Integration with External Applications

If you use Microsoft Power BI to visually display reports generated in MYOB Acumatica, you can embed these Microsoft Power BI reports into MYOB Acumatica. With this integration, users of your MYOB Acumatica instance will have at hand the information that they need for their work.

In this topic, you will find information about the types of integration with Microsoft Power BI, the configuration steps for integration with Microsoft Power BI, and the refreshing of access tokens.

Types of Integration with Microsoft Power BI

In MYOB Acumatica, the following types of integration with Microsoft Power BI are supported:

• Power BI: This type of integration is intended for reports created in the Microsoft Power BI. These reports are kept in a user's personal workspace. MYOB Acumatica works with these reports on behalf of this user and uses the OAuth 2.0 protocol for integration. The configuration steps are described in Configuration Steps for Power BI. For this integration type, you need to refresh access tokens periodically, as described in Access Token Refreshment.
• Power BI Embedded Workspace (Obsolete): Power BI Workspace Collections service is being retired. We recommend that by June 30, 2018, you migrate to Power BI Embedded, so that you can keep using the embedded analytics capabilities you’re familiar with, and take advantage of additional Power BI Embedded features. For more information, see Power BI Embedded and How to migrate to Power BI Embedded.
• Power BI Embedded : With this type of integration, the Microsoft Power BI Embedded tool is used for the integration of Microsoft Power BI reports. For the configuration steps, see Configuration Steps for Power BI Embedded.

You can use either of these types for adding Microsoft Power BI reports in MYOB Acumatica.

Configuration Steps for Power BI

Before you integrate your MYOB Acumatica instance with Microsoft Power BI, make sure of the following:

• Your organization should be signed up for Microsoft Power BI. If your organization uses Azure Active Directory (AD) you can use your Azure AD account to sign in to Microsoft Power BI.
• You have configured a Power BI report that you want to integrate in MYOB Acumatica. For details, see Power BI.

To integrate your MYOB Acumatica instance with Microsoft Power BI, you do the following:

1. You obtain a client ID and client secret for your MYOB Acumatica instance. For this procedure, see Specific Widgets: To Register Your MYOB Acumatica Instance for Power BI.
2. You set up integration on the External Applications (SM301000) form.
3. You sign in to the Microsoft Power BI website with the credentials of a user who is an owner of a report that you want to integrate in MYOB Acumatica.
4. You add a report from the integrated Microsoft Power BI workspace in MYOB Acumatica on the Application Resources (SM301010) form.
5. You give user roles access rights to the integrated report on the Application Resources form.

After you perform these steps, the Microsoft Power BI report you have added appears on the selected site map location and is visible to users with the defined roles.

Configuration Steps for Power BI Embedded

Before you use Microsoft Power BI Embedded for integrating Microsoft Power BI reports with your MYOB Acumatica instance, you should make sure of the following:

• Your organization should have an Azure Active Directory (AD) instance configured. For more information, see Azure Active Directory.
• You have imported a Power BI report to Microsoft Azure. For details, see Get started with Power BI Embedded.

To integrate Microsoft Power BI reports with your MYOB Acumatica instance by using Microsoft Power BI Embedded, you do the following:

1. You create a capacity for a Power BI report that you want to integrate with MYOB Acumatica on the Microsoft Azure portal. For details, see Create Power BI Embedded capacity in the Azure portal.
2. You set up integration on the External Applications (SM301000) form. For more details, see To Integrate an External Application
3. You add a report from the integrated Power BI capacity in MYOB Acumatica on the Application Resources (SM301010) form. For more details, see To Add an Integrated External Application Resource to MYOB Site Map
4. You assign user roles access rights to the integrated report on the Application Resources form.

After you perform these steps, the Microsoft Power BI report you added appears on the specified site map location and is visible to users with the defined roles.

Access Token Refreshment

When you integrate an external application in MYOB Acumatica by using the OAuth 2.0 protocol, access tokens are generated by the application. These tokens have a short lifetime for security reasons. The tokens are refreshed automatically if MYOB Acumatica connects to the application before the expiration date and time. If the application is called from MYOB Acumatica rarely and the access token becomes expired, you need to refresh it to continue using the integrated resources of this application. You use the Refresh Application Access Tokens (SM501000) form to refresh tokens that are expired or about to expire. You can refresh tokens manually or schedule this process. We recommend that tokens be refreshed at least once a day.