Native data reporting within SharePoint is a powerful tool to have, but embedding this reporting into Power BI is even more powerful.
The option for sharing Power BI data has been somewhat limited until now. Microsoft recently launched an update allowing users to embed interactive Power BI reports into SharePoint pages. This new feature allows convenient access to sharing data-rich graphs as well as other presentations. The embedded reports are also more secure because not all users have permission to access the report; the permissions to review the report are set within the Power BI service. This means they can be shared for internal or external review as needed.
Shown below is a sample dashboard generated by Power BI; this same in-depth reporting toolset will now be accessible from within SharePoint.
The new update provides a seamless integration with SharePoint Online. Users who are already consuming content on SharePoint can now see Powerful Power BI content right on the page. Unlike Power BI Embedded, no coding is required to insert a Power BI graph, just grab the existing URL and embed as a Power BI object in SharePoint Online, thus getting users collaborating quickly!
Another cool feature is when users view the reports, the security checks are applied to the report, including enforcing data security through SQL Server’s Row Level Security features as found in SQL Server version 2016 and newer. This makes building secure internal portals to disseminate critical business insights easy and trustworthy.
For instance, perhaps someone in accounting needs to create a forecast measurement which would normally require building a report manually from data within SharePoint and then exporting to Excel to compile the data into a usable metric. Now with embedded Power BI, accounting can draw on that data, create the report dashboard within Power BI, and share out the results, all within SharePoint. And all right next in the forecasting site that might have other relevant content and files.
Shown here is a sample Power BI Dashboard view as seen from within the SharePoint Online portal. Please note, we can see multiple users working simultaneously with this dashboard as indicated in the top right corner.
It’s important to note, a Power BI Pro license is required to access and post any dashboards on SharePoint Online. There is an initial setup process when granting Power BI Pro access to SharePoint Online which will enable the features being discussed here. Of course, you may ask, what if I own Power BI Premium?
Essentially you no longer need Power BI Pro to access embedded material in SharePoint Online if you own Power BI Premium. There is a way to grant access to users at no additional cost when using Power BI Premium with SharePoint Online. It requires Azure AD and some time with the admin console. We recommend a Power BI licensing assessment first to determine which route is better for your organization, given the choice of Power BI Pro or Premium. You can find the purchase options here on our website.
In summary, embedding Power BI into SharePoint Online is an easy way of adding an interactive reporting tool, while keeping it securely shareable. Combining the visualization toolset of Power BI with the collaboration of SharePoint builds the foundation for uncovering valuable insight about your company’s data, as well as enables rapid comparison of business-critical metrics.
To learn how this solution, as well as other Microsoft data management and reporting solutions, are ready to help you grow your business, contact Interlink today to speak with one of our experts about Embedding Power BI to SharePoint Online.