How do you manage and optimize cross-platform integration for Power BI reports e g embedding in SharePoint Teams and other business applications

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How do you manage and optimize cross-platform integration for Power BI reports (e.g., embedding in SharePoint, Teams, and other business applications)?

What are best practices for embedding Power BI reports into other platforms like SharePoint, Teams, or custom business applications?
Nov 28, 2024 in Power BI by Evanjalin
• 9,270 points
78 views

1 answer to this question.

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Suitable to steer and enhance cross-platform integration of Power BI shall deliver "version support," "security," and "performance"; the target platform functionalities should be catered to. Best practices considered for embedding Power BI into such platforms as SharePoint, Teams, or a custom application would be as follows:

Choose the Right Embedding Method:

For SharePoint, utilize the "embed in SharePoint Online" option available in Power BI. This easily integrates the iframe link generation to make embedding simple. In Microsoft Teams, use either the Power BI app or embed the report in a Teams channel or chat for collaborative effort. Alternatively, use the Power BI REST API or the Power BI Embedded service in Azure for custom applications for more control and scalability.

Security at its best

Row-level security (RLS) should be part of your reports to restrict access to data only to those users who have been given access to it. Embed in SharePoint or Teams will have to use Azure Active Directory for authentication to grant access with security. Use service principal or app-only authentication where necessary for 'custom apps,' along with scalable integration for security.

Performance Optimization:

Limit data size and aggregation and design efficient DAX queries to optimize report performance. Then, ensure that the target platform can use these interactive features, such as slicers and drill-throughs, uninterrupted. Last, test the embedded reports on devices to check their responsiveness and usability.

With careful integration choice, secure data access, and well-designed report optimization, you can provide the perfect seamless user experience and unleash the full potential of Power BI in applications.

answered Nov 29, 2024 by pooja
• 10,910 points

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