SharePoint Online embedding

Many organizations use team sites in SharePoint Online to facilitate collaboration between colleagues. These sites often contain important team or departmental documents (that is, Word, PowerPoint), calendars, and relevant links. Via the Power BI report web part for SharePoint Online, a Power BI report can be embedded into a SharePoint Online page to further enrich these sites.

Yana Berkovich, Microsoft Data Platform MVP and collaboration consultant, has co-authored this section.

Technically, the SharePoint Online embedding process consists of two steps within the Power BI service and two steps within SharePoint Online. However, the following 12 step process can be used to effectively plan and implement the embedding:

  1. Identify the business users of the team site who will need to view the embedded Power BI report.
  2. Identify the app workspace and the report within that workspace that will be embedded in the team site.
  3. Determine which of the following two options will be used to authorize the SharePoint Online site users:
    • Assign Power BI Pro licenses to each user and add these users as members of the app workspace.
    • Assign the app workspace to the Power BI Premium capacity such that Power BI Free users can view the content. 
  1. Open the report in the Power BI service and select Embed in SharePoint Online from the File menu dropdown:
    • The embed URL is provided via a dialog, per the following screeshot:
Embed link to Power BI report
  1. In a modern SharePoint Online page, click the add (+) icon and select the Power BI web part, as shown in the following screenshot:
Add Power BI report web part
  1. The add (+) icon to add a web part is provided by default for new site pages. For existing site pages, clicking the Edit icon in the top right will provide the same add (+) icon.
If the page's version hasn't already been set to modern, contact the SharePoint or Office 365 administrator as this is required to use the Power BI web part.
  1. Select the Add report command button to access the web part property pane for configuring the embedded report.
    • This will launch the web part property pane on the right, including an input box for the Power BI Report URL.
  2.  Paste the Power BI report URL into the Power BI report link input box.
    • Use the Page name dropdown to select the default page that is shown on the report page.
  3. Configure the web part via the Display (for example, 16:9), Show Navigation Pane, and Show Filter Pane properties.
    • The Show Navigation Pane should be enabled if users require access to multiple pages of the report.
  4. In the following screenshot, a Power BI report with two report pages (General, Agents) has been embedded into a SharePoint Online site page:
Power BI report embedded in SharePoint Online site page
  1. Once embedded in the site page, the web part will reflect data refreshes and any report modifications implemented in Power BI. 
  2. Click the Publish button on the top-right of the site page to make the embedded report visible to site users. 
    • When finished on the site page, click Save and Close on the left side of the page.
"Share Power BI reports where team collaboration is done to provide users with greater context and to drive overall productivity."

                                            – Yana Berkovich, Microsoft Data Platform MVP 

As described in Chapter 8Managing Application Workspaces and Content, security groups are not supported for adding members to app workspaces. Therefore, if large numbers of users require access to Power BI reports via SharePoint Online, assigning the workspace(s) to the Power BI Premium capacity can both simplify management and reduce the cost of individual Power BI Pro licenses. 

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