Project for the Web Accelerator Integration - Add Power BI to the Accelerator – Support

A Power BI template can be deployed alongside the Accelerator. Deploy the Power BI template after the OnePlan Accelerator.

Prerequisites

An environment with Project for the web and the Project Accelerator in it.
Admin rights to the environment.
The appropriate privileges to deploy the Power BI content pack to powerbi.com.

Deploy the Power BI Template

Download the Power BI template for the Accelerator.
Deploy it using Power BI Desktop or in the PowerBI.com service.
When prompted for the environment URL, use the base URL of your environment. For example: https://myenvironment.crm.dynamics.com.

Important

When you deploy the report, ensure that your team will have access to it. Learn more about sharing in Power BI.

Modify the Project Accelerator

Prerequisites

Power BI report has been deployed to PowerBI.com.
A customized solution has been created to include the changes. To create a solution please review Create a solution.

The Report menu currently points at a web resource file containing HTML with instructions on how to get the Power BI Template with theAccelerator. Since the Accelerator is managed, the web resource cannot be edited. There are two options to have the report bring up the Power BI report:

Updating the report menu via Power BI embedded report

Sign into powerapps.com.
Select the environment containing the Accelerator.
Select solutions > the customized solution > Edit.
Select the Objects option.
New > Dashboard > Power BI embedded.
Give the report a name and choose the workspace/report and save.
If not already added, add the site map to the custom solution.
1. Add existing > more > Site Map.
2. Choose Project – msdyn_ProjectServiceCore.
3. Click Add.
Select the site map and click Edit.
Select the Reports option under Reporting.
1. Select Type = Dashboard.
2. Default Dashboard = choose the report from the drop down.
3. Click Save and close.
Click Publish.
Go back to the Project app and click Report.
The report will now show up along other reports in the environment.

Updating the Report Menu via Web Resource (full frame)

The Accelerator already contains a placeholder for the Power BI template. Once you've deployed the Accelerator and the Power BI template, follow these steps to have the Power BI report appear in the Accelerator.

Once you have deployed the Power BI template, open the report in PowerBI.com.
Select the file > Embed Report > Website or portal.
Copy the link in the top box ("Here's a link you can use to embed content") and keep it handy.
Sign into Power Apps.
Select the environment containing the Accelerator.
Select Solutions > the customized solution > Edit.
Select the Objects option.
New > more > Web resource.
Set the fields as follows:
- Display Name: Accelerator Power BI report
- Name: Accelerator_report
- Type: Webpage HTML

Create a new html file to upload with the follow text. Update the “REPLACE THIS” with the embedded string copied in step 3.

<html> 
    <head>
    </head>    
    <body onfocusout="parent.setEmailRange();" style="overflow-wrap: break-word;">      
        <iframe width="100%" height="100%" src="REPLACE THIS" frameborder="0" allowfullscreen="true"></iframe>   
    </body> 
</html>

Press Ok to save the changes and close the dialog.
If not already added, add the site map to the custom solution.
1. Add existing > more > Site Map.
2. Choose Project – msdyn_ProjectServiceCore
3. Click Add.
Select the site map and click Edit.
Select the Reports option under Reporting.
1. Select Type = Web Resource.
2. URL = Accelerator Power BI report.
3. Click Save and close.
Click Publish.
Go back to the Project app and click Report.
The report will now show up taking up the entire section.