Set up Power BI integration

Power BI is one of the best tools to deliver insights with simple and interactive visualization. To view dashboards and reports from Power BI on webpages in a portal, you must enable Power BI visualization from the Power Apps portals admin center. You can also embed dashboards and reports created in the new workspace of Power BI by enabling the Power BI Embedded service integration.

Note

You can also integrate Power BI with Power Pages. More information: What is Power Pages.

Note

  • You must have an appropriate Power BI license.
  • To use Power BI Embedded service, you must have an appropriate Power BI Embedded license. Ensure you review capacity planning, and pricing for Power BI Embedded. More information: Power BI Embedded Licensing FAQs.
  • Ensure that Embed content in apps is Enabled in your Power BI tenant Developer settings. When disabled, a portal can't render embedded Power BI dashboards or reports.

Enable Power BI visualization

Enabling Power BI visualization allows you to embed dashboards and reports on webpages in a portal by using the powerbi Liquid tag.

  1. Open Power Apps portals admin center.

  2. Go to Set up Power BI integration and select Enable Power BI visualization.

    Enable Power BI visualization.

  3. Select Enable in the confirmation message. While Power BI visualization is being enabled, the portal will restart and be unavailable for a few minutes. A message will appear when Power BI visualization has been enabled.

Customizers can now use the powerbi Liquid tag to embed Power BI dashboards and reports on webpages in a portal. While embedding the Power BI content, customizers can use filter parameters to create personalized views. For more information, see powerbi Liquid tag.

Disable Power BI visualization

  1. Open Power Apps portals admin center.

  2. Go to Set up Power BI integration and select Disable Power BI visualization.

    Disable Power BI visualization.

  3. Select Disable in the confirmation message. While Power BI visualization is being disabled, the portal will restart and be unavailable for a few minutes. A message will appear when Power BI visualization has been disabled.

Enable Power BI Embedded service

Enabling the Power BI Embedded service allows you to embed dashboards and reports created in the new workspace of Power BI. The dashboards and reports are embedded on webpages in a portal by using the powerbi Liquid tag.

Prerequisites: Before enabling the Power BI Embedded service, ensure that you've created your dashboards and reports in the new workspace in Power BI. After creating the workspace, provide admin access to the global administrator so the workspaces are displayed in the Power Apps portals admin center. For more information on creating new workspaces and adding access to them, see Create the new workspaces in Power BI.

Note

Ensure that Power BI visualization is enabled for the powerbi Liquid tag to work.

To enable Power BI Embedded service:

  1. Open Power Apps portals admin center.

  2. Go to Set up Power BI integration and select Enable Power BI Embedded service.

    Enable Power BI Embedded service.

  3. In the Enable Power BI Embedded service integration window, select the available workspaces from which you want dashboards and reports to be displayed in your portal. Move these workspaces to the Selected Workspaces list.

    Select Power BI workspaces.

    Note

    After you add workspaces to the Selected Workspaces list, the databases and reports are rendered after a few minutes.

  4. Select Enable. While Power BI Embedded service is being enabled, the portal restarts and is unavailable for a few minutes. A message appears when Power BI Embedded service is enabled.

After enabling the Power BI Embedded service, you must create a security group, and add it to your Power BI account. For more information, see Create security group and add to Power BI account.

Create security group and add to Power BI account

After enabling the Power BI Embedded service integration, you must create a security group in Azure Active Directory, add a member to it, and then add the security group in Power BI through the Power BI admin portal. This configuration allows the dashboards and reports created in new Power BI workspaces to be displayed in the portal.

Note

You must sign in with the same Global administrator account that you used to enable the Power BI Embedded service.

Step 1: Create a security group

  1. Sign in to the Azure portal using a Global administrator account for the directory.

  2. Select Azure Active Directory, Groups, and then select New group.

  3. On the Group page, enter the following information:

    • Group type: Security

    • Group name: Portal Power BI Embedded service

    • Group description: This security group is used for Portal and Power BI Embedded service integration.

    • Membership type: Assigned

      Create security group for Power BI Embedded service.

  4. Select Create.

Step 2: Add a group member

Prerequisite: Before adding a member to the security group, you must have the portal's application ID. The ID is available on the Portal Details tab in the Power Apps portals admin center.

  1. Sign in to the Azure portal using a Global administrator account for the directory.

  2. Select Azure Active Directory, and then select Groups.

  3. From the Groups - All groups page, search for and select the Portal Power BI Embedded service group.

    Search and select the security group for Power BI Embedded service.

  4. From the Portal Power BI Embedded service Overview page, select Members from the Manage area.

  5. Select Add members, and enter the portal's application ID in the text box.

  6. Select the member from the search result, and then choose Select.

    Add member in the security group for Power BI Embedded service.

Step 3: Power BI setup

  1. Sign in to Power BI using a Global administrator account for the directory.

  2. Select the Settings icon in the top right of the Power BI service, and choose Admin portal.

    Select Admin portal in Power BI service.

  3. Select Tenant settings.

  4. Under the Developer settings section, select Allow service principals to use Power BI APIs.

  5. In the Specific security groups field, search for and select the Portal Power BI Embedded service group.

    Add security group in Power BI Admin portal.

  6. Select Apply.

Customizers can now use the powerbi Liquid tag to embed Power BI dashboards and reports from new Power BI workspaces onto webpages in a portal. To use Power BI Embedded service, the authentication type must be specified as powerbiembedded. While embedding the Power BI content, customizers can use filter parameters to create personalized views. For more information, see powerbi Liquid tag.

Manage the Power BI Embedded service

  1. Open Power Apps portals admin center.

  2. Go to Set up Power BI integration and select Manage Power BI Embedded service.

    Manage Power BI Embedded service.

  3. In the Manage Power BI Embedded service integration window, select the available workspaces from which you want dashboards and reports to be displayed in your portal. Move these workspaces to the Selected Workspaces list. You can also remove currently used workspaces by moving them back to Available Workspaces.

    Manage Power BI Embedded service integration.

    Note

    After removing workspaces from the Selected Workspaces list, it can take up to 1 hour to reflect the changes. Until then, the databases and reports are rendered on the portal without any issues.

  4. Select Save.

Disable the Power BI Embedded service

  1. Open Power Apps portals admin center.

  2. Go to Set up Power BI integration and select Manage Power BI Embedded service.

    Manage Power BI Embedded service.

  3. In the Manage Power BI Embedded service integration window, select Disable Power BI Embedded service integration.

    Disable Power BI Embedded service.

  4. Select Save.

  5. Select OK in the confirmation message. While Power BI Embedded service is being disabled, the portal will restart and be unavailable for a few minutes. A message will appear when Power BI Embedded service has been disabled.

Considerations and limitations

  • Portals with version 9.3.4.x or later supports the following capabilities:
    • Dashboards and report from Azure Analysis Services using live connections. Azure Analysis Services on-premises configurations are not supported.
    • Dashboards with role-based security.
    • Single tile with role-based security.
  • Power BI visualization functionality is not available in the China region for Azure Active Directory authentication.
  • For more information about Power BI Embedded service limitations, see Considerations and limitations.

Rendering a Power BI report on a portal page fails with the following error:

A configuration error occurred while rendering your report.

This problem can happen because of multiple reasons such as:

Privacy notice

By enabling the embedding of Power BI tiles and dashboards, when a user embeds a Power BI tile or dashboard, that user’s Azure Active Directory authorization token for Microsoft Dataverse is used to authenticate with the Power BI service with an implicit grant, providing a seamless “single-sign on” experience for the end user.

An administrator can disable embedding of Power BI tiles and dashboards at any time to stop use of the Dynamics 365 authorization token for authenticating with Power BI service. Any existing tiles or dashboards will stop rendering for the end user.

The Azure component or service that is involved with embedding of Power BI tiles is detailed in the following section.

Note: For more information about additional Azure service offerings, see the Microsoft Azure Trust Center.

Azure Active Directory

This service provides the authentication token exchanged with Power BI service for API and UI authentication.

Next steps

Add a Power BI component to a webpage using the portals Studio

See also