Adding Power BI Control to CXO Report

In the Configurator, click on Power BI Settings.

Open

Add Azure Tenant Id, Azure Application ID and Azure Client Secret as defined on the Power BI site and click Save.

Open

Creating a Free-Format Report using Power BI Control

1. Log into CXO and access the CXO-Designer to build a new Free Format Report

2. From under CONTROL SETTINGS click + Add Control and select Power BI option.
   
   

3. Under Power BI add the mandatory values for Workspace ID and Report ID. Dataset Id is optional. Specify the user filters under the roles if applicable. Add value specifying the POV(s) to be used under Filter in the following format:

name of the report/name of the filter eq’[PER].Name’ for example:

Separate each filter by adding “and” in case of more than one filter being used.

Export a Power BI report

A power BI report can be exported from CXO by clicking on the export button:

Requirements to embed Power BI content

• Microsoft Entra tenant

• Microsoft Entra application

• A tenant-level Microsoft 365 subscription available in two SKU families, EM and P or

• Azure Power BI Embedded resource

Export iframe embedding vs Embed token Power BI Reports

Override CXO POV Member Name

If a user wants to use the embedded system matching to override the CXO member name they should include the DisplayName used in Embedded System Matches in the string. For example:

app.powerbi.com/reportEmbed?reportId=25d7baa5-f8f7-4f64-b7ed-ad30000bea26&autoAuth=true&ctid=2f3aa76a-89a8-4468-9894-2b4842b9534b&$filter=TestTable/Entity eq 'TestTable.[ENT].Name'

If the user has two tables with the same name in Power BI, they can add a second column in Source System Matches which will have a different DisplayName. For example:

• A new column that uses TestTable is added, with DisplayName TestTable_2

• The URL to refer it would be:
  app.powerbi.com/reportEmbed?reportId=25d7baa5-f8f7-4f64-b7ed-ad30000bea26&autoAuth=true&ctid=2f3aa76a-89a8-4468-9894-2b4842b9534b&$filter=TestTable/Entity eq 'TestTable_2.[ENT].Name'

Related:

Embedding Microsoft Power BI in CXO