OnePlan

Step 6: Complete Power BI setup actions (optional, but recommended)

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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

Please have your O365/M365 Admin, Please create the following accounts:

svc-PowerBI@<yourdomain>.com or @<yourorganization>.onmicrosoft.com

These accounts shall be setup as Cloud Only. Assign the Microsoft Power BI Pro license

Note

A password is required for each service account.

Decription

Minimum License(s)

Permissions

Reporting Service Account

Microsoft Power BI Pro

Reporting Workspace Owner

Decription

Minimum License(s)

Permissions

Reporting Service Account

Microsoft Power BI Pro

Reporting Workspace Owner

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.

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