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Integrate Power BI reports in SharePoint Online

Headshot of article author Lukasz Pawlowski

Today I’m very excited to announce the availability of the Power BI report web part for SharePoint Online!  We’ve heard from customers that SharePoint Online is a critical part of their company’s data communication and dissemination strategy and that to-date it wasn’t easy to include Power BI content there. The feature we’re announcing today changes all that.

We’ve been busy at work with the SharePoint team building an out-of-the-box web part for SharePoint Online using their new Modern Pages infrastructure. The new web part we are releasing today enables SharePoint authors to embed Power BI reports directly in SharePoint Online pages with no code required!  The feature is available today for Office 365 First Release customers.

The way the feature works is simple. Follow the process below to use this feature.

  1. Publish your Power BI report to your Power BI account
  2. Get the URL to the report
  3. Add the Power BI (preview) web part to your SharePoint Online page
  4. Paste the URL of the report when prompted
  5. To finish, save and publish your page!

That’s it – so easy. Viewers of the page will see the report when they visit the page. However, note that a user must have access to both the SharePoint Online site as well as the Power BI Report to view the report.  To put it another way, the user must have access to the report if they were to navigate to it in the Power BI UI – embedding the report in SharePoint Online does not automatically grant access to the report to all users. To ensure your users have access, either place the reports you’re embedding in SharePoint Online into a group or share them with all the right people through a dashboard.

In fact, a core focus of our web part is seamless integration with SharePoint Online to achieve a single sign-on experience. The web part works with new authentication features in SharePoint Online available now within the 365 First Release program. The new authentication capabilities enable the Power BI web part to use single sign-on – so by default users will not be prompted to sign-in to Power BI. Multi-factor authentication may require the user to sign-in again, if they didn’t use a security device when signing in to SharePoint.

This mean that when users view the reports, all security checks are applied to the report, including enforcing data security through Power BI’s Row Level Security features. Users viewing the report embedded in a SharePoint Online page will see the same data they would via PowerBI.com. This makes building secure internal portals to disseminate critical business insights easy and trustworthy.

The Power BI report web part requires all the viewers to have a Power BI Pro license. If your users don’t have a Pro license, they’ll be directed to PowerBI.com where they can enroll or start a Pro trial.
We’ve included a few features that help you make reports fit into your page. You can select which page to load, whether to show the filter pane or page navigation, and an aspect ratio so your report fits into the new SharePoint Online modern page design.

Earlier in the post I mentioned the Power BI (preview) web part is available to Office 365 First Release  customers. You’ll see the web part if your Office 365 tenant administrator opted-in to the First Release program. If they didn’t or you’re not one of the users selected to receive First Release updates, then the web part will not appear in the list of web parts available to you.

We’re excited for you to start using this feature.  Head over to our documentation  for more details.  This is a preview and we’d love to hear your feedback. Give us feedback on this discussion thread within the Power BI Community.

Thanks!
Lukasz

Resources
Watch the step by step video
Read the documentation
Enroll in Office 365 First Release
Create or update modern site pages in SharePoint Online
Sharing a dashboard or report with colleagues
Create a group
Give us feedback in the Power BI Community