Power BI application Configuration

Introduction

It enables users to analyze, visualize, and share data insights across an organization in an interactive and intuitive manner. With Power BI, users can connect to various data sources, such as databases, spreadsheets, and cloud services, to import and transform data into meaningful visualizations and reports.

Prerequisites:

1. Administrative privileges are required.

2. A Power BI Pro account is necessary.

Create a Workspace:

To log in to the Power BI application as an administrator and create a workspace, follow these steps:

1. Sign in to the Power BI application using your administrator credentials.

2. Go to the Workspaces section and select "Create workspace."

3. Provide a unique name for the workspace.

4. Fill out the Advanced settings:

   1. Contact List: Select the specific users and groups (Enter the Admin ID).

   2. License mode: Choose the Pro option.

5. Click on "Save" to create the workspace.

6. Your workspace dashboard will now be displayed.

Workspace settings:

In the navigation pane, select the arrow next to Workspaces, select More options (...) next to the workspace name > Workspace settings. The Settings pane opens.

Workspace Access:

1. Navigate to Workspace access.

2. Enter the application name.

3. Grant Admin permission.

4. Click on "Add" and then "Close."

Workspace Settings:

1. Complete the Advanced settings:

   • Contact List: Select the specific users and groups (Enter the Admin ID).

   • License mode: Choose the Pro option.

2. Click on "Save" to save the settings.

Tenant Settings:

To have granular control over the available features for your organization, you can adjust the tenant settings. Follow these steps:

1. Access the Admin portal.

2. Select the Tenant settings option.

3. Search for APIs in the settings.

4. Enable the Admin APIs.

5. Enable the Integration APIs settings.

Creating Content:

To create content in your workspace, follow these steps:

1. Go to your workspace dashboard.

2. You can add reports manually or upload them from a template.

• To add manually:

  • Select the "Paste" or "Manually enter the data" option.

  • Open the desired application and copy your desired report (e.g., "users activity" report).

  • Paste the report details into the Power BI application.

• To auto-create a report:

  • Use the auto-create feature to generate a report automatically.

3. Once the report is created, graphs and visuals will be displayed on the Power BI dashboard.

4. Click on "Save" to view the workspace and report ID.

Embedding a Report

1. Open the File menu.

2. Select "Embed report" and choose "Website or portal."

3. In the Secure embed code dialog, locate the value provided under "A link you can use to embed this content." If you prefer an iframe in a blog or website, find the value under "HTML you can paste into a website."

Note: It's important to note whether a user accesses the report URL directly or through embedding it in a web portal; authentication is required to access the report.

Workspace ID and Report ID from embedded code:

When using an iframe widget, you must paste the URL.

When using the Power BI widget, follow these steps:

1. Enter the Workspace ID and Report ID from the URL.

2. To obtain the Workspace ID and Report ID, refer to the embedded code as follows:

• The code following "groups" in the URL represents your Workspace ID.

• The code following "report" in the URL corresponds to your Report ID.

Refer to the video: Power BI Configuration.