Fields – PowerBI

The Power BI field is used to display an interactive Power BI Dashboard on a specific record.

To add a Power BI dashboard, ensure that Power BI has be setup and configured in the trellispark environment.

To setup Power BI in trellispark refer to the following articles:

1. Register Power BI application and define permissions
2. Configure Azure Power BI Application
3. Create Workspace
4. Configure Workspace
5. Create Gateway
6. Configure Gateway
7. Get Data for Power BI Report
8. Transform Report Data
9. Publish Report to Workspace
10. Embed Report In trellispark

This is what a PowerBI dashboard will look like in your trellispark form:

Selecting the Refresh button will display a window with information regrading the dashboards dataset such as when it was last refreshed, the status of the refresh (failed, in progress, etc.), and the ability to trigger a refresh to get the latest data.

This is what the field definition for a PowerBI field will look like:

Once Power BI has be setup and configured simply enter the name of the Power BI dashboard you want to load excluding the environment prefix (e.g., DEV_) in the Report Name field in the field definition.

While this field can be inserted in any row position, it is recommended that it use the full width of the page to be able to display the dashboard appropriately.