Power BI Integration
Connect Power BI reporting with suitable business systems and data environments.
POWER BI INTEGRATION & EMBEDDED ANALYTICS
Bring Analytics Into Business Workflows.
Connect Power BI with suitable business systems, Microsoft platforms, databases and applications so reporting becomes part of how teams access, understand and use business information.
Discuss Your Power BI Integration
01
Connected Reporting
Bring reporting closer to the systems teams already use.
02
Embedded Analytics
Surface suitable Power BI experiences within applications.
03
Microsoft Integration
Connect analytics with suitable Microsoft business platforms.
04
Business Context
Put relevant reporting closer to operational workflows.
01
Overview
ANALYTICS WHERE BUSINESS HAPPENS
A dashboard becomes more useful when it fits the way people work.
Business intelligence does not always need to live as a completely separate reporting destination. Depending on the environment, Power BI reports can be connected with suitable business applications and Microsoft platforms.
Incodiv Tech helps businesses plan Power BI integration across data sources, applications, SharePoint, Microsoft Teams, Power Platform and custom business systems.
We focus on the wider reporting architecture: where the data comes from, how it is modeled, where reports are consumed, who requires access and how the reporting experience fits the surrounding business process.
02
Capabilities
POWER BI INTEGRATION SERVICES
Connect reporting with your wider business environment.
Embedded Analytics
Plan suitable embedded reporting experiences within supported applications and portals.
Microsoft 365 Integration
Connect suitable reporting experiences with the broader Microsoft work environment.
Microsoft Teams Integration
Make relevant reports easier for teams to access within supported Teams experiences.
SharePoint Integration
Bring suitable reporting into SharePoint-based business and intranet experiences.
Dataverse Integration
Build reporting around suitable Dataverse business data and analytical requirements.
Power Apps Reporting
Connect operational Power Apps data and suitable reporting experiences with Power BI.
Database Integration
Build reporting connections around suitable SQL and other supported data environments.
ERP & CRM Reporting
Connect suitable ERP, CRM and operational data with management reporting requirements.
Custom Application Integration
Plan reporting integration around suitable custom web and business applications.
API-Based Data Integration
Use suitable supported APIs to bring external business information into reporting.
Existing Integration Improvement
Review current Power BI integration architecture and identify practical improvements.
03
Business Challenges
REPORTING SHOULD NOT FEEL DISCONNECTED
Business data and business reporting often live too far apart.
01
Reports Live Separately
Users may need to leave their normal workflow and search for separate reporting files or tools.
02
Data Is Spread Across Systems
Important information may exist across databases, applications, spreadsheets and Microsoft platforms.
03
Operational & Reporting Views Differ
Teams may use one application for daily work and another disconnected process for management reporting.
04
Manual Data Movement
Users may repeatedly export data from business systems before preparing reports elsewhere.
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Limited Reporting Context
A standalone report may be harder to use when it is separated from the underlying business process.
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Fragmented User Experience
Different tools and reporting locations can make analytics harder to discover and use.
04
Integration Model
CONNECT THE REPORTING EXPERIENCE
From business data to analytics in context.
01
Data
Business systems, files and databases.
02
Prepare
Connect, clean and transform suitable data.
03
Model
Structure relationships, measures and KPIs.
04
Analyze
Build Power BI reporting experiences.
05
Integrate
Surface suitable analytics in the business context.
05
Embedded Analytics
REPORTING INSIDE DIGITAL EXPERIENCES
Bring suitable analytics closer to application users.
Embedded analytics can provide reporting within supported applications or digital experiences rather than requiring every user journey to begin from a separate report location.
The appropriate architecture depends on the application, users, authentication model, Power BI environment, capacity and licensing requirements.
Internal Applications
Bring suitable reporting into internal business application experiences.
Business Portals
Plan analytics within suitable portal-based user experiences.
Operational Systems
Connect management insight with operational business workflows.
Management Experiences
Provide relevant dashboards within suitable management interfaces.
06
SharePoint
POWER BI + SHAREPOINT
Bring reporting into your digital workplace.
Where appropriate, Power BI reporting can form part of SharePoint-based intranets, departmental portals and business information experiences.
01
Management Portals
Provide relevant business reporting within management-focused SharePoint experiences.
02
Department Dashboards
Bring departmental reporting closer to related documents, information and resources.
03
Operational Reporting
Surface suitable operational insight within business collaboration environments.
04
Intranet Analytics
Provide selected reports through suitable internal communication and information experiences.
07
Microsoft Teams
POWER BI + MICROSOFT TEAMS
Make relevant analytics easier for teams to reach.
For organizations already working in Microsoft Teams, suitable Power BI reports can be made available closer to team collaboration and departmental workflows.
TEAM
Management
PERFORMANCE DASHBOARD
SALES
—
OPERATIONS
—
FINANCE
—
08
Power Platform
POWER BI + POWER APPS + DATAVERSE
Connect operational applications with management reporting.
Power Apps and Dataverse can support operational processes while Power BI provides suitable analytical views of the underlying business data.
OPERATIONS
Power Apps
Users perform business processes and capture data.
BUSINESS DATA
Dataverse
Suitable structured data supports the application.
ANALYTICS
Power BI
Reporting translates suitable data into management insight.
09
Business Applications
REPORTING ACROSS BUSINESS SYSTEMS
Connect operational systems with decision-focused reporting.
ERP Systems
Finance, procurement, inventory and operational reporting.
CRM Systems
Customer, sales, pipeline and activity reporting.
POS Systems
Sales, products, locations and transaction analytics.
Inventory Systems
Stock, warehouse, movement and product analytics.
HR Systems
Workforce, attendance and organizational reporting.
Finance Systems
Financial performance, balances and management reporting.
Travel Systems
Bookings, customers, suppliers and operational analytics.
Custom Software
Reporting around suitable custom business application data.
10
Data Sources
CONNECT SUITABLE BUSINESS DATA
Build reporting around the data your business uses.
Excel
CSV
SQL Server
MySQL
SharePoint
Dataverse
ERP
CRM
POS
REST APIs
Cloud Sources
Business Apps
Connection availability and implementation approach depend on the source platform, supported connectors or APIs, permissions and the selected Power BI architecture.
11
Architecture
PLAN BEFORE EMBEDDING
Embedded analytics requires more than placing a report on a page.
The implementation should consider the intended audience, application architecture, data model, identity and access approach, report ownership and the applicable Microsoft environment.
01
Users
Identify who will consume the reporting experience.
02
Application
Understand where analytics needs to be surfaced.
03
Identity
Determine the appropriate authentication and access model.
04
Power BI
Plan workspaces, reports and the reporting environment.
05
Data
Define suitable source, model and refresh architecture.
06
Operations
Plan ownership, support and future reporting changes.
12
Access
REPORTING FOR THE RIGHT AUDIENCE
Plan access around how reporting will be consumed.
Power BI integration should consider who needs to view reports, whether the audience is internal or external, how users authenticate and what information different audiences should access.
Internal Users
Employees and teams consuming reporting within the organization.
Management
Leadership-focused reporting and consolidated KPI views.
Departments
Reporting experiences aligned with departmental responsibilities.
External Scenarios
Where appropriate, assess supported architecture for external audiences.
13
Access Considerations
REPORTING ACCESS SHOULD BE PLANNED
Integration should respect the surrounding access model.
Power BI integration may involve multiple layers of access across source systems, workspaces, reports, applications and users. These should be considered as part of the solution design.
01
Source system permissions
02
Power BI workspace access
03
Report audience requirements
04
Application authentication
05
Data visibility requirements
06
Ownership & maintenance
The exact access and security configuration depends on the organization's Microsoft environment, identity setup, data sources, application architecture and applicable licensing.
14
Refresh
KEEP REPORTING CONNECTED TO THE SOURCE
Plan how integrated reports receive updated information.
SOURCE
Business Data
CONNECTION
Data Access
MODEL
Power BI
EXPERIENCE
Report / App
Refresh behavior depends on the selected source, connection mode, cloud or on-premises environment, gateway requirements where applicable, Power BI configuration and licensing.
15
Use Cases
WHERE INTEGRATED ANALYTICS CAN HELP
Put relevant reporting closer to business activity.
01
Management Portal
Consolidated business dashboards within suitable management portal experiences.
02
Department Reporting
Relevant analytics within department-focused collaboration environments.
03
Operations System
Operational reporting connected with suitable business application workflows.
04
Sales Application
Sales and customer analytics closer to suitable commercial workflows.
05
Inventory Management
Stock and supply chain reporting alongside operational inventory information.
06
Business Portal
Embedded reporting for suitable internal or supported external portal scenarios.
16
Technology
MICROSOFT, DATA & APPLICATION TECHNOLOGY
Technology across analytics and integration.
Power BI
Power Query
DAX
Power Apps
Power Automate
Dataverse
SharePoint Online
Microsoft Teams
Microsoft 365
SQL Server
T-SQL
MySQL
REST APIs
Custom Applications
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Our Process
FROM REPORT TO INTEGRATED EXPERIENCE
Design integration around business and technical context.
01
Discover
Understand reporting users, systems and business workflows.
02
Assess
Review data sources, applications and environment.
03
Architect
Define suitable reporting and integration architecture.
04
Build
Develop the reporting and integration experience.
05
Validate
Review data, access and user experience.
06
Improve
Refine reporting as business requirements evolve.
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Why Incodiv
ANALYTICS + APPLICATIONS + MICROSOFT
Integration needs more than dashboard design.
Incodiv Tech works across Power BI, SQL, Microsoft Power Platform, SharePoint, Dataverse and custom business applications.
This allows us to approach Power BI integration from both the reporting side and the surrounding business application environment.
01
Power BI dashboard development
02
Power Platform experience
03
SharePoint & Microsoft 365
04
SQL & data integration
05
Custom application development
06
Business-focused reporting
19
Related Services
BUILD THE COMPLETE REPORTING ENVIRONMENT
Connect integration with your wider analytics strategy.
20
FAQ
COMMON QUESTIONS
Power BI integration and embedded analytics.
What is Power BI integration? +
Power BI integration connects reporting with suitable data sources, business systems, Microsoft platforms or applications so analytics can fit more naturally within the wider business environment.
What is Power BI embedded analytics? +
Embedded analytics generally refers to presenting suitable Power BI reporting within another supported application or digital experience. The implementation approach depends on the audience, architecture and Microsoft environment.
Can Power BI be integrated with SharePoint? +
Suitable Power BI reporting can be used alongside SharePoint experiences. The exact setup depends on the SharePoint, Power BI and user access configuration.
Can Power BI reports be used in Microsoft Teams? +
Power BI can support suitable reporting experiences within Microsoft Teams, subject to the organization's Microsoft configuration, permissions and licensing.
Can Power BI connect with Power Apps and Dataverse? +
Yes, suitable Power Platform architectures can connect operational Power Apps and Dataverse data with Power BI reporting. The exact approach depends on the solution design and environment.
Can Power BI integrate with our custom software? +
Potentially. The available approach depends on the application's architecture, data storage, APIs, authentication, permissions and the intended reporting experience.
Can Power BI connect to SQL databases? +
Power BI can work with suitable database environments including SQL Server. The reporting architecture should consider data structure, access, performance, refresh and security requirements.
Do embedded Power BI reports require licensing? +
Licensing requirements depend on the embedding scenario, audience, capacity model and Microsoft product configuration. These requirements should be reviewed for the intended implementation rather than assumed from the dashboard design alone.
Can you improve an existing Power BI integration? +
Yes. Existing implementations can be reviewed across data connections, report structure, user experience, application integration, refresh and maintainability to identify practical improvements.
BRING ANALYTICS CLOSER TO THE BUSINESS
Connect Power BI with the systems your teams already use.
Tell us where your data lives, how your teams work and where reporting needs to be consumed. We can help assess a suitable Power BI integration approach.
Discuss Your Power BI Integration