Power BI

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Power BI is a business analytics service by Microsoft.

Resco Mobile CRM and other Resco mobile apps can display Power BI dashboards in an iframe.

An example of the integration is available on GitHub.

Power BI dashboard.png

Getting started

This section serves as a quick overview of the steps required to integrate your Power BI properly with Resco.

For any questions, please contact our technical support.

Check permissions

Check the permissions for the Power BI Service in your https://portal.azure.com/.

  1. Go to App registrations and open your app.
  2. Select Manage > API permissions from the menu.
  3. Verify that the appropriate permissions are available.

Power bi service permissions.png

Get OAuth settings

  1. Select Overview from the menu.
  2. Copy the value of the parameter Application (client) ID.

Power bi copy client id.png

Get client secrets

  1. Select Manage > Certificates & secrets from the menu.
  2. Create a new client secret or use an existing one.

Power bi client secret.png

Configure authentication

  1. Select Manage > Authentication from the menu.
  2. Configure the authentication options as needed.

Power bi authentication.png

Settings for workspace and and report / dashboards

To gets the settings for workspace and report / dashboards, follow the instructions in Microsoft documentation.

Advanced

If you have any problem with the previous step, use this nuget package in the PowerShell console.

Start the PowerShell console as an Administrator and run the following commands. (Microsoft docs)

  • Start PowerShell as an Admin.
  • Install-Module -Name MicrosoftPowerBIMgmt
  • Connect-PowerBIServiceAccount.
  • Get-PowerBIWorkspace
  • Get-PowerBIworkspace -name "{report_name}" | Get-PowerBIReport
  • Get-PowerBIReport -Id 5364xxxx-xxxx-xxxx-xxxx-xxxxf1e7df89
  • Get access token: Get-PowerBIAccessToken -AsString

Important

In the code downloaded from the Power BI integration by Resco, you can find the method where we try to retrieve the access token using settings for OAuth OAuth_Settings.

Power bi name of the account.png

The settings are stored in the associated name in the secure storage. If any settings exist for the passed name, we will use them, the OAuth_Settings are ignored.

In case you change those settings and want to apply these changes, you should delete all data in the setup, or pass a different name for the new settings.

See also