Step 6: Complete Power BI setup actions (optional, but recommended)

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OnePlan provides a preconfigured Power BI Report Pack to gain insights through dashboards & visualizations.

This is a recommended application to provide a rich reporting experience. The pre-requisites for deploying the OnePlan Power BI Report Pack include the following:

  1. Microsoft 365 Tenant

  2. PowerBI Professional License(s)

  3. Power BI Reporting Workspace

  4. Power BI Reporting Service Account with appropriate licenses

 

Please have your Microsoft 365 Admin create the following accounts:

svc-PowerBI@<yourdomain>.com or @<yourorganization>.onmicrosoft.com

These accounts shall be setup as Cloud Only. Assign the Microsoft Power BI Pro license.

Note

A password is required for each service account.

Power BI Reporting Permissions.png

Creating a Reporting Service Account

The OnePlan Power BI Report Pack will utilize a service account (set of credentials).

1. Navigate to the Global Admin Portal.

2. Navigate to Users > Active Users and select the + button.

3. Enter account details.

4. Ensure the account is allocated with Power BI Pro License.

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