Forum Discussion
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?
7 Replies
tuckera,
Do you follow the guide in this blog to embed report into Salesforce? If so, salesforce users need Power BI pro licenses to view embedded Power BI report.
However, if you want to embed Power BI report for non-Power BI users, you can take steps in this official article:https://pbiwebprod-docs.azurewebsites.net/en-us/documentation/powerbi-developer-using-embed-token/.
Regards,
LydiaI 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.- The user needs to have a Power BI account
- 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.
- 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
- 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
tuckera,
Firstly, when sharing dashboard, both report owner and the users you share dashboard to require Power BI pro license.
Secondly, to allow your application access to the Power BI REST API, you need to register your application with Azure Active Directory, for more details, please review this following article.
https://pbiwebprod-docs.azurewebsites.net/hr-hr/documentation/powerbi-developer-register-a-web-app/
Regards,
Lydia
We have the following questions about the Embedding a Power BI report into Salesforce page located at: https://powerbi.microsoft.com/en-us/blog/embedding-a-power-bi-report-into-salesforce/
- What application is being registered by Azure AD? Salesforce and/or Power BI?
- Which edition of Azure AD is required to register the application? Free, Basic, Premium P1, or Premium P2?
- Does anyone know of any specific instructions on how to register the Salesforce or Power BI application in Azure AD? The link to the guide shown below on the Embedding a Power BI report into Salesforce page is broken.
Azure Active Directory registration
The authentication flow from Salesforce to Power BI is an authorization code flow. For this flow to work, you must register an application in Azure AD. This establishes an identity for your application and specifies permissions to Power BI REST resources. To register an application, follow this guide. (https://docs.microsoft.com/en-us/power-bi/developer/register-a-web-app/)
