INTEGRATIONS
      Back to home
      1. Help Center
      2. INTEGRATIONS

      Power BI Embedded Integration

      This article explains how to enable the integration and embed content from Power BI workspaces into your Clinked account.

      1. What is Power BI Embedded?
      2. How to enable Power BI integration
      3. How to embed Power BI content into a note

      1. What is Power BI Embedded?

      Power BI Embedded is an ISV solution by Microsoft that allows embedding Power BI content into external apps such as Clinked with increased control and security capabilities.

      You can embed content from a free Power BI account by making it publicly accessible and adding it as an iframe to a note in Clinked. However, if you want to share dashboards, analytics, reports, and tiles in a secure manner and with restricted access, this integration offers a seamless experience by safely authenticating participants to the embedded content.

      2. How to enable Power BI integration

      This integration relies on a paid Power BI Embedded plan and access control is managed on Azure. Before you can enable it on your Clinked account settings, first you need to take some steps on your Microsoft products.

      1. Create an application in Azure with permissions to Power BI
      2. Copy the tenant ID and client ID (app ID) to paste on Clinked
      3. Generate a client secret and copy to paste later on Clinked
      4. Add API permissions to Power BI service
      5. Create a security group and assign the created application as member
      6. Add access to the security group Power BI (Settings > Admin Portal > Tenant settings)

       

      Step 1: Create the Azure App Registration

      Go to Azure Portal → Microsoft Entra ID → App registrations → New registration.

       

      Name: Clinked Power BI Integration.
      Supported account types: Accounts in this organizational directory only (single tenant).
      Redirect URI: Leave blank.
      Click "Register"

       

       

      Copy the following:

      Application (client) ID: Client ID for Clinked.

      Directory (tenant) ID: Tenant ID for Clinked.

       

       

      Step 2: Generate a Client Secret

      In the app, navigate to Certificates & secrets.
      Click New client secret.
      Enter a name and choose an expiry date.
      Copy the secret value immediately — you will not be able to view it again later.
      Paste the copied secret value into Clinked when setting up the integration.

      Step 3: Add Power BI API Permissions

      In the app, go to API permissions → Add a permission → APIs my organization uses and search for “Power BI Service”.

      Choose Application permissions and select:

      Tenant.Read.All (read only)

      Click Add permissions.

      Click Grant admin consent. (You need to be an admin)

       

      Step 4: Create a Security Group

      In Entra ID, go to Groups → New group.

       

      Group type: Security.
      Name: Clinked Power BI Access.
      Membership type: Assigned.
      Save the group.

       

       

      Step 5: Add the App to the Security Group

      Open the new group and go to Members → + Add members.
      Search for your Azure App name (Clinked Power BI Integration).
      Add it.

       

       

      Step 6: Allow the Security Group in Power BI Tenant Settings

      Go to Power BI > Setting icon > Admin Portal (must be a Power BI Admin or Global Admin).

       

       

      In Tenant settings, find Service principals can call Fabric public APIs.
      Enable Specific security groups and add Clinked Power BI Access.
      Save.

       

       

      Step 8: Give the App Access to Workspaces

      In Power BI Service, open the target workspace.
      Go to Manage access → Add people or groups.

       


      Search for Clinked Power BI Integration (your service principal).

       


      Assign Member role.

       


      Repeat for each workspace you want Clinked to display.

      Once the setup is done on your Microsoft products, a super admin can enable the integration on Clinked account.

      1. Navigate to account settings and select integration
      2. Switch the toggle for Power BI on 




      3. Paste the tenant ID, client ID, and client secret to their respective fields
      4. Click the save button to finish 

      3. How to embed Power BI content into a note

      When the integration setup is finished, you will be able to add content from your workspace into a note in Clinked directly. 

      1. Navigate to notes in a group
      2. Create a new note or edit an existing note



      3. Click 'Insert' on the toolbar and select Power BI



      4. From the modal popup, choose the desired workspace



      5. In the following screen, choose the content you want to embed
      6. Click the select button



      7. Remember to save the note to finish

      When the note is saved, the Power BI content will be embedded and authorised members on your portal can access it seamlessly.

       

      Screenshot 2025-02-14 at 17.00.09

      You can create a directory of reports, dashboards, analytics in your notes section or display embedded Power BI content as a note widget in a group homepage for easy access.