How to Use Power BI in Microsoft Teams? Benefits of Integration

Integrate Power BI in Microsoft Teams
01 Aug 2022


Using Microsoft Office 365 comes with a number of advantages. It is vital, in order to achieve higher levels of productivity, to have all of the necessary digital tools set up so that jobs can be streamlined and automated. When it comes to displaying your data utilizing metrics from areas such as finance, marketing, production, or customer happiness, the “go-to” tool in recent years has been Microsoft Power BI.

However, it is pointless to have fantastic dashboards with high-quality data if people who are in a position to influence the metrics being tracked do not have access to the data. In this article, we will walk you through the process of sharing the dashboards you created with Power BI in Microsoft Teams.

Power BI is an innovative and unparalleled data visualization tool.

Microsoft has held the top spot in the Gartner Magic Quadrant for Analytics and Business Intelligence Platforms for the entire duration of the company’s existence, which spans a total of fourteen years. Users have been given the opportunity to put Power BI through its paces with the assistance of products included in Office 365, with positive outcomes in each instance.

Because the tools that make up the Office 365 suite are connected to one another, getting to various types of data typically requires no more than a few clicks. This could involve anything from developing a report or a dashboard to visualizing data that was previously stored in a spreadsheet. In addition, making connections between data from different sources using the widely used Power Query tool is getting to the point where you no longer need a master’s degree in information technology to achieve it.

Power BI and Microsoft Teams Integration

It is only normal for both products to be able to connect with one another in order to create a bridge of information. Application integration is an essential aspect of Microsoft Teams, therefore it is only natural that both products can speak with one another.

Now, in order to share a Power BI dashboard on Teams, you will need to ensure that you meet all of the prerequisites listed below. Please take note that this applies to Power BI as well as Teams.

Make sure the following are true before using Power BI in Microsoft Teams:

  • The Power BI tab can be found in Microsoft Teams.
  • You have at least the viewer role in the workspace that is hosting the report you want to share with other people. Check out the Roles section in the new workspaces for more information on the available roles.
  • You are allowed to look at the report at this time.
  • Users of Microsoft Teams who have access to channels and conversations make up the entire group of users who will receive the report.

In the Power BI tab, reports that you are able to embed are:

  • Reports that are both interactive and paginated.
  • Reports in “My workspace,” innovative workspace experiences, and traditional workspaces are available here.
  • Apps using Power BI to generate reports.

Collaborative work within the Microsoft Teams platform

As the number of people using Microsoft Teams grows, it makes perfect sense to centralize all conversations and meetings pertaining to reports in a single location. It will be needed to switch between applications less frequently during meetings if Power BI reports are added to Teams. This not only helps save time but also guarantees that everybody is looking at the same data.

How to use Power BI in Microsoft Teams?

Method 01:

  1. Distribute the report or the dashboard within the Teams environment.
  2. By using the option to “Share in Teams,” you can contribute a report or dashboard to a team or channel.
  3. Look for the appropriate Team or channel, add your comment, and then click the Share button.
  4. The link to Power BI as well as new comments are now shown as a post; continue the discussion by adding more comments and @mentioning relevant users.

Method 02:

  1. Microsoft Teams support the dissemination of reports and dashboards generated by Power BI
  2. Additionally, Power BI can be downloaded as an app from the Teams Directory. Use this choice to embed a report within a Teams in the form of a tab. It should be noted that adding dashboards as tabs is not an option.

The addition of a Power BI tab in Microsoft Teams is a helpful method to highlight important reports and draw attention to a specific phase or area of work related to the project.

Instructions for installing the Power BI app in Microsoft Teams

  1. You may find Power BI by searching for it in the Apps section of the Teams menu. You also have the option to click the plus sign (‘+’) in the top menu of the appropriate team, and then select the ‘Power BI’ option.
  2. From the dropdown menu, select either “Add to a Team” or “Add to a Chat.”
  3. The next step is to look for and select the appropriate chat or team.
  4. Select the report from Power BI that you want to add as a tab.
  5. You will now have the ability to make use of Power BI reports within Teams as a result of this view.

It is surprisingly simple to communicate within Microsoft Teams using Power BI dashboards and reports. You have the ability to set up a channel for each team or department, through which you can communicate reports that are pertinent to that group. People are able to remark and share ideas based on the figures that are shown in a lot more effective way. Rather than signing into a wide variety of tools and communicating on a variety of channels, people can simply comment and share ideas based on the numbers.

Related Reading:

How to Outsource Power BI Development Without Losing Time and Money?

Power BI Vs. Tableau | Which Is the Best Data Visualization Tool?

Categories: Power BI