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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.

Contacting Projector Support


Configure PowerBI Instance

Projector requires a specific setup of PowerBI in order to show dashboards within our platform. It must meet the following requirements:

  1. PowerBI Pro - at least one user needs to be on a Pro account. Two-factor authentication must be OFF for this user.
  2. Microsoft Azure - you have an Azure subscription

  3. App Owns Data PowerBI instance tied to Azure - if you don't already have one you can create one using this link https://app.powerbi.com/embedsetup/appownsdata
    1. After creating your application note the Application ID and Workspace ID
    2. 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. 
  4. API Access Enabled - under your App Registrations in Azure, open your application and go to API Permissions. If there are currently no Your app should have 

     

  6. App Owns Data - PowerBI is granted API permissions and set to App Owns Data 

  7. API permissions require the use of Master Account rather than Service Principal (not sure how to check this)

If everything is configured correctly you should see in the PowerBI interface 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.


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.

  1. 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
  2. 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
  3. 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. 

We need to figure out how to create workspaces and identify that it has been associated with an app registration.




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:

https://app.powerbi.com/groups/7b087de2-53a5-4cc7-b51d-0d780508debb/dashboards/0c06c76a-0745-4a13-8bbd-abc108388407?noSignUpCheck=1

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. 


If you have shared your report correctly it will show up like the screenshot below.




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.

  1. Identify a user you want to show a PowerBI dashboard to
  2. Note their primary user type
  3. Edit that user type and go to the dashboards tab
    1. Name the dashboard
    2. Tick the checkbox for User's Home Page
    3. Enter a height (800 is often good)
    4. Choose MS Power BI from the Display dropdown box
    5. In the previous step you noted your Workspace and Report IDs. Enter them here
    6. 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.










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