How To Set Up Power BI Embedded in Foyer

Why use Power BI Embedded with Foyer?

Embedding Power BI inside Foyer lets your clients view interactive, secure analytics without ever leaving the portal or logging in twice. You keep fine grained access control and a unified experience alongside documents, chat, and forms. While this documentation focuses solely on setup and troubleshooting, check out Foyer's announcement for this feature.

Prerequisites

1. You have a Foyer account and are signed in as an admin (not a staff user). Follow these onboarding instructions for onboarding to Foyer.
2. Your license for Power BI is Pro or Premium
3. You've setup a Service Principal for Power BI use. Follow this guide from Microsoft on how to configure Power BI to authenticate with Foyer utilizing service principal. This will generate three key values
4. 1. Tenant ID
   2. Client ID - Ensure you are using the Application (Client) ID. This can be found on (Microsoft Azure -> PowerBI Embed | Overview) page
   3. Client Secret - Ensure you are utilizing actual secret "Value" and not the secret ID. This information can be found in (Microsoft Azure -> PowerBI Embed | Certificates and secrets) page
4. Take note of your the Power BI Workspace ID and Report ID
5. (Optional) - For row level security (RLS), ensure you have the defined User value and applicable role values. For details on row level security, see Microsoft's documentation for defining roles and rules in Power BI Desktop.

Setup Power BI Embedded In Foyer

1. Login to your Foyer account as an administrator
2. Navigate to "Org", click "Edit Foyer Apps", scroll to the bottom of the Apps page, click "Add App", and click "PowerBI." With PowerBI selected, a new row will appear at the bottom the Foyer Apps page as "PowerBI".
3. (Optional) On the bottom left hand side of your screen on the Foyer Apps page, you can drag and drop the two horizontal line icons to vertically reposition where this PowerBI report appears in the menu for end user(s).
4. (Optional) On the bottom right hand side of your screen on the Foyer Apps page, you can click the vertical ellipsis, click "Edit App", and can change the icon as well as the Label as it appears to end users in the Foyer main menu.
5. On the bottom right hand side of your screen on the Foyer Apps page, you can click the vertical ellipsis, click "Customize App (Per User)", and select the specific user that should see this Power BI report in their Foyer menu. Note: If you are testing this Power BI embedded functionality, it is recommended to use your own account for ease of use.
6. With the user selected, enter the Tenant ID, Client ID, and Client Secret values we gathered from the Prerequisites Section Step 3.
7. Click on the "Report" section, and enter the Workspace ID and Report ID defined from the Prerequisites Section Step 4.
8. (Optional) Click on Row-Level Security (RLS) to reveal the user prompt. Enter the defined User and applicable Role values from Prerequisites Section Step 5.
9. Click Save
10. Login as the user defined from step 5 to reveal the new main menu item of the PowerBI embedded dashboard.

Troubleshooting PowerBI Embedded In Foyer

1. "Failed to acquire Azure AD token" - Double check that all the values for Tenant ID, Application ID, and client secret are accurately defined in Foyer. Ensure you are utilizing actual secret "Value" and not the secret ID. This information can be found in (Microsoft Azure -> PowerBI Embed | Certificates and secrets) page.
2. "I can't see the PowerBI embedded report in the main menu" - Ensure that you login as the user defined from Setup step