Cards: Display Power BI Dashboards

The Power BI Dashboard card is Appspace’s latest card allowing organizations to display dashboards from Microsoft’s Power BI visualization tool, which include various custom data visualization charts.

The card is built using the new Appspace integration with third-party systems that leverages standard technologies to create long-lived, authenticated, and secure connections. An initial connection must be established between Appspace and a Microsoft Power BI service account, which is then stored in a virtual passport in Appspace, and can be used until the service account revokes or cancels the integration. The passport will allow the card to establish a connection with the third-party system at runtime.

Note
Read more about the integration architecture and how it all connects here in the Introduction to Appspace Integrations.

This article provides instructions to create, configure, and customize the Appspace Power BI Dashboard card, which is created using the Dashboard card theme:

Prerequisites

Note
      • – Unable to display Advanced Channels in Channel Browsing mode.
      • – Channel Browsing mode is not supported on Crestron AirMedia and Mercury devices.
      •  – Only supported on MediaVue SureVue D2 devices. Unable to display Advanced Channels in Channel Browsing mode.
      •  – Unable to display playback for 24 hours.

Important
  • There are no styling options available for the dashboard on the Card, as this is an embedded link. All styling should be done in the Power BI system.
  • The Power BI dashboards are not very responsive so they should be created with the display canvas in mind. 
  • We currently do not support reports (only dashboards).

Authenticate Power BI Account

Follow the instructions below to authenticate a Microsoft Power BI service account with Appspace:

Note
Appspace Account Owner or Publisher permissions are required. If you do not have the required permissions, you may still create the Power BI passport by clicking the Set up a new passport link when configuring the Power BI card.
  1. Log in to the Appspace console.
  2. Click the ☰ Appspace menu, and click Admin > Integrations.
  3. Click the Passports tab, and click the +ADD button.
  4. Select the Power BI passport, and click CONNECT. Proceed to authenticate the passport, and grant permissions to access the Power BI account. You may be required to sign in with your Microsoft Power BI credentials if you are currently signed out.
  5. Follow the on-screen instructions to continue to configure the Power BI passport.
  6. Once authenticated, in the Account Settings tab, you may perform the following actions:

    • Change the name of the passport, by entering a different name in the Name field.
    • View the Account ID of the passport.
    • View the App Permissions granted to the passport.
    • View and refresh the Status of the passport.
    • Remove the passport, by clicking the Remove Account button.
  7. In the Permissions tab, you may grant the following users or user groups permissions to view or edit this passport configuration at any time:

    • Enter and select the user(s) or user group(s) from the drop-down list, or click the Find users or user groups link, and select the desired user(s) or user group(s). Proceed to grant either Can Manage or Can View permissions by clicking the Select permissions drop-down menu.
    • You may also view or remove the user(s) or user group(s) that have already been granted permissions, by clicking the delete icon.
  8. You may proceed to the Create and Configure Power BI Dashboard Card section below.

Create and Configure Power BI Dashboard Card

Follow the instructions below to display a Power BI dashboard:

  1. Log in to the Appspace console.
  2. To create this content, select one of the following options:

    • Click +QUICK ACTION from the Appspace menu bar on the top right, and select Create Content.
    • Click Library from the ☰ Appspace menu, and select the library or folder you wish to create the content in. Click the +CREATE button arrow, and select Content.
    • To create and add the card directly to an existing channel, refer to Add Content to Playlist Channels from Library article.
  3. Select the Feed tag, and select Power BI.

    Important
    If you are unable to locate the content, try using either the Search bar, the Order by, or Filter icon to narrow down the content that you are looking for.
  4. Enter the Title of the content as this will also act as the file name for the content. This is a mandatory field.
  5. In the Card section, select the Power BI passport created earlier, or you may click the Set up a new Passport link to create one.

    Note
    If you are creating a new Power BI passport, proceed to follow the on-screen instructions to authenticate the passport, and grant permissions to access the Power BI account. You may be required to sign-in with your Power BI credentials if you are currently signed out.
  6. Add a Power BI Dashboard using one of the following ways:
    • If you already have the Power BI Dashboard URL:
      • In the DASHBOARD field, enter the dashboard URL, and click Select Dashboard.
    • If you would like to search for the Power BI dashboard:
      • Select the Power BI workspace from the WORKSPACE dropdown menu, which is populated based on the passport account authenticated earlier.
      • Search and select the Power BI dashboard from the DASHBOARD field, and click Select Dashboard.
  7. Once a dashboard is selected, you can preview the selected dashboard. You may also directly edit or change the dashboard URL on the top left of the preview window. The URL must be valid or an error will be displayed.
  8. In the Article tab:
      • Include an Article or Caption to accompany the content item when being displayed on mobile apps, tablets, and other social collaboration apps.
      • Enter a Referral Link to link more information to the content.
  9. In the Schedule tab:
  10. In the Settings tab:
    • The Name field will be auto-populated to match the Title of the content which will also act as the filename for the content. This is a mandatory field.
    • Select the Content Category from the drop-down menu to match the focus of the message, or leave it at the default content category.
    • Enter any relevant Tags for the content. (Optional)
    • Select a folder for the content in the Library Location drop-down menu to change the default folder location.
    • Select an expiry date for the content from the Auto Delete Content from Library drop-down menu. (Optional)
    • Upload an image to be used as the Thumbnail for the content.
  11. Click SAVE.
  12. Proceed to the edit section below to add the card to a channel, preview the card, or view analytics once available.

Edit Power BI Dashboard Card

The instructions below show you how to edit a Facebook theme Social card.

  1. Log in to the Appspace console.
  2. Click Library from the ☰ Appspace menu, and select a library or folder containing the content you wish to edit.
  3. Select and click the desired card to edit, and select one of the following tabs:
    • In the Article, and Settings tabs:
      • You may edit the content the same way as it was configured. For detailed instructions on how to do this, please refer to the Create and Configure section above.
    • In the Preview tab:
      • Preview how the content is displayed on your device.
    • In the Channels tab:
    • In the Analytics tab:
      • View the individual content analytics in this tab. For more information, please refer to the Individual Content Analytics section of the Analytics article.
  4. Once done, click SAVE.
Related Articles
Latest Articles