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Projector requires a specific setup of PowerBI in order to show dashboards within our platform. It must meet the following requirements:
PowerBI Pro - at least one user needs to be on a Pro account.
.Warning title Two Factor Authentication Two-factor authentication must be OFF for this user
- Microsoft Azure - you have an Azure subscription
App Owns Data PowerBI instance tied to Azure - if you don't already have
onea PowerBI instance tied to Azure you can create one using this link https://app.powerbi.com/embedsetup/
appownsdataAfter creating your application note the Application ID and Workspace IDTip If you already have an application you can get the application ID from https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade. You can get the workspace ID by logging into https://app.powerbi.com and opening the workspace tied to your Azure application. Look in the URL for the workspace ID.
If you aren't sure if your PowerBI is tied to an App Registration, it's easiest to follow the link above and create a new one. You can publish your existing reports to the new space.
When creating your application request API permissions for the following
After creating your application note the Application ID and Workspace ID
- API Access Enabled - under your App Registrations in Azure, open your application and go to API Permissions. If there are currently no permissions you requested permissions as suggested above you'll want to choose PowerBI Embedded PoC. Then Delegated Permissions. You'll need the following permissions at a minimum (tbd). Finally, you'll need to grant Admin Consent to your Azure account.need an administrator to grant them. If you already have an app, grant the permissions by click Add a permission | Delegated permission | Select the Read permissions | click Grant admin consent for.
- User set to Admin - If the user accessing content via the API isn't already a workspace Admin, make them one at https://app.powerbi.com | Workspaces | Access.
Create PowerBI Content
If you do not already have content in your PowerBI instance, create at least one report. If everything is configured correctly you should see that reports are owned by the application and not by a specific user. In the screenshot below the name of our registered application is Power BI Embed PoC. If you don't have any published reports, or don't know how to get to this screen, we'll cover that in the next few sections..
You can author PowerBI content on either their website at https://app.powerbi.com or via their desktop software.
Point Projector at PowerBI Instance
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- Enter your application ID - if you do not know your ID see https://docs.microsoft.com/en-us/power-bi/developer/embed-sample-for-your-organization#application-id
- Click Set Credentials and enter your username and password - requires the use of a Master Account with a PowerBI Pro license. Enter the master account's case-sensitive username and password here. Two-factor authentication is not supported
- Restart Management Portal
Get PowerBI
To author PowerBI content you will need to install their desktop software.
Pull Projector Data into PowerBI
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PowerBI pulls data from Projector's reports tab. If you don't already have a Projector report accessible over the web, make one. |
The following examples use PowerBI's desktop software.
Use Get Data | Web to connect to your Projector data.
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Log into Projector Web as the user. On My Home Page you should see your PowerBI dashboard displayed.
Filters
Projector can dynamically filter displayed content. For example, you might have a dashboard that shows holidays balances for all your resources. But when displayed on My Home Page you only want to display data about the current resource. This is where filters come in.