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  1. Identify the user you want to show a PowerBI dashboard to
  2. Note their primary user type (this can be found by going to Administration tab | Users and Resources subsection | Users blue dot)
  3. Edit that user type and go to the dashboards tab (User types are located at Administration tab | Users and Resources subsection | Users blue dot)
    1. Name the dashboard
    2. Tick the checkbox for User's Home Page
    3. Enter a height (800 is often good)
    4. Choose MS Power BI from the Display dropdown box
    5. Get your Workspace ID - this is found by logging into https://app.powerbi.com and opening your workspace. The URL will contain the ID.
    6. Get your Report ID - this is found by logging into https://app.powerbi.com and opening your report. The URL will contain the ID.
    7. Leave Filters blank for now. See the filters section of this page to learn how to use this feature.
    8. Your configured dashboard should now look similar to this
    9. Update Global Permissions to enable "View advanced analytics content".
      Image Added
  4. Log into Projector Web and go to Topics | My Home Page. Choose your dashboard from the dropdown list.

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You can dynamically filter the displayed content based on either where it is displayed or who is viewing it. The table below explains the filters available.

AreaFilters

My Home Page

Performance Dashboards

  • {0} - Primary User Type Name
  • {1} - Resource Display Name
  • {2} - Resource Cost Center Name
  • {3} - Resource Cost Center Number
  • {4} - Resource Company Name
  • {5} - Resource Company Number
  • {6} - Primary User Type Unique Identifier
  • {7} - Resource Unique Identifier
  • {8} - Resource User Unique Identifier
  • {9} - Resource Cost Center Unique Identifier
  • {10} - Resource Company Unique Identifier
  • {11} - Authenticated User Unique Identifier
  • {12} - Authenticated User Display Name
Project Workspaces
{0} = Project Code
{1} = Engagement Code
{2} = Project Unique Identifier
{3} = Engagement Unique Identifier
{4} = Contract Line Item Code
{5} = Contract Line Item Unique Identifier
{6} = Client Number
{7} = Client Unique Identifier


Code Block
//Example of dynamic filter
MyGinsuReport/ProjectCode eq '{0}'   //the {0} is automatically replaced based on the project you are viewing


//Example of dynamic filter on two fields
MyGinsuReport/UserName eq '{1}'  //the {1} is automatically replaced based on the user viewing the dashboard

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