Power BI reports in Pega

General
1

I am working on Pega Infinity '25.1.1
Requirement is to show Power BI reports in Pega portal as explained in this documentation-Integration with Microsoft Power BI

I need steps we have to follow from Pega end once we established the connection.
If anyone has configured it already it will be helpful.

1 Like
2

Please find the Marketplace component,

Enhance Data Visualization through Microsoft Power BI in Sales Automation | Pega

  • Security and Authentication (Dev Studio)
    You must configure Pega to securely communicate with the Power BI service using OAuth 2.0.
    Authentication Profile: Open the PowerBIAuthenticationProfile in Dev Studio.
    Client Credentials: Enter the Client identifier and Client secret generated during your Azure app registration.
    Endpoints: Update the Authorization code endpoint and Access token endpoint using your specific Tenant ID from Azure.
    Redirect URI: Ensure the Redirect URI matches the one provided in the Power BI portal.
  • Application Feature Settings (User Portal)
    Once authentication is set, you must enable the integration within your application’s administrative settings.
    Enable Integration: Navigate to Administration > SA – PowerBI Settings in the User Portal.
    Workspace Configuration: Select the Microsoft Power BI Integration checkbox and enter your specific Power BI Workspace name.
  1. UI and Dashboard Configuration (App/Dev Studio)
    To display the reports, you need to add and configure the appropriate widgets in your portal.
    Marketplace Component: It is recommended to use the Pega Marketplace Power BI component which provides pre-built dashboard widgets.
    Add Widget: In the User Portal, use the Personalize Dashboard (gear icon) to add a Power BI Report widget to a slot.
    Widget Parameters: Edit the widget to select the specific Report or Dashboard from your workspace that you want to display.
    User Authorization: Individual users may need to click a Connect button within the widget the first time they access it to authorize Pega to view their Power BI data.

Note on Frameworks: While these steps are standard for Pega Sales Automation, integrating Power BI into a plain Pega Infinity application may require custom development to link specific dashboards to Power BI widgets if the Sales Automation framework is not in use.

3

Thanks for your response …Can you please help me on below mentioned point..

  • Application Feature Settings (User Portal)
    Once authentication is set, you must enable the integration within your application’s administrative settings.
    Enable Integration: Navigate to Administration > SA – PowerBI Settings in the User Portal.
    Workspace Configuration: Select the Microsoft Power BI Integration checkbox and enter your specific Power BI Workspace name.

Above statement is regarding DSS settings?
I am unable to find out this– Enable Integration: Navigate to Administration > SA – PowerBI Settings in the User Portal.