Once you set your PowerBI application ID and credentials, you'll be able to start displaying PowerBI dashboards in the following areas of Projector Web.
Permissions and Settings
To enable this section turn on Advanced Analytics from the Modules Editor.
To make changes on this tab you must have the global permission System Settings set to Update.
Just Getting Started?
Consider working with one of our PowerBI partners to help you get PowerBI licensing, help with your Projector configuration, and training on building your first dashboards.
Configure PowerBI Instance
Projector requires a specific setup of PowerBI in order to show dashboards within our platform. It must meet the following requirements:
- Microsoft Azure - you have an Azure subscription
- Registered Application - within Azure you have a registered application or you create a registered application
- App Owns Data - PowerBI is granted API permissions and set to App Owns Data
- API permissions require the use of Master Account rather than Service Principal (not sure how to check this)
Point Projector at PowerBI Instance
Before you can start adding PowerBI dashboards you'll need to register your PowerBI instance with Projector. This is done from the Integrations tab | Advanced Analytics/BI subsection | MS Power BI blue dot. Enter your application ID and credentials.
- 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
PowerBI pulls data from Projector's reports tab. If you don't already have a Projector report accessible over the web, make one.
Use Get Data | Web to connect to your Projector data.
Once you have a report's URL, paste it into the form and Connect
Create Content
The simplest way to get started is to build a table. In the screenshot below we have connected to a Ginsu report.
Publish PowerBI Dashboard
Once your dashboard is configured, Publish it to a workspace.
View on Web
Find your new dashboard in the workspace at https://app.powerbi.com. Copy the URL into notepad or another text editor. It should look something like this:
You'll need to extract two, thirty-six character codes out of the URL to put into Projector. The first is the Workspace ID. The second is the Report ID. In the above URL they would be:
- Workspace ID = 7b087de2-53a5-4cc7-b51d-0d780508debb
- Report ID = 0c06c76a-0745-4a13-8bbd-abc108388407
We'll be using them in the next section.
Configure Projector Dashboard
Now that you have connected Projector to PowerBI, pulled Projector data into PowerBI (optional), and published your dashboard to the web you can now display it one of three areas of Projector.
This next section explains how to show a dashboard on a home page, but the same steps apply to the other areas.
- Identify a user you want to show a PowerBI dashboard to
- Note their primary user type
- Edit that user type and go to the dashboards tab
- Name the dashboard
- Tick the checkbox for User's Home Page
- Enter a height (800 is often good)
- Choose MS Power BI from the Display dropdown box
- In the previous step you noted your Workspace and Report IDs. Enter them here
- Leave the Filters area empty for now. The next section will explain how filters work
Log into Projector Web as the user. On My Home Page you should see your PowerBI dashboard displayed.
