Embedding Power BI Report in SharePoint Online – A Step-by-Step Guide

Introduction

In SharePoint Online, you might have discovered that it lacks powerful reporting and business intelligence capabilities. But there is a way to take advantage of these features without leaving your SharePoint environment. The answer is to embed Power BI in SharePoint Online! Microsoft Power BI provides powerful and intuitive ways to analyze, visualize, and share your data. Embedding Power BI reports in SharePoint Online, providing a unified and easily accessible view of your data. This guide will break down the process into simple steps, showing you exactly how to embed Power BI reports in SharePoint Online.

Understanding the Basics of Power BI and SharePoint Online

To understand how to embed Power BI into SharePoint, it’s essential to first grasp what these two tools are and what they can offer. Power BI is a business analytics tool suite that allows you to analyze data and share insights. On the other hand, SharePoint Online is a powerful collaboration tool, enabling teams to work together seamlessly.

Benefits of Embedding Power BI in SharePoint Online

When you integrate Power BI with SharePoint Online, you create an environment that allows for effective data analysis and fosters collaboration. The result is a dashboard that’s readily available to all team members, promoting data-driven decision-making. Power BI provides users with interactive visualizations, reports, and dashboards that help them to understand their data. SharePoint Online, on the other hand, is a cloud-based collaboration platform that allows users to store, share, and collaborate on documents. It provides businesses with a centralized location for storing and sharing information.

Embedding Power BI in SharePoint Online has several benefits for businesses. Firstly, it allows SharePoint Online users to access Power BI reports and dashboards directly from SharePoint. This means that users do not have to switch between different applications to view their data. Secondly, embedding Power BI in SharePoint Online provides businesses with a centralized location for their data analytics. This makes it easier for users to find and share reports and dashboards. Finally, embedding Power BI in SharePoint Online provides users with a secure environment for their data. SharePoint Online provides businesses with security features such as access control and data encryption.

Step-by-Step Guide to Embedding Power BI in SharePoint Online

To embed a Power BI report in SharePoint Online modern page, you can follow these steps:

Step 1: Publish the Power BI Report to Power BI Service

Before we can begin the process of embedding Power BI in SharePoint, we first need to publish the Power BI report. If you don’t already have one, you can create one using Power BI Desktop. After creating your report, publish it to the Power BI service. Share the report and grant access to those who need to view the report (Because, Embedding a report in SharePoint Online doesn’t automatically give users permission to view the report!).

Step 2: Copy the Embed Code from Power BI Report

Once you publish the report, the next step is to obtain the embed code for the report. To do this, go to the Power BI service, open your report, and click “File”, then “Embed in SharePoint Online”.

embedding power bi in sharepoint

Copy the Embed link. This is our Power BI Report URL, We need this link on the SharePoint side!

embed power bi into sharepoint

Step 4: Add Power BI Widget to SharePoint Online Page

Now comes the core part – embedding the Power BI report in SharePoint. To do this, navigate to your SharePoint Online team site and the desired SharePoint page where you want to embed the report. You can use any existing page or create a new page. Once there, edit the specific page and add the Power BI web part to the page.

Step 5: Update the Web Part Properties and Set the Embed Code of the Report

As a final step, edit the web part, paste the embed code you obtained in the previous step to the “Power BI report link” field, and hit Enter. Select the page name from the dropdown to display the default page in the web part. Set other options like the “Show navigation pane”, “Show filter pane”, etc., per your requirements. Click on Republish to see the Power BI embed report in SharePoint Online.

add power bi to sharepoint online

Now that you’ve successfully embedded your Power BI dashboard in SharePoint Online, ensuring that the right people have access to it is crucial. Remember, just because you can see the report, doesn’t mean everyone else can. Please note that to embed a Power BI Report in SharePoint Online, you need a Power BI Pro or Premium Per User license. Users with a free Power BI license can view a report that’s hosted in Power BI Premium capacity.

How to Embed Power BI Reports in Classic SharePoint Sites?

For classic sites, you can copy the “Embed” code from Power BI (Which gives you IFrame code) and paste it to the Script Editor web part on web part pages.

Conclusion

And there you have it – a comprehensive beginner’s guide on how to embed a Power BI report in SharePoint Online. Embedding Power BI in SharePoint Online can help businesses to maximize their data analytics capabilities. It provides users with a centralized location for their data analytics and allows them to access Power BI reports and dashboards directly from SharePoint Online.

By following the step-by-step guide provided in this article, businesses can easily embed Power BI in SharePoint Online. This helps not only enrich your SharePoint Online site with insightful data visualizations, but you’re also promoting a data-driven culture within your organization. Keep exploring, keep learning, and keep sharing your insights with Power BI and SharePoint Online.

Can you embed a Power BI dashboard in SharePoint?

Yes, you can embed a Power BI dashboard in SharePoint. This allows you to share your dashboard with others who have access to your SharePoint site. To do this, you will need to use the Power BI web part in SharePoint and follow the steps in this article to embed your dashboard.

How to connect Power BI to the SharePoint list?

To connect Power BI to a SharePoint Online list, you need to first create a data source in Power BI from “SharePoint Online List”. Enter the URL of your SharePoint site. Then you can select the list you want to connect to and start analyzing your data in Power BI.
More info: How to Connect Power BI to SharePoint Online List?

What can Power BI do in SharePoint?

Power BI can be integrated with SharePoint Online to provide a seamless experience for users. Users can access Power BI reports without needing to leave a SharePoint site. You can also connect Power BI to SharePoint Online to pull data directly from SharePoint’s Library or List.

How to connect Power BI to an Excel file on SharePoint?

To connect Power BI to an Excel file on SharePoint, select “Get Data” and choose “Web” as the data source. Enter the direct URL of the Excel File stored in the SharePoint Online document library. Alternatively, You can use the “SharePoint Folder” as the data source and then navigate through the folder where the Excel file is located. From there, you can select the Excel file, expand it and begin creating your Power BI report.

Salaudeen Rajack

Salaudeen Rajack - Information Technology Expert with Two-decades of hands-on experience, specializing in SharePoint, PowerShell, Microsoft 365, and related products. He has held various positions including SharePoint Architect, Administrator, Developer and consultant, has helped many organizations to implement and optimize SharePoint solutions. Known for his deep technical expertise, He's passionate about sharing the knowledge and insights to help others, through the real-world articles!

One thought on “Embedding Power BI Report in SharePoint Online – A Step-by-Step Guide

  • I have to create new BI report to provide the statistics of sharepoint metatdata like sharepoint storage,size,users,owners,external users and other info.Currently the sharepoint metatdata pulled by powershell and updating it into SQL table.Then the power BI report will be generated from the SQL table.

    Now we are directly trying to pull the sharepoint metadata from powerBI.While connecting we are seeing lot of metatdata table ,we are not sure which one need to be used.

    is there any documents or reference.

    Reply

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