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Our company has a Power BI report that only a handful of users have access to.
If I want to access that report within Acumatica, do I have to use a dashboard or can it be done as a stand alone page?
What steps would you suggest?
Also, does each Acumatica user require thier own Power BI Licence?
Hi @lweinstein, you don't have to use a Dashboard in Power BI. Although, what Power BI calls Reports are really Dashboards in my opinion. You can embed Power BI Reports in Acumatica. You only need one Power BI Pro license to do this which is insane because you can give everyone in Acumatica access to interactive Power BI Reports at only $10 per month.
A couple of catches. First, you can't use multiple Workspaces, just put everything in the My Workspace in Power BI. Second, you can't use Row Level Security in Power BI because everyone in Acumatica is accessing Power BI Reports under one Power BI user.
In Acumatica, the setup is simple. First you use the External Applications (SM301000) screen to setup the connection between Acumatica and Power BI. Then you use the Application Resources (SM301010) screen to drop Power BI reports on the Acumatica menu and assign User Role access rights to those reports.
The Power BI setup is a bit clunky because you have to setup some stuff in Azure, but I've done it for a few clients.
So far, the clients that I've set this up for have been using it without any problems. However, it seems too good to be true. I had this "too good to be true" discussion towards the end of the P3 Adaptive Podcast (click here), including some thoughts on the legality of this approach. That Podcast led to someone from P3 Adaptive sending me this:
As this P3 Adaptive consultant mentioned, it makes total sense that there would be some kind of limit. I exchanged some messages with this person, but it got too technical for me to figure out on my own so I paused working on it.
This is as far as I got. I called the API in the screenshot below using credentials from a client who has been using Power BI in Acumatica with one Power BI Pro license for months. As you can see by looking at the red arrow, the usage is 0. So, either I didn't call the API correctly or the usage counter ignores Acumatica for some reason (that would be awesome if it does).
If one of my clients ever does hit a usage limit, I'm thinking that we'll simply fire up a second Power BI Pro license and use that for the next X number of months.
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