Power BI Archives - PowerD365 https://powerd365.net/category/power-platform/power-bi/ Training platform for Microsoft business applications Mon, 14 Nov 2022 18:21:25 +0000 en-GB hourly 1 https://wordpress.org/?v=6.7.2 How To Easily Create A Dynamic Contact Card In A Few Minutes And Retrieve It With PowerAutomate https://powerd365.net/how-to-easily-create-a-dynamic-contact-card-with-powerautomate/ https://powerd365.net/how-to-easily-create-a-dynamic-contact-card-with-powerautomate/#respond Mon, 14 Nov 2022 18:21:25 +0000 https://powerd365.net/?p=4135 Many people struggle to create a dynamic contact card. I have written this blog for you to tell you how you can create a dynamic contact card in a few steps and retrieve it with PowerAutomate. As you must know that  contact card is one of the easiest ways to give the desired person [...]

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Many people struggle to create a dynamic contact card. I have written this blog for you to tell you how you can create a dynamic contact card in a few steps and retrieve it with PowerAutomate. As you must know that  contact card is one of the easiest ways to give the desired person all the basic details about a person’s professional life. They are the simplest possible introduction for business and opportunities.

Now, it has become quite easy to design whatever kind of contact card by simply using basic Power Point. Here’s a simple and step to step description of the method:

  1. Open PowerPoint and page layout option in it.
  2. Save the file as an HTML file
  3. There are many design suggestions available in the PowerPoint
  4. By putting all the basic information-name, address, contact numbe and other details- any design can be created/ or a suggestion can sought
  5. Once, the best design is selected, it can be saved as pptx-file.
  6. The next step is converting that pptx file html file by using some online converter
  7. The file can then be saved in the OneDrive

Creating a Cloud Flow

Trigger: ‘When a HTTP request is received’  and choose the metode ‘get’ – (you will get the URL to trigger this flow after saving) use the action ‘Get file content’ and select the saved html-file

insert the ‘response’ action and return the html-file content (Header: “content-type”: “text/html”)

STEP 1

step1

STEP 2

STEP 3

step3

I hope this was helpful for you, if you have any questions feel free to contact us.

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Power BI Model Documenter v2.1.0 https://powerd365.net/power-bi-model-documenter-v2-1-0/ https://powerd365.net/power-bi-model-documenter-v2-1-0/#respond Mon, 14 Nov 2022 17:57:38 +0000 https://powerd365.net/?p=4131 Power BI Model Documenter v2.1.0 is here to account for and address most of the issue and complaints forwarded by the users since the launch of Power BI’s field parameters! It was long overdue is verified by the fact that nearly 6000 to 7000 people have already downloaded it since its introduction. These downloads [...]

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Power BI Model Documenter v2.1.0 is here to account for and address most of the issue and complaints forwarded by the users since the launch of Power BI’s field parameters! It was long overdue is verified by the fact that nearly 6000 to 7000 people have already downloaded it since its introduction. These downloads are direct from the website. There are other downloads and clones from Git Repository as well. The response and feedback to this new version of the external tool have been overwhelming. This latest version has chiefly tried to mitigate the complaints and concerns of the customers from all over the world.

What is fixed?

One of the most recurrent complaints since the field parameters of BI Model were launched was the problem with generating/creating vpax file which is an essential requirement to run the Model. This new version removes this obstacle altogether. The nugget package used to generated the vpax file has been updated keeping in view the problem related with it. The second problem was duplicate values in the perspectives table, which has been fixed through the addition of an index to recognize and sort out unique perspectives in an early stage of loading the vpax file. So, with that two most complained about areas have been updated.

What is new?

Based on feedback received from all ovet the world the template report have been made more wholesome by incorporating more insights into data model. Below a short overview of the new enrichments.

Some notable additions are given below.

  • Updation of Power Query parameters and mentioned queries
  • Changes in partitions and policies page
  • A separate page for calculation groups
  • One page for Field parameters
  • Enhancements in security page

What’s next?

Evaluations are already under process and any more problems pointed out will be surely addressed!

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Guide to Embed Power BI Dashboard/ Report in Power Apps Portal https://powerd365.net/guide-to-embed-power-bi-dashboard-report-in-power-apps-portal/ https://powerd365.net/guide-to-embed-power-bi-dashboard-report-in-power-apps-portal/#respond Thu, 13 Oct 2022 14:26:19 +0000 https://powerd365.net/?p=3971 Power Apps Portals are a significant part of the organization in terms of long-range strategy. These portals enable organizations to interact with external-facing websites with data from Microsoft Dynamics 365. Recently, Microsoft enriches the portals Dynamics 365 with Power BI Embedded Service allowing customization which allows access to the Power BI Service component (reports, [...]

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Power Apps Portals are a significant part of the organization in terms of long-range strategy. These portals enable organizations to interact with external-facing websites with data from Microsoft Dynamics 365. Recently, Microsoft enriches the portals Dynamics 365 with Power BI Embedded Service allowing customization which allows access to the Power BI Service component (reports, dashboards, and tiles) to external users who do not possess a Power BI account or license.

This blog is the ultimate guide to help you understand how you can embed Power BI visualization in Microsoft Dynamics 365 Portal’s Web page.

Prerequisite:

To access Power BI Apps, you need to have Dynamics 365 for Customer Service organization and a Global Admin user with Dynamics 365 and Power BI Licenses. Moreover, to proceed further you also need to have a provisioned Dynamics 365 License; if you do not have it then go to Power Apps Admin Center and select the environment to access portal setup and provision a portal on any of the given templates according to your requirements.

community

Steps for Power BI Dashboard and Portal Integration

Once you are done with the completion of Portal Provision and your Portal is up and running then follow the steps below to surface a Power bi on Portal’s website.

Enable Power BI Visualization from Power Apps Portal

  • Open the Power App and go to the environment where you provisioned the Portal
  • Next, go to the Your Apps in Power Apps Homepage and locate Your Portal
  • Choose more commands and press Settings

our community

Next, in the Opened Portal Setting Window, Press Administration

advanced options

  • You will now see that the Power Apps Portal has opened in a separate tab
  • Note the App ID and Portal Details Page as you will need them for later steps

power apps portal admin center

  • In the Power, Apps Portal choose Set Up BI Integration and press Enable BI Visualisation
  • Once you see the confirmation pop-up press Enable

set up power BI integration

Create an Azure AD security Group and Add it to the Power BI Account

  • To display reports and dashboard built-in Power BI workspaces on Portal’s webpage create a security group in Azure Active Directly
  • Next, you need to add Portal Application being a member of this group
  • Then take the group to the Power BI account from the admin Portal
  • Open Azure Portal and Sign in using your Global Admin account
  • In the left Pane go to Azure Active Directory Select Groups and then press New Group

all groups

  • Once you open the New Group Page, select Security and enter a group name
  • Click Create

new group

  • Open the created Group and go to Manage > Members > Add Members
  • Specify Portal App ID you noted earlier and put it in Add member search box
  • Click Select

power bi portal integration

  • Now you need to add this security group to the Power BI Service
  • Go to Power BI and use Global Admin User Sign in
  • On the right choose settings and go to Admin Portal

admin portal

  • Next, from the Admin Portal go to Tenant Setting
  • Find Developer Setting> expand Allow Service Principals to Use BI APIs Section
  • Using Radio Button Enable it

tenant settings

  • Choose Specific Security Groups and search for your group
  • Select group and Choose Apply

choose apply

HOW TO CREATE POWER BI WORKSPACE AND PUBLISH YOUR REPORT

  • This step will allow you to create a workspace in Power BI and publish it to a new or existing report.
  • Move to Power BI Admin Center by selecting Global Admin user
  • Create a Workspace

create a workspace

  • Go to the Power BI Desktop application
  • Create New Report and or open the existing report that you want to be displayed on your portal

You can see the sample below for your understanding

 toolbar section

  • Choose the Publish Command from the Toolbar section
  • Select the created workspace or any other one of your choice
  • You will see a success message when the report is successfully published

publish to bi

Now go back to your workspace and open the report you published and copy the report URL

our community workspace

Enable Power BI Embedded Service from Portal Admin

This step will allow you to select the Power BI workspace which will enable surface reports/dashboards on Portal’s webpage

  • Scroll back to Power Portal Admin Center
  • Choose Set up Power BI integration > Enable Power BI Embedded Service

Enable Power BI

  • Next Select Power BI Workspaces you want to use and choose the Selected workspaces column and then Choose Enable
  • You will see a confirmation message once the embedded service has been enabled successfully

Choose Enable

Embed Power BI Dashboard/Report to Portal Webpage

  • The final step is to embed the Power BI report/dashboard to Portal’s webpage with powerbiliquid tag
  • Choose Power Apps > Power Apps Homepage > Choose Portal Management

portal management

  • You will see Portal Management App is opened
  • Choose Web Pages from the Content Section
  • Add a New Web Page
  • Choose the Template, URL, and parent page of your Choice
  • Click Save

new web pages

  • Open the Content Page from the Localized Content subgrid > Copy (HTML) and add powerbi liquid tag as shown. Make sure to use authentication type as powerbiembedded for report or dashboard in workspaces
  • Paste the report URL you noted earlier in the path parameter

Power BI tag: {% powerbi authentication_type:”powerbiembedded” path:”Your report URL” %}

power bi report

  • The last step is to add the web page to Portal Web Link set if needed and brose to Portal in the new tab
  • Go to the Power BI web page
  • You will then see that the Power BI report is displayed there without needing any authentication/sign in

power bi report 2

Congratulations!!! You have integrated the Power BI report/dashboard into the Power Apps Portal’s Webpage.

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