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.
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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_).