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Set Up OnePlan Power BI reports in a Trial Site

  • Updated

This article explains how to set up trial Power BI reports for your trial OnePlan site.

  1. Go into OnePlan Admin Settings > Integrations tab.

    Note

    If the integration has not been approved by the tenant admin; the tenant admin will need to click on the link in blue under Authentication Keys.

  2. Click Add Key.

  3. Call the key "PowerBI Reports".

  4. Copy the key and put in a safe place for future reference.

  5. Also, copy the OData URL at the bottom of the page before navigating away.

  6. Go to app.powerbi.com.

    Note

    The person adding the app will need the proper access in Power BI to install the app.

  7. Click on Apps > Get Apps.

  8. Search for "OnePlan".

  9. Click on the OnePlan app.

  10. Click Get It Now.

  11. Click Get it now again. This will install the sample report pack that comes with OnePlan.

    Note

    The report pack installation may take a few minutes.

  12. Once the app has finished installing, go to Apps > OnePlan Report Pack App.

  13. On the top portion of the report you will see that the report is pointing to sample data.

  14. Click on Connect to your data to connect this trial report pack to your OnePlan trial site data using the Odata URL and key from step 4.

  15. Enter in your OnePlan OData URL.

  16. Click Next.

  17. On the next page, use Basic Authentication, and complete the authentication form.

    • User Name: Enter the name of your key from step 3. So, in this example, "PowerBI Reports".

    • Password: Paste the key from step 4.

  18. Click Sign in and connect.

  19. After the report has connected to your OnePlan data, select File > Embed Report > From Website or portal. Copy the top link on the popup window.

  20. Navigate back to OnePlan.

  21. Go to My Portfolio > Dashboard.

  22. Click the Edit Dashboard icon. Then click Add Tile. The Add Tile form will open.

  23. Select Power BI. This will open the Add Report form.

  24. Complete the Add Report form.

    • Tile Name: Enter a name for the report tile. For example, "Portfolio Dashboard Report Sample".

    • Report URL: Paste the URL copied from Power BI in step 19.

    • Full Page: Check the check box to make the Power BI tile full page. (Recommended).

  25. Click Add. Your report tile will appear in the Dashboard.

  26. Click the Save icon at the top of the page.

  27. Refresh the page and navigate back to Dashboard. The trial Power BI report setup is complete.

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