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Adding a Power BI dashboard to an entity

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Posted on by sutekh

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Hi

A college of mine has created a Power BI report using records created in a model driven app. I'd like to include this as a tad on an entity. I can't seem to find a straight way of doing this. Or would a better way of reporting to use Dashboards and Charts in the entity to report? Sorry still very new to model driven.

Adding a Power BI dashboard to an entity

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cchannon 4,702 Moderator on at

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OK, 2 answers for you:

1. Yes, you can embed it on a tab on your entity record, but I am guessing that isn't really what you want. The dashboard will display information about many entities, not just the one, right? So, you probably want this surfaced at a higher level of the interface so it is more intuitive to users.
Anyway, if you really do want it on a tab, you just need to open the PowerBI dashboard, go to Workspaces --> Publish to Web, and copy the HTML content you get there. Then you go back to CDS create the tab, add an IFrame, and embed a new WebResource. Copy the HTML content you got from PowerBI here and you will get your dashboard embedded in the tab.
Alternatively, and probably much easier, you can use the PowerBI embedder tool in XRMToolbox to accomplish the same thing
2. You'll get better results, I think, from creating a PowerBI Dashboard in CDS rather than embedding on a form. To do this, open your model driven app and go to Settings -> Administration -> System Settings -> Reporting and set Allow PowerBI Visualization Embedding to True. You need to be a sysadmin to do this.
Once you've enabled PBI embedding, go to your personal Dashboards (or to make.powerapps if you're creating a system dashboard) and create a new Dashboard, selecting Power BI Dashboard there. Then select your Workspace and add whatever PowerBI tiles you want to the dashboard.

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sutekh 509 on at

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Cheers @cchannon I'm going to give both a go. On the first option how would I select the iFrame? I've gone CDS>Entity>Forms>Main Form added a new tab and can't see where I could drop in an iFrame?

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cchannon 4,702 Moderator on at

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Dropping IFrames on forms is pretty old school (MSFT prefers that you use PCFs now) so you will have to Switch to Classic to see the option.

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sutekh 509 on at

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I suspected as much! Thanks I'll give it a go.

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sutekh 509 on at

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@cchannonhow would the second option show on the App? Sorry being thick

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sutekh 509 on at

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@finalbetafinal one! I've added the iFrame and the URL of the Power BI report and I'm getting 'this content can't be shown in a frame' but I guess there's actual HTML I need as you suggested?

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cchannon 4,702 Moderator on at

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The second option would be visible in the Dashboards section of the model-driven app, or in Interactive Dashboards, if you are using those

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