Forum Discussion
Embedding Power BI visuals in Salesforce with filters
I have a visualization in a Power BI report that my end users want to see displayed on the Account pages in Salesforce filtered by the unique ID of the Account that the user is looking at. For example, I have a trendline for the total sales in the past 4 years and it can be filtered by customer. If I'm in Salesforce on Customer ABC's page, I want to see that trendline filtered by Customer ABC's ID.
Is it possible to embed a visual from Power BI and filter it based on the ID for the current page in Salesforce without using Power BI Embedded?
Thanks!
Hi Prafferty,
Is it possible to embed a visual from Power BI and filter it based on the ID for the current page in Salesforce without using Power BI Embedded?
As far as I know, there isn't a possible solution to do it currently, if Power BI Embedded isn't an option. You can add it as an idea on Power BI Ideas forum to improve Power BI on this feature. :smileyhappy:
Regards
You can embed a single visual using JS API.
To filter for each user, you can use either RLS or Filters in JS API.
This should cover both your use cases.
3 Replies
v-ljerr-msftMicrosoft Employee
Hi Prafferty,
Is it possible to embed a visual from Power BI and filter it based on the ID for the current page in Salesforce without using Power BI Embedded?
As far as I know, there isn't a possible solution to do it currently, if Power BI Embedded isn't an option. You can add it as an idea on Power BI Ideas forum to improve Power BI on this feature. :smileyhappy:
Regards
Thank you for the quick response! I'll have to look into Power BI Embedded to see if it will be feasible to invest in the solution.
nimrodResolver II
You can embed a single visual using JS API.
To filter for each user, you can use either RLS or Filters in JS API.
This should cover both your use cases.
