1. Power BI Embedded Bringing Analytics to your App
Welcome and good morning!
Thank you for attending this weeks Pragmatic Webinar training
My name is Brian Steele and I am one of the newest members of the Pragmatic Consulting team
Little bit about me, I have been working for the last 20+ years in SQL along with the Microsoft BI and Developer Stacks
For the last 6 years I have been doing custom application and web consulting and development, so I bring a little more code centric focus
So today we are going to get in there – look at some web apps, do some C# coding, write some JavaScript functions
But even if that is not your strength don’t worry, Microsoft and the Power BI team provide lots of tools that can help us along the way.
Brian Steele
Senior BI Consultant
December 11, 2018

2. Your Current Situation
Do you currently have a customer facing application?
Do you struggle with integrating your data for those customers?
What solution, if any, do you currently use to provide your customers with data?
Go over the questions:
Do you currently have a customer facing application? – so what do I mean by a “customer facing” application? We all know that can mean a lot of different things – internal vs external customer, etc. For this particular topic we are looking specifically at external customers – someone that is outside of your organization – that is not a member of your active directory or azure directory – do you have a system in place that lets your customers access data, enter information, view documentation or reports?
Do you struggle with integrating your data for those customers? - so have you tried to give your customers a better look at that information? Have to tried to help them make business decisions on that data?
And What solution, if any, do you currently use to provide your customers with data? Role your own HTML? A standard reporting tool like Crystal or SSRS? A code based tool like Telerik or some other .NET architecture?

3. Why Power BI? End-Users Want Business Wants
Built in analytics to help make decisions
Access to on real-time/on demand data
“Cool” factor
Business Wants
Offer in-context analytics
Increase User satisfaction
Attract new customers

4. So what is keeping us from providing that?
Investing in developer time is costly
Building from the ground up is complex, costly and time consuming
Traditional 3rd party software licensing is expensive

5. Power BI Advantages Easy to connect to the data you need
On premise/In the cloud
Multiple sources
Data can be accessed in multiple ways
Updated or real time using Direct Query
Scheduled Refresh
Streaming Data
Open and extensible platform in Azure
Scalable
Access to New Advanced Tools like Streaming/Machine Learning
Easy to connect to the data you need
On premise/In the cloud
Multiple sources
Data can be accessed in multiple ways
Updated or real time using Direct Query
Scheduled Refresh
Streaming Data
Open and extensible platform in Azure
In Embedded Power BI you have the ability to apply capacity in Azure to your visualizations to improve performance
Access to New Advanced Tools like Streaming/Machine Learning, along with all the tools in Power BI.
..And best of all you can access all the development tools, examples, resource for free – and embed them in your site with a single Power BI Pro account

6. Embedding Power BI Embedding for your organization (User Owns Data)
SharePoint Online
Microsoft Teams integration
Microsoft Dynamics
Embedding for your Customers (App Owns Data)
Single Power BI PRO Account
User does not need to have/know Power BI
User does not login to Power BI/Does not need to be AAD User
Ok, so lets get into embedding some Power BI reports. There are to basic ways to do this.
Embedding for your organization – or the User Owns Data - method requires that users of your application sign into the Power BI service when they want to view their content. Once someone in your organization signs in, they only have access to dashboards and reports that they own or that have been shared with them in the Power BI service. This scenario is what you want to expose your data to people inside your organization – inside your Azure Active Directory. And this is what we are going to do when we want to use Power BI in SharePoint Online, Microsoft Teams or Microsoft Dynamics.
But what we are going to look at today is Power BI Embedded for your customers – or the App Owns Data – method is a Microsoft Azure service that lets independent software vendors (ISVs) and developers quickly embed visuals, reports, and dashboards into an application through a capacity-based, hourly metered model.
It does require a Single Power BI PRO Account
Users of the app do not need to have/know Power BI
Users do not need to login to Power BI or be a member of your Azure Active Directory

7. Embedding Context for Customers
Authorizing Power BI Analytics to your Application
Lets the application manage authentication
Take advantage of row level security
Embedding the Power BI Visualizations
Using the Power BI REST APIs
Simplified using the Power BI .NET SDK
Interacting with the Visualizations
Enabling client-side functionality with Power BI JavaScript SDK
Set specific info like Filters and Paging using JavaScript
Ok, now we know why we want to use Power BI – Lets get to the How.
There are basically 3 elements to embedding Power BI
#1 is Authorizing - Authorizing Power BI Analytics to your Application
This Lets the application manage authentication – not the user
You can also take advantage of things like row level security
#2 is Embedding - embedding the Power BI Visualizations inside your app
We do this using the Power BI REST APIs, which are simplified for us by using the rapper classes in the Power BI .NET SDK
#3 is Interacting – how do we then control the Visualizations
So we enabling client-side functionality with the Power BI JavaScript SDK
Then we can do things like set specific Filters or define what pages we want using JavaScript

8. Embedding Context for Customers - Authorize
Sign in to Power BI – Must have a Power BI Pro Account
Register your application – API Access
View
Edit
Create
Create a workspace
Import content
Grant permissions
There are a couple of different ways you can authorize an embedded application, but all of them result in about the same functionality.
If you have an Azure Active Directory, you can register your application from there. If you have a large application, you will want to go this route so that you can assign different roles and apply capacity to improve performance on your visualizations.
For this first example we are going to use Power BI Embedded setup tool.
We will need a Power BI Pro account to sign in with – You can get a 60 trial account for signing up.
You will then need to register your application – give it a name and define what APIs it has access to. These are going to be broken down for you between View / Edit and Create.
Then you can create a workspace and add content – reports dashboards, etc – to that workspace.
If you already have a workspace and content you can just skip that step.
Then you will have to grant permission.
So lets go to a dem0…

9. Demo Time!
But lets start with the simple method – Go to
Sign in with my existing account
Give it a display name in Azure and select the API Access. Even thought the access is general here, you can provide more specific filtering and permissions on actual reports – even to RLS in Power BI.
Then you can either create a new Workspace, or skip if you have an existing workspace
Then import your content.
You will then get all the information you need to access the embedded report.
Power BI also provides an easy to use sample application you can use to test this. [Download Fake]

10. Embedding Context for Customers - Embedding
Update the Web.config
Application ID
Workspace ID
Report ID
Finding your Workspace ID/Report ID in Power BI
Provide your Power BI Pro Account User Name and Password
Power BI REST API/.NET SDK To Build the Report Token
So now we need to embed our report in the sample application
We will update the Web.Config with the application ID, workspace ID and report ID we just created
I will also show you how to easily find these values for other workspaces or reports
Then we will enter our Power BI PRO account info
And finally walk thru the Controller code to build the authentication token we need to create the report

11. Demo Time!
[update the Web.Config with the application ID, workspace ID and report ID we just created]
[Then we will enter our Power BI PRO account info OFF SCREEN]
[show in PowerBI.com how to easily find these values for other workspaces or reports]
Show the references Power BI REST API/.NET SDK –
Launch the application, click the report link
Walk thru the C# code for Embed Report

12. Embedding Context for Customers - Interacting
Power BI JavaScript SDK
Using the JavaScript “Sample Tool” for Code Examples
So the last thing we are going to do is look at how we are interacting with the report.
We are going to look at the Power BI JavaScript SDK.
And look at the “Sample Tool” code examples and apply one of those to our report.

13. Demo Time! Power BI JavaScript SDK Review the embedded report view
Using the JavaScript “Sample Tool” for Code Examples
Add the SetPage Example [fake] to the view

14. Real World Example – Physician Portal
Customer Facing Application with Specific Data Based on Login
ASP.NET Core 2.0 Website
Need Analytics About Document/Physicians in the System
Previously Using Telerik Chart Controls
So lets look at a real world example. We actual have clients at Pragmatic Works looking to do just this scenario. I did this specific project for a client a couple of months ago.
So they had a Customer Facing Application with Specific Data Based on Login
But we threw a wrinkle in – the Power BI examples all use ASP.NET MVC – but my application was a ASP.NET Core 2.0 Website. We will take a look at the challenges that causes.
We Needed Analytics About Document/Physicians in the System
And I had previously created these using Telerik Chart Controls

15. Demo Time! [Show Existing Site]
[Register that in Azure Active Directory]
[Add Power BI via NuGet]
[Add Parms to AppSettings]
[Add the EmbedConfig Model]
[Update the Home Controller]
[Update the Index View]

16. Resources Power BI Developer Page Power BI Embedded Page
Power BI Embedded Page
GitHub Examples
Power BI Embedded on Azure
Lots of great resources available to help you out. There is also

17. And More…
Self-service big data prep and paginated reports support in Azure capacities (paginated reports are not yet available in embedded)
New capacity Metrics to monitor workloads
Azure resource Health monitoring
Zero Downtime Capacity Scale
Usage metrics available for embedded reports and dashboards
Create a new workspace experience through API
One of the best things about using Power BI Embedded is that as new features are added to Power BI, they are immediately available to Power BI Embedded. This goes back to that “cool” factor your end-users are looking for. These are some of the new embedded functionality posted in the Microsoft Power BI blog yesterday
Azure resource Health monitoring: You can find the Resource Health info in your resource blade in the Azure portal, under ‘Support+ troubleshooting’ (see image below). You can also view Power BI Embedded health alongside all your managed resources in Azure, under the main ‘Resource Health’ page.
Usage metrics available for embedded reports and dashboards: Power BI enables authors of reports and dashboards to measure their impact using the ‘Usage metrics’ report. This feature is now available for authors of Power BI content when you are embedding for Power BI users in your organization.
The frequency at which each type of content is viewed.
Areas for investment to improve analytics or increase user engagement.
Executive view of analytic engagement across the organization or customers.