Set Up OnePlan Power BI reports in a Trial Site

  • Updated

Direct Answer

To set up Power BI reports in a OnePlan trial site, generate an authentication key and OData URL from Admin Settings > Integrations, install the OnePlan app from Power BI Apps, connect the report pack to your OnePlan trial data using Basic Authentication, and then embed the report in My Portfolio > Dashboard as a Power BI tile. When completed, the dashboard displays live data from your OnePlan trial site inside OnePlan.

What This Article Covers — Power BI Trial Reports

What you will accomplish
You will configure sample Power BI reports for a OnePlan trial site, connect them to your trial data, and embed a report directly into a OnePlan portfolio dashboard.

This article focuses on the end-to-end setup required specifically for trial environments.

Before You Begin — Power BI Trial Setup

  • You must be working in a OnePlan trial site.
  • A tenant admin may be required to approve the Integrations feature.
  • You must have sufficient permissions in Power BI to install apps.
  • You need access to Power BI through your Microsoft account.

Step-by-Step — Set Up Power BI Reports in a OnePlan Trial Site

Task: Create an Authentication Key and OData URL

  1. In OnePlan, go to Admin Settings > Integrations.
  2. If prompted, ensure the integration is approved by a tenant admin.
  3. Click Add Key.
  4. Enter a key name, such as PowerBI Reports.
  5. Copy the Authentication Key and save it securely.
  6. Copy the OData URL displayed at the bottom of the page before navigating away.

Task: Install the OnePlan Power BI App

  1. Go to app.powerbi.com.
  2. Select Apps > Get Apps.
  3. Search for OnePlan.
  4. Select the OnePlan app.
  5. Click Get It Now, then click Get It Now again to confirm.
  6. Wait for the report pack installation to complete.

Task: Connect the Report Pack to OnePlan Trial Data

  1. In Power BI, go to Apps > OnePlan Report Pack App.
  2. Confirm the reports are initially connected to sample data.
  3. Select Connect to your data.
  4. Enter your OnePlan OData URL, then select Next.
  5. Choose Basic Authentication.
  6. Complete the authentication fields:
    • User Name: Enter the authentication key name (for example, PowerBI Reports).
    • Password: Paste the authentication key value that you saved earlier.
  7. Select Sign in and connect.

Task: Embed the Power BI Report in OnePlan

  1. After the report has connected to your OnePlan Data, In Power BI, select File > Embed Report > From Website or portal.
  2. Copy the top embed URL from the dialog.
  3. Return to OnePlan.
  4. Navigate to My Portfolio > Dashboard.
  5. Select Edit Dashboard.
  6. Click Add Tile.
  7. Select Power BI.
  8. Complete the Add Report form:
    • Tile Name: Enter a descriptive name, such as Portfolio Dashboard Report Sample.
    • Report URL: Paste the embed URL.
    • Full Page: Select this option (recommended).
  9. Click Add.
  10. Select Save at the top of the dashboard.
  11. Refresh the page and return to Dashboard.

Why This Matters — Power BI Reporting in OnePlan

Context: Trial Reporting

Power BI trial reports allow you to explore how reporting and dashboards work in OnePlan before moving to a production environment.

Context: Embedded Insights

Embedding Power BI reports directly in OnePlan dashboards lets stakeholders view portfolio data without leaving OnePlan.

Frequently Asked Questions — Power BI Trial Reports

How do I set up Power BI reports in a OnePlan trial site?

You set up Power BI reports by generating an authentication key and OData URL in Admin Settings > Integrations, installing the OnePlan Power BI app, connecting it to your trial data using Basic Authentication, and embedding the report in My Portfolio > Dashboard.

What authentication method does OnePlan use for Power BI trial reports?

OnePlan trial Power BI reports use Basic Authentication, where the authentication key name is used as the user name and the key value is used as the password.

Where do Power BI reports appear in OnePlan after setup?

After setup, Power BI reports appear as embedded tiles on the My Portfolio > Dashboard page.

Do Power BI trial reports use live OnePlan data?

Yes. After connecting the report pack to your OnePlan trial site using the OData URL and authentication key, the reports display live trial data.

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.