Once the One-Pager Dashboards Pack is configured in the Power BI Service, you can create specific URLs, embed them in PPM Express, and review the report pack content directly in PPM Express.
The One-Pager Dashboards Pack contains five reports, each corresponding to a main PPM Express entity:
- Project One-Pager
- Portfolio One-Pager
- Program One-Pager
- Idea One-Pager
- Resource One-Pager
Each of these reports can be integrated with PPM Express using several embed methods (described below in this article):
- Using Extensions
- Using Embedded Content Section
- Using Presentation Mode (Projects Only) (Enterprise Ultra Subscription Plan only)
Before embedding a report into PPM Express, you first need to create a properly constructed embed URL of the published report.
To make this process easier, we’ve prepared template URLs that you can copy and modify. All you need to do is replace the report ID in the template with your own Power BI report ID, and then use the resulting URL to embed your report into PPM Express.
The resulting URL can be used as the embed URL in your chosen integration method (Extension, Embedded Content, or Presentation Mode).
For convenience, below are template embed URLs for each One-Pager Dashboard:
Project One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=dd4451192415b51062a1&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Projects/Id eq '{entityId}'Portfolio One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=e00d3bb2a59fd61fc993&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Portfolios/Id eq '{entityId}'Program One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=86301e931d9e54108907&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Programs/Id eq '{entityId}'Idea One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=abd3cc281beaefaf3f7f&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Ideas/Id eq '{entityId}'Resource One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=45e91bd521c5c1cdb460&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Resources/Id eq '{entityId}'The highlighted section between {reportId= and &autoAuth} represents the report ID, which you must replace with the actual ID of your published report. To obtain this ID, open your report in Power BI Service and copy the report ID from the browser’s address bar.
Once the URL is created, you can embed the report in PPM Express using one of the following methods:
1. Using Extensions
Integrating a One-Pager Dashboards as an Extension is the preferred method when you need the report to be available across all non-archived Projects (or other entity types).
For more details about Extension, please refer to this article.
The suitable extension Types are ‘Embedded Content’ and ‘Open in New Tab’. As the One-Pager Dashboards work per entity, the suitable Extension Locations are entity dashboards: Actions menu (e.g. Project dashboard – Actions) or sub-entity sections – Actions menu (e.g. Project dashboard – Key Dates – Actions; Tasks Page – Tasks – Actions).
It is also possible to create an extension for the reports with the Extension Location sub-entity section – Create Panel/Edit Panel or Tasks – Task Action (e.g. Project dashboard – Key Dates – Create Panel/Edit Panel; Tasks Page – Tasks – Task Action). Unlike other locations, these can be opened by users regardless of their permission level.
If the extension location Create Panel/Edit Panel/Task Action in the sub-entity section is selected, the embed URL for the One-Pager Dashboard must be modified, changing the parameter ‘{entityId}' to '{parentEntityId}'. The template report URL for that case will be as follows:
Project One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=dd4451192415b51062a1&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Projects/Id eq '{parentEntityId}'Portfolio One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=e00d3bb2a59fd61fc993&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Portfolios/Id eq '{parentEntityId}'Program One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=86301e931d9e54108907&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Programs/Id eq '{parentEntityId}'Idea One-Pager:
https://app.powerbi.com/reportEmbed?reportId=12b3ff45-d678-912a-3b4b-d56789f1b23e&autoAuth=true&pageName=abd3cc281beaefaf3f7f&actionBarEnabled=true&navContentPaneEnabled=false&filterPaneEnabled=false&filter=Ideas/Id eq '{parentEntityId} 'The highlighted section between {reportId= and &autoAuth} represents the report ID, which you must replace with the actual ID of your published report. To obtain this ID, open your report in Power BI Service and copy the report ID from the browser’s address bar.
For other Extension Locations, the report embed URLs should not be changed.
2. Using Embedded Content Section
You can also embed the report directly in the Embedded Content section of a Project, Portfolio, Program, or Idea.
If you add the Embedded Content section with the report URL to a custom View, it will be available in other Projects (or Portfolios, Programs, Ideas) when users apply this view. The report will be filtered to show the data of the currently opened entity. Thus, you need to configure the Embedded Content with the report only once per entity.
If you need the report to be available only in one specific Project, Portfolio, Program, or Idea, the Embedded Content section with the report URL should be added to the Default view.
For more details, please refer to this article.
3. Using Presentation Mode (Projects Only) (Enterprise Ultra Subscription Plan only)
The Presentation Mode supports integration for Projects only. It cannot be used for Portfolios, Programs, Ideas, or Resources, as those entities do not support Presentation Mode.
To activate Presentation Mode integration:
- Turn on the Presentation Mode toggle in the Tenant settings -> Features and Modules section.
- Turn off Project Story in the Tenant settings -> Presentation Mode section.
- Enter the specifically created embed URL of the report in the corresponding field.
For more details, please refer to this article.
Once you’ve configured the integration between Power BI and PPM Express, refresh your browser page in PPM Express to apply the changes.
PPM Express users can view the One-Pager Dashboards only if they have the appropriate permissions granted in Power BI Service. When a user opens an embedded report for the first time, they will be prompted to sign in to Power BI.
The sign-in process is required only once per session. After a successful sign-in, the user remains authenticated for the duration of that session. Once the session expires, authentication will be requested again.