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 web pages in a portal, you must enable Power BI visualization from the PowerApps 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 must have an appropriate Power BI license.
  • To use Power BI Embedded service, you must have an appropriate Power BI Embedded license. For more information, see Licensing.

Enable Power BI visualization

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

  1. Open PowerApps Portals admin center.

  2. Go to Set up Power BI integration > Enable Power BI visualization.

    Enable Power BI visualization

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

Customizers can use the powerbi Liquid tag to embed Power BI dashboards and reports on web pages in a portal. While embedding the Power BI content, customizers can use filter parameters to create personalized views. More information: powerbi Liquid tag

Disable Power BI visualization

  1. Open PowerApps Portals admin center.

  2. Go to Set up Power BI integration > Disable Power BI visualization.

    Disable Power BI visualization

  3. Select Disable in the confirmation message. While Power BI visualization is being disabled, the portal restarts and will be unavailable for a few minutes. A message appears when Power BI visualization is 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 have 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 PowerApps Portals admin center. For more information on creating new workspaces and adding access to them, see Create the new workspaces in Power BI.

Power BI Embedded service limitations: For information on limitations, see Considerations and limitations.

Note

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

  1. Open PowerApps Portals admin center.

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

    Enable Power BI Embedded service

  3. In the Enable Power BI Embedded service integration window, select and move the Power BI workspaces from which dashboards and reports need to be displayed in your portal 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.

You must now 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 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 with you. The portal's application ID is available on the Portal Details tab in PowerApps 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 the Portal Power BI Embedded service group, and select it.

    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 Settings 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 the Portal Power BI Embedded service group, and select it.

    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 on 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. More information: powerbi Liquid tag.

Manage the Power BI Embedded service

  1. Open PowerApps Portals admin center.

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

    Manage Power BI Embedded service

  3. In the Manage Power BI Embedded service integration window, remove or move the Power BI workspaces from which dashboards and reports need to be displayed in your portal to the Selected Workspaces list.

    Select Power BI workspaces

    Note

    After removing the 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 PowerApps Portals admin center.

  2. Go to Set up Power BI integration > 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 restarts and is unavailable for a few minutes. A message appears when Power BI Embedded service is disabled.

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 Common Data Service 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.

See also

powerbi Liquid tag
Add a Power BI report or dashboard to a webpage in portal