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PowerBI

The Element type PowerBI allows you to embed and display interactive Power BI reports within the Business Portals dashboard. This integration enables real-time data visualization, filtering, and customization directly in your portal.

Configure PowerBI

To configure Power BI in Business Portals, follow these steps:

  1. Click on the search icon in the top-right corner .
  2. Search for Business Portals - Dataset List and open the page.
  3. Select the dataset you want to configure the Power BI element for.
  4. On the newly opened dataset page, execute the action Dashboard Groups.
  5. Create a new line or select an existing one. For more info about how to set up a dashboard, follow this documentation.
  6. To assign the element the PowerBI type, select it via the Element View Style field.
  7. If using a cloud system, all values (such as Group ID, Report ID, and Page Name) can be selected directly within Business Central, eliminating the need to retrieve them manually from Power BI.

Embedding a PowerBI Report

To embed a Power BI report, follow these steps

  • Execute the drilldown on the Group ID and select the Group you want that includes your report.
  • Execute the drilldown on the Report ID and select the Report you want to display.
  • Execute the drilldown on the Default Page and select the Page you want to display by default. This field is optional.

Tip

if you have trouble selecting the report, check if you have granted business portals access to you PowerBI Report.

Get the Group ID

The Group ID corresponds to the Workspace in Power BI. You can retrieve it manually by following these steps:

  1. Log in to the Power BI Service: https://app.powerbi.com
  2. On the left-hand side, locate the Workspaces section and click on the desired workspace.
  3. In the browser’s address bar, the URL will look like this: 
    https://app.powerbi.com/groups/{workspace-id}/list
  4. The {workspace-id} part of the URL is your Group ID.

Get the Report ID

The Report ID corresponds to the specific Report in Power BI. To retrieve it manually:

  1. Log in to Power BI Service: https://app.powerbi.com
  2. Navigate to the Workspaces section and open the workspace containing the report.
  3. Click on the report you want to embed.
  4. In the browser’s address bar, the URL will look like this: 
    https://app.powerbi.com/groups/{workspace-id}/reports/{report-id}/{page-name}?experience=power-bi
  5. The {report-id} part of the URL is your Report ID.

Info

At this point, all necessary configurations have been made, and you can proceed to Display on Dashboard. The following configurations are optional.

Get the Default Page

The Default Page determines which page of the report will be opened by default in Business Portals. To find the Page Name:

  1. Log in to Power BI Service: https://app.powerbi.com
  2. Navigate to the Workspaces section and open the workspace containing the report.
  3. Click on the report you want to configure.
  4. In the browser’s address bar, the URL will look like this: 
    https://app.powerbi.com/groups/{workspace-id}/reports/{report-id}/{page-name}?experience=power-bi
  5. The {page-name} part of the URL is your Default Page Name.

Configure View Mode

To control how the report is displayed, use the viewMode property. The available options are:

  • View - Opens the report in view-only mode.
  • Edit - Opens the report in edit mode.
  • Create - Opens the report in create mode (experimental feature).

Client-Side Filtering

By default, the filter pane is visible. To hide it, disable the PowerBI Filter Active property.

By default, the navigation bar is visible. To hide it, disable the PowerBI Navigation Active property.

Tip

If publishing only a single report page, it is highly recommended to use PowerBI Navigation Active together with Default Page.

Display on Dashboard

To make the Power BI report accessible on the Business Portals dashboard:

  1. Open the Dataset Table Card for the dataset configured with Power BI.
  2. Click on Dashboard Groups, then select an existing line or create a new one.
  3. Select the Dataset Table Code of the Power BI report you previously configured.
  4. Set the Element View Style to PowerBI.

Display on Head View

To display the Power BI report in the Head View of the portal:

  1. Open the Dataset Table Card for the dataset configured with Power BI.
  2. Click on Dashboard Groups, then select an existing line or create a new one.
  3. Select the Dataset Table Code of the Power BI report you previously configured.
  4. Set the Element View Style to Cue or Button.

Considerations & Limitations

  • "My Workspace" or "me" is unsupported when using a service principal.
  • Power BI admin rights are required to enable service principal in developer settings.
  • Some API limitations exist, particularly with dataflow management.
  • Azure Analysis Services requires specific permissions for Power BI embedding.

See Also