What challenges should I anticipate during this migration process

+1 vote
What challenges should I anticipate during this migration process?

As I plan to migrate Power BI reports from a standalone collection to Power BI Embedded, I’m anticipating several challenges, such as ensuring the reports work seamlessly in an embedded environment or managing security and user access properly. What common issues should I expect during this migration, and what steps can I take to overcome them? Any tips on smooth transitions would be helpful!
Dec 6, 2024 in Power BI by Evanjalin
• 19,330 points
193 views

1 answer to this question.

+1 vote

It now takes this way from power BI reports due to the complexities involved in migration processes, particularly with power BI embedded and the challenges that may arise as one goes along. Common challenges include;

Security and user authentication: Embedding Power BI reports into applications essentially means that one has to make sure that the right users have access to what they should know. With Power BI embedded, customized authentication and authorization have to be done in most cases when different user roles are processed or reports are personalized. These may introduce Azure Active Directory (AAD) or embedding tokens for session management to ensure that users only access allowed data.

Performance optimization: Sometimes, embedding Power BI reports in an application can create performance bottlenecks. During migration, you need to test the performance of the reports embedded so that they display at a reasonable speed. This may involve optimizing queries, using DirectQuery where necessary, or simplifying complex data models. It is important to keep in mind how data refreshes will proceed in the embedded environment since they will need to be handled differently than in a regular Power BI workspace.

Report Customization and Interactivity: The levels of customization and interactivity in the embedded environment should accommodate the user's experience within your application. Some features, like slicers or drill-throughs, might have restricted access since users may be able to change the reports. You'd also like to be sure that the report retains its interactivity without overwhelming the end user.

Integration and API Usage: Migrating to Power BI Embedded requires extensive changes in your integration with the application. Power BI REST APIs and embedding APIs can facilitate report embedding; however, the setup requires ensuring that API calls effectively manage sessions, user access, and report interaction. API call testing will also be important in addressing issues that may arise through other application systems.

Before going live, all embedded reports must undergo exhaustive testing against each identified challenge. Partial deployment with plenty of user feedback during the testing phase will help uncover problems sooner. Also, keeping stakeholders from your BI, security, and development teams will enable easy navigation of roadblocks concerning security or performance.

This will ensure a smooth transition to Power BI Embedded and that your reports function as expected in their new environment.

answered Dec 6, 2024 by pooja
• 16,840 points

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