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datawailor's avatar
datawailor
Icon for Advocate II rankAdvocate II
2 years ago
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Options for Providing Power BI Reports to External Users

I have a question I'd like some help with where reports are being provided to external users  We have a scenario where Company uses Salesforce to assign accounts to users Reports setup in Cogno...
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi datawailor ,

    Thanks for reaching out to us with your problem. Base on your description, it seems that you are trying to get a suitable solution to share the reprot with the external users. You can try the following methods:

    1. Power BI Embedded Solution: Yes, you could use a Power BI Embedded solution to embed the reports into Salesforce. This would allow you to leverage Power BI’s interactive data visualizations within the Salesforce environment. However, this would require some development effort to integrate the two platforms.

     

    2&3: Azure B2C Solution: Azure B2C could potentially help with the integration between Salesforce and Power BI. Azure B2C is designed to handle identity management and access control for your application, so it could be used to authenticate users and manage access to Power BI reports. However, this would also require some development effort to set up and configure.

    Technical and feature overview - Azure Active Directory B2C | Microsoft Learn

    Power BI Tenant for External Sharing: If you enable external sharing, you could potentially use the same Power BI tenant, but this would depend on your organization’s policies and requirements. Power BI does support sharing content with external guest users through Azure Active Directory Business-to-Business (Azure AD B2B). This allows you to share content with external guest users that they can then access in their own home tenant.

    Distribute Power BI content to external guest users using Microsoft Entra B2B - Power BI | Microsoft Learn

     

    4: Paginated Reports: Paginated reports are designed to be printed or shared, and they display all the data in a table, even if the table spans multiple pages. They are optimized for highly formatted, print-ready output. If you plan to use paginated reports, you would need to consider how these reports would be accessed and shared, and whether they would need to be embedded in Salesforce or another application.

    What are paginated reports in Power BI? - Power BI | Microsoft Learn

    Paginated reports in the Power BI service - Power BI | Microsoft Learn

    Other Considerations: You would need to consider how to handle licensing for Power BI, as different licenses provide different capabilities and restrictions. For example, with a free license, you can publish paginated reports to My Workspace in the Power BI service, but with a Power BI Pro license or a PPU license, you can publish paginated reports to other workspaces.

    Pricing & Product Comparison | Microsoft Power BI

    Best Regards