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Adding Power BI Reports

Administrator

Once your Tenant is connected to your Power BI workspaces via a Service Principal, you can begin importing reports, dashboards, and apps for your users to view.

1. Prerequisites

Before adding a report, ensure:

  1. The Power BI Service Principal has been added as a Member or Admin to the target workspace in the Power BI Service.
  2. The workspace is visible in DataCentral under Administration > Power BI Items > Manage Workspaces.

2. Importing an Item

To add a Power BI item to your Tenant:

  1. Navigate to Administration > Power BI Items.
  2. Click the Add Item button.
  3. Select the Item Type (Report, Dashboard, or App).
  4. Select the Workspace where the item resides.
  5. Select the specific Item from the dropdown list.
  6. Provide a Display Name for the item (this is what your users will see).
  7. (Optional) Provide a description or upload a custom thumbnail image.
  8. Click Save.

The item is now available in DataCentral, but it is not yet visible to any users.

3. Assigning Report Roles

To make the report visible to your users, you must assign one or more Report Roles to it.

  1. Locate the newly imported item in the list.
  2. Click the Edit icon.
  3. Go to the Roles tab.
  4. Select the Report Roles that should have access to this item (e.g., Executive Dashboard Viewers).
  5. Click Save.

Any user (or Organizational Unit) that has been assigned the Executive Dashboard Viewers role will now see this report in their navigation menu.

4. Configuring Additional Data Dependencies

Some complex Power BI reports have dependencies on other items in the workspace. DataCentral needs to know about these dependencies to generate the correct embed tokens.

  • Paginated Visuals: If your report contains a paginated report visual, you must add the paginated report's GUID as "Additional Data" (Type: Report).
  • Shared Datasets: If your report connects to a dataset in a different workspace, you must add that dataset's GUID as "Additional Data" (Type: Dataset).
  • Row-Level Security (RLS): If the underlying dataset uses RLS, you must add the dataset's GUID as "Additional Data" and check the Has RLS box. This tells DataCentral to pass the user's RLS Role Codes to Power BI when rendering the report.

To configure dependencies:

  1. Edit the item.
  2. Go to the Additional Data tab.
  3. Click Add Dependency.
  4. Enter the required GUIDs and check the appropriate boxes.
  5. Click Save.

5. Pinning a Default Landing Page

You can select one report to act as the default landing page for your entire Tenant. When a user logs in, this report will be the first thing they see.

  1. Navigate to Administration > Settings.
  2. Locate the Default Landing Page setting.
  3. Select the desired report from the dropdown list.
  4. (Optional) Check the box to allow users to override this and set their own personal landing page.
  5. Click Save.