OnePlan Microsoft Power BI Requirements

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OnePlan provides a preconfigured Power BI Report Pack to gain insights through dashboards & visualizations.  This is a recommended application to provide a rich reporting experience.  The pre-requisites for deploying the OnePlan Power BI Report Pack include the following:

  1. Office 365 Tenant
  2. PowerBI Professional License(s)
  3. Power BI Reporting Workspace
  4. Power BI Reporting Service Account with appropriate licenses
Decription Minimum License(s) Permissions
Reporting Service Account Microsoft Power BI Pro
Reporting Workspace Owner

If your solution also requires reporting on data from PowerApps or Dataverse, the reporting service account will require a PowerApps Plan 2 license with administrator access.

Creating a Reporting Service Account

The OnePlan Power BI Report Pack will utilize a service account (set of credentials).  

1.  Navigate to the Global Admin Portal.

2.  Navigate to Users > Active Users and select the + button.

3.  Enter account details.

4.  Ensure the account is allocated with Power BI Pro License.
** If using PowerApps in solution architecture, the account will also need access to Microsoft PowerApps Plan 2.

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