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tuckera's avatar
tuckera
Regular Visitor
8 years ago

Do Salesforce users need Power BI licenses to view embedded data visualizations?

Do Salesforce users need Power BI or Power BI Pro licenses to view Power BI data visualizations embedded in Salesforce?
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tuckera's avatar
tuckera
Regular Visitor
8 years ago

I looked at the Embedding a Power BI report into Salesforce page at https://powerbi.microsoft.com/en-us/blog/embedding-a-power-bi-report-into-salesforce/ & it states the info below. So it appears that Salesforce users need Power BI licenses but not Power BI Pro licenses to view embedded Power BI data visualizations in Salesforce.

 

Sharing a report with members of your organization
To share a report with other members of your organization there are two requirements.

  1. The user needs to have a Power BI account
  2. They need to be a member of the same Azure Active Directory where the AAD application has been created

Once those requirements are met there are two ways of making the report accessible to them.

  1. Share the dashboard that contains the report in Power BI (the report GUID will stay the same)
    • Link: How to share a dashboard
    • Once shared, the user can log into Salesforce, navigate to the report page where they will be asked to log into Azure Active Directory, and view the embedded report
  2. Create a Power BI group and publish reports there, all members of the group will be able to see the report in Salesforce
    Link: How to create a group
    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      I continue to be confused by this wording - and it seems to be in every blog post.  I must be missing something very basic here based on no one else is questioning or confused over this step in the overall process.

       

      "register your application" - what is "my application" if I am a Power BI Pro User - is it one of the Workspaces in Power BI Service - or a published application from a workspace. 

       

      And the examples keep referencing localhost/redirect with the home page of localhost - is this literal - I assume no... I need to put in the url of the place to go... yes/no - or is that in the embed code and these url fields for redirect and home page are just that - placeholders and I should put in "localhost/redirect"??

      • belmore's avatar
        belmore
        Icon for Helper II rankHelper II
        8 years ago

        I have similar questions and the more I read the more I get confused. There appear to be two roads (methods) to take when considering embedding Power BI content.

         

        1) User Owns Data  (requires Power BI Pro license -- for end users to view embedded content)

        2) App Owns Data (requires Power BI Premium service + Power BI Pro for developers)

         

        I work with a small business and have 10 - 20 users who would need to view Power BI embedded content.  We believe it makes more economic sense to select the "user owns data" method -- our assumption is that if the 10-20 users all have Power BI Pro license, then we only need to figure out how to actually embed content.

         

        My company is using Tableau desktop and tableau online --- and the process of embedding dashboards and reports is very simple (copy and paste the embedding code & if the end users are signed into their Tableau online accounts -- they are able to see the dashboards, report, etc.) 

         

        Questions:

        Does the "User Owns Data" method require Premium Service or and additional license besides Power BI Pro?

         

        The embedding process is very complicated to understand for someone who is not a developer (this is where tableau online is great). It seems to me that the "user owns data" method should be as simple as the "Publish to Web" method -- copy and paste -- and consumers of the embedded content are required to have Power BI Pro license. (it is not). 

         

        Is there a step by step guide for "user owns data" method when embedding into Salesforce?  Is the Embedding into Salesforce Blog guide that is referenced above still valid? (seems license requirements may have changed)

         

        I need the "User Owns Data" embedding for dummies.....any advice, help, reference to articles, etc. -- for the non-developer is greatly appreciated. 

         

        Thank you