How To Add Power Bi To Sharepoint

by

How to Add Power BI to SharePoint

Adding Power BI to SharePoint allows you to embed interactive Power BI reports and dashboards within your SharePoint sites. This integration can provide your SharePoint users with access to real-time data and visualizations, enhancing their decision-making capabilities. Here’s a step-by-step guide on how to add Power BI to SharePoint:

  1. Ensure you have the necessary permissions: You need to have sufficient permissions in both Power BI and SharePoint to complete the integration. Make sure you have at least the necessary roles such as Power BI service administrator or SharePoint administrator.
  2. Enable Power BI integration within SharePoint: To enable Power BI integration, you need to activate the Power BI feature within your SharePoint site. This can typically be done by going to the site settings, selecting “Site collection features,” and activating the “Power BI Integration” feature.
  3. Create the Power BI report or dashboard: Before embedding a Power BI report or dashboard in SharePoint, you need to first create it in Power BI. Use Power BI Desktop or the Power BI service to create and publish the report or dashboard containing the desired visualizations and data connections.
  4. Get the embed code: Once you have published your Power BI report or dashboard, you can obtain the embed code that allows you to display it within SharePoint. In Power BI, navigate to the report or dashboard you want to embed and select the ellipsis (…) to find the “Embed” option. Click on “Embed” to reveal the embed code.
  5. Embed the Power BI report or dashboard in SharePoint: Now that you have the embed code, go to your SharePoint site and edit the page where you want to include the Power BI report or dashboard. In the SharePoint page editor, add a new “Embed” web part or similar. Paste the Power BI embed code into the web part configuration or settings.
  6. Save and view the embedded Power BI content: After pasting the embed code, save the SharePoint page and exit the page editor. You should now see the embedded Power BI report or dashboard within your SharePoint site. Users can interact with the embedded content, such as filtering and exploring the data visually.

Example:

Let’s assume you have a SharePoint site called “My SharePoint Site” and a Power BI report named “Sales Performance”. Here’s how you can add this report to your SharePoint site:

  1. Activate Power BI integration feature in “My SharePoint Site” settings.
  2. Create and publish the “Sales Performance” report in Power BI.
  3. Obtain the embed code for the “Sales Performance” report in Power BI.
  4. Edit a page in “My SharePoint Site” where you want to include the report.
  5. Add an “Embed” web part to the page.
  6. Paste the embed code for the “Sales Performance” report into the web part configuration.
  7. Save the page and view the embedded “Sales Performance” report in your SharePoint site.

Leave a comment