Migrating Power BI Collections into Power BI Embedded makes for a structured framework that can ensure a successful transition. It is a simple step-by-step action plan:
Preparation of Existing Collections:
Look at Azure for Power BI collections. Export all relevant reports, datasets, and dashboards to ensure you have backups of your data. Check for dependencies, such as shared datasets or custom visuals, to find potential problems during migration.
Power BI Embedded:
Create a new Power BI Embedded resource in the Azure portal. Set workspace capacities accordingly and ensure that the pricing tier meets your needs. Configure the tenant settings in the Power BI Admin portal to enable the use of reports with the Embedded service.
Migrate Content:
Open the reports from your collections in Power BI Desktop, update data source credentials if necessary, and republish them to the newly created Power BI Embedded workspace. The reports must be functional and maintain connectivity in the new environment.
Updated API Calls and Embedding: If your applications leverage APIs to access Power BI collections, you will need to update them to use Power BI Embedded APIs. Replace all old embed tokens with the new Power BI Embedded embedding URL and authentication details. These changes should be tried in a stage environment before deployment.
Testing and Optimization:
Use Power BI Embedded to validate the functionality of reports and dashboards. Perform load testing so that it can handle an amount equal to or even better than the previous environment. Optimize datasets, visuals, and measures with the capacity of the new Power BI Embedded resource.
Deploy and Track:
Once tests have been completed successfully, the last session will be in the production environment. Monitor usage and performance metrics in the Azure portal to ensure smooth operation. Fix problems promptly and train end-users regarding even minor changes in access methods.
The systematic approach minimizes disruptions and ensures a smooth transition into Power BI Embedded.
