HCOM Power Bi - Embed Report to Salesforce

Overview

Embed a Power BI report to Salesforce

Create your Power Bi Report

On your Slicer, be sure the filters are set accordingly:

After you have created and published your Power BI report, go to 'File' > 'Embed to Website or Portal' and copy the link at the top

Salesforce

• In Salesforce, go to 'Setup' then in the search enter 'Visualforce Pages' 
• Create a new Visualforce page
  • Name it
  • In the VisualforceMarkup section, replace the entire text with the following:

    • <apex:page standardController="Contact" showheader="false" sidebar="false">
        <apex:iframe src="[ADD YOUR EMBEDDED LINK FROM POWER BI HERE]&autoAuth=true&ctid=f3308007-477c-4a70-8889-34611817c55a&$filter=Contact/Id eq '{!Contact.Id}'" height="600px" width="100%" frameborder="0">
        </apex:iframe>
      </apex:page>

    • After saving, you can click on preview to view what it will look like
    • Be sure to update security/access to it
      • Go back out to the main lines of Visualforce Page, find your page and click on 'Security' to the left of it
      • On the left mass select profiles and add them to the right, save

Get help from HCOM IT

• Visit the Medical Education Technology page to create a ticket.