Microsoft Dynamics 365 Customer Experience Analyst : Embed Power BI dashboard, reports, and tiles

 In Power BI, dashboards, reports, and tiles are key building blocks that present and organize data insights. A dashboard is a single-page, interactive canvas that displays a curated collection of visuals, KPIs, and data snapshots, allowing users to monitor important metrics at a glance. Reports are multi-page, detailed presentations of data, where each page can contain multiple visuals, filters, and drill-throughs for deeper analysis. Tiles are individual visual elements—such as charts, cards, or maps—that you pin from reports or datasets onto a dashboard, letting you create a customized view of the most critical information. Together, dashboards provide quick, high-level monitoring, reports support in-depth exploration, and tiles enable personalization, making it easy for organizations to track performance, analyze trends, and share insights across teams.



What Does “Embedding” Mean?

Embedding Power BI content means integrating dashboards, reports, or tiles directly inside another application, website, or portal so users can view insights without leaving the host app.
It provides a seamless analytics experience within business apps, intranets, or customer-facing portals.

Components You Can Embed

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Embedding Scenarios

1. Embed for Your Organization
  • Users sign in with their Azure AD credentials and see content they’re authorized to view in Power BI.
  • Best for internal dashboards and apps.
2. Embed for Your Customers (App Owns Data)
  • Content is embedded in an external app where end users don’t have Power BI accounts.
  • Requires a Power BI Embedded capacity (Azure) or a Premium workspace.
  • The app authenticates with a service principal or master account and generates an embed token.
3. Publish to Web (Public)
  • Simplest method; generates an iframe link.
  •  No authentication, so data is publicly accessible (not recommended for sensitive data).
Technical Steps (Secure Embedding)

1. Create and Publish Content
  • Build your dashboard, report, or tile in Power BI Desktop → publish to a workspace.
2. Set Permissions & Licensing
  • Choose an appropriate workspace (Premium or Pro).
  • Assign roles: Viewer, Member, Contributor, or Admin.
3. Generate an Embed Token
  • Use the Power BI REST API or SDKs (JavaScript, .NET, Python).
  • The token contains dataset/report/dashboard IDs and defines what the user can access.
4. Use the Power BI JavaScript Client
  • Load the embed code into your app using `powerbi-client` library.
  • Configure settings such as filters, page navigation, or custom layouts.
5. Test & Optimize
  • Validate permissions, refresh intervals, and responsiveness.
  •  Apply row-level security (RLS) for user-specific views.
Security & Performance Considerations
  • Use Row-Level Security (RLS) to restrict data by user.
  • Cache data or use DirectQuery for real-time performance depending on the use case.
  • Monitor capacity usage if you’re running in Power BI Embedded or Premium.
Business Benefits
  • Give users actionable insights inside the tools they already use (CRM, ERP, portals).
  • Improve adoption of analytics by removing context switching.
  • Enhance customer apps by adding branded, interactive reports.
Summary

Embedding Power BI dashboards, reports, and tiles lets you deliver analytics exactly where users work—whether inside internal business apps or customer-facing portals.
  • Dashboards are great for quick KPIs.
  • Reports offer deep, interactive analysis.
  • Tiles let you surface a single, focused visual.
By combining proper licensing, secure tokens, and the Power BI JavaScript/REST APIs, developers and architects can craft rich, data-driven experiences while maintaining enterprise-grade security and performance.

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