Power BI
Last updated
Last updated
In PowerBI, there are various ways to create a dashboard. For example, you can create a dashboard from a report, from scratch, from a dataset, or by duplicating an existing dashboard. With the PowerBI integration, both dashboards and reports can be viewed directly in ProcessMaker IDP inside a dossier.
To use PowerBI in ProcessMaker IDP, you need to register an App. This access configuration is handled by Azure Active Directory. The basic steps to create an App are as follows:
Log in at .
Go to Menu -> Azure Active Directory.
On the left panel, go to -> App registrations.
Click -> New Registration.
There are four supported account types:
Accounts in this organizational directory only (Your Organization only - Single tenant).
Accounts in any organizational directory (Any Azure AD directory - Multitenant).
Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g., Skype, Xbox).
Personal Microsoft accounts only.
Select the one that is applicable.
To set up the PowerBI configuration in ProcessMaker IDP, you need to add the details from the App:
Tenant (corresponding App tenant id).
Client id (corresponding App client id).
Client secret (corresponding App client secret).
To configure PowerBI views, you need to create a new view with the following details:
Name (name of the view)
View id (corresponding id of the PowerBI dashboard or report)
Group id (corresponding id of the PowerBI workspace)
Type (either dashboard or report)
Icon (you can upload your custom icons here for each view, 32x32 pixels)
Tooltip (you can add extra information for mouseover)
Order (you can specify an order in case you have multiple PowerBI views, i.e., 0, 10, 20, sorted from left to right)
In the left-side menu, you need to add to a dossier. Click Folders and then Add Folder. Select your desired dossier from the list. You cannot edit entries; you can only delete them.
