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diogozeq
New Member

Is it possible to create a standard report and mirror it to more than 20 clients like a saas?

Hi everyone,

I created a very complete report, with several pages and dashboards, and I want to sell access to it to users who use the same ERP as me. Since the database, columns and tables will be the same for everyone, I intend to create something truly “plug and play”.

The idea is to take my standard report, connect it to each client’s database, and then all the information and calculations would be automatically applied to their database. Also, let’s suppose that in the future I have about 20 clients. I would like to make changes to just one report and, when updating, these changes would be reflected in all clients.

My goal is to create something in the style of a SaaS (like this example: https://qint.com.br/ or https://www.gapbi.com.br/) using Power BI as a basis for my clients.

I’ve heard that Power BI Embedded would be a good solution for this. Could anyone give me some guidance on how to proceed? The more tips and information, the better!

 
1 REPLY 1
Anonymous
Not applicable

Hi,@diogozeq . I think your idea is very creative and I hope my suggestions below will help you.
1.
For multiple users using the same report, use different databases depending on the needs of the users (different clients).
In Power BI you can try to set the data source of the report as a parameter.
Use parameters to define the data source. This way you can set different parameter values for different clients but use the same report template.
Also for data source parameter changes, you can automate it via API (change data source parameters of corresponding report via API to dynamically change data source)
Since you mentioned that your customers are using the same data source information (database, table name, etc.), you can use the API to change the parameters to fulfill this requirement.
Here is the issue on how to modify the data source parameters via API.

URL:
Solved: Getting Error while updating datasource using Rest... - Microsoft Fabric Community
 
2.
Regarding making a report for use by all clients, the same report templates are used by the various vendors.
I think using the template feature in Power BI might be a good breakthrough as well:
Power BI Desktop supports saving reports as template files (.pbit). Save your report as a template and use that template in each customer instance. This way, you can make changes to one template and then apply those changes to all of your customers' reports.

URL:
What are Power BI template Files (.PBIT) and how t... - Microsoft Fabric Community
Create and use report templates in Power BI Desktop - Power BI | Microsoft Learn
What are Power BI Template Files? .PBIT?
 

For standard templated reports, you need to ensure that the model design in your report is generic and applicable to all customer data structures. This way, the report will work even if the data sources are different, as long as the table structure is consistent.

3.
Idea  for Power BI Embedded.

I think using Power BI Embedded is indeed an equally good option.
Power BI Embedded allows you to embed Power BI reports into multiple client applications. You can create standard reports and connect them to each client's database. This way, all information and calculations are automatically applied to their databases.
If you are not familiar with Power BI Embedded, you can learn about Embedded's features, classifications, and license requirements through the official documentation. This includes requiring Power BI API access, etc.

You can try integrating Power BI Embedded with report templates in conjunction with the Rest API to automate the process.


URL:
Get started with Power BI Embedded - Power BI | Microsoft Learn

You can focus on Embed contentt for customers.
Fortunately, about the specific implementation of the operation. Official demo examples are provided.
URL:
Embed content in your Power BI embedded analytics application - Power BI | Microsoft Learn

Embed content in your Power BI embedded analytics application for your organization - Power BI | Mic...

I hope you find the following issue helpful:

Solved: create SAAS service with power B.I for external cl... - Microsoft Fabric Community


I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Carson Jian,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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