About Master Account Integration


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Connect One Master Power BI Pro Account with Power BI Embedded. To know how to create Power BI Embedded capacity, click here.







Recommend for 20+ SharePoint Users

This option is recommended if you have more than 20 SharePoint users who you want them to access Power BI Data within SharePoint site. If you have less than 20 users, we recommend going with Logged In User Integration.


For more information about the cost, check out the following article:


TABLE OF CONTENTS


Ready to Integrate! Follow these steps:


Option 1: Master Account Integration for SharePoint On-Premise/Online


Prerequisites:

  1. ShortPoint version 5.4.0.6 or later is installed on your environment.
  2. You have a valid Power BI Pro Account
  3. Power BI Embedded is configured in Azure for the Master Power BI Account
  4. You are Global Office 365 Tenant Admin

STEP 1. Navigate to ShortPoint Integrations


In SharePoint Online, open Site Contents and choose ShortPoint.

In SharePoint 2013 On-Premise and SharePoint 2016 On-Premise, open Site Settings, and choose ShortPoint Dashboard.


Click on Integrations in the dashboard:



STEP 2. Connect Microsoft Graph


In the Integrations panel, you will see Microsoft Graph and Power BI tiles. 

Press Connect on Microsoft Graph. 


You will be asked to sign in. Please sign in with the user having at least App Administration rights in your Azure AD. In case your Power BI tenancy is different from your Office 365 tenancy, you need to use your Power BI tenancy admin credential as we need rights to your Power BI tenancy. 


Once you sign in, you shall be asked to grant ShortPoint app different set of permissions required to fetch report and dashboard details and render the reports, please click Accept


Wait until the connection is configured and the Microsoft Graph button becomes green:



STEP 3. Connect Power BI


Press Connect on Power BI. 


Please provide credentials of Power BI master account (Please make sure that the account is configured to use cloud authentication only. Click here to know more about it). The master account is the account we will use when embedding content for you. You can embed reports with logged in user permissions or with the master account and Power BI embedded capacity. The master account should have Power BI Pro license and full access to Power BI Workspaces (Groups). 



This is what you will see after the connection is configured:



STEP 4. Now you are ready to use your reports



Click here to know more about adding your first Power BI in ShortPoint!


That's it! Now, you are ready to embed Power BI reports and dashboards into your pages using ShortPoint Page Builder.


Option 2: Master Account Integration for Microsoft Teams


Prerequisites:


STEP 1. Navigate to ShortPoint Integrations


On your ShortPoint Teams Tab, begin in edit mode by selecting Settings from the dropdown. Hit the Settings cogwheel and click the Integrations Tab.



STEP 2. Connect Microsoft Graph


To set up Power BI, you will need integration with Microsoft Graph. Please press Microsoft Graph in the Integrations Tab, hit Get Token, enter your credentials, Accept permissions, copy resulting token, and paste on the Graph Token field. Press Connect to complete.



Once successfully connected, you can proceed to the next step.


STEP 3: Connect Power BI


You can now proceed to Power BI integration. Select Power BI in the Integrations Tab. This will open a new window asking for your Power BI Master Account and password. Enter these and click Connect.



Wait until the connection is established and the indicator says that ShortPoint is Connected to Power BI. Your Power BI Integration is now complete.


STEP 4: Add ShortPoint Power BI design element


Begin to edit your Teams tabs, insert a ShortPoint Power BI design element, and add the Power BI asset you want to embed. You can then preview the result.



Hit Insert when you are satisfied with the output and Publish your changes.


You can now freely add critical Power BI dashboards and reports on your Teams tabs. 


Please feel free to contact ShortPoint Support with any questions or suggestions.


Thank you for your attention!


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