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Planview Customer Success Center

Power BI Security Setup

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When a customer configures one of the two powerbi.com tiles (Premium or Personal Workspace), Planview makes a request to the customer’s administrator to obtain access to their environment.

           

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Figure 1 – Permission Request and Details

           

           

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Figure 2 – Permission Request and Details

           

There are three methods for exposing Power BI analytics within a tile in Planview Portfolios:

  1. A Planview Portfolios Power BI analytic – this is an analytic using only Planview Portfolios data sources (OData or tabular model) that is uploaded into the Planview reporting farm (Administration > Reporting Content Management > Upload File).
  2. A Premium Power BI analytic – this is a Power BI analytic that is hosted in Microsoft’s reporting cloud. It uses your premium capacity there.
  3. A Personal Workspace analytic – this is set up by an individual user to access their own personal workspace. These analytics are not visible to other users within Planview Portfolios.

               

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    Figure 3 – Planview Portfolios Power BI Analytic and Premium Power BI Analytic

               

           

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Figure 4 – Personal Workspace Analytic

           

Options 2 and 3 require elevated permissions and would result in security notifications. Option 3 can be turned off in the global options.

If you deny the requests it will have no impact on option 1; those are only for 2 and 3.