Embedding Power BI into model-driven apps has transformed how organizations deliver critical data insights, but it doesn’t come without its hurdles. At one of our recent in-house technical sessions, our team dove into the intricacies of managing a deprecated preview feature that has raised unique challenges, prompting the need for a more robust, supported approach.
The Challenge
Currently, for many of our clients, integrating or embedding Power BI reports directly into forms to share with their employees is a challenging endeavor. In the recent past, we used a Microsoft feature that was in "preview" to integrate Power BI reports directly into a form. However, this feature has been "deprecated" by Microsoft, thus rendering the solution obsolete.
This change has created two main roadblocks. First, teams can no longer make adjustments to the existing Power BI reports. Second, moving reports between solutions has become unmanageable as it requires manual changes to the underlying XML code. This method is inefficient and susceptible to errors, especially when promoting changes across different environments.
Additionally, this disruption impacts clients who rely on these insights for business processes, creating challenges in delivering consistent, data-driven reports. With no straightforward solution available, the functionality of Power BI in the solution has been temporarily stalled.
The Discussion
To tackle this issue, the team has devised a plan to use a newly supported method, migrating the underlying XML code in order to focus on maintaining functionality of the report and not spending extra time recreating the report from scratch.
The migration involves careful XML management to ensure reports operate effectively across environments. While this presents some technical challenges, it remains the most viable option to preserve seamless reporting.
Additionally, leveraging Power BI’s role-level security will play a central role in user access control. By assigning appropriate security roles in both the model-driven app and Power BI, data can be securely accessed based on user permissions. The use of security tokens also ensures only authorized users can view the data, reinforcing the overall security of the system.
Key Benefits
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Future-Proofing the System
Migrating to a supported embedding method ensures long-term reliability, minimizing the dependency on deprecated features or unstable solutions. -
Enhanced Security
Implementing role-based security and security tokens gives organizations greater control over who can access specific data, improving overall data governance. -
Operational Efficiency
By overcoming the XML management challenges, teams can make adjustments to Power BI reports and enable smooth transitions between environments, reducing manual errors. -
Client Satisfaction
Restoring seamless Power BI integration ensures clients can continue to receive the insights they need without interruptions, boosting trust and satisfaction.
Learn more about our Power BI services at Aerie
Implementation Steps
The plan to implement this solution includes several key actions:
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Conducting a Proof of Concept
Testing the new embedding method in a controlled environment will help validate its effectiveness. -
Revising XML
Carefully updating XML for each environment during the migration process to maintain uniform functionality. -
Enhancing Security Features
Implementing role-level security within Power BI to define clear access rules for users in different roles. -
Ongoing Monitoring
After migration, continuously reviewing the new approach’s performance to address any potential issues early.
Reviewing Your Power BI Integrations
Organizations relying on embedded Power BI features should take note of the implications of deprecated features. Reviewing your current integrations can identify potential weak points and ensure continued data delivery without disruption. By adopting supported solutions and leveraging security features, companies can safeguard their data pipeline and improve system resilience.
Call-to-Action:
Facing similar challenges with your Power BI integrations? Reach out to us today to explore how a supported approach can enhance your reporting reliability and security. Our experts are here to guide you through the process and ensure your data continues to drive value for your business.
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