The application will need to be added to any Power BI workspaces that you want to embed in SYNCHRO Perform. This is a once-off configuration for each client project.  (the same credentials may be used for multiple projects; however, users should refer to their IT department for clarification)

Add Power Bi Integration 

1. Go to Settings > PowerBI > PowerBI Integrations

2. Select Add PowerBI Integrations

   • Enter the Tenant, Client ID and Client secret details obtained from the Microsoft Azure configuration

   • Select Create Integration

3. To edit the integration parameters, refer to Authorise SYNCHRO Perform in Azure for details 

* Notes:

• Only one integration can be created per SYNCHRO Perform project
• This feature enables users to access Power BI reports in the user's Power BI environment, without the need to log in to Power BI
• The Tenant ID should typically be <company>.onmicrosoft.com

View Power Bi Integration 

View the integration that has been setup - these are the external entities from Power BI

1. Select the link in Client ID

2. The Dataset shows a list of connected SYNCHRO Perform datasets (there may be multiple). The Group ID refers to the workspace

   • Select a Dataset link to edit – refer to  Power BI Integration Reports - Add and Edit

3. The Reports shows each report embedded from the dataset (refer PowerBI)

   • Select a Report link to edit – refer Custom Content - Edit and View

4. Select Edit PowerBI Integration to amend the integration parameters, refer to Authorise SYNCHRO Perform in Azure

5. To add a new Report from the catalogue set above

   • Select  Add PowerBI Integration Report ​, refer to Power BI Integration Reports - Add and Edit