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Jan Admin Customer Session (Community page)
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Jack Selman

Connecting to Power BI Reports in edison365

This on-demand video is designed for edison365 admins and Product Owners who want to connect, customise, publish, and embed Power BI reports using edison365 data.

It covers the full process, from requesting API portal access and retrieving your API key to connecting Power BI template reports, customising them for your organisation, publishing them to the Power BI online service, setting up scheduled refreshes, and embedding reports back into edison365 for easier access.

What will I learn?

How to request and confirm access to the edison365 API portal
How to retrieve and use your API key
How to connect Power BI template reports to your edison365 instance
How to customise template reports with your own fields and configuration
How to publish reports to the Power BI online service
How to set up scheduled refreshes
How to embed Power BI reports in edison365 globally or at record level

What next?

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