Key Features
Embed Power BI Content
Embed a Power BI Report, Dashboard, or Tile in a WordPress page or post using a shortcode with specified width and height. Generate multiple shortcodes based on Workspace ID or Report ID
Manage PowerBI Content
Manage content for workspaces, reports, datasets, or tiles using admin APIs of Power BI. Manage permissions for users or security groups of the active directory on different artifacts like dashboards and reports
Restrict / Filter PowerBI Content
Restrict the Power BI report content for non-logged-in users and logged-in users based on the WordPress roles. Filter the content of reports based on assigned roles in Power BI Desktop using RLS ( Row Level Security )
Usecase : Embed Power BI reports
Use Case
- A organization has a wordpress site where they want to display the PowerBI report to their clients or employees from other organizations. The employees can be from multiple Azure AD / Office 365 tenants.
- To view the reports and content, the client or organization needs to purchase a subscription/membership from the wordpress site for their employees.
- The wordpress site is built using Woo-Commerce plugin for handling E-commerce and purchase management. In addition to this, membership plugins like MiniOrange Page and Post Restriction / MemberPress/ Paid Membership Pro / BuddyPress / Learndash or WP-members is used for restricting content / posts / pages / categories, etc. based on user’s subscription.
- Based on the membership that user has, they want to filter the content of the report accordingly. For example, users having free membership should not access the premium content of the report.
- Furthermore, users registering while the checkout process, users' account should be created in the Azure AD so that they can use the same username and password to log in ( Single Sign-On ) to the WordPress site.
Solution Provided:
- The miniOrange User Sync for the Azure / Office 365 plugin installed on the wordpress site will create users in Azure AD once they are registered on the site. Shortcode generated by the plugin can be used to embed the Power BI reports in the WordPress pages or posts.
- Using miniOrange WordPress SAML 2.0 SSO plugin, WordPress will act as a SAML Compliant Service Provider and it can be connected with the Azure Enterprise app for Single-Sign-On authentication.
User Flow:
- Once the user registers on the woo-commerce store and applies for particular membership, its account will be created on the Azure AD / B2C along with a password and will be assigned to a corresponding security group based on the subscription purchased.
- After the user logs into the site, based on the membership and the security group assigned to the user, he/she can access or view the report content.
- Non-logged-in users will need to log in to view the content of reports.
- Let's say there are 3 memberships: Free, Pro, Premium. If the user has Pro membership then the user should see the filtered content of the embedded report. It will be based on the filters set by the administrator on the report for the Pro role using RLS ( Row Level Security ). If the user upgrades to Premium membership then he/she should be able to see the filtered content for Pro as well as Premium roles.
- Users not having an active membership will see the message to upgrade the membership to view the content.
Use Case
- An organization has a wordpress site where they want to display the Power BI artifacts (dashboards, datasets, reports, tiles,etc) to employees within the organization.
- To view the reports and content, an organization's employees need to have premium access from the Power BI.
- The content of reports on the Wordpress site would be dynamically changed based on the current user’s [ Login with Azure AD / Power BI credentials ] applied filters,bookmarks etc.
- Only employees performing the SSO with Azure AD credentials would be able to access the Power BI reports.
- Employees would be able to view the reports from their own Power BI dashboard into their Wordpress page or post. Based on the configurations in the plugin ,Wordpress Admin can decide the employees specific permissions to respective reports.
Solution Provided:
- The miniOrange User Sync for the Azure / Office 365 plugin installed on the wordpress site. Shortcodes generated by the plugin can be used to embed the Power BI reports in the WordPress pages or posts.The reports specific configurations would be possible to customize the view or content using options provided in the plugin like page navigation panel,collapsible filters,action bars,bookmarks,ability to save/edit the reports.
- Using miniOrange WordPress SAML 2.0 SSO plugin, WordPress will act as a SAML Compliant Service Provider and it can be connected with the Azure Enterprise app for Single-Sign-On authentication.Users would be able to login using Azure AD / Power BI credentials to access the reports.
User Flow:
- Employees [ having per user PowerBI Premium/Pro license ] from an Organization have been given an access to Power BI shared workspace.
-
Employees/Users logs in to his/her Power BI dashboard
,customizes the reports by applying
filters,bookmarks,etc.Same user goes to WordPress
site,performs SSO with Azure AD/Power BI credentials.After
successful SSO,user can access the personalized report
content.
Example : User 1 and User 2 have access to the Power BI shared workspace [ Covid-19 US stats ].
User 1 [ demouser1@onmicrosoft.com ] logs in to his/her Power BI dashboard,applies filter by selecting the cases for California and saves the bookmark.User 1 goes to WordPress site,performs SSO with Azure AD credentials.After successful SSO,User 1 can access saved bookmark [ show only California stats ].
User 2 [ demouser2@onmicrosoft.com ] logs in to his/her Power BI dashboard,applies filter by selecting the cases for New York and saves the bookmark.User 2 goes to WordPress site,performs SSO with Azure AD credentials.After successful SSO,User 2 can access saved bookmark [ show only New York stats ]. - Users specific content is displayed on the WordPress site.
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Setup Guidelines
1. Creating the Azure AD application for basic authentication
- Azure AD application needs to be created for basic authentication and to access the Azure APIs on the behalf of the user.
- Please follow step-by-step instructions here to create a Azure AD application. Once you have configured, proceed to step 2
2. Configure the Azure AD Security Group Settings
- In Azure Active Directory Home page, navigate to the Groups from the left pane.
- Click on New Group to add new security group.
- Select the Group type as Security from the dropdown and enter the Group Name as Allow Power BI Admin APIs.
- Click on Create button to create a new security group.
- Search and select newly created security group (Allow Power BI Admin APIs).
- Navigate to the Members from the left pane and click on Add Members.
- Search for the application name you have previously configured and click on Select button.
You have successfully configured Azure AD app to achieve User Sync and Power BI Integration into your WordPress Site.
3. Configure the Power BI settings
- Go to the Power BI dashboard and login as an administrator.
- You will be represented with the home screen of the Power BI.
- On the top right corner, click on icon as shown below.
- Under the Settings tab, click on the Admin portal option.
- In the Admin Portal section, under the Tenant settings, scroll down to the Developer settings.
- Click on Allow service principals to use Power BI APIs.
- Enable the toggle and then click on Apply.
- Scroll down to the Admin API settings, enable the toggle and then choose the option of Specific security groups.
- Search for Allow PowerBI Admin APIs then click on Apply.
- Navigate back to the Home page. Select the Workspaces tab from the left pane and then select your workspace from the list.
- Navigate to the Access tab.
- In the Access section, search for the application that you have previously configured.
- From the below dropdown, select the Admin and click on Add button to assign this Azure AD application to your Power BI workspace.
- Select the report that you want to embedd in WordPress page or post.
- Then copy the Workspace_ID and Report_ID from the URL as shown in the below image and keep it handy as you will need it further.
4. Embedd your Power BI report into the WordPress
- Navigate back to the WordPress Admin dashboard.
- Go to the Pages tab form the left side bar and click on Add New button or you can edit your existing page.
- Click on + symbol, search for the Shortcode.
- Paste the Workspace_ID and Report_ID in the shortcode as shown in the below image. Click on Publish/Update button in the top rght corner.
- Visit the page to view the Power BI report.
Now you have successfully embedded your Power BI report into your WordPress page.
Why Our Customers choose Power BI Integration with WordPress?
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Easy and precise step-by-step instructions and videos to help you configure within minutes.
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