Step 9: 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. Office 365 Tenant

  2. PowerBI Professional License(s)

  3. Power BI Reporting Workspace

  4. Power BI Reporting Service Account with appropriate licenses

Please have your O365/M365 Admin, Please create the following accounts:

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

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

Note

A password is required for each service account.

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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.

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

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3. Enter account details.

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4. Ensure the account is allocated with Power BI Pro License and Plan 2 Power Apps license.

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