Embed Power BI report in Creatio

Hello!

The analytics setup can be performed by integrating Creatio with MS Power BI. 

The way of integration depends on the integration mechanism on the Power BI side: it can be direct access to the MSSQL database (if the system is deployed locally) or access to data via OData.

Here is the instruction on how to integrate Creatio system with external services on the Academy: https://academy.creatio.com/documents/technic-sdkmp/7-16/integration-cr…

Best regards, 

Olga. 

Hi Olga Avis,



I do not want to run reports on Power BI with data from the Creatio database (Which is the use case you have suggested solutions for). 



We have a few Power BI reports which are irrelevant to Creatio's data. But some users on Creatio will need access to these Power BI reports inside Creatio. We would like to explore if we can embed those Power BI reports inside Creatio. 

M Shrikanth,

Hi there!

what you need to do in this case: 

go to dashboards in your system, add new with type web page

and then in your power bi find the link to web (Publish to web) and insert it into Creatio

AnaM,

Thank you Ana. This should help me!

AnaM,

Hello!

We want to configure pass-through authorization for the customer's resource (the application is deployed on-site on the customer's server).

Could you tell me: do we need some additional authorization data to view Power BI reports (and is it necessary to store this data in Creatio in syssettings, for example) or will all users of the System have access to report by default?

Thanks in advance!

Анисимов Кирилл,

Hi, 



Creatio uses oData3 protocol to connect to Power BI. Also, there's nothing to be modified in Creatio's system settings.

You can possibly find the needed information in the next Community post



Thank you for choosing Creatio!

Анисимов Кирилл,

Hi,

Just reaching out to see if you were able to figure this out? We have a similar use case and are looking at embedding Power Bi report in creatio and need some guidance on license requirement. Does each user need to have Power Bi Pro license to view the report?

Hello!

Please note that Power Bi it is a free product, so the only one thing that you need to view the reports is to have at least 1 active product license.

Hello!

In Freedom UI, there is no option to add a 'Web page' type of dashboard. What is the way to embed a Power BI report in Freedom UI?