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Power BI and SharePoint integration

Integrating Power BI with SharePoint allows organizations to leverage SharePoint's collaboration and content management features alongside Power BI's data visualization capabilities. Here's how you can integrate Power BI with SharePoint:


1. Embedding Power BI Reports in SharePoint:

  • Publish to Web Part: Use the "Publish to web" feature in Power BI to generate an embed code for a report or dashboard.
  • Embed Web Part: Add the Power BI report embed code to a SharePoint page using the Embed web part.
  • SharePoint Online: Embed Power BI reports directly into SharePoint Online pages using the Power BI web part.

2. Power BI Web Part for SharePoint Online:

  • Add Power BI Web Part: Insert the Power BI web part onto a SharePoint page to display Power BI reports, dashboards, or tiles.
  • Configure Connections: Connect the Power BI web part to a Power BI report, dashboard, or workspace.
  • Interact with Reports: Users can interact with embedded Power BI reports directly within SharePoint pages.

3. Power BI Report Server Integration:

  • SharePoint Integration: Integrate Power BI Report Server with SharePoint Server to host and manage on-premises Power BI reports within SharePoint.
  • Report Server Web Part: Use the Power BI Report Server web part to embed on-premises Power BI reports in SharePoint pages.

4. Power BI Embedded:

  • Embed in SharePoint Pages: Use Power BI Embedded to embed interactive Power BI reports and dashboards directly into SharePoint pages.
  • Custom Development: Develop custom SharePoint web parts or apps to embed Power BI content using Power BI Embedded APIs.

5. Power BI Gateway Integration:

  • Access On-Premises Data: Configure Power BI Gateway to connect to on-premises data sources and access them from Power BI reports embedded in SharePoint.
  • Scheduled Data Refresh: Schedule data refreshes in Power BI Gateway to keep on-premises data up-to-date in embedded reports.

6. Row-Level Security (RLS) with SharePoint:

  • Integrate with SharePoint User Identities: Implement row-level security (RLS) in Power BI reports based on SharePoint user identities.
  • Role-Based Access: Use SharePoint groups or permissions to control access to specific Power BI reports or datasets.

7. Collaboration and Document Management:

  • SharePoint Lists and Libraries: Use SharePoint lists and libraries to manage data and documents related to Power BI reports.
  • Document Collaboration: Enable collaboration on Power BI-related documents, such as requirements documents, data dictionaries, and user guides, within SharePoint.

By integrating Power BI with SharePoint, organizations can enhance collaboration, improve data governance, and provide users with seamless access to actionable insights directly within their SharePoint environments. This integration empowers teams to make informed decisions and drive business outcomes more effectively.

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