This article explains how to set up trial Power BI reports for your trial OnePlan site.
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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.
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Click Add Key.
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Call the key "PowerBI Reports".
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Copy the key and put in a safe place for future reference.
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Also, copy the OData URL at the bottom of the page before navigating away.
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Go to app.powerbi.com.
Note
The person adding the app will need the proper access in Power BI to install the app.
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Click on Apps > Get Apps.
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Search for "OnePlan".
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Click on the OnePlan app.
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Click Get It Now.
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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.
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Once the app has finished installing, go to Apps > OnePlan Report Pack App.
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On the top portion of the report you will see that the report is pointing to sample data.
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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.
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Enter in your OnePlan OData URL.
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Click Next.
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On the next page, use Basic Authentication, and complete the authentication form.
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User Name: Enter the name of your key from step 3. So, in this example, "PowerBI Reports".
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Password: Paste the key from step 4.
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Click Sign in and connect.
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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.
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Navigate back to OnePlan.
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Go to My Portfolio > Dashboard.
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Click the Edit Dashboard icon. Then click Add Tile. The Add Tile form will open.
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Select Power BI. This will open the Add Report form.
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Complete the Add Report form.
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Tile Name: Enter a name for the report tile. For example, "Portfolio Dashboard Report Sample".
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Report URL: Paste the URL copied from Power BI in step 19.
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Full Page: Check the check box to make the Power BI tile full page. (Recommended).
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Click Add. Your report tile will appear in the Dashboard.
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Click the Save icon at the top of the page.
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Refresh the page and navigate back to Dashboard. The trial Power BI report setup is complete.