Microsoft Power BI for WordPress

Use this guide, if you want to embed a Microsoft Power BI report, dashboard or tile in a WordPress page or post (also see the following video https://youtu.be/fDyB_Ue72j4).

Before you start

  • You must already have configured the single sign-on capability of the WordPress + Office 365 plugin.
  • Additionally, you must also already have configured the integration capability of the plugin.
  • You are a Global Administrator for your company’s Office 365 tenant / Azure AD directory (or have at least the ability to edit the Azure Active Directory App registration that was created previously when the single sign-on capability was configured).
  • You are an Administrator for your WordPress website.

App registration

  • In Azure Portal click the 'hamburger' (icon with three horizontal lines in the upper corner) to open the menu.
  • Navigate to Azure Active Directory > App registrations.
  • Select the App registration that you created when you configured the single sign-on capability of the plugin.

API Permissions

  • Click API permissions from the 'App registration' menu on the left
  • Click + Add permission.
  • Select Power BI Service > Delegated permissions.
  • Scroll down to Dataset and check
    • Dataset.Read.All
  • Scroll down to Report and check
    • Reports.Read.All
  • Click  Add permissions.
  • Click Grant admin consent for … to grant consent for all users in your tenant to use this ‘App registration’.

Depending on your requirements you can of course add more permissions e.g. Workspace.Read.All, Dashboard.Read.All.

Integration

  • Navigate to WP Admin > WPO365 > Integration.
  • Click Delete tokens.
  • Click Save configuration.

Prepare your Power BI environment

Important 

When you see an error that states "... No authorization code and refresh token found when trying to get an access token for https://graph.microsoft.com/User.Read. The current user must sign out of the WordPress website and log back in again to retrieve a fresh authorization code that can be used in exchange for access tokens ..." Then please sign out of your WordPress website and immediately sign back in (with Microsoft) into your site. This will ensure that the plugin retrieved a fresh set of access tokens on your behalf.

Generate a Microsoft Power BI shortcode

The Microsoft Power BI app that comes as part of the INTRANET edition of the WPO365 plugin offers a number of advanced features not available in other editions of the plugin. The table below provides a simple overview of the available features per plugin edition.

Feature BASIC, PLUS+,
PROFESSIONAL,
PREMIUM
INTRANET
User owns data scenario (AAD token) Yes Yes
Application owns data scenario (Embed token) No Yes
Request permission for multiple items No Yes
Customize embed token request endpoint No Yes
Customize embed token request JSON body No Yes
Customize embed configuration JSON No Yes

To generate a shortcode to embed a Microsoft Power BI artifact into any WordPress page or post, perform the following steps. 

  • Navigate to WP Admin > WPO365 > ... > Power BI.
  • Select the Microsoft Power BI artifact to embed i.e. report, dashboard or tile.
  • Select the desired token type:
    • For the User owns data scenario select the AAD Token.
    • For the Application owns data scenario select the corresponding (type of) Embed Token (the shortcode generator will only enable those options that match with the Microsoft Power BI artifact that you want to embed e.g. Report in Workspace and Multiple Items when you want to embed a Report.
  • Enter the Workspace ID of the Microsoft Power BI Workspace where the artifact that you are embedding resides in.
  • Then
    • Enter the Report ID of the Microsoft Power BI report if you are embedding a report.
    • Enter the Dashboard ID of the Microsoft Power BI dashboard if you are embedding a dashboard.
    • Enter the Dashboard ID and the Tile ID of the Microsoft Power BI tile and its containing dashboard if you are embedding a tile.

Please note that you can find all these IDs when you navigate to https://app.powerbi.com/ and then load the workspace of your choice. In your workspace open the artifact that you want to embed. Once open, the web address should contain all necessary IDs. The following URL is an example for a report with ID 206e6e12-b5f6-4542-a22e-2c17de272a4f in a workspace with ID f6fddbde-2415-435a-9c51-e8d6a2b6274b e.g. https://app.powerbi.com/groups/f6fddbde-2415-435b-9c51-e8d6a2b6274b/reports/206f6e12-b5f6-4542-a22e-2c17de272a4f/ReportSectionb4bd8f0e6c0029bcea0b

  • Finally you can enter the height and width of the embedded artifact on your WordPress page.
  • Click Copy shortcode to clipboard.

Embed a Microsoft Power BI artifact in a WordPress page or post

  • From the WordPress Admin Bar, click + New to add a new WordPress page or post.
  • On the page or post, type shortcode in the block navigator and click the shortcode shortcut to add a new shortcode block to the page or post.
  • In the shortcode editor, click Ctrl+V (or right mouse click and click Paste) to paste the shortcode.
  • Publish the page and then click View post to check the result.
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