Articles

• Power BI Integration Overview

  Discover how to integrate your data with Power BI to gain deeper insights through visualizations and reporting.

• Quick Start Guide: Setting up Power Bi for Sharedo

  This section provides a simplified overview of the activities required to setup integration with Power BI. A step by step detailed guide is provided in ...

• Power BI Licensing

  Microsoft offers several models for licensing Power BI.  For product vendors, these operate in different ways: The Power BI Pro licensing model requires...

• Power BI Registraton

  To use reporting within Clio Operate you will need to register for Power BI. The registration process can be found here – https://powerbi.microsoft.com ...

• Power BI Workspaces

  Clio Operate will publish reports to a specific workspace within Power BI. For this to happen, the workspace must exist. Create Power BI Workspace Log i...

• Power BI App Registration and Permissions

  The Clio Operate service account is given permissions against Power BI through an Azure AD app registration. Register a new Azure app for Power BI Go to...

• Power BI Gateway Registration and Configuration

  Learn how to register and configure a Power BI gateway to enable data access in Power BI.

• Clio Operate Power BI Service Account

  Clio Operate will interact with Power BI as a Power BI Pro licensed user. This provides the account permission to publish reports, datasets and allocate...

• Publish Reports to the Power BI Workspace

  Learn how to use Power BI to publish and organize your reports in one centralized workspace.

• Dedicated Power BI Capacity

  In a production environment, dedicated Power BI Embedded capacity is required to issue embed tokens to users viewing reports through Clio Operate. Creat...