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Getting started

We're delighted that you've chosen to get started with Microsoft Power BI Embedded for monday.com.

This page will give you an overview of this app’s functionality.

Prerequisites

Installation

  • Simply install the app from the monday.com marketplace and then you are ready to go.

Usage

https://youtu.be/q2sQsp3oQ4Y

In Microsoft Power BI

  1. Select the report

  2. In the File menu, select Embed report, then Website or portal

  3. Copy the URL (the top one) from the "Securely embed this report in a website or portal" popup:

Once the URL has been copied, move to monday.com.

In monday.com

For Board Views and Dashboard Widgets

  1. Add the Microsoft Power BI Embedded app in monday.com

  2. Paste the URL in the Embed URL field in the widget settings

For Item Views

  1. Open the Item View sidebar and select Add View

  2. Add the Microsoft Power BI Embedded app

  3. In Settings select a column to paste the URL - this will be the same for each item in the board

  4. Paste the embed URL of the Microsoft Power BI dashboard into the column for your board item.

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