topic Re: Embedding Power BI visuals in Salesforce with filters in Developer

Embedding Power BI visuals in Salesforce with filters

Prafferty — Thu, 08 Feb 2018 23:05:21 GMT

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!

Re: Embedding Power BI visuals in Salesforce with filters

v-ljerr-msft — Fri, 09 Feb 2018 07:16:44 GMT

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.

Regards

Re: Embedding Power BI visuals in Salesforce with filters

Prafferty — Fri, 09 Feb 2018 14:19:44 GMT

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.

Re: Embedding Power BI visuals in Salesforce with filters

nimrod — Sun, 11 Feb 2018 10:52:59 GMT

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.