Rock U - Reporting - BI Embed Report

Transcribed Video Content

Okay. So let's look at how we can actually take a report out of Power BI and embed it into Rock. Now, the first step is really to link your Power BI account to your Brock server. Once you do that, creating reports and adding reports is actually pretty pretty easy. That first step of linking it, you only have to do it once, and it's really not that hard either. So here I am. I'm out in the demo site. And so what I'm gonna do is I'm gonna go under power tools and there is this, new block, page here called Power BI registration. Okay. So this is gonna be kind of a two step process. One of the things that we're gonna do is we're gonna have to go out to the Power BI developer site and we're gonna have to create a application key and then we're gonna paste it in down here to this client ID secret. But when I do that, one of the things I'm gonna need to know is this redirect URL. Now, this block has kind of filled this in for me. Okay. So it's gone in and looked at your settings and your global, attributes and tried to determine what the webhook URL is gonna be. And so we've tried to put the the right value in here, but in case it's not, you can change that if you'd . Okay. So I'm gonna go ahead and open this up in a new tab. And I'm gonna go over to this. Now, what we need to do here is we need to log in to our Power BI, account and then we're gonna create the key. So we're gonna log in with your existing account. And I'm already was already logged into my Power BI, account, so it it just kinda already logged me in. If I wasn't logged in, it would have given me the opportunity to log in. Okay. So what we're gonna do is we're gonna give our application a name. You can type whatever you want in here. So I'm gonna call this Rock Power BI demo. And then we need to choose the application type. And you wanna say server side web app. Okay. The the only other option is native app and that's certainly not what we want. We want server side web app. Now, is the redirect URL and that's that URL I said we're gonna need. So I copied them. I'm just gonna paste it in there. And then there's this other one called the homepage URL. This really isn't used for anything, but you probably wanna put it in as the right value. So I'm just gonna paste in the same thing and I'm just gonna take off, the webhook piece. Okay. Next, we need to say, what do we need access to? Now, what you pick here is kind of up to you. Right now, we only need to be able to, read data sets and reports. But that said, I'm just gonna choose them all because we might add more features, to this API and I wanna be able to have access to that. Okay. At that point, I just need to register the app. And I get this client ID and client secret. I'm just gonna copy and paste those back into my form here. Okay. I should add an account name here. Now, this is what's gonna show up inside of Rock. Okay? So you can call it the same thing you if you want, but you can create something that when you're looking at it from the context of Rock, what do you want to say? So I'm gonna say the organization power BI account. And a description would be nice but I'm just not gonna take the time right now. Okay. So now I'm actually gonna do the registration. It's gonna take this key, it's gonna go register it, this Rock instance out with Power BI to give it access. Okay. So it's basically, again, I've already been logged in. You might see a login screen if if you don't get to here. But I'm gonna go ahead and say accept. And if everything goes well, end up back at your site and it says, hey, everything's been great. You can register multiple accounts. So what I just did, I can do multiple times. If I ever wanna see the accounts I already have registered, can just go under admin tools, general settings, define types, Power BI accounts. Okay. Let's just go do that just to prove, that that is there. And we'll see the one I just created. And I get to see all the gory details in here if I want, but we do not want to change these. Okay. So now I'm registered. My Rock server is now authenticated to Power BI, for use with our organization. The next thing is just to start embedding the, the report. So to do that, I need to create a new page. So I'm gonna go out here to the CMS configuration and I'm gonna say pages and I need to find a place I wanna put my page. So I wanna put it out on the internal home page under intranet, maybe office information. Okay. So I'm gonna create a new child page here. Call it Power BI report. Say add and then we'll say done. And I can go to my Power BI report and then I'm going to want to add a block to the main zone. Okay. And I'm just gonna search for Power BI report viewer. Okay. So now it's there. I wanna go out and I wanna visit that page because I need to do a little bit more configuration. But actually, I could do it here but I actually wanna do it on the page. So I'm just gonna navigate over to my Power BI report. It says no report has been configured and that's what we need to do. So if I go into the block settings here, it's gonna say, hey, what account do you want to put use for the report? And I'm just gonna choose the organization Power BI account. Okay. And it's gonna go out to the account, figure out what groups and reports are out there. And so you can have multiple different, groups. So you could be that you've created different workspaces within Power BI and you can select which one you want. And then I'm gonna choose which report I want. And then hit save. Now, you might need to do a full page refresh once you save those block settings. And now it's loading at Power BI and it's bringing in my report and it's just as if you were on, Power BI. There's a couple of unique features. If there's any filters you defined it on your reports, you can kinda change them here. You can also go, full page with your, report and then toggle back off. And that is how you will embed a report into your Rock.