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trimjf Occasional Visitor
Occasional Visitor

Dynamic personalised reports within Sharepoint

We are looking for a solution to provide business reporting on the homepage of our Sharepoint intranet.  The data will be pulled from our financial systems and the display should be dynamically personalised based on the user.

 

For example, it would show the 5 most recent deals which the user had worked on, plus summary financial data.   

 

When a different user logs in, they see different results targetted to them.

 

Is this possible and what version of PowerBI would we need (e.g. Pro, on prem, in cloud etc)?

 

We had a solution provided tell  us that by embedding the reports into Sharepoint, it will no longer be dynamic/personalised and will show the data of the person creating the report (see below) - is that correct?

 

Thank you

 

Jon

 

See below for vendor response:

Personalisation

Primarily, the main drawback comes with regards to personalisation of reports that are embedded in pages (the homepage, for example). Because you're embedding a specific report that will already exist, we cannot have the feed of data that it shows be personalised, unless we created a specific report for each person and displayed based on the person viewing (I wouldn't recommend this for numerous reasons).  Because Power BI takes data and stores it in the reports it creates, the data is pulled based on the person who created the report itself.  For a more personalised approach, and something more in keeping with how Power BI is intended to be used, it would be better to have a summarised view of the world on the home page, but provide users with the ability to access Power BI to create their own reports.

 

The cloud version of Power BI offers more flexibility with regards to specific tailoring of the experience users have with the data, but generally speaking they would need to leave SharePoint to gain those benefits directly within Power BI dashboards, and it wouldn't be directly fed in to the SharePoint page through embedding.

Summarising Data and Interacting with Individual Records

Power BI is more about summarising and reporting on data, rather than interacting with it at source and navigating through. Therefore, this may not be able to replace the functionality that we have discussed for navigating individual Matters and Clients.

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-yuezhe-msft
Moderator

Re: Dynamic personalised reports within Sharepoint

@trimjf,

You can configure Row Level Security in the Power BI Report, then embed the Power BI report to SharePoint Online following the guide in this article.

You and those who view Power BI reports through SharePoint require Power BI pro license.

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.

View solution in original post

2 REPLIES 2
Moderator v-yuezhe-msft
Moderator

Re: Dynamic personalised reports within Sharepoint

@trimjf,

You can configure Row Level Security in the Power BI Report, then embed the Power BI report to SharePoint Online following the guide in this article.

You and those who view Power BI reports through SharePoint require Power BI pro license.

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.

View solution in original post

marcosragi Frequent Visitor
Frequent Visitor

Re: Dynamic personalised reports within Sharepoint

Hello Lydia and community.

 

we are experiencing the following problem:

 

We signed the PBI Premium EM1 License and we built an extranet portal in Sharepoint O365, the Problem number 1 -  We only cam embed a PBI premium EM1 Report using the SP Modern Pages, Problem Number 2 - We cannot use an regular Iframe to embed the PBI, only the PBI WebPart, using this webpart I can't send a parameter to the PBI Report, I'm looking for a solution 2 days in all kind of forums.

 

We thought about use the PBI Embedded License, but in this case the problem is, we are using AD B2B Guest Users to make the single sign on over SP, PBI and Internal Applications, only using the AD Premium.

 

Does anyone have any Idea how to solve it?

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