams

 

Then a window will let us navigate through Power Bi elements to select the workspace and report we need. Save it.

 

Power Bi Report selector in teamsPower Bi Report selector in teams

 

From now on you will see a new tab in that specific chat channel called Power Bi with the report you have picked up.

Again, let's remember that the permission of the report access is the same of the Power Bi Service. Only the users that have the permission to read the report will be able to check it. The Power Bi Pro or Premium will be required as I have mentioned before.

 

Power Bi tab in teamsPower Bi tab in teams

 

You can also add the Power Bi Report Tab from the left menu over the three dots. Click more applications and you can search Power Bi like the last time.

 

Power Bi in more apps teamsPower Bi in more apps teams

 

I hope this result in something useful for you guys to stop fighting on the platform and start checking the numbers in the place the users are comfortable.



If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Happy to help!

LaDataWeb Blog


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