Jasco News

Power BI integration in Microsoft Teams

October 29th, 2019

Power BI is a suite of business analytics tools to analyze data and share insights. You are able to monitor your business and get answers quickly with rich dashboards available on every device.

Connect to your data from hundreds of supported on-premises and cloud-based sources like Dynamics 365, salesforce, Azure SQL DB, Excel and Sharepoint with data modelling tools that help to prepare data saving you time and effort.

Power BI finds patters in data with graphs charts and many other forms of display to lead to actionable insights, with the ability to use familiar features like grouping forecasting and clustering to maximise efficiency.

The new AI capabilities—pioneered in Azure and now available in Power BI with require no code, enable all of your Power BI users to discover hidden, actionable insights and drive more strategic business outcomes.

To make Power BI even better you are now able to add it to the Microsoft Teams platform to ensure easy collaboration and business continuity. Power BI and Microsoft Teams are both powerful tools separately, but together they can help you create impressive results. Both you and your team can interact with your data in a visual format in Power BI right from your team’s site. This allows for increased collaboration and greater access to the embedded reports, creating more time to focus on your team’s priorities rather than searching for files or reports.

How To Use Power BI and Teams Together

Adding a Power BI report as a tab in Teams is easy. First, you will need to click add a tab in your channel or chat and then select Power BI.

You will then need to create a Tab name and then select your Power BI workspace.
Lastly, make sure you click save.

If there are not any Power BI reports in the workspace, select Power BI to create a new one.

Remember, your team members will need the correct permissions to access the report in Power BI from your Teams tab. To grant the correct permissions, you will need to share your report or dashboard from Power BI.

First, select share from the top of the report or dashboard you would like your teammates to see. A share pane will then open where you can type the names and emails of the people you want to share your report with. Remember to click share at the bottom of the screen when you are finished.

If you need help setting up Microsoft Teams and Power BI call us on 1300 052 726 or fill out the form below.

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