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tuckera Frequent Visitor
Frequent Visitor

Do Salesforce users need Power BI licenses to view embedded data visualizations?

Do Salesforce users need Power BI or Power BI Pro licenses to view Power BI data visualizations embedded in Salesforce?

7 REPLIES 7
Moderator v-yuezhe-msft
Moderator

Re: Do Salesforce users need Power BI licenses to view embedded data visualizations?

@tuckera,

Do you follow the guide in this blog to embed report into Salesforce? If so, salesforce users need Power BI pro licenses to view embedded Power BI report.

However, if you want to embed Power BI report for non-Power BI users, you can take steps in this official article:https://pbiwebprod-docs.azurewebsites.net/en-us/documentation/powerbi-developer-using-embed-token/.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
tuckera Frequent Visitor
Frequent Visitor

Re: Do Salesforce users need Power BI licenses to view embedded data visualizations?

I looked at the Embedding a Power BI report into Salesforce page at https://powerbi.microsoft.com/en-us/blog/embedding-a-power-bi-report-into-salesforce/ & it states the info below. So it appears that Salesforce users need Power BI licenses but not Power BI Pro licenses to view embedded Power BI data visualizations in Salesforce.

 

Sharing a report with members of your organization
To share a report with other members of your organization there are two requirements.

  1. The user needs to have a Power BI account
  2. They need to be a member of the same Azure Active Directory where the AAD application has been created

Once those requirements are met there are two ways of making the report accessible to them.

  1. Share the dashboard that contains the report in Power BI (the report GUID will stay the same)
    • Link: How to share a dashboard
    • Once shared, the user can log into Salesforce, navigate to the report page where they will be asked to log into Azure Active Directory, and view the embedded report
  2. Create a Power BI group and publish reports there, all members of the group will be able to see the report in Salesforce
    Link: How to create a group
Highlighted
tuckera Frequent Visitor
Frequent Visitor

Questions about Embedding a Power BI report into Salesforce

We have the following questions about the Embedding a Power BI report into Salesforce page located at: https://powerbi.microsoft.com/en-us/blog/embedding-a-power-bi-report-into-salesforce/

  1. What application is being registered by Azure AD? Salesforce and/or Power BI?
  2. Which edition of Azure AD is required to register the application? Free, Basic, Premium P1, or Premium P2?
  3. Does anyone know of any specific instructions on how to register the Salesforce or Power BI application in Azure AD? The link to the guide shown below on the Embedding a Power BI report into Salesforce page is broken.

Azure Active Directory registration

The authentication flow from Salesforce to Power BI is an authorization code flow. For this flow to work, you must register an application in Azure AD. This establishes an identity for your application and specifies permissions to Power BI REST resources. To register an application, follow this guide. (https://docs.microsoft.com/en-us/power-bi/developer/register-a-web-app/)

Moderator v-yuezhe-msft
Moderator

Re: Do Salesforce users need Power BI licenses to view embedded data visualizations?

@tuckera,

Firstly, when sharing dashboard, both report owner and the users  you share dashboard to require Power BI pro license.

Secondly, to allow your application access to the Power BI REST API, you need to register your application with Azure Active Directory, for more details, please review  this following article.

https://pbiwebprod-docs.azurewebsites.net/hr-hr/documentation/powerbi-developer-register-a-web-app/


Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
st3vemartin Frequent Visitor
Frequent Visitor

Re: Do Salesforce users need Power BI licenses to view embedded data visualizations?

I continue to be confused by this wording - and it seems to be in every blog post.  I must be missing something very basic here based on no one else is questioning or confused over this step in the overall process.

 

"register your application" - what is "my application" if I am a Power BI Pro User - is it one of the Workspaces in Power BI Service - or a published application from a workspace. 

 

And the examples keep referencing localhost/redirect with the home page of localhost - is this literal - I assume no... I need to put in the url of the place to go... yes/no - or is that in the embed code and these url fields for redirect and home page are just that - placeholders and I should put in "localhost/redirect"??

belmore Regular Visitor
Regular Visitor

Re: Do Salesforce users need Power BI licenses to view embedded data visualizations?

I have similar questions and the more I read the more I get confused. There appear to be two roads (methods) to take when considering embedding Power BI content.

 

1) User Owns Data  (requires Power BI Pro license -- for end users to view embedded content)

2) App Owns Data (requires Power BI Premium service + Power BI Pro for developers)

 

I work with a small business and have 10 - 20 users who would need to view Power BI embedded content.  We believe it makes more economic sense to select the "user owns data" method -- our assumption is that if the 10-20 users all have Power BI Pro license, then we only need to figure out how to actually embed content.

 

My company is using Tableau desktop and tableau online --- and the process of embedding dashboards and reports is very simple (copy and paste the embedding code & if the end users are signed into their Tableau online accounts -- they are able to see the dashboards, report, etc.) 

 

Questions:

Does the "User Owns Data" method require Premium Service or and additional license besides Power BI Pro?

 

The embedding process is very complicated to understand for someone who is not a developer (this is where tableau online is great). It seems to me that the "user owns data" method should be as simple as the "Publish to Web" method -- copy and paste -- and consumers of the embedded content are required to have Power BI Pro license. (it is not). 

 

Is there a step by step guide for "user owns data" method when embedding into Salesforce?  Is the Embedding into Salesforce Blog guide that is referenced above still valid? (seems license requirements may have changed)

 

I need the "User Owns Data" embedding for dummies.....any advice, help, reference to articles, etc. -- for the non-developer is greatly appreciated. 

 

Thank you

 

st3vemartin Frequent Visitor
Frequent Visitor

Re: Do Salesforce users need Power BI licenses to view embedded data visualizations?

I agree with the "I need the "User Owns Data" embedding for dummies.....any advice, help, reference to articles, etc. -- for the non-developer is greatly appreciated. "

 

I feel like the blogs are geared to those who already have a fundamental understanding of api - and I have tried to take a step back and figure out "the basics" of Power BI rest api and how it works.

 

I'm working (when I have time) on integrating Salesforce - even the "cheat sheet" link for the embed process https://dev.powerbi.com/apps has me unsure of what to paste in for my force page in terms of home page and redirect.  And everything I have tried so far following this original post has not worked (and it would be great to have the confidence that this is still a valid way to do it - or is it outdated) - 

https://powerbi.microsoft.com/en-us/blog/embedding-a-power-bi-report-into-salesforce/

 

I did get the "Publish to Web" to show up in Salesforce as "embedded", which may be the way to go with the "user owns the data" model - I just pasted the public URL in the apex embed tags in Salesforce force page.  but I need more control over what is rendered in terms of having the report page filters (or slicers if possible with this latest service release) filter the report in Salesforce - via building the http link in Salesforce.  But I can't even get that far to see if feasible based on so complicated and not easy to follow copy/paste code steps to link the 2 systems together.

 

I am 2 days away from publishing tabs of the original shared workspace report (as separate reports) to my workspace .. pre-filtered ... then embed the publish to web http link as the solution to showing Power BI reports in the Salesforce view ... BUT would really like to do it with a bit more ... lets call it.. "professionalism" than that.