Eager to learn more about Resco technology? Take a one-minute survey and help us create better content for you.
Power BI
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.
Contents
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/.
- Go to App registrations and open your app.
- Select Manage > API permissions from the menu.
- Verify that the appropriate permissions are available.
Get OAuth settings
- Select Overview from the menu.
- Copy the value of the parameter Application (client) ID.
Get client secrets
- Select Manage > Certificates & secrets from the menu.
- Create a new client secret or use an existing one.
Configure authentication
- Select Manage > Authentication from the menu.
- Configure the authentication options as needed.
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.
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.
