cityofaustin / atd-data-tech

Austin Transportation Data & Technology Services

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Embed CIP Finance Bond Dashboard in Sharepoint #17939

Closed Charlie-Henry closed 2 months ago

Charlie-Henry commented 4 months ago

Looks like @KaroEngstrom and @dianamartin are admins in the finance sharepoint. Sharon is asking if we could embed the new bond spending power BI report in it.

@susannegov has said she's done this before so she can help if needed.

dianamartin commented 4 months ago

@Charlie-Henry you can have @susannegov work with me and Karo to do this if she needs access to their SharePoint site.

Charlie-Henry commented 4 months ago

Do I need to ask Sharon to add her as a member @dianamartin?

dianamartin commented 4 months ago

Either Susanne can give us the embed code and we can do it or she might need member/owner rights to complete the task.

Charlie-Henry commented 4 months ago

However y'all want to do it. I think all you need is the link to the report?

https://youtu.be/NC3pospVrgU?t=94

KaroEngstrom commented 4 months ago

It needs to be an embed link, and then we'll be all set to put it in easily.

Charlie-Henry commented 4 months ago

@KaroEngstrom here it is:

https://app.powerbigov.us/reportEmbed?reportId=21e44bf9-79dd-48c3-bddf-bcfa8b86064a

KaroEngstrom commented 4 months ago

Mon 6/24/24

checking with Sharon via Teams on where they'd like to place this
Sharon just wants this in the CIP folder, so she's looking for a link, it seems like
I added both a link to the Power BI directly as well as a new page with the report embedded so she can review and choose if she wants to add additional content to the page and keep that version. It doesn't seem like she was wanting to build much more around this as a SharePoint page but it was really low effort to plug in the report and make sure she knows what is available as an embed.
Waiting on her response

KaroEngstrom commented 4 months ago

Mon 6/24/24

Sharon responded: Perfect, thanks so much we will let you know!

dianamartin commented 4 months ago

7/1/24

I followed up with the stakeholder

Hi Sharon, I'm following up on the CIP Finance Bond Dashboard embed in the Finance SharePoint. Have you determined where you'd like this dashboard to live on the site?

KaroEngstrom commented 2 months ago

Tue 8/20/24

checked in with Sharon on Teams to see if she needed anything else
her response: "I like what you have now - where it says Bond Spend Dashboard - PowerBI and when you click on it it opens our Power BI so just delete the Sharepoint one"
deleted the link to the SharePoint embedded dashboard and retained their direct link to the Power BI dashboard from the CIP Finance Dashboard folder here