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Setting Up Power BI Integration

We coordinated with Microsoft to provide our users with two Power BI integration options:

  1. Logged-In User Account Integration
  2. Master Power BI Pro Account Integration

These options were implemented to embed stunning, fully interactive reports and visuals into SharePoint in the most cost-effective way possible.


TABLE OF CONTENTS


What Integration Option is good for you


Option 1: Logged-In User Account Integration


logged-in user

In every page, the visitor is required to log in to using Power BI Pro account in order to view data from Power BI in SharePoint.


Use this option if you need only 20 users to view Power BI Data in SharePoint.


To get started with this option, continue to Power BI Integration Option 1: Logged-In User Integration article.



Option 2: Master Power BI Pro Account Integration



Power BI Master Account

In all pages, visitors will not be required to log in to view Power BI Data. Connect one Master Power BI Pro Account with Power BI Embedded Capacity.


This option recommended if you want more than 20 users to view Power BI Data in SharePoint.


To get started with this option, continue to Power BI Integration Option 2: Master Account Integration article.




Note: ShortPoint Power BI web part does not support the multi-factor authentication on the master account used for the Power BI integration. If such MFA is enabled for master account, Power BI reports will be not visible on the SharePoint page. 
This is a current limitation from Microsoft. Find more information about it here: Embed a report web part in SharePoint Online. Multi-factor authentication.

Difference between ShortPoint Power BI Integration Options




Option 1:

Logged-in User Account Integration

Option 2:

Master Account Integration

Recommended for

Up to 20 Power BI Report Viewers from SharePoint sitesMore than 20 Power BI Report viewers from SharePoint sites
Power BI Pro license requirement

*Each site visitors require a valid Power BI Pro licenseOnly 1 Power BI Pro license is required
Power BI Embedded Capacity

Not RequiredRequired
SharePoint Site Visitor Login RequirementEach SharePoint site visitor is required to log in with a valid Power BI Pro user to see the report *Site visitors will not be required or have a Power BI Pro license to see the report. ShortPoint will render reports using Power BI Pro Master Account + Power BI Embedded capacity    

Login Token Cache

ShortPoint will cache the logged-in user token for up to 60 minutes.

Which means up to 60 minutes after logging in, the site visitor will not be asked to log in to view the reports. However, after that, they will again be prompted to log in with a Power BI Pro account.

ShortPoint internally manages the token and once expired, it will fetch a new one in background seamlessly from the end-user.

Which means the end user will be unaware of the entire process and can see reports without logging in ever.


* In case of Office 365 if the logged user has been assigned Power BI pro license, and she/he has access to view the report, it will load the report without asking for login. However, if it's a Power BI Dashboard or Tile, it will ask user to login even if the logged-in user has rights to it. 


* Users will see an action to login if ShortPoint could not authenticate them automatically. You can also customize the help message to give them tips on how to login and using what account.


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