Setting Up the Power BI Integration

Overview

The Power BI Integration is configured through Integration Hub and applies to your entire Onefile account.

You will need information from your Microsoft administrator before enabling the integration.

Prerequisites

Before enabling the integration, ensure that you have:

• A Microsoft Power BI subscription.
• A Power BI workspace containing your reports.
• A Power BI licence for users accessing reports, or reports hosted on Premium/Fabric capacity.
• Workspace access configured in Power BI.
• Your Microsoft Entra Tenant ID.
• Your Power BI Workspace ID.
• Microsoft Entra administrator approval for the integration.

Steps to Configure the Integration

1. Open Integration Hub.
2. Select the Power BI integration card.
3. Click Configure.
4. Enter a display name.
5. Enter your Entra Tenant ID.
6. Enter your Power BI Workspace ID.
7. Click Save.
8. Enable the integration.

Changing Workspaces

If you need to use a different workspace:

1. Open the Power BI integration settings.
2. Replace the Workspace ID.
3. Click Save.

Disabling the Integration

Switching the integration off hides the Power BI Reports area within Eportfolio.

Your Power BI reports and data are not affected.

Tips & Notes

• Always save configuration details before enabling the integration.
• An incorrect Tenant ID or Workspace ID will prevent reports from loading.
• The integration applies across your entire Onefile account.

Terminology

The terminology used in this article may differ depending on your Centre’s configuration.

Related Articles

• Power BI Integration Overview
• How Power BI Permissions and Security Work

Need Help?

If you need assistance, please contact Onefile Support or your internal support team.