Forum Discussion
Do Salesforce users need Power BI licenses to view embedded data visualizations?
Helper III 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
I agree with the "I need the "User Owns Data" embedding for dummies.....any advice, help, reference to articles, etc. -- for the non-developer is greatly appreciated. "
I feel like the blogs are geared to those who already have a fundamental understanding of api - and I have tried to take a step back and figure out "the basics" of Power BI rest api and how it works.
I'm working (when I have time) on integrating Salesforce - even the "cheat sheet" link for the embed process https://dev.powerbi.com/apps has me unsure of what to paste in for my force page in terms of home page and redirect. And everything I have tried so far following this original post has not worked (and it would be great to have the confidence that this is still a valid way to do it - or is it outdated) -
https://powerbi.microsoft.com/en-us/blog/embedding-a-power-bi-report-into-salesforce/
I did get the "Publish to Web" to show up in Salesforce as "embedded", which may be the way to go with the "user owns the data" model - I just pasted the public URL in the apex embed tags in Salesforce force page. but I need more control over what is rendered in terms of having the report page filters (or slicers if possible with this latest service release) filter the report in Salesforce - via building the http link in Salesforce. But I can't even get that far to see if feasible based on so complicated and not easy to follow copy/paste code steps to link the 2 systems together.
I am 2 days away from publishing tabs of the original shared workspace report (as separate reports) to my workspace .. pre-filtered ... then embed the publish to web http link as the solution to showing Power BI reports in the Salesforce view ... BUT would really like to do it with a bit more ... lets call it.. "professionalism" than that.