Microsoft Dynamics 365 Customer Experience Analyst : Embed Power BI dashboard, reports, and tiles
In Power BI, dashboards, reports, and tiles are key building blocks that present and organize data insights. A dashboard is a single-page, interactive canvas that displays a curated collection of visuals, KPIs, and data snapshots, allowing users to monitor important metrics at a glance. Reports are multi-page, detailed presentations of data, where each page can contain multiple visuals, filters, and drill-throughs for deeper analysis. Tiles are individual visual elements—such as charts, cards, or maps—that you pin from reports or datasets onto a dashboard, letting you create a customized view of the most critical information. Together, dashboards provide quick, high-level monitoring, reports support in-depth exploration, and tiles enable personalization, making it easy for organizations to track performance, analyze trends, and share insights across teams.
- Users sign in with their Azure AD credentials and see content they’re authorized to view in Power BI.
- Best for internal dashboards and apps.
- Content is embedded in an external app where end users don’t have Power BI accounts.
- Requires a Power BI Embedded capacity (Azure) or a Premium workspace.
- The app authenticates with a service principal or master account and generates an embed token.
- Simplest method; generates an iframe link.
- No authentication, so data is publicly accessible (not recommended for sensitive data).
- Build your dashboard, report, or tile in Power BI Desktop → publish to a workspace.
- Choose an appropriate workspace (Premium or Pro).
- Assign roles: Viewer, Member, Contributor, or Admin.
- Use the Power BI REST API or SDKs (JavaScript, .NET, Python).
- The token contains dataset/report/dashboard IDs and defines what the user can access.
- Load the embed code into your app using `powerbi-client` library.
- Configure settings such as filters, page navigation, or custom layouts.
- Validate permissions, refresh intervals, and responsiveness.
- Apply row-level security (RLS) for user-specific views.
- Use Row-Level Security (RLS) to restrict data by user.
- Cache data or use DirectQuery for real-time performance depending on the use case.
- Monitor capacity usage if you’re running in Power BI Embedded or Premium.
- Give users actionable insights inside the tools they already use (CRM, ERP, portals).
- Improve adoption of analytics by removing context switching.
- Enhance customer apps by adding branded, interactive reports.
- Dashboards are great for quick KPIs.
- Reports offer deep, interactive analysis.
- Tiles let you surface a single, focused visual.
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