Plug-in (Component)Free

Microsoft PowerBI

by Appian Corporation

Description

Leverage PowerBI in Appian with this component plug-in and the corresponding connected system plug-in.

*Must be used with:

  1. Microsoft PowerBi Connected System (Authorization Code or Password Grant) Version 1.1.2+
  2. Microsoft Power BI Connected System - App Owns Data (Client Credential)

Note: In version 1.2.0, Added a new parameter “Is App Data Connected System” to all the components to switch between AAD token(User Own Data) and Embedded token(App Own Data).

Features

Components: *paginatedReport -- Displays interactive Paginated Report *reportField -- Displays a PowerBI Report *reportVisualField -- Displays a single visual from a report *createReportField -- PowerBI report creation tool for a given dataset *dashboardField -- a PowerBI dashboard. Clicks on tiles are accessible via a saveInto parameter *tileField -- a single PowerBI Tile from a dashboard. *qnaField -- a QnA component enabling the user to query and visualize different facets of a dataset

Connected Systems plugins *GetAllGroups -- Returns all PowerBI user groups the current user is a part of in their PowerBI organization *GetDatasets -- Returns all datasets *GetAllTilesFromDashboard -- Returns all tiles in a Dashboard *GetReports -- Returns all reports *GetDashboards -- Returns all dashboard

Deployment Instructions ** The component plugin depends on the connected system.

To use this plugin you need to configure the connected system first. The connected system is required even if you’re only going to use the component plugin. To configure the connected system you need: *Register your app with power bi: https://dev.powerbi.com/apps. Here select the right permissions. Be sure to Register the Reply URL shown in the Connected System. *If already registered, the Reply URL config is located in your Azure portal: Azure Active Directory > App Registrations > [Your App Name] > Settings > Properties > Reply URLs: Paste the reply URL shown in the Connected System *Microsoft Azure Client id: Located in your Azure portal: Azure Active Directory > App Registrations > [Your App Name] > Settings > Properties > Application Id *Microsoft Azure Client secret: Located in your Azure portal: Azure Active Directory > App Registrations > [Your App Name] > Settings > Properties > Application Id *PowerBI Subscription Id: Also referred to by Microsoft as Directory ID and Tenant ID. Can be found at Azure portal: Azure Active Directory > Properties > Directory ID

Release notes

With this release, 1.3.7, we have added support for Paginated Reports. Use this guide to make sure you have necessary prereqs setup in Azure to begin embedding paginated reports: https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-paginated-reports?tabs=customers *Note you may need to Generate a Paginated Embed Token with more advanced permissions. In that case see example formats here and use the customEmbed property: https://learn.microsoft.com/en-us/rest/api/power-bi/embed-token/generate-token

Version history (12)

1.3.5

Security Fix

1.3.4

Security Updates

1.3.3

Updates jquery to 3.5.1

1.3.2

  • Added new optional inputs to reportField component:

-- navContentPaneEnabled: allows for showing/hiding multipage navigation panel at bottom of report -- pageName: allows for defaulting on initial page on load. Must pass in back end pageName to use this function, which can be found with the “Get Pages from Report” operation of the PowerBI (App Owns Data) v2.0 plugin -- defaultFilters: allows for pre-load data filters on report. Must be passed in as a Dictionary object. See commented lines in PowerBI_Report within Demo app for example of correct structure.

  • New component created: reportVisualField

-- Allows for embedding of a single visual from a report. Must provide reportId and visualName. Additional info on this embedded configuration can be found here. -- Allows for optional pre-load filters using the same paradigm as reportField

1.2.0

New version by Vuram:

Added new parameter “Is App Data Connected System” to all the components to switch between AAD token(User Own Data) and Embedded token(App Own Data).

1.1.4

Embed display now use 'User Owns Data' Access Token Updates libraries Fixes display errors for Appian Mobile App 19.2+ *Must be used with Microsoft PowerBi Connected System (Authorization Code or Password Grant) Version 1.1.2+ Adding import customization file for the sample app since it will not import without it

1.1.3

Embed display now use 'User Owns Data' Access Token Updates libraries Fixes display errors for Appian Mobile App 19.2+ *Must be used with Microsoft PowerBi Connected System (Authorization Code or Password Grant) Version 1.1.2+ Adding import customization file for the sample app since it will not import without it

1.1.2

Adding import customization file for the sample app since it will not import without it

1.1.2

[resubmitting for Sam after AMSUB Patch]

  • Reports now support tabs/sections.
  • Dynamic refresh of reports and dashboards

1.1.2

  • Reports now support tabs/sections.
  • Dynamic refresh of reports and dashboards

1.1.0

  • Removes group requirement

1.0.0

displays filters *createReportField -- PowerBI’s report creation tool for a given dataset *dashboardField -- a PowerBI dashboard. Clicks on tiles are accessible via a saveInto parameter *tileField -- a single PowerBI Tile from a dashboard. *qnaField -- a QnA component enabling the user to query and visualize different facets of a dataset Connected Systems plugins *GetAllGroups -- Returns all PowerBI user groups the current user is a part of in their PowerBI organization *GetDatasetsInGroup -- Returns all datasets in a PowerBI group *GetAllTilesFromDashboard -- Returns all tiles in a Dashboard *GetReportsInGroup -- Returns all reports in a PowerBI group *GetDashboardsInGroup -- Returns all dashboards in a PowerBI group

Deployment Instructions ** The component plugin depends on the connected system. You may need to deploy the Component and Connected System plugins separately.

To use this plugin you need to configure the connected system first. The connected system is required even if you’re only going to use the component plugin. To configure the connected system you need: *Register your app with power bi: https://dev.powerbi.com/apps. Here select the right permissions. Be sure to Register the Reply URL shown in the Connected System. *If already registered, the Reply URL config is located in your Azure portal: Azure Active Directory > App Registrations > [Your App Name] > Settings > Properties > Reply URLs: Paste the reply URL shown in the Connected System *Microsoft Azure Client id: Located in your Azure portal: Azure Active Directory > App Registrations > [Your App Name] > Settings > Properties > Application Id *Microsoft Azure Client secret: Located in your Azure portal: Azure Active Directory > App Registrations > [Your App Name] > Settings > Properties > Application Id *PowerBI Subscription Id: Also referred to by Microsoft as Directory ID and Tenant ID. Can be found at Azure portal: Azure Active Directory > Properties > Directory ID