Monday, March 7, 2016

Embed your Power BI dashboard in Project Online

A while ago, I've been asking to our french Microsoft BI guru Frank Mercier if it was possible to integrate a PowerBI report into a Project Online page. The answer was "unfortunately, no (t yet)..". I was quite frustrated because we all know that our customers do love the "all in one place" principle. Saying them that they must navigate to another ecosystem in order to view their favorite reports was not a good promotion for our PPM solution.

If you are a regular reader of my post, you know that I do love PowerBI, have often blogged about it due to the regular updates the product team brings to the solution. So you might guess what is coming below, don't you..?

You can now integrate your PowerBI dashboards in Project Online. And guess what, it take 2 steps!

Go to the file menu:


Retrieve the embeded code choosing the frame size:

Then go to your Project Online home page, insert a new content editor webpart:

Paste the embeded code in the HTML source code dialog box:

That's it!!
The dashboard contains all the tabs and is dynamic.

After a few layout improvments on your homepage, it could looks like the following capture. You could integrate your PowerBI dashboard in a new PDP following the procedure above (I suggest to follow Jerome's advice and use a script editor webpart) and create a carousel on the homepage with a promoted link app, and also add the PDP in the quick launch menu.

Warning: When you use Publish to web, the report or visual you publish can be viewed by anyone on the Internet. There is no authentication used when viewing these reports. Only use Publish to web with reports and data that the anyone on the Internet (unauthenticated members of the public) should be able to see. Do not use Publish to web with sensitive data, data that has financial implications, data that must remain confidential, or data that you do not have the license rights to publish.

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8 comments:

  1. Hi Guillaume, just a detail, only single reports can be published and not dashboards. I don't know why...xD

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    1. Hi Daniele! It should be possible to add in the embeded code the id of the single report, but haven't tried it yet. I'll keep you informed.

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  2. Hi Guillaume, I tweeted this post because it got me very excited... the only reply I got was "there is a misspelling in your title...". Thanks for sharing!
    Erik (TPC)

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    1. Hi Erik and thanks for the sharing and your kind words! I just corrected the misspelling...

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  3. Guillaume, in addition to that article, I would add the the use of "Script Editor" Web Part may be more accurate as the width and height are not fixed and adapt to the SharePoint page

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  4. Thanks for sharing. Allan Rocha also blogged about it recently. The only thing I find a bit strange is that you share your dashboard with the whole world and there is no security on it. If you read the small imprint, it also says that your reports may appear in some Microsoft Power BI galleries.

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    1. Thanks for your comment! Indeed Allan is always in first line with PowerBI. I even comment his post asking if it is possible to target a specific report within a dashboard in the embeded URL. I totally agree that the Project security model should be coupled with the PowerBI reports. I see PowerBI report more for top management purpose, eventually integrated in PDPs with specific permissions.

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    2. Gents, I would like to add that you cannot embed a dashboard but a report. So when you use the embed button, you are embedding the full report. if there us a need of "security", you can build separate reports to share in different pages. but I agree with you, Guillaume, that at some point, security should be matched and that we can apply as well using SharePoint security on pages to display the reports.
      when it comes to "share" and not "embed" a report, you can manage who can view using the share button.
      Thanks

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