Evaluate Proposal for a Power BI Embedded implementation (again)

[jesusitd]

REFLOATED !!!

• [ ] Lay out a plan for implementation
• [x] Research about the details of licensing
• [x] Research architecture of the solution
• [x] Proposed End to End testing with a Dev Instance along with EG

[jesusitd]

Research:

Tutorial: Embed Power BI content using a sample embed for your customers application https://docs.microsoft.com/en-us/power-bi/developer/embedded/embed-sample-for-customers?tabs=net-framework

Row-level security with Power BI Embedded | Applying user and role to an embed token https://docs.microsoft.com/en-us/power-bi/developer/embedded/embedded-row-level-security#applying-user-and-role-to-an-embed-token

Power BI Embedded for PHP using CURL (Service Principal / App owns data scheme) https://www.dataislight.com/2018/05/21/power-bi-embedded-with-php-curl-app-owns-data/

[jesusitd]

First thoughts:

Pricing:

Auth mode: SERVICE PRINCIPAL (Application owns the data). Must develop in CRM side.

Row-level security (RLS): YES, by implementing Roles in Power BI (on my side). Later on, credentials for "Effective User" should be passed from the application to Power BI to render the correct data. Must test this.

Steps:

• Roll out a PBI Embedded instance. (RAY)
• Create a Power BI Application CLIENT+SECRET pair. (RAY)
• Develop the CRM side of application authentication. (EG)
• Create a Power BI report with some roles and users. (JG)
• TEST RLS and embedding by passing Effective Credentials from the CRM.

@fedegarza IMPORTANT please read.

[fedegarza]

• Shared Dataset?

[jesusitd]

Things to test:

• [x] Embedding with Application auth
• [x] Passing effective identifies
• [x] RLS with Power BI
• [x] Shared datasets

[jesusitd]

• Shared Dataset?

Yes. It also works with RLS on Shared dataset using fake Effective Identities

CC @fedegarza