Try ShortPoint nowTL;DR: Embed Power BI reports and dashboards on SharePoint pages through ShortPoint using Power BI Embedded capacity paired with one Power BI Pro or Premium Per User account. Anyone who can view the SharePoint site sees the content automatically, without signing in to Power BI or having their own license.
In this article, we’ll show you how to integrate Power BI dashboards and reports using a capacity-based license setup (Power BI Embedded paired with a Power BI Pro or Premium Per User license).
TABLE OF CONTENTS
- Prerequisites
- Capacity-Based License Overview
- Interactive Tutorial
- Power BI Features
- Frequently Asked Questions
- What is capacity-based license integration for Power BI?
- What are the prerequisites for integrating Power BI with SharePoint using ShortPoint?
- How do I embed a Power BI report or dashboard into a SharePoint page?
- Can I customize the appearance of the embedded Power BI content?
- What permissions are required to connect Microsoft Graph?
- What should I do if my Power BI credentials are not accepted?
- How do I save changes after embedding a Power BI asset?
Prerequisites
- Your site viewers must have the appropriate permissions to view the report.
- You have the latest ShortPoint SPFx version installed.
- You are a ShortPoint Designer with either a Pro or Enterprise License. For more information, check out Licensing Options.
- You have an active Power BI Pro or Premium Per User license.
- Power BI Embedded capacity is configured in Azure. For more information, check out Creating Power BI Embedded Capacity in Azure.
- You must have a Power BI Dashboard or Report you want to showcase on your SharePoint page.
Capacity-Based License Overview
Capacity-based licensing is one of two ways to bring Power BI content into ShortPoint. Select this option if your organization utilizes Power BI Embedded and you hold a Pro or Premium Per User license. This combination allows you to seamlessly display reports on your SharePoint page and make them accessible to everyone in your organization.
Unlike User-Based licenses, anyone with permission to view your SharePoint site can see the embedded Power BI assets automatically. They do not need to log in to their Power BI accounts or hold individual licenses.
IMPORTANTBefore you get started with the tutorial, you need to connect One Power BI Pro or Premium Per User license with Power BI Embedded. To do this, check out How to Create a Power BI Embedded capacity.
Interactive Tutorial
The process of integrating a Power BI asset into your SharePoint page involves two main parts.
Part 1: Complete Microsoft Graph and Power BI integration on the ShortPoint dashboard
If this is your first time adding Power BI to your SharePoint page using ShortPoint, you will first have to complete integrations with Microsoft Graph and Power BI. Follow the steps below to do this:
Step 1: Access Integrations in the ShortPoint Dashboard
- Go to a SharePoint page and click the ShortPoint shortcut:
- Select Dashboard:
- Open Integrations:
Step 2: Connect Microsoft Graph
You will see Microsoft Graph and Power BI tiles in the Integrations panel.
- Press Connect on Microsoft Graph.
- You will be asked to sign in. Please ensure that you have at least App Administration rights in your Microsoft Entra ID. If your Power BI tenancy differs from your Microsoft 365 tenancy, use your Power BI tenancy admin credentials, as we need rights to your Power BI tenancy.
- Once signed in, you will be asked to grant the ShortPoint app a set of permissions required to fetch reports, retrieve dashboard details, and render reports. Click Accept.
- Wait until the connection is configured and the Microsoft Graph tile turns green.
Step 3: Connect Power BI
- Next, press Connect on the Power BI tile.
- Enter your Power BI Pro or Premium per user credentials. This is the account that we will use when embedding content for you. You should also have full access to Power BI Workspaces (Groups) where the Power BI assets you want to embed are saved.
NOTEPlease make sure that the credential you use is configured to use cloud authentication only. Click here to learn more about this requirement.
You have completed the first part of the integration process. This is what you will see after the connection is configured:
Part 2: Embed Power BI asset
Follow these detailed steps to integrate a Power BI report into your SharePoint page:
Step 1: Edit the ShortPoint web part
- Click the Edit button on the SharePoint page where you want to insert your Power BI report.
- Close the Toolbox:
- Click the Edit properties icon:
Step 2: Insert Power BI Design Element
- Navigate to the space where you want to add your Power BI report and click the plus icon.
- Scroll down or search for Power BI and select it:
Step 3: Select the Power BI asset you want to insert
- You will be asked to fill out fields that will identify the asset you want to embed into your SharePoint page:
- Workspace - choose the name of the workspace where the Power BI asset is located.
- What type of document to show - choose the type of Power BI asset you have. You can choose from Report or Dashboard.
- The document to show - choose the name of the report or dashboard to showcase.
- Page Name - this field is only available when you select ‘Report’ under the document to show field. This will allow you to select the page you want to display.
NOTETo see all the customization options available, check out Power BI Features.
Step 4: Insert and save
- Click the green check mark:
- Click Save to apply your changes:
- Publish the page:
That's it! You now know how to embed a Power BI asset to your SharePoint page.
Power BI Features
Here are the settings you can find inside the Settings window of Power BI:
A. Design Tab
The Design tab is where you can edit the content inside the Power BI Design Element. Here are the options you can tweak:
CONNECTION
 | Workspace | allows you to choose the specific workspace where the report or dashboard you want to showcase is located. |
 | What type of document to show | allows you to choose whether you’ll showcase a dashboard or a report. |
 | The document to show | allows you to choose the name of the dashboard/report that will be shown. |
 | Page Name | this field is only available when you select ‘Report’. This will allow you to choose the page to show. |
OPTIONS
NOTEThese fields are only available if you are showcasing Power BI Reports.
 | Show Filter Panel | when enabled, the filters panel will be shown on the page, together with the dashboard/report. |
 | Allow Page Navigation | this option when enabled, site viewers will be able to navigate to different report pages. |
B. Visibility Tab
The Visibility tab allows you to specify who can see the Design Element and what type of devices it can be shown on. For more details, check out How to Use the ShortPoint Visibility Feature for Effective SharePoint Access Management.
C. Advanced Tab
The Advanced tab allows you to customize the look of the Power BI report even further. These are the options available:
 | Report Size Ratio | by default, reports and dashboards will use the full width of the column where they are added. However, if resizing is necessary, you have the following options:
|
D. Custom CSS Tab
This tab lets you add your own custom touch to the Power BI Design Element using custom CSS. This gives site owners and designers greater control over how it will look on your page.
NOTECheck out our support article on How to Insert Custom CSS into a Page Builder Element? (Basic Tutorial) to know more about Custom CSS.
Frequently Asked Questions
What is capacity-based license integration for Power BI?
Capacity-based licensing allows organizations to embed Power BI dashboards and reports into SharePoint pages using Power BI Embedded paired with a Power BI Pro or Premium Per User license, enabling seamless access for site viewers without requiring individual licenses.
What are the prerequisites for integrating Power BI with SharePoint using ShortPoint?
You need the latest ShortPoint SPFx version installed, a ShortPoint Designer Pro or Enterprise license, an active Power BI Pro or Premium Per User license, configured Power BI Embedded capacity in Azure, and Global Microsoft 365 Tenant Admin rights.
How do I embed a Power BI report or dashboard into a SharePoint page?
Edit the SharePoint page, add a Power BI Design Element via the ShortPoint web part, select the workspace, document type (Report or Dashboard), document name, and optionally the page name for reports, then save and publish the page.
Can I customize the appearance of the embedded Power BI content?
Yes, the Power BI Design Element settings include options to show filter panels, allow page navigation, adjust report size ratios (16:9, 4:3, or custom), and add custom CSS for styling.
What permissions are required to connect Microsoft Graph?
You need at least App Administration rights in Azure AD, and if your Power BI tenancy differs, use your Power BI tenancy admin credentials.
What should I do if my Power BI credentials are not accepted?
Ensure that your credentials are configured for cloud authentication only as required by ShortPoint.
How do I save changes after embedding a Power BI asset?
After inserting the Power BI asset, click the green check mark, save the page, and then publish it to apply changes.
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