Set up Power BI Embedded

✔️ App owns data ✔️ User owns data

Once you decide that you want to start using Power BI Embedded to share your reports with others, you need to use the Power BI Embedded analytics setup tool to get started. This article shows you how.

To use Power BI embedded analytics, you need to register an Azure Active Directory (Azure AD) application in Azure. The Azure AD app establishes permissions for Power BI REST resources, and allows access to the Power BI REST APIs.

Prerequisite

To set up a Power BI Embedded analytics environment, you need one of the following:

Before you begin

Before you can register your app, decide which of the following solutions best suits your needs.

Embed for your customers

Use the embed for your customers solution, also known as app owns data, if you're planning to create an app that's designed for your customers. Users won't need to sign in to Power BI or have a Power BI license, to use your app. Your app will authenticate against Power BI using either a Master user account (a Power BI Pro license used for signing in to Power BI) or a service principal.

The embed for your customers solution is usually used by independent software vendors (ISVs) and developers who are creating applications for a third party.

Embed for your organization

Use the embed for your organization solution, also known as user owns data, if you're planning to create an application that requires users to use their credentials to authenticate against Power BI.

The embed for your organization solution is usually used by enterprises and large organizations, and is intended for internal users.

For more on the two solutions, see What are the Power BI embedded analytics solutions?

Select embedded solution

Once you understand the difference between these two options and decide which one you want, go to the Power BI Embedded analytics setup tool and select it. Then continue to step 1.

Screenshot of the first page of Setup your Power BI embedding environment. The options to embed for your customers or embed for your organization are shown.

Step 1 - Sign in to Power BI

  1. Sign in to Power BI with a user that belongs to your Power BI tenant. The Azure AD app will be registered under this user. Use this user when you create the Azure AD app.

    Note

    If you're already signed in, verify that you're signed in with the user you want to use for creating the Azure AD app. To change users, select the sign out link and once the tool restarts, sign in again

  2. Select Next to go to the next step.

    Screenshot of the Setup your Power BI embedding environment page after Power BI sign-in.  The next button in highlighted.

Step 2 - Register your application

Register an Azure Active Directory (Azure AD) application in Azure. The Azure AD app establishes permissions for Power BI REST resources, and allows access to the Power BI REST APIs. You can always change these settings at a later time.

Important

If you're embedding for a GCC, follow the instructions for Manual registration.

To register your application for your customers, fill in the following fields:

Select Register. Your Azure AD app Application ID is displayed in the Summary box. Copy this value for later use.

Screenshot showing application ID.

Step 3 - Create a workspace (optional)

Create a workspace in Power BI service:

  • If you already have a Power BI workspace, select Skip.

  • To create a workspace, enter a name for your workspace and select Create workspace. Your Workspace name and ID appear in the Summary box. Copy these values for later use.

    Tip

    For the embedded analytics sample app to work as expected, you have to create a workspace using the tool.

Step 4 - Import content (optional)

Select one of following options:

  • If you have your own Power BI app, you can select Skip.

  • If you want to create a sample Power BI app using a sample report, select Sample Power BI report, and then select Import.

  • If you want to create a sample Power BI app using your own report, select Upload a .pbix file, browse for your file and then select Import.

Step 5 - Grant permissions (Embed for your customers only)

Select Grant permissions and in the pop-up window select accept. This step allows your Azure AD app to access the APIs you selected (also known as scopes) with your signed in user. This user is also known as the master user.

Download sample app (Optional)

If you created a Power BI workspace and uploaded content to it using this tool, you can now select Download sample application. Make sure you copy all the information in the Summary Box.

Note

If you skipped the optional stages, you can still download a sample Power BI app. However, the code in the downloaded app, will lack the properties that you didn't fill in during registration. For example, if you didn't create a workspace, the sample app will not include the workspace ID.

Next steps

More questions? Try asking the Power BI Community