The Power BI Field enables the display of an interactive Power BI dashboard on a specific record.
To add a Power BI dashboard, ensure that Power BI is properly set up and configured within the trellispark environment.
Clicking the “Refresh” button on this field displays a window that provides details about the dashboard’s dataset, including the last refresh date, the current refresh status (such as failed or in progress), and an option to trigger a refresh for the latest data.
Note: When configuring the field’s position, it is recommended to use the full width of the page to be able to display the dashboard appropriately.
Report Name
After Power BI has been set up and configured in trellispark, enter the name of the desired Power BI dashboard, omitting the environment prefix (e.g., DEV_).