Specific Widgets: To Register Your MYOB Advanced Instance for Power BI
Tip: Integrating Microsoft Power BI reports into MYOB Advanced to be used as MYOB Advanced forms is a different type of interaction between MYOB Advanced and Microsoft Power BI that is described in Managing Power BI Integration and To Integrate an External Application topics.
Attention: This
topic
describes the configuration of third-party software. Please note the
following:
- The procedure below is designed for the most common usage scenarios. If you are implementing a more complicated scenario and you encounter difficulties, contact MYOB Advanced technical support.
- The vendor of the third-party software may change the user interface and settings. Therefore, the screen elements and setting names you see may differ from the ones described in the procedure.
- The procedure will be updated each time information is made available about new common scenarios and changes in the user interface and settings.
Before You Begin
- Be sure your company has an Azure Active Directory (AD) instance configured. For more information, see Azure Active Directory.
- Make sure you have at least one configured Power BI dashboard with tiles that you want to embed in MYOB Advanced. For details, see Power BI.
To Register Your MYOB Advanced Instance for Power BI
You can register your MYOB Advanced instance for Power BI in one of the following ways:
- By using the Power BI App Registration Tool. This way does not require special knowledge of Microsoft Azure. For details, see To Register Your MYOB Advanced Instance with Power BI App Registration Tool.
- By using the Microsoft Azure Management Portal. This way requires knowledge of the user interface of Microsoft Azure Management Portal and provides more advanced tools for application registration. We recommend that you use this way only if you are familiar with Microsoft Azure. For details, see To Register Your MYOB Advanced Instance with Microsoft Azure Management Portal
After you register your MYOB Advanced instance for Power BI, you can add Power BI tiles on a dashboard, as described in Specific Widgets: To Add a Power BI Tile Widget.
To Register Your MYOB Advanced Instance with Power BI App Registration Tool
- Open Power BI App Registration Tool.
- In the Step 1 Login to your Power BI account section, click Sign in with your existing account (see the following screenshot), and type your Azure AD credentials. You will see your name in the Welcome line.
- In the Step 2 Tell us about your app section, enter
the following parameters, as shown in the screenshot below:
- App Name: Type a name for your MYOB Advanced instance.
- App Type: Select Server-side Web.
- Redirect URL: Enter the link to your MYOB Advanced site in the following format: https://<full URL of your MYOB Advanced site>/powerBI/auth (for example,
https://app.site.net/powerBI/auth).Tip: This URL (https://app.site.net/powerBI/auth) is case sensitive.
- Home Page: Enter the full URL of your MYOB Advanced instance (for example, https://app.site.net/instance_name/).
- In the Step 3 Choose APIs to access section, select all check boxes, as shown in the following screenshot.
- In the Step 4 Register your app section, click Register App. After your MYOB Advanced instance is registered, you will see the client ID and client secret parameters in the corresponding boxes (see the screenshot below).
- Copy the client ID and client secret values for later retrieval.
To Register Your MYOB Advanced Instance with Microsoft Azure Management Portal
- Sign in to the Microsoft Azure portal.
- Optional: Follow the instructions described in To Configure Microsoft Azure for Integration with Your MYOB Advanced Instance. If you have integrated your MYOB Advanced instance with Microsoft Azure Active Directory previously, you can skip this step because you already have the client ID and client secret required for configuring a Power BI tile widget.
- Specify permissions for Power BI Service as follows:
- In the Settings pane, click Required permissions.
- On the Required permissions pane toolbar, click Add.
- On the Add API access pane, click Select an API.
- On the Select an API pane, select Power BI Service and click Select.
- In the Delegated Permissions section of the
Enable Access pane, select the following
permissions for Power BI Service:
- View users Groups
- View all Reports (preview)
- Read and Write all Datasets
- View all Dashboards (preview)
- Click Save to apply changes.