Embedding a Power BI Report in SharePoint

In this video, Jonathan Silva from Pragmatic Works demonstrates the straightforward process of embedding a Power BI report into a SharePoint site. Here's a detailed summary of the steps and tips he shared:

Getting Started with SharePoint

• Adding a Web Part: Silva begins by highlighting the importance of adding a web part in SharePoint, a common process also used for adding forms, lists, and other elements.
• Placement of the Web Part: He advises placing the web part at the desired location on the SharePoint page, ideally at the top for easy visibility.

Integrating Power BI

• Selecting Power BI Web Part: Silva instructs on selecting the Power BI option from the list of available web parts in SharePoint.
• Adding the Report: The next step involves adding the report to the SharePoint site. This requires navigating to the Power BI report and using its URL.

Managing Report Links

• URL Usage: Silva emphasizes understanding what part of the URL to use. Capturing the entire URL links to a specific report page, while using a truncated URL allows access to all pages within the report.
• URL Pasting in SharePoint: After copying the appropriate URL from Power BI, it should be pasted back in SharePoint to link the report.

Customizing Display Options

• Page Selection: Users can choose which page of the report to display, offering flexibility in what information is shown.
• Navigation Pane: Silva suggests toggling the navigation pane off for a cleaner look if only one page is needed.
• Aspect Ratio Adjustment: Changing the display from 16:9 to 4:3 is recommended for a broader view of the report.
• Filter Pane Visibility: Deciding whether to show the filter pane depends on the user's preference and the report's requirements.
• Action Bar Display: Silva prefers to disable the action bar to streamline the appearance, focusing on the report's visuals.

Finalizing and Sharing

• Preview and Adjustment: Users can preview the embedded report, making adjustments as necessary.
• Publishing the Page: Once satisfied, the page can be republished on the SharePoint site, making the report visible and interactive.

Conclusion

• Ease of Process: Silva concludes by reiterating the ease of embedding a Power BI report into SharePoint using a web part.
• Accessibility for Employees: This integration facilitates easier access to vital information for employees visiting the SharePoint site.
• Encouragement for Engagement: Silva ends by encouraging viewers to like and subscribe for more content from himself and Pragmatic Works.

Jonathan Silva's demonstration showcases how seamlessly Power BI reports can be integrated into SharePoint, enhancing data accessibility and visualization for users.

Don't forget to check out the Pragmatic Works' on-demand learning platform for more insightful content and training sessions on Power BI, SharePoint and other Microsoft applications. Like and subscribe to the Pragmatic Works YouTube channel to stay up-to-date on the latest Microsoft technologies.