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Analytical workspaces
The analytical workspaces that are bundled with the application suite offer users relevant insights into their business data. However, in some cases, it makes sense to replace standard reports with custom reports that are designed specifically for the users in your organization.
The tooling that PowerBI.com provides lets you produce analytical reports that contain mashup views that use data from external sources. In Platform update 26 for finance and operations, power users can replace the standard embedded reports with those that are hosted on PowerBI.com.
Important
The functionality that this article describes isn't a personalization. The customization of analytical workspaces applies to all users in the active legal entity.
Motivations for embedding PowerBI.com reports
Although standard reports deliver insights that are tailored for a given business persona, an organization can prefer a custom report in some cases. The application lets power users promote custom reports that are hosted on PowerBI.com and shared with members of the organization.
Here are some of the top motivations for selecting reports that are hosted on PowerBI.com:
- PowerBI.com reports support data mashups that use external data sources and can be accessed outside the application.
- The reports are appropriate for demonstrating custom solutions that are hosted on PowerBI.com and embedded in the application in one box deployments.
- Organizations that have Microsoft Power BI Premium services want to augment the standard reports.
Embed a PowerBI.com report in an analytical workspace
The How to embed PowerBI.com reports video (shown above) is included in the finance and operations playlist available on YouTube.
To replace the standard reports, you need to be a member of the System Report Editors security group. Members of this security group can access the options in application workspaces that let them customize the standard reports. This example shows how to replace the standard analytical report with a customized report that is hosted on PowerBI.com.
Sign in and open the application report that you want to customize. In this example, you'll replace the standard analytical report that is embedded in the Compensation management workspace.
Select the Analytics tab to access the workspace's embedded analytical report.
By default, you see the standard analytical workspace solution that is included with your application. The reports in this solution are automatically deployed and configured for your environment during the provisioning process.
Note
The analytical workspaces require a hosted Power BI service that's available only for dedicated environments. For more information, see the blog post, Accessing Analytical Workspaces and Reports on 1-Box Environments.
On the Action Pane, on the Options tab, in the Power BI group, select Select Analytics to open the Power BI Reports dialog box.
This dialog box lets you select among the reports that are shared on the PowerBI.com service. The reports are organized by workspace.
In the drop-down list, select the workspace that contains the report.
Select the report to embed in the application workspace, and then select OK.
To view the updates to the workspace, you need to reload the page. Either move away from the workspace and then return, or refresh your browser.
In the Compensation management workspace, select the Analytics tab to access the PowerBI.com report that is now embedded in the analytical workspace.
Revert to the standard solution
After a PowerBI.com report has been embedded in an application workspace, updates to the report are reflected immediately for users. However, to replace the report with another PowerBI.com solution, a power user needs to first revert to the standard application solution. Follow these steps to revert to the standard application solution.
On the Action Pane, on the Options tab, in the Power BI group, select Restore Analytics.
To view the updates to the workspace, you must reload the page. Either move away from the workspace and then return, or refresh your browser.
In the Compensation management workspace, select the Analytics tab to access the standard solution that is now embedded in the analytical workspace.