How do you connect Power BI as an Extension?

Myles Dean
Myles Dean
  • Updated

Power BI lets you create data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data. You can connect a Report by following the instructions below:

Connecting Power BI

    1. Go to Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under Power BI
    3. Set a title and icon that represents the extension.
    4. We're going to change this to a Local Extension so that we can embed different data for each client.
    5. Next, click Add. It will take you to the extension's page, where you can set the embed for each client.
    6. Click Connect Extension under a client.
    7. Leave this as Show as embed so that the client isn't directed outside of the portal.
    8. Next, go to your Power BI home page:
      • To share a Report, open the one you desire.
      • Under File>Embed report, click Website or Portal
      • Now copy the link, not the HTML data.
    9. Go back to the embed extension setup page and paste the copied link into the content box.
    10. Click Save.

Client Experience

    1. To check if the clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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