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Private sharing

If you want your users to log into a licensed Power BI account to see the report:

  1. Access the Microsoft Power BI webapp

  2. Open your report

  3. Copy the link from your browser’s address bar

Please note that the relevant part of the link is the one preceding "/ReportSection", as the default section to be opened at startup is determined by the report settings. If you want to change the default section, open the desired page in the webapp and save a new report. The new report will have the active page as its default section.

Public sharing

If you want your report to be publicly available without login:

  • Access the Microsoft Power BI webapp

  • Open your report

  • Click File -> Embed report -> Publish to web (public)
    The URL link will look like this: https://app.powerbi.com/view...

Please note that some Power BI features may not be supported in the public version of embedded reports.

How to retrieve a scorecard’s URL

The URL of the scorecards is the web address you find in the address bar of your browser when navigating the scorecard itself. Just copy it!


How to embed in monday.com

 Embed as a workspace item (automatically added at installation)

When you install an embedder app, a workspace item is automatically added to your selected workspace.

You can always add new workspace items by clicking on Add item to workspace and then selecting an embedder app.

In the embedder’s workspace item, just open the Settings panel by clicking the button in the upper-right corner and paste the required URL.

Done!

 Embed as a Board View

In a board, click on the Add view button and then on Apps.

Find the app you want to embed and click on Open in board.

The embedder will show up, displaying instructions on how to retrieve the URL of your document.

In the Settings panel, paste the URL link of your document in the corresponding text box.

Done!

 Embed as an Item View

In a board view, click on an Item. The item panel will expand, click on the Add view button.

Find the app you want to embed and click on Add to item.

The embedder will be added to the item panel, displaying instructions on how to retrieve the URL of your document.

Now click on Settings, then Create New Column.

Add a Text column to the board.

image-20240328-165646.png

Close the item panel. You can now rename the Text column to your liking (e.g. “Embed URL”).

Paste the URL in the corresponding cell under the new column.

image-20240328-170028.png

Click on your item to open the item panel to see the embedded document.

Done!

 Embed as a dashboard widget

In a dashboard, click on Add widget, then on Apps.

Find the app you want to embed and click on Add widget.

The embedder widget will be added to your dashboard, displaying instructions on how to retrieve the URL of your document. Now open the widget Settings.

Paste the URL link of your document in the corresponding text box.

Close the settings panel to see the embedded document in your widget.

Done!

 Embed as a document widget

In a monday.com document, type /widget and select the corresponding option.

Click on More widgets.

Find the app you want to embed and click on Add widget.

The embedder widget will be added to your document. Now open the widget Settings.

You may be asked to select a board to populate the widget. Select any board and continue. You’ll need to open the widget settings again.

Paste the URL link of your document in the corresponding text box.

Close the settings panel to see the embedded document in your widget.

Optionally, you can rename the widget so it matches the content of your document.

Done!


Additional options

ReportSection override

  1. Browse your report in the Microsoft Power BI webapp and select the page you want to be displayed when the Confluence page loads up.

  2. From the address bar of your browser, copy the part of the URL address that goes from ‘ReportSection’ (included) to '?' (excluded).

  3. Paste it in the ReportSection override field of Microsoft Power BI for Confluence settings.

Filter expression

Microsoft’s documentation here explains how to filter embedded reports adding URL parameters:
https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters

The Filter expression field in Microsoft Power BI for Confluence uses the same query string parameters to filter the report. Fill the field with the same parameters you’d add in an embed URL.

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