IN BRIEF
Embedding a Power BI report in the Enterprise Portal allows designated users to view reporting data directly within iClassPro. This process requires administrative access to both Power BI and the Enterprise Portal and involves granting workspace access, enabling embed permissions, generating an embed link, and assigning that link to specific users.

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Granting Users Access to a Power BI Workspace
  • Enabling the “Embed content in apps” Permission in Power BI
  • Locating the Power BI Embed Link
  • Embedding the Power BI Report in the Enterprise Portal
  • Viewing the Embedded Report
• Troubleshooting & FAQs
• Related Articles

Overview

The Power BI embed feature is available only to customers subscribed to iClassPro’s Enterprise Plan. When properly configured, it allows Enterprise Portal users to view Power BI reports without needing to navigate directly to Power BI.

Important considerations before getting started:

• The user performing setup must have Administrative permissions in both Power BI and the Enterprise Portal.
• Users must be granted access to the appropriate Power BI Workspace.
• Power BI tenant settings must allow embedded content.

If you need additional details about the Enterprise Plan, contact the iClassPro Sales team at sales@iclasspro.com.

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Accessing the Feature

This feature spans two systems: Power BI and the iClassPro Enterprise Portal.

• Power BI is used to:
  • Grant workspace access.
  • Enable embed permissions.
  • Generate the embed link.
• The Enterprise Portal is used to:
  • Assign the Power BI embed link to individual users.

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Step-by-Step Instructions

Granting Users Access to a Power BI Workspace

Before embedding a report, users must have access to the Power BI Workspace that contains it.

1. Navigate to the Power BI Home screen at https://app.powerbi.com/home.
   • If prompted, log in with your Power BI administrator credentials.
2. Expand “Workspaces” in the left-hand navigation menu. 
   
3. Select the Workspace that contains the report.
4. From the toolbar at the top of the page, select “Access.” 
   
5. Enter the user’s email address.
6. Choose the appropriate permission level.
7. Select “Add.”
8. Repeat as needed for additional users.
9. Select “Close” when finished.

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Enabling the “Embed content in apps” Permission in Power BI

The embed link will not be available unless this tenant-level setting is enabled.

1. Navigate to the Power BI Admin Portal at https://app.powerbi.com/admin-portal.
2. Under “Tenant Settings,” scroll to “Developer Settings.”
3. Locate “Embed content in apps.”
4. Enable the setting if it is not already active.

Additional notes:

• By default, this setting applies to all users in the organization.
• You may restrict it to specific security groups, but this may limit which users can view embedded reports in the Enterprise Portal.

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Locating the Power BI Embed Link

Once embed permissions are enabled, you can generate the link needed for the Enterprise Portal.

1. Navigate to the Power BI Home screen at https://app.powerbi.com/home.
   • Log in if prompted.
2. Expand “Workspaces” in the left-hand navigation menu. 
   
3. Select the Workspace containing the report.
4. Select the report name to open it.
5. Open the “File” menu.
6. Select “Embed report.”
7. Select “Website or portal.” 
   
8. In the dialog titled “Securely embed this report in a website or portal,” copy the link shown under: “Here’s a link you can use to embed this content.”

This link will be used in the Enterprise Portal.

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Embedding the Power BI Report in the Enterprise Portal

Each user who should see the embedded report must have the link added to their Enterprise Portal profile.

1. Navigate to the Enterprise Portal Users page.
2. Select the pencil/edit icon next to the user.
3. In the “Power BI Details” section, paste the embed link into the “Power BI Link” field. 
   
4. Select the green checkmark/save icon in the bottom-right corner to save the user’s settings.

Repeat these steps for each user who should have access to the report.

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Viewing the Embedded Report

After the link is saved:

• The user can view the embedded Power BI report by navigating to the “Dashboard” screen in the Enterprise Portal.
• If the user has access to both views, the Dashboard will display:
  • Power BI
  • Enterprise Portal

Additional behavior to be aware of:

• The Dashboard defaults to the Power BI view.
• Users can switch between views using the options at the top of the page.

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Troubleshooting & FAQs

• I do not see the “Embed report” option in Power BI.
  • Confirm that the “Embed content in apps” setting is enabled in the Power BI Admin Portal and that you have administrative permissions.
• A user cannot see the Power BI report in the Enterprise Portal.
  • Verify that the user has been granted access to the correct Power BI Workspace and that the embed link has been saved in the user’s “Power BI Link” field.
• The embedded report loads, but shows an access error.
  • This usually indicates missing Workspace permissions or restricted tenant embed settings.

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Related Articles

• What is the Enterprise Portal?
• How Do I Set Up My Enterprise Portal Account?
• How Do I Create and Manage Subgroups and Users?
• What is the Enterprise Portal Dashboard?

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