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kevhav
Continued Contributor
Continued Contributor

Questions about getting started with Power BI Embedded

I'm trying to get started with Power BI Embedded, to show reports in our "client portal," for our clients to see.

 

I'm waiting to get an Azure subscription provisioned by our Microsoft partner. Meanwhile, I've been reading the Power BI Embedded documentation and "getting started" page. I have some questions...

 

  1. The documentation shows how to create a Workspace Collection in the Azure portal, and then how to create a Workspace and import a PBIX file to that Workspace using the Azure ARM APIs. But instead, could I also simply create a Workspace and import a PBIX file in the Azure portal? (I am not a developer and would like to do as much of the up-front work in Power BI and Azure as I can in the Azure UI, then hand off as complete a package as possible to our web developer, for them to embed a report in the client portal.)

  2. I want to use the "Import" mode to create a PBIX file that includes all of the data in a data model. I also want the data refreshed daily. Once I have the PBIX file imported into the Workspace to be used by Power BI Embedded, then is there some way to automatically, periodically refresh the data in that PBIX file? (As far as I know, the only way to refresh the data in a PBIX file is to manually open the file in Power BI Desktop; refresh it there; and save the file.)

Thanks!

1 ACCEPTED SOLUTION
Eric_Zhang
Microsoft Employee
Microsoft Employee


@kevhav wrote:

I'm trying to get started with Power BI Embedded, to show reports in our "client portal," for our clients to see.

 

I'm waiting to get an Azure subscription provisioned by our Microsoft partner. Meanwhile, I've been reading the Power BI Embedded documentation and "getting started" page. I have some questions...

 

  1. The documentation shows how to create a Workspace Collection in the Azure portal, and then how to create a Workspace and import a PBIX file to that Workspace using the Azure ARM APIs. But instead, could I also simply create a Workspace and import a PBIX file in the Azure portal? (I am not a developer and would like to do as much of the up-front work in Power BI and Azure as I can in the Azure UI, then hand off as complete a package as possible to our web developer, for them to embed a report in the client portal.)

  2. I want to use the "Import" mode to create a PBIX file that includes all of the data in a data model. I also want the data refreshed daily. Once I have the PBIX file imported into the Workspace to be used by Power BI Embedded, then is there some way to automatically, periodically refresh the data in that PBIX file? (As far as I know, the only way to refresh the data in a PBIX file is to manually open the file in Power BI Desktop; refresh it there; and save the file.)

Thanks!


1. AFAIK, there's no UI to do the metioned operations. As a shortcut, you could download the zip in my reply in this thread. It is a command line tool built from power-bi-embedded-integrate-report-into-web-app, not friendly enough but more than the pure code.

2. No periodically refresh feature but mannually refresh in Power BI and re-import and over-write the report if you don't use either Azure SQL Server or Azure SQL datawarehousing(supporting directquery mode).

View solution in original post

1 REPLY 1
Eric_Zhang
Microsoft Employee
Microsoft Employee


@kevhav wrote:

I'm trying to get started with Power BI Embedded, to show reports in our "client portal," for our clients to see.

 

I'm waiting to get an Azure subscription provisioned by our Microsoft partner. Meanwhile, I've been reading the Power BI Embedded documentation and "getting started" page. I have some questions...

 

  1. The documentation shows how to create a Workspace Collection in the Azure portal, and then how to create a Workspace and import a PBIX file to that Workspace using the Azure ARM APIs. But instead, could I also simply create a Workspace and import a PBIX file in the Azure portal? (I am not a developer and would like to do as much of the up-front work in Power BI and Azure as I can in the Azure UI, then hand off as complete a package as possible to our web developer, for them to embed a report in the client portal.)

  2. I want to use the "Import" mode to create a PBIX file that includes all of the data in a data model. I also want the data refreshed daily. Once I have the PBIX file imported into the Workspace to be used by Power BI Embedded, then is there some way to automatically, periodically refresh the data in that PBIX file? (As far as I know, the only way to refresh the data in a PBIX file is to manually open the file in Power BI Desktop; refresh it there; and save the file.)

Thanks!


1. AFAIK, there's no UI to do the metioned operations. As a shortcut, you could download the zip in my reply in this thread. It is a command line tool built from power-bi-embedded-integrate-report-into-web-app, not friendly enough but more than the pure code.

2. No periodically refresh feature but mannually refresh in Power BI and re-import and over-write the report if you don't use either Azure SQL Server or Azure SQL datawarehousing(supporting directquery mode).

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