# Home

Welcome to the Power Embedded documentation, where you will get to know the solution better, understand how the portal works, and clear up many of your questions.

O Power Embedded is a web portal, in the form of SaaS (Software as a Service), which **uses a Fabric or Power BI Embedded capacity license to access the official Power BI APIs and display the reports published on app.powerbi.com in this portal** 100% customized with your company's visual identity.

Access to reports is made via API through capacity licensing, and **the user who only views the reports will not need to access the address app.powerbi.com, nor will they require a Power BI Pro license or even a Power BI account**, as they can access Power Embedded using their corporate email or even personal emails (Gmail, Yahoo)

By utilizing capacity-based licensing instead of per-user, Power Embedded allows your company to no longer require dozens/hundreds of Power BI Pro licenses solely for users who need to publish reports or access app.powerbi.com for configuring gateways, data updates, etc. Therefore, \*\*Power Embedded can reduce the deployment and maintenance costs of Power BI by up to 90%.

### Main documentations

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>What is Power Embedded</strong></td><td>A product summary</td><td><a href="/files/T9jYA9CXrlJ8S4KGszKv">/files/T9jYA9CXrlJ8S4KGszKv</a></td><td></td><td><a href="/pages/tmYgrwn4SK2uJfcHA0uf">/pages/tmYgrwn4SK2uJfcHA0uf</a></td></tr><tr><td><strong>Schedule a presentation</strong></td><td>Meet our sales team</td><td><a href="/files/tKZjhSWdQlDMirMvhkki">/files/tKZjhSWdQlDMirMvhkki</a></td><td></td><td><a href="https://powerembedded.com.br/apresentacao">https://powerembedded.com.br/apresentacao</a></td></tr><tr><td><strong>Schedule setup</strong></td><td>Start our 30 days free trial</td><td><a href="/files/QFjxwFjnTfnpU0UPONba">/files/QFjxwFjnTfnpU0UPONba</a></td><td></td><td><a href="https://powerembedded.com.br/instalacao">https://powerembedded.com.br/instalacao</a></td></tr><tr><td><strong>Sales presentation</strong></td><td>Summary of the main specs</td><td><a href="/files/Lu1RJg0Xa76RfcjZTzMs">/files/Lu1RJg0Xa76RfcjZTzMs</a></td><td></td><td><a href="https://powerembedded.com.br/apresentacao-comercial">https://powerembedded.com.br/apresentacao-comercial</a></td></tr><tr><td><strong>FAQ</strong></td><td>Frequently asked questions</td><td><a href="/files/WyvMkrdkkzGtCZN4zcXr">/files/WyvMkrdkkzGtCZN4zcXr</a></td><td></td><td><a href="/pages/YPrEyFjI98rJiExMW2rU">/pages/YPrEyFjI98rJiExMW2rU</a></td></tr><tr><td><strong>Pricing calculator</strong></td><td>How much is this product</td><td><a href="/files/qML3cQVRML6H2XWPdDd1">/files/qML3cQVRML6H2XWPdDd1</a></td><td></td><td><a href="https://powerembedded.com.br/calculator">https://powerembedded.com.br/calculator</a></td></tr><tr><td><strong>Getting started</strong></td><td>First steps guide</td><td><a href="/files/svfE7OhRJCSxvHXYBwUr">/files/svfE7OhRJCSxvHXYBwUr</a></td><td></td><td><a href="/pages/jL7sSHH74ccttoOu5iur">/pages/jL7sSHH74ccttoOu5iur</a></td></tr><tr><td><strong>Admin portal</strong></td><td>How to manage the portal</td><td><a href="/files/8MSRBUY7JGDpfOF2rkOK">/files/8MSRBUY7JGDpfOF2rkOK</a></td><td></td><td><a href="/pages/hmeQolNSi7hYNSKhcC6N">/pages/hmeQolNSi7hYNSKhcC6N</a></td></tr><tr><td><strong>Visualization portal</strong></td><td>How to manage portal UI</td><td><a href="/files/kR9IdH5pD1erJ5z25k8D">/files/kR9IdH5pD1erJ5z25k8D</a></td><td></td><td><a href="/pages/PdafT7vsBSmMx9Op55bF">/pages/PdafT7vsBSmMx9Op55bF</a></td></tr></tbody></table>


# What is Power Embedded

O Power Embedded is a web portal in the SaaS (Software as a Service) format that **uses a capacity license from Fabric or Power BI Embedded to access the official Power BI APIs and display the reports published on app.powerbi.com in this portal,** 100% customized with your company's visual identity.

Access to the reports is done via API through capacity licensing. **A user who only views the reports will not need to access app.powerbi.com, and they will not require a Power BI Pro license or even a Power BI account**, as they can access Power Embedded using their corporate email or even personal emails (Gmail,

Power Embedded uses capacity-based licensing rather than per-user licensing. This means your company won't need dozens or hundreds of Power BI Pro licenses, just for users who need to publish reports or access app.powerbi.com for gateway configuration, data updates, etc. As a result, \*\*Power Embedded can reduce the cost of implementing and maintaining Power BI by up to 90%.

In addition to cost reduction, the Power Embedded solution offers

* Possibility to **share reports with external users** without needing to add them in Azure AD.
* User authentication integrated with Microsoft (Entra ID) and Google or through the system itself, supporting any email, even personal emails (Gmail, Yahoo, Bol, etc).
* **Import and synchronization of users and groups from Entra ID**, allowing the system to create/delete users according to changes in their Entra ID group.
* **Generative artificial intelligence** (Power Pilot), enabling natural language queries to dynamically generate tables, charts, and analyses from your data.
* **APIs** to automate any administrative action and integrate with your system.
* Possibility to display Power BI reports in your system seamlessly, without any visual identity from the system and without requiring the user to log in again (Single Sign-On)
* **White-label** (fully customized with your company's and your clients' visual identity)
* **Multi-language** (currently supporting 6 languages)\
  Users can edit and create reports via the web, if granted this permission, without needing a Pro account or Power BI Desktop.
* **TV Mode** (reports automatically cycling natively, without the need for extensions or a PC)
* **Dynamic templates** (the same report connected to different models based on the user)
* **Report subscription** to schedule recurring email delivery.
* **Export data from visuals** (CSV and Excel) **and pages** (PDF, Image, and PowerPoint).
* Everything is managed by you through the admin area: permissions, access, RLS, users, audits, and much more.
* **Support for RLS**, permissions by user or group.
* **Various audit reports**, such as login audit, permission audit (including RLS), report access audit, capacity audits, usage metrics, and many more.
* And much more!

\
In addition to cost reduction and all the benefits mentioned above, all your workspaces will become **PREMIUM**, unlocking features in the Power BI service that are not available with Pro accounts:

* Up to **48 data refreshes per day**
* Datasets larger than **1 GB**
* **Datamarts** (SQL Endpoint)
* **Hybrid tables** (DirectQuery + Import in the same table, with real-time data)
* Native **versioning with GIT** for reports and models
* **Deployment pipelines** (automatically create multiple environments using DevOps)
* Incremental refresh for **Dataflows**
* Support for **XMLA Endpoint** (Allows external tools like Tabular Editor to access and/or modify your published data model. This is widely used for automatic model creation and task automation).

**All these features are available even when accessing the workspace with a Pro account.**

### Main documentations

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>What is Power Embedded</strong></td><td>A product summary</td><td><a href="/files/T9jYA9CXrlJ8S4KGszKv">/files/T9jYA9CXrlJ8S4KGszKv</a></td><td></td><td><a href="/pages/tmYgrwn4SK2uJfcHA0uf">/pages/tmYgrwn4SK2uJfcHA0uf</a></td></tr><tr><td><strong>Schedule a presentation</strong></td><td>Meet our sales team</td><td><a href="/files/tKZjhSWdQlDMirMvhkki">/files/tKZjhSWdQlDMirMvhkki</a></td><td></td><td><a href="https://powerembedded.com.br/apresentacao">https://powerembedded.com.br/apresentacao</a></td></tr><tr><td><strong>Schedule setup</strong></td><td>Start our 30 days free trial</td><td><a href="/files/QFjxwFjnTfnpU0UPONba">/files/QFjxwFjnTfnpU0UPONba</a></td><td></td><td><a href="https://powerembedded.com.br/instalacao">https://powerembedded.com.br/instalacao</a></td></tr><tr><td><strong>Sales presentation</strong></td><td>Summary of the main specs</td><td><a href="/files/Lu1RJg0Xa76RfcjZTzMs">/files/Lu1RJg0Xa76RfcjZTzMs</a></td><td></td><td><a href="https://powerembedded.com.br/apresentacao-comercial">https://powerembedded.com.br/apresentacao-comercial</a></td></tr><tr><td><strong>FAQ</strong></td><td>Frequently asked questions</td><td><a href="/files/WyvMkrdkkzGtCZN4zcXr">/files/WyvMkrdkkzGtCZN4zcXr</a></td><td></td><td><a href="/pages/YPrEyFjI98rJiExMW2rU">/pages/YPrEyFjI98rJiExMW2rU</a></td></tr><tr><td><strong>Pricing calculator</strong></td><td>How much is this product</td><td><a href="/files/qML3cQVRML6H2XWPdDd1">/files/qML3cQVRML6H2XWPdDd1</a></td><td></td><td><a href="https://powerembedded.com.br/calculator">https://powerembedded.com.br/calculator</a></td></tr><tr><td><strong>Getting started</strong></td><td>First steps guide</td><td><a href="/files/svfE7OhRJCSxvHXYBwUr">/files/svfE7OhRJCSxvHXYBwUr</a></td><td></td><td><a href="/pages/jL7sSHH74ccttoOu5iur">/pages/jL7sSHH74ccttoOu5iur</a></td></tr><tr><td><strong>Admin portal</strong></td><td>How to manage the portal</td><td><a href="/files/8MSRBUY7JGDpfOF2rkOK">/files/8MSRBUY7JGDpfOF2rkOK</a></td><td></td><td><a href="/pages/hmeQolNSi7hYNSKhcC6N">/pages/hmeQolNSi7hYNSKhcC6N</a></td></tr><tr><td><strong>Visualization portal</strong></td><td>How to manage portal UI</td><td><a href="/files/kR9IdH5pD1erJ5z25k8D">/files/kR9IdH5pD1erJ5z25k8D</a></td><td></td><td><a href="/pages/PdafT7vsBSmMx9Op55bF">/pages/PdafT7vsBSmMx9Op55bF</a></td></tr></tbody></table>


# How much does Power Embedded cost?

## **Value of Power Embedded - SaaS Model (Software as a Service)**

To get access to Power Embedded and start saving on Power BI licensing, you only need to make 3 investments, 2 of which are monthly and 1 of which is a one-off payment:

\
**One-off investment**

* $300.00 USD for installation and initial configuration of the environment + support.

**Monthly investments**

* From R$ 427,54 for capacity licensing, depending on your needs.
* $1.50 USD per user you create in the system\*.

{% hint style="info" %}
To access the calculator and generate a quote, visit the [Calculator](https://powerembedded.com.br/calculator) page.
{% endhint %}

## Value of Power Embedded - PaaS model (Platform as a Service)

For customers who have more than 1,500 users or for some reason, such as LGPD, need the application's resources to be under their management, **there is another billing model, in the PaaS format, which is a monthly subscription without charging users.**

In this format, the Power Tuning team installs Power Embedded in the customer's Azure subscription and will charge the monthly fee of $999.00 USD regardless of the number of users, more or less, and the management of the resources is the customer's responsibility.

In the PaaS model, the client will bear the infrastructure costs necessary for Power Embedded to work (approximately $360.00 USD), and will have full management over the application and database resources, being able to scale freely as required.

## Capacity value

Estimated values for Fabric and Power BI Embedded capacities (258h = 12h per day x 5 days a week):

<figure><img src="/files/H0HzW6sfeygoPI8mXdey" alt=""><figcaption></figcaption></figure>


# How to start the 30-day free trial

If you have already read the Power Embedded documentation or scheduled a presentation and are interested in testing the platform for free for 30 days at no cost, you can schedule to start testing the system.

To schedule the installation of Power Embedded and start the 30-day trial period, please use the link below:\
[https://powerembedded.com.br/instalacao](https://powerembedded.com.br/installation)

In order for the installation to be successful, it is necessary to have someone present who is an administrator of the Azure portal (<https://portal.azure.com/>) and someone who can access the Power BI tenant settings (<https://app.powerbi.com/admin-portal/tenantSettings>).

<figure><img src="/files/uwK3qG7DgqEeSKPmizTZ" alt=""><figcaption></figcaption></figure>

With regard to the permissions required for the installation, here are the activities that we will carry out in Azure AD (someone with the “Azure Global Administrator” permission must carry them out):

* Create an application in AD (Access the application registrations screen).
* Create a new group in AD
* Add this user to this group
* Create the Power BI Embedded or Fabric resource from Azure **(optional if using the Fabric Trial**)
* Add the newly created Service Principal in the “Contributor” role in the created resource **(optional if using the Fabric Trial)**
* Add the newly created Service Principal as “Power BI Capacity Administrator” of the created resource **(optional if using the Fabric Trial)**
* Log in to the Power Embedded administrative area ([admin.powerembedded.com.br](https://admin.powerembedded.com.br/)), authorize the App in your organization (a pop-up will open on first access asking for consent) and create the first users with an Administrator profile
* Log in to the Power Embedded viewing portal ([relatorios.powerembedded.com.br](https://relatorios.powerembedded.com.br/)) and authorize the App in your organization (a pop-up will open on first access asking for consent).

Here are the activities that we are going to carry out in the Power BI Administration portal (someone with “Fabric Administrator” permission must carry them out):

* Enable the settings below and allow the AD group created to use these settings:
  1. Insert content into applications
  2. Service entities can use Fabric APIs
  3. Service entities can access read-only administrator APIs
  4. Enhance responses from admin APIs with detailed metadata
  5. Allow XMLA endpoints and parsing in Excel with local semantic models
* Associate workspaces with the contracted capacity or trial resource (or create new workspaces to migrate in parallel)
* Add the AD group created as administrator of the workspaces

{% hint style="info" %}
For the installation process, go to the [Power Embedded Installation page.](https://docs.powerembedded.com.br/technical-documentation/instalacao)
{% endhint %}


# Dedicated capacities

### Fabric? Power BI Embedded? What are they?

Capabilities are Power BI resources that license the Power Embedded solution from Microsoft and allow you to use the API's, legally and unlimitedly, to insert the reports published in the system and not need a license to view the reports.

Without a contracted capacity, using a Pro or PPU account, you have a limited number of tokens for inserting reports. After a while, this limit is reached and Power BI no longer allows you to insert reports and Power Embedded would stop working. **For this reason, it is mandatory to have a contracted capacity in order to use Power Embedded.**

{% hint style="warning" %}
If someone tries to access the report outside of these times, the report will not open or update the data, as an error message will be displayed stating that the capacity is disconnected.

Power Embedded, when configured, can automatically turn on the capacity to allow them to view the reports and will automatically turn it off after a period of inactivity (defined by you).
{% endhint %}

Types of capacity (all are supported by Power Embedded):

* Fabric: Newer, more flexible, more features and can start cheaper.
* Power BI Embedded: More stable, reliable and can be cheaper on a pay-per-use basis, depending on region and size.
* Premium by Capacity: Capacity that has been discontinued and the initial cost is 32.000 per month.

Observations:

* Capacities are contracted directly with Microsoft (or a partner) through Azure.
* Having a capacity is a requirement for Power Embedded to work.
* Microsoft gives Fabric a 60-day free trial.

### How it's billed

The Embedded capacity charge is calculated on a per-second basis by Microsoft and converted to an hourly rate to generate the final charge, and our system allows you to define the time periods, by day of the week, that the system will be on and outside of these hours, the system itself automatically turns off the capacity.

### How to estimate the ideal capacity

To define the most suitable Power BI Embedded or Microsoft Fabric capacity for your scenario, you can send us the quantity and size of each Power BI dataset that will be imported into the platform to get an estimate of which capacity is most suitable for your scenario, but it would take a lot of work to do this survey and it would only be an estimate, as there are several other factors that influence the use of capacity beyond just size.

The best way to make this estimate would be to use Microsoft Fabric's 60-day free trial, where we can run the entire PoC for free, making sure that the current reports are updated and processed using this free trial capacity (F64).

As soon as the workspace is changed to use the Fabric capacity, Power BI starts collecting data and statistics on the actual use of this capacity.

Using the “[Fabric Capacity Usage Metrics](https://appsource.microsoft.com/en-us/product/power-bi/pbi_pcmm.microsoftpremiumfabricpreviewreport)” report, provided by Microsoft itself, you can identify much more precisely what capacity your environment needs.

If you are already a Power Embedded customer, you will have FREE access to the Capacity Analysis with Microsoft Fabric course.

{% embed url="<https://cursos.powertuning.com.br/course/microsoft-fabric-analise-de-capacidade>" %}

{% hint style="info" %}
If you are interested in having free access to the course, please contact the support team, enter your email address and request access.

**Note:** Only available to customers after the free trial period.
{% endhint %}


# System architecture document

{% embed url="<https://powerembedded.com.br/arquitetura>" %}


# Schedule a meeting

We offer different types of meetings to help you succeed with Power Embedded. Choose the option that best fits your needs:

## 1. Product Presentation

**Duration:** 30 minutes

Ideal for organizations evaluating Power Embedded. Our team will:

* Show how Power Embedded works
* Demonstrate key features
* Explain the benefits for your business
* Answer initial questions

**Best for:** Decision-makers, product evaluators

## 2. Installation and Setup

**Duration:** 1 hour

Get Power Embedded installed and configured in your environment. We'll:

* Verify technical prerequisites
* Guide through the installation process
* Configure your first workspace
* Set up initial users and permissions

**Best for:** Technical teams, administrators

## 3. Technical Support Session

**Duration:** 1 hour

Resolve specific technical issues or questions:

* Troubleshoot problems
* Configure complex scenarios
* Optimize performance
* Review best practices

**Best for:** Technical support teams, system administrators

## 4. Capacity Analysis and Planning

**Duration:** 1-2 hours

Analyze your Fabric/Power BI capacity usage and create an optimization plan:

* Review current capacity utilization
* Identify optimization opportunities
* Plan capacity upgrades if needed
* Discuss cost optimization strategies

**Best for:** IT departments, capacity managers, cost optimization teams

## How to Schedule

1. Visit [powerembedded.com.br/reuniao-suporte](https://powerembedded.com.br/reuniao-suporte)
2. Select your preferred meeting type
3. Choose an available time slot
4. Confirm your booking

A calendar invitation will be sent to your email with the meeting link.

## Preparation

Before your meeting, have ready:

* Azure subscription ID (for installation meetings)
* Specific questions or issues you want to address
* Screenshots or error messages if troubleshooting

## Support Hours

Meetings are available:

* **Monday - Friday:** 9 AM - 5 PM (Brazil Standard Time - BRT)
* **Holidays:** We respect Brazilian and international holidays

## Need Urgent Help?

For urgent technical issues:

1. Check our [FAQ](/faq)
2. Review the [Common Issues](/reports-portal/most-common-issues) section
3. Contact support: <support@powerembedded.com.br>

We're here to help you succeed with Power Embedded!


# Frequently asked questions

### 1. General Questions

<table data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td>How do the Power Embedded savings work?</td><td></td><td></td><td><a href="/pages/2h47LLrD8u2s4foQ8y1F">/pages/2h47LLrD8u2s4foQ8y1F</a></td><td><a href="/files/cNEOKeTyMZsyjCdEDsOe">/files/cNEOKeTyMZsyjCdEDsOe</a></td></tr><tr><td>How many users does Power Embedded benefit my company?</td><td></td><td></td><td><a href="/pages/7it61hknGqHzHVFysOQV">/pages/7it61hknGqHzHVFysOQV</a></td><td><a href="/files/xEHJ4qvWSqvMPlh2CmPV">/files/xEHJ4qvWSqvMPlh2CmPV</a></td></tr><tr><td>Does Microsoft allow the use of Power Embedded? Is it really allowed?</td><td></td><td></td><td><a href="/pages/fCAgv2JRdDJLpWct8BQE">/pages/fCAgv2JRdDJLpWct8BQE</a></td><td><a href="/files/dMAyetIzvkOmZralBpMe">/files/dMAyetIzvkOmZralBpMe</a></td></tr><tr><td>What do I need to use Power Embedded?</td><td></td><td></td><td><a href="/pages/CmRNXCjs4l8xbyc8xoSc">/pages/CmRNXCjs4l8xbyc8xoSc</a></td><td><a href="/files/KUg62xPkH21QKv2It8o9">/files/KUg62xPkH21QKv2It8o9</a></td></tr><tr><td>Is it possible to test or PoC Power Embedded?</td><td></td><td></td><td><a href="/pages/Lte6OQrYTVxw2p9g6SDE">/pages/Lte6OQrYTVxw2p9g6SDE</a></td><td><a href="/files/HzbPOQgvjXqDFB3PNwWv">/files/HzbPOQgvjXqDFB3PNwWv</a></td></tr><tr><td>Do I need to use the Power Tuning portal? Can't I use Microsoft's?</td><td></td><td></td><td><a href="/pages/H5fKJfVQPSeXxGA5K3qM">/pages/H5fKJfVQPSeXxGA5K3qM</a></td><td><a href="/files/TgY21J7Qd9AXvZVmCTlo">/files/TgY21J7Qd9AXvZVmCTlo</a></td></tr><tr><td>How long will it take to get Power Embedded in my company?</td><td></td><td></td><td><a href="/pages/QNaIYEdecdFGikMtFfDJ">/pages/QNaIYEdecdFGikMtFfDJ</a></td><td><a href="/files/RF3MD5IXzNF8ydOev9Es">/files/RF3MD5IXzNF8ydOev9Es</a></td></tr><tr><td>Will my users be able to access the reports using mobile devices?</td><td></td><td></td><td><a href="/pages/qzBxE9FaQaNnayqPV2pi">/pages/qzBxE9FaQaNnayqPV2pi</a></td><td><a href="/files/F8sZvTQlUlRE9qH5oEux">/files/F8sZvTQlUlRE9qH5oEux</a></td></tr></tbody></table>

### 2. Price and Licensing

<table data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td>How much does Power Embedded cost?</td><td></td><td></td><td><a href="/pages/9UzthBwbUNVNouJrBrHQ">/pages/9UzthBwbUNVNouJrBrHQ</a></td><td><a href="/files/LHpg2pdYHSSK6SoYefH5">/files/LHpg2pdYHSSK6SoYefH5</a></td></tr><tr><td>Can I use Power BI Pro or Premium per User to Embed?</td><td></td><td></td><td><a href="/pages/JVYqofnzid0M1sYS9qJc">/pages/JVYqofnzid0M1sYS9qJc</a></td><td><a href="/files/gMIeHpAmzQw90Q7J3i4a">/files/gMIeHpAmzQw90Q7J3i4a</a></td></tr><tr><td>Do I still need a Power BI Pro license, even with Embedded?</td><td></td><td></td><td><a href="/pages/U22BmoFdhRZJ4r0mHVXw">/pages/U22BmoFdhRZJ4r0mHVXw</a></td><td><a href="/files/XkrxIJGkDwbEQJL4vvZ5">/files/XkrxIJGkDwbEQJL4vvZ5</a></td></tr><tr><td>Can't I share the reports without paying for a license?</td><td></td><td></td><td><a href="/pages/l7mRrRth5sEErdtkV7Uh">/pages/l7mRrRth5sEErdtkV7Uh</a></td><td><a href="/files/xQnekAdTqFl0HwXnHAUa">/files/xQnekAdTqFl0HwXnHAUa</a></td></tr></tbody></table>

### 3. Dedicated capacities

<table data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td>Fabric? Power BI Embedded? What are these capabilities?</td><td></td><td></td><td><a href="/pages/Yi82ku36EFBMfMidFkLK">/pages/Yi82ku36EFBMfMidFkLK</a></td><td><a href="/files/GPkb6JtdVoa9RwmF78AF">/files/GPkb6JtdVoa9RwmF78AF</a></td></tr><tr><td>While capacity is paused, no one can access the reports?</td><td></td><td></td><td><a href="/pages/5yyh5owNJtbny2GKQh8T">/pages/5yyh5owNJtbny2GKQh8T</a></td><td><a href="/files/jJ3FCXPaJTSDPlA1bKFX">/files/jJ3FCXPaJTSDPlA1bKFX</a></td></tr><tr><td>What are 24x7, 14x6 and 12x5?</td><td></td><td></td><td><a href="/pages/wUSljsgh12UkJRr5RCLz">/pages/wUSljsgh12UkJRr5RCLz</a></td><td><a href="/files/HRY2koJCQSw1YvopBi9P">/files/HRY2koJCQSw1YvopBi9P</a></td></tr><tr><td>My company already has Power BI Premium. Do I need to purchase Embedded?</td><td></td><td></td><td><a href="/pages/a8C33afwGElVRA4EYeX2">/pages/a8C33afwGElVRA4EYeX2</a></td><td><a href="/files/N8fDmqwxma8znjvjbMcn">/files/N8fDmqwxma8znjvjbMcn</a></td></tr><tr><td>A competitor was able to get a much lower Embedded price.</td><td></td><td></td><td><a href="/pages/E8PXZfl2YPK6rdcXfOhV">/pages/E8PXZfl2YPK6rdcXfOhV</a></td><td><a href="/files/cInLv2rop272YPaWxd7h">/files/cInLv2rop272YPaWxd7h</a></td></tr><tr><td>I don't have an Azure account to contract the capacity.</td><td></td><td></td><td><a href="/pages/ZIojohHsaztDx81sRkdX">/pages/ZIojohHsaztDx81sRkdX</a></td><td><a href="/files/IJf682EYgDlIySe3PQjn">/files/IJf682EYgDlIySe3PQjn</a></td></tr></tbody></table>

### 4. Technical Questions

<table data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td>How does Power Embedded work internally?</td><td></td><td></td><td><a href="/pages/7BVPsCBULOS7M8sg0VeG">/pages/7BVPsCBULOS7M8sg0VeG</a></td><td><a href="/files/OZoJcxge4G2odJDHbcY1">/files/OZoJcxge4G2odJDHbcY1</a></td></tr><tr><td>Power Embedded's internal security</td><td></td><td></td><td><a href="/pages/A270NuJIOfugj9hSY4g2">/pages/A270NuJIOfugj9hSY4g2</a></td><td><a href="/files/xnuPF7q05q4xPGByoBmc">/files/xnuPF7q05q4xPGByoBmc</a></td></tr><tr><td>Privacy controls and LGPD</td><td></td><td></td><td><a href="/pages/SxiLsLcHMpvq52Ec221L">/pages/SxiLsLcHMpvq52Ec221L</a></td><td><a href="/files/xfl7B6AokL99O9YaA9l7">/files/xfl7B6AokL99O9YaA9l7</a></td></tr><tr><td>Differences between Embedded, “Publish to Web” and “Insert Report”</td><td></td><td></td><td><a href="/pages/4QNKdz4zOSQwFiVivhMA">/pages/4QNKdz4zOSQwFiVivhMA</a></td><td><a href="/files/4m4UptkA1huU7HcnOWPE">/files/4m4UptkA1huU7HcnOWPE</a></td></tr><tr><td>Report publishing process</td><td></td><td></td><td><a href="/pages/G38jEUddG65w7P1HcJTv">/pages/G38jEUddG65w7P1HcJTv</a></td><td><a href="/files/ss3UmHuAGOzPKgjloOcJ">/files/ss3UmHuAGOzPKgjloOcJ</a></td></tr><tr><td>System updates</td><td></td><td></td><td><a href="/pages/8mG2KEmAfM2I0PcUPitf">/pages/8mG2KEmAfM2I0PcUPitf</a></td><td><a href="/files/9z9BdZST5GqDTfOPzh3m">/files/9z9BdZST5GqDTfOPzh3m</a></td></tr><tr><td>System customizations</td><td></td><td></td><td><a href="/pages/GpqZNRUCa5KogX5OSToP">/pages/GpqZNRUCa5KogX5OSToP</a></td><td><a href="/files/5xqE7J0SDpU7MOjPzRAQ">/files/5xqE7J0SDpU7MOjPzRAQ</a></td></tr></tbody></table>


# General Questions

### 1. How do the Power Embedded savings work?

The Power Embedded economy works like this: Instead of accessing the Power BI portal (powerbi.com), thus requiring a license for each person, your users will access the reports through the Power Tuning portal, which does not require a Microsoft account or a Power BI license, because the contracted capacity allows access to the reports through an application.

Your company contracts a dedicated capacity with Microsoft (Fabric or Embedded Capacity), through the Azure portal, we configure the system to integrate with your Power BI, using a service account from your company (created during installation), and your users will access the reports through Power Embedded instead of using the Power BI portal.

All this legally and in compliance with Microsoft, as the Embedded capabilities were created for this very purpose.

You can't use Power Embedded without a dedicated capability.

Unless you contract an F64 or higher capability, it is also not possible to use a dedicated capability to view reports without needing a Pro account for each user if you don't have an external viewing portal, such as Power Embedded.

### 2. How many users does Power Embedded benefit my company from?

To estimate how many users Power Embedded is cheaper than your current license, we need some information about your environment and the type of licensing you currently use.

Our support team collects information on your environment to assess in advance how our solution can achieve the maximum possible savings without losing performance, in a personalized and individual analysis for each client.

For Power BI Pro licenses, and in companies where the report does not need to be available 24 hours a day, from 15 users you can already save 50% compared to the cost of Pro licenses. If you use a Premium Per User (PPU) license, you can save up to 76%.

If you have an environment with several large reports (over 200 MB), Fabric F2 capacity may not be enough and you may need to use a larger capacity. This is assessed and discussed during the capacity analysis.

In this scenario, from 30 users you will already be saving by using Power Embedded, and the greater the number of users, the greater the savings compared to your current license.

The table below can help you visualize the scenarios when Power Embedded is more advantageous

<figure><img src="/files/qm44t8SiMOe9V6nqLhnQ" alt=""><figcaption></figcaption></figure>

### 3. Does Microsoft allow the use of Power Embedded? Is it really allowed?

Of course, Microsoft allows the use of Power Embedded and it is a 100% legal solution. Power Tuning has been a Microsoft Solutions Partner since 2018, and is one of the leaders in Azure sales in Brazil, and therefore has a strong relationship with Microsoft and distributor TD Synnex, and under no circumstances would it develop a product that uses any illegal license or mechanism that breaks the contract of use with Microsoft.

Power Embedded is also available to be accessed and contracted through the [Azure Marketplace](https://azuremarketplace.microsoft.com/en-us/marketplace/apps/powertuningperformanceemdados1702567987391.powerembedded?tab=overview), which indicates a strong relationship with Microsoft to support the product.

<figure><img src="/files/5s9tjrNxnsdGR1Sl3lNO" alt=""><figcaption></figcaption></figure>

Talking about capacity licensing, in the [link below](https://azure.microsoft.com/en-us/pricing/details/power-bi-embedded/), Microsoft makes it very clear that users who are viewing content published in Power BI Embedded do not need Power BI licenses assigned to them, so a PRO license is not required to view reports through Power Embedded.

<figure><img src="/files/yzz0xp9TTfZJNjfOe7Ql" alt=""><figcaption></figcaption></figure>

In this [link here](https://powerbi.microsoft.com/en-us/blog/power-bi-embedded-with-microsoft-fabric/), Microsoft shows that Microsoft Fabric can also be used normally to insert reports into third-party applications without any problem.

<figure><img src="/files/yccRpbBdZ8gffRxsfR4O" alt=""><figcaption></figcaption></figure>

In this [link below](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embedded-faq#quem-precisa-de-uma-licen-a-power-bi-pro-ou-ppu--premium-por-usu-rio--para-o-power-bi-embedded-e-por-qu--), Microsoft makes it clear that modifying and creating reports through a portal that uses Power BI Embedded licensing does not require a PRO or PPU license to do so, and therefore modifying and creating reports through Power Embedded is fully legal and supported.

### 4. What do I need to use Power Embedded?

As Power Embedded is a SaaS system, you won't need to hire or manage any servers, applications or databases, you'll just be using the software as a service.

To set up Power Embedded in your company, we need the following prerequisites to be met before we can schedule the installation:

* An Azure user account with permission to create the Fabric or Embedded capacity.
* An Azure user account with permission to create groups and service principals in Azure AD.
* Account of an Azure user with the “Fabric administrator” role to access the [Power BI administration portal.](https://app.powerbi.com/admin-portal/tenantSettings)

During the system installation meeting, which is held with the client, we need to provide a user with the permissions listed above or have someone from the client's team with these permissions who can share the screen and carry out the actions that will be instructed.

### 5. Is it possible to test or PoC the Power Embedded?

We always encourage companies to thoroughly test our solution to ensure that it meets and exceeds our customers' expectations.

And it is because of this commitment, and the certainty that our tool is the best on the market, that we give you 30 days FREE to import your reports, users and test the system at will.

For the first 30 days of use, counting from the date of installation, we will not charge users a monthly fee and you will only pay for the installation/configuration if you decide to continue using the tool after the 30 days.

The only cost we can't include in the free trial is capacity licensing, which is done directly with Microsoft through the Azure portal, but Microsoft releases an F64 capacity for 60 days FREE for evaluation.

### 6. Do I need to hire the Power Tuning portal? Can't I use Microsoft's?

Microsoft offers the ability to contract Power BI Embedded (or Fabric) through Azure, which is nothing more than a feature that allows you to generate an UNLIMITED number of tokens for embedding reports.

If you use the standard Power BI Portal, then you're still in the current scenario, where you need a Pro (or Premium per User) license for each user who publishes or views reports.

To use this type of license, which is different from all other types of Power BI licenses, you must use a web application to generate these tokens automatically and make the reports available to your users, because Microsoft does NOT provide a portal or source code for a portal ready to be used.

You can create your own portal, using a programming language, where you will implement all the code to manage users and permissions, render the reports, create the site layout, implement security, manage the application server, database, fix problems, implement new features, etc.

Another option is to hire a ready-made portal, with all this (and MUCH more) already created and ready to use, in the SaaS (Software As A Service) model, where you don't have any worries or anything to manage, you just use the system, which is updated constantly and very frequently.

### 7. How long does it take to get Power Embedded in my company?

Once the commercial proposal to use Power Embedded has been approved, we will contact you within 16 working hours to schedule the installation of the system, which usually takes between 20 and 60 minutes.

Remember to check that all the prerequisites for installation (topic above) have been met before scheduling the installation.

### 8. Will my users be able to access the reports using mobile devices?

Yes, the entire system is responsive and works perfectly on mobile devices such as cell phones and tablets.

If the report has been created in Power BI Desktop with mobile layout support and the user is accessing the report via a mobile device, the report will be shown using this mobile-optimized layout, without the need to install apps (even traditional Power BI doesn't do this).

### 9. Can I cancel Power Embedded? Is there a fine?

You can cancel at any time, just let us know and we'll generate and send the current month's invoice for payment.

Once payment has been cleared, we will delete all user data, imported reports, logs, etc.


# How do the Power Embedded savings work?

The Power Embedded economy works like this: Instead of accessing the Power BI portal (powerbi.com), thus requiring a license for each person, your users will access the reports through the Power Tuning portal, which does not require a Microsoft account or a Power BI license, because the contracted capacity allows access to the reports through an application.

Your company contracts a dedicated capacity with Microsoft (Fabric or Embedded Capacity), through the Azure portal, we configure the system to integrate with your Power BI, using a service account from your company (created during installation), and your users will access the reports through Power Embedded instead of using the Power BI portal.

All this legally and in compliance with Microsoft, as the Embedded capabilities were created for this very purpose.

You can't use Power Embedded without a dedicated capability.

Unless you contract an F64 or higher capability, it is also not possible to use a dedicated capability to view reports without needing a Pro account for each user if you don't have an external viewing portal, such as Power Embedded.


# How many users does Power Embedded benefit my company from?

To estimate how many users Power Embedded is cheaper than your current license, we need some information about your environment and the type of licensing you currently use.

Our support team collects information on your environment to assess in advance how our solution can achieve the maximum possible savings without losing performance, in a personalized and individual analysis for each client.

For Power BI Pro licenses, and in companies where the report does not need to be available 24 hours a day, from 15 users you can already save 50% compared to the cost of Pro licenses. If you use a Premium Per User (PPU) license, you can save up to 76%.

If you have an environment with several large reports (over 200 MB), Fabric F2 capacity may not be enough and you may need to use a larger capacity. This is assessed and discussed during the capacity analysis.

In this scenario, from 30 users you will already be saving by using Power Embedded, and the greater the number of users, the greater the savings compared to your current license.

The table below can help you visualize the scenarios when Power Embedded is more advantageous.

<figure><img src="/files/V7KZtWIxGsj2P2ye3KAF" alt=""><figcaption></figcaption></figure>


# Does Microsoft allow the use of Power Embedded? Is it really allowed?

Of course, Microsoft allows the use of Power Embedded and it is a 100% legal solution. Power Tuning has been a Microsoft Solutions Partner since 2018, and is one of the leaders in Azure sales in Brazil, and therefore has a strong relationship with Microsoft and distributor TD Synnex, and under no circumstances would it develop a product that uses any illegal license or mechanism that breaks the contract of use with Microsoft.

Power Embedded is also available to be accessed and contracted through the [Azure Marketplace](https://azuremarketplace.microsoft.com/en-us/marketplace/apps/powertuningperformanceemdados1702567987391.powerembedded?tab=overview), which indicates a strong relationship with Microsoft to support the product.

<figure><img src="/files/5s9tjrNxnsdGR1Sl3lNO" alt=""><figcaption></figcaption></figure>

Talking about capacity licensing, in the [link below](https://azure.microsoft.com/en-us/pricing/details/power-bi-embedded/), Microsoft makes it very clear that users who are viewing content published in Power BI Embedded do not need Power BI licenses assigned to them, so a PRO license is not required to view reports through Power Embedded.

<figure><img src="/files/yzz0xp9TTfZJNjfOe7Ql" alt=""><figcaption></figcaption></figure>

In this [link here](https://powerbi.microsoft.com/en-us/blog/power-bi-embedded-with-microsoft-fabric/), Microsoft shows that Microsoft Fabric can also be used normally to insert reports into third-party applications without any problem.

<figure><img src="/files/yccRpbBdZ8gffRxsfR4O" alt=""><figcaption></figcaption></figure>

In this [link below](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embedded-faq#quem-precisa-de-uma-licen-a-power-bi-pro-ou-ppu--premium-por-usu-rio--para-o-power-bi-embedded-e-por-qu--), Microsoft makes it clear that modifying and creating reports through a portal that uses Power BI Embedded licensing does not require a PRO or PPU license to do so, and therefore modifying and creating reports through Power Embedded is fully legal and supported.

<figure><img src="/files/CWKOt9PS7qK8Ti8qMN3s" alt=""><figcaption></figcaption></figure>


# What do I need to use Power Embedded?

As Power Embedded is a SaaS system, you won't need to hire or manage any servers, applications or databases, you'll just be using the software as a service.

To set up Power Embedded in your company, we need the following prerequisites to be met before we can schedule the installation:

* An Azure user account with permission to create the Fabric or Embedded capacity.
* An Azure user account with permission to create groups and service principals in Azure AD.
* Account of an Azure user with the “Fabric administrator” role to access the [Power BI administration portal.](https://app.powerbi.com/admin-portal/tenantSettings)

During the system installation meeting, which is held with the client, we need to provide a user with the permissions listed above or have someone from the client's team with these permissions who can share the screen and carry out the actions that will be instructed.


# Is it possible to test or PoC the Power Embedded?

We always encourage companies to thoroughly test our solution to ensure that it meets and exceeds our customers' expectations.

And it is because of this commitment, and the certainty that our tool is the best on the market, that we give you 30 days FREE to import your reports, users and test the system at will.

For the first 30 days of use, counting from the date of installation, we will not charge users a monthly fee and you will only pay for the installation/configuration if you decide to continue using the tool after the 30 days.

The only cost we can't include in the free trial is capacity licensing, which is done directly with Microsoft through the Azure portal, but Microsoft releases an F64 capacity for 60 days FREE for evaluation.


# Do I need to hire the Power Tuning portal? Can't I use Microsoft's?

Microsoft offers the ability to contract Power BI Embedded (or Fabric) through Azure, which is nothing more than a feature that allows you to generate an UNLIMITED number of tokens for embedding reports.

If you use the standard Power BI Portal, then you're still in the current scenario, where you need a Pro (or Premium per User) license for each user who publishes or views reports.

To use this type of license, which is different from all other types of Power BI licenses, you must use a web application to generate these tokens automatically and make the reports available to your users, because Microsoft does NOT provide a portal or source code for a portal ready to be used.

You can create your own portal, using a programming language, where you will implement all the code to manage users and permissions, render the reports, create the site layout, implement security, manage the application server, database, fix problems, implement new features, etc.

Another option is to hire a ready-made portal, with all this (and MUCH more) already created and ready to use, in the SaaS (Software As A Service) model, where you don't have any worries or anything to manage, you just use the system, which is updated constantly and very frequently.


# How long does it take to get Power Embedded in my company?

Once the commercial proposal to use Power Embedded has been approved, we will contact you within 16 working hours to schedule the installation of the system, which usually takes between 20 and 60 minutes.

Remember to check that all the prerequisites for installation (topic above) have been met before scheduling the installation.


# Will my users be able to access the reports using mobile devices?

Yes, the entire system is responsive and works perfectly on mobile devices such as cell phones and tablets.

If the report has been created in Power BI Desktop with mobile layout support and the user is accessing the report via a mobile device, the report will be shown using this mobile-optimized layout, without the need to install apps (even traditional Power BI doesn't do this).


# Can I cancel Power Embedded? Is there a fine?

You can cancel at any time, just let us know and we'll generate and send the current month's invoice for payment.

Once payment has been cleared, we will delete all user data, imported reports, logs, etc.


# Licensing

### 1. How much does Power Embedded cost?

To get access to Power Embedded and start saving on Power BI licensing, you only need to make 3 investments, 2 of which are monthly and 1 of which is a one-off payment:

\
**One-off investment**

* R$ 1.500,00 for installation and initial configuration of the environment.

**Monthly investments**

* From R$ 427.54 for capacity licensing, depending on your needs.
* R$ 5.00 per user you create in the system.

{% hint style="info" %}
To access the calculator and generate a quote, go to the [Calculator page](https://powerembedded.com.br/calculator-de-precos-do-power-embedded/).
{% endhint %}

Estimated values for Fabric and Power BI Embedded capacities (258h = 12h per day x 5 days a week):

<figure><img src="/files/H0HzW6sfeygoPI8mXdey" alt=""><figcaption></figcaption></figure>

### 2. Can I use Power BI Pro or Premium per User to Embed?

Yes, it is possible to generate tokens for Embed reports in a Pro or Premium Per User capacity, but according to [Microsoft's official documentation:](https://learn.microsoft.com/en-us/power-bi/developer/embedded/move-to-production)

“Tokens embedded with a Pro or Premium Per User (PPU) license are intended for development testing, so a Power BI Master or Service Principal account can only generate a limited number of tokens.

Purchase a capacity for incorporation into a production environment. There is no limit to how many embedded tokens you can generate when you purchase a capacity.

In development tests, you can use free embedded evaluation tokens with a Pro license. **To embed in a production environment, you must purchase a capacity.**

<figure><img src="/files/pXyXuj0vn0410NYu8iRb" alt=""><figcaption></figcaption></figure>

The[ Power BI Embedded questions and answers](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embedded-faq#quantos-tokens-inseridos-posso-criar-) page reaffirms that Pro accounts cannot be used for Embedded solutions in production:

“Tokens inserted with a Pro or PPU (Premium Per User) license are intended for development testing, so a Power BI master account or [service entity](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal?tabs=azure-portal) can only generate a limited number of tokens. [Purchase a capacity](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embedded-faq#technical) to insert in a production environment. There is no limit to the number of inserted tokens you can generate when you buy a capacity. In development tests, you can use free insert evaluation tokens with a Pro license. To make an insert in a production environment, you must purchase a capacity.”

<figure><img src="/files/Sv2gbXFZEmBMJwo1SgBE" alt=""><figcaption></figcaption></figure>

The page [Power BI usage scenarios: insert for customers - Power BI | Microsoft Learn](https://learn.microsoft.com/en-us/power-bi/guidance/powerbi-implementation-planning-usage-scenario-embed-for-your-customers#licensing) also reinforces that the use of a capability is mandatory in order to use Embedded technologies.

<figure><img src="/files/Di1paMxQKjgChI5jXdvP" alt=""><figcaption></figcaption></figure>

In addition, the content that will be shown in the application MUST NOT be in a personal workspace.

<figure><img src="/files/tectMlnojaorD3QyGijU" alt=""><figcaption></figcaption></figure>

**If you are using a platform that uses a Pro account to generate report insertion tokens, without using a capability to do so, you are probably violating Power BI's terms of use and your company could face fines and sanctions from Microsoft.**

### 3. Do I still need a Power BI Pro license, even with Embedded?

Even if you use a Power BI capacity license, whether it's Power BI Embedded, Fabric, or even Power BI Premium per capacity (the one that costs R$ 32,000.00 per month), all users who publish reports need a Pro or PPU (Premium per user) license.

To avoid having to have a Pro license for each user who publishes reports, an alternative is to use Azure DevOps for automatic publishing with CI/CD, for example, which Power Tuning supports and can help you implement this process in your company through consultancy.

### 4. Can't I share the reports without paying for a license?

By using the free Power BI license, you can use Power BI Desktop freely, without any limitations. You can also publish your reports in your personal workspace and test them at will.

As soon as you need to share the reports with other people, the Pro license becomes necessary, because it is through this license (or more expensive licenses) that you can share the reports.

The only ways to share reports without having to buy a Power BI license is to send the PBIX file to the person or use the “Publish on the Web” feature, which allows you to share the report with anyone who has access to the report link, but does not have any kind of security.


# Can I use Power BI Pro or Premium per User to Embed?

Yes, it is possible to generate tokens for Embed reports in a Pro or Premium Per User capacity, but according to [Microsoft's official documentation:](https://learn.microsoft.com/en-us/power-bi/developer/embedded/move-to-production)

“Tokens embedded with a Pro or Premium Per User (PPU) license are intended for development testing, so a Power BI Master or Service Principal account can only generate a limited number of tokens.

Purchase a capacity for incorporation into a production environment. There is no limit to how many embedded tokens you can generate when you purchase a capacity.

In development tests, you can use free embedded evaluation tokens with a Pro license. **To embed in a production environment, you must purchase a capacity.**

<figure><img src="/files/pXyXuj0vn0410NYu8iRb" alt=""><figcaption></figcaption></figure>

The[ Power BI Embedded questions and answers](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embedded-faq#quantos-tokens-inseridos-posso-criar-) page reaffirms that Pro accounts cannot be used for Embedded solutions in production:

“Tokens inserted with a Pro or PPU (Premium Per User) license are intended for development testing, so a Power BI master account or [service entity](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal?tabs=azure-portal) can only generate a limited number of tokens. [Purchase a capacity](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embedded-faq#technical) to insert in a production environment. There is no limit to the number of inserted tokens you can generate when you buy a capacity. In development tests, you can use free insert evaluation tokens with a Pro license. To make an insert in a production environment, you must purchase a capacity.”

<figure><img src="/files/Sv2gbXFZEmBMJwo1SgBE" alt=""><figcaption></figcaption></figure>

The page [Power BI usage scenarios: insert for customers - Power BI | Microsoft Learn](https://learn.microsoft.com/en-us/power-bi/guidance/powerbi-implementation-planning-usage-scenario-embed-for-your-customers#licensing) also reinforces that the use of a capability is mandatory in order to use Embedded technologies.

<figure><img src="/files/Di1paMxQKjgChI5jXdvP" alt=""><figcaption></figcaption></figure>

In addition, the content that will be shown in the application MUST NOT be in a personal workspace.

<figure><img src="/files/tectMlnojaorD3QyGijU" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
If you are using a platform that uses a Pro account to generate report insertion tokens, without using a capability to do so, you are probably violating Power BI's terms of use and your company could face fines and sanctions from Microsoft.
{% endhint %}


# Do I still need a Power BI Pro license, even with Embedded?

Even if you use a Power BI capacity license, whether it's Power BI Embedded, Fabric, or even Power BI Premium per capacity (the one that costs R$ 32,000.00 per month), all users who publish reports need a Pro or PPU (Premium per user) license.

To avoid having to have a Pro license for each user who publishes reports, an alternative is to use Azure DevOps for automatic publishing with CI/CD, for example, which Power Tuning supports and can help you implement this process in your company through consultancy.


# Can't I share the reports without paying for a license?

By using the free Power BI license, you can use Power BI Desktop freely, without any limitations. You can also publish your reports in your personal workspace and test them at will.

As soon as you need to share the reports with other people, the Pro license becomes necessary, because it is through this license (or more expensive licenses) that you can share the reports.

The only ways to share reports without having to buy a Power BI license is to send the PBIX file to the person or use the “Publish on the Web” feature, which allows you to share the report with anyone who has access to the report link, but does not have any kind of security.


# Isn't accessing reports without a PRO license only possible from the F64?

### Introduction

A very common question is about F64/P1 and Embedded licensing.

Some customers believe that only using F64/P1 licensing or higher allows them to access reports without having a PRO license. Others believe that even with Fabric, you still need to have a Power BI Embedded capability, or that you can only embed the reports if you have a certain capability.

Let's now explain exactly how this licensing works.

### The F64 and P1 capacities

Users can access reports through the Power BI service in a workspace associated with an F64 capacity or above (or Premium per Capacity = P1), using free accounts, without the need to have Pro accounts for each user. And this is true.

If you have a Power BI Embedded or Microsoft Fabric license that is smaller than F64, in order for users to access reports through **the Power BI portal (app.powerbi.com)**, you do need them **all to have a Power BI PRO license.**

However, when we talk about Embedded Analytics and Power Embedded, we find cheaper alternatives for this licensing.

### Using Embedded Analytics to reduce costs

Even when using a capacity below F64, with F2, F4, F8, etc. or a Power BI Embedded capacity, you can view Power BI reports via the Power Embedded portal instead of accessing the reports via the Power BI portal (app.powerbi.com).

**Using the Power Embedded portal, your users will NOT need to have PRO licenses to access the reports inserted in the web applications.**

**Any Fabric or Power BI Embedded capability allows you to view the reports in Power Embedded**, and your users can view the reports using any email, without needing a Microsoft account or any per-user license (PRO or PPU).

In this [link here](https://powerbi.microsoft.com/en-us/blog/power-bi-embedded-with-microsoft-fabric/?cdn=disable), Microsoft shows that Microsoft Fabric can also be used normally to insert reports into third-party applications in any capacity size.

<figure><img src="/files/W4VbRe8xQhEYFeJbvoQc" alt=""><figcaption></figcaption></figure>

Talking about capacity licensing, in the [link below](https://azure.microsoft.com/en-us/pricing/details/power-bi-embedded/), Microsoft makes it very clear that users who are viewing content published in Power BI Embedded do not need Power BI licenses assigned to them, so a PRO license is not required to view reports through Power Embedded.

<figure><img src="/files/yzz0xp9TTfZJNjfOe7Ql" alt=""><figcaption></figcaption></figure>


# Dedicated capacities

### 1. Fabric? Power BI Embedded? What are these capabilities?

Capabilities are Power BI resources that license the Power Embedded solution from Microsoft and allow you to use the API's, legally and unlimitedly, to insert the reports published in the system and not need a license to view the reports.

Without a contracted capacity, using a Pro or PPU account, you have a limited number of tokens for inserting reports. After a while, this limit is reached and Power BI no longer allows you to insert reports and Power Embedded would stop working. **For this reason, it is mandatory to have a contracted capacity in order to use Power Embedded.**

Types of capacity (all are supported by Power Embedded):

* Fabric: Newer, more flexible, more features and can start cheaper.
* Power BI Embedded: More stable, reliable and can be cheaper on a pay-as-you-go basis, depending on region and size.
* Premium by Capacity: Capacity that has been discontinued and the initial cost is R$ 32.000,00 per month.

Observations:

* Capacities are contracted directly with Microsoft (or a partner) through Azure.
* Having a capacity is a requirement for Power Embedded to work.
* Microsoft offers a 60-day free trial period for Fabric.

### 2. While capacity is paused, no one can access the reports?

While capacity is paused, no one can access the reports, not even through powerbi.com with a Pro or PPU account. Nor will the data sets be updated.

**A huge advantage of Power Embedded**

The Power Embedded system already has a mechanism that allows you to define the times when the resource will always be active and the system itself pauses and starts the capacity automatically.

When the resource is paused and a user tries to access a report, the system will automatically start the capacity to allow the user to access the report even outside the defined times and will monitor whether the reports are still being accessed.

When Power Embedded identifies that no more users have been accessing the reports for more than X minutes (time determined by the administrator), the system will automatically pause the capacity again in order to resume saving with the paused resource.

### 3. What are 24x7, 14x6 and 12x5?

The charges for Power BI Embedded and Fabric are calculated per hour that the capacity is on and these hours are added up at the end of the billing to generate the amount you will pay for the month.

Both allow you to pause the capacity and thus avoid being charged for the times when the resource was paused, further increasing the savings with Power Embedded.

These acronyms, 24×7, mean that the system will be available 24 hours a day, 7 days a week, i.e. it will always be on, without being paused at any time.

For most clients, the 14×6 scenario meets the needs of users, where reports would be available 14 hours a day, for 6 days a week (Mon-Sat). This option represents a saving of 53% compared to 24×7.

In some scenarios, the 12×5 scenario meets users' needs, where reports would be available 12h a day, for 5 days a week (Mon-Fri). This option represents a saving of 67% compared to 24×7.

These acronyms 24×7, 14×6 and 12×5 are just a few examples of options for automatically pausing and starting capacities, and these times and schedules will be defined according to each client's scenario.

It's worth remembering that when Fabric or Embedded capacity is paused, in order to save costs, the reports won't be accessible, even if you access them via the powerbi.com portal using a Pro account (unless you change the Workspace type back to Pro).

### 4. My company already has Power BI Premium. Do I need to purchase Embedded?

If your company already has Power BI Premium (by capacity), your users can access the reports that are published on the Power BI portal itself (powerbi.com) without needing a license to view them.

If you still want to embed the reports in a Sharepoint, application or website, from tier P1 you can already use the Embedded capabilities of the Premium license, as the Premium capability already includes Power BI Embedded.

{% hint style="danger" %}
The Premium capabilities (tier P) have been discontinued and replaced by Fabric.
{% endhint %}

### 5. A competitor was able to get a much lower Embedded price

As we work with Microsoft's official prices, it's not possible to get a lower price, since we don't have any profit margin on the capacity, and we even contract the capacity directly through the Azure portal, with the customer following the entire process.

There are various ways of trying to circumvent Microsoft's correct and official processes to try to lower the price of the license, such as using Pro/PPU accounts instead of hiring dedicated capacity and using some techniques to deal with expired tokens, but as already mentioned in a topic above, this is illegal and violates Microsoft's contract and, for this reason, we do not agree with this type of practice, even if it means losing some customers who choose this path.

Another way to reduce the value of Embedded is to allocate several clients to the same capacity, which we also don't agree with because it doesn't deliver controlled, stable and optimized performance according to our quality standards.

### 6. I don't have an Azure account to contract the capacity

No problem, we can help you contract the capacity.

Before we schedule the installation of the system, we'll help you create an Azure account, which is necessary for contracting Embedded or Fabric capacity.

[Power Tuning](https://powertuning.com.br/) is a Microsoft partner and, if you don't have a partner yet, or if you want to switch to Power, we'll help you through the whole process, **free of charge.**

Having a partner instead of contracting directly with Microsoft is very important and brings a series of advantages that are very beneficial for your company.

**Contracting Azure services directly with Microsoft (WITHOUT a partner)**

* You will pay by credit card, which already generates an EXTRA charge of 6.38% IOF on the total amount of your Azure invoice.
* You pay in dollars or you can pay in Brazilian real (at a rate well above the commercial dollar).
* You will not receive an invoice for the amount paid for Azure.
* You will have to collect all taxes manually, such as ICMS, PIS and COFINS.
* N1 technical support takes days and Premier costs over 1.000 USD per month.

**Contracting Azure services with Power Tuning as your Microsoft partner**

* You will pay the **invoice via boleto**, with all taxes already collected and without paying IOF.
* You will receive an **invoice for the amount** paid for Azure.
* **24×7 technical support** from our Cloud team and, if necessary, Premier support from Microsoft's engineering team.
* **Cheaper licenses:** Do you need a Power BI, Windows, SQL Server or Office license? We'll try to get you the lowest possible price for any Microsoft license you need for your company. The Power BI Pro license on Microsoft's website is R$65.00 per user, while we can get it for R$55.00 (quotes may vary).
* **Cost analysis tool:** Our internal system analyzes your average hourly cost, and any deviation in the average daily and projected cost will generate an alert for us to contact you to check whether the increase is something planned or not.
* **Cost reduction analysis tool:** Our internal system is constantly analyzing the resources created to see if there is a possibility of reducing costs, such as underused virtual machines, virtual machines that don't have a reserved instance (savings of up to 70%), unused resources, disks not associated with VMs and MUCH more.
* **Intrusion detection tool:** Any resource created outside existing standards, such as sizes and regions, will generate an alert and we will contact your company.
* **All these services and tools we offer for FREE.**

{% hint style="success" %}
**Would you like to have Power Tuning as your Microsoft partner?**

[Click here](https://powertuning.com.br/parceria-azure/) to register Power Tuning as your cloud / Microsoft partner.
{% endhint %}


# Fabric? Power BI Embedded? What are these capabilities?

Capabilities are Power BI resources that license the Power Embedded solution from Microsoft and allow you to use the API's, legally and unlimitedly, to insert the reports published in the system and not need a license to view the reports.

Without a contracted capacity, using a Pro or PPU account, you have a limited number of tokens for inserting reports. After a while, this limit is reached and Power BI no longer allows you to insert reports and Power Embedded would stop working. **For this reason, it is mandatory to have a contracted capacity in order to use Power Embedded.**

Types of capacity (all are supported by Power Embedded):

* Fabric: Newer, more flexible, more features and can start cheaper.
* Power BI Embedded: More stable, reliable and can be cheaper on a pay-as-you-go basis, depending on region and size.
* Premium by Capacity: Capacity that has been discontinued and the initial cost is R$ 32.000,00 per month.

Observations:

* Capacities are contracted directly with Microsoft (or a partner) through Azure.
* Having a capacity is a requirement for Power Embedded to work.
* Microsoft offers a 60-day free trial period for Fabric.


# While capacity is paused, no one can access the reports?

While capacity is paused, no one can access the reports, not even through powerbi.com with a Pro or PPU account. Nor will the data sets be updated.

**A huge advantage of Power Embedded**

The Power Embedded system already has a mechanism that allows you to define the times when the resource will always be active and the system itself pauses and starts the capacity automatically.

When the resource is paused and a user tries to access a report, the system will automatically start the capacity to allow the user to access the report even outside the defined times and will monitor whether the reports are still being accessed.

When Power Embedded identifies that no more users have been accessing the reports for more than X minutes (time determined by the administrator), the system will automatically pause the capacity again in order to resume saving with the paused resource.


# What are 24x7, 14x6 and 12x5?

The charges for Power BI Embedded and Fabric are calculated per hour that the capacity is on and these hours are added up at the end of the billing to generate the amount you will pay for the month.

Both allow you to pause the capacity and thus avoid being charged for the times when the resource was paused, further increasing the savings with Power Embedded.

These acronyms, 24×7, mean that the system will be available 24 hours a day, 7 days a week, i.e. it will always be on, without being paused at any time.

For most clients, the 14×6 scenario meets the needs of users, where reports would be available 14 hours a day, for 6 days a week (Mon-Sat). This option represents a saving of 53% compared to 24×7.

In some scenarios, the 12×5 scenario meets users' needs, where reports would be available 12h a day, for 5 days a week (Mon-Fri). This option represents a saving of 67% compared to 24×7.

These acronyms 24×7, 14×6 and 12×5 are just a few examples of options for automatically pausing and starting capacities, and these times and schedules will be defined according to each client's scenario.

It's worth remembering that when Fabric or Embedded capacity is paused, in order to save costs, the reports won't be accessible, even if you access them via the powerbi.com portal using a Pro account (unless you change the Workspace type back to Pro).


# My company already has Power BI Premium. Do I need to purchase Embedded?

If your company already has Power BI Premium (by capacity), your users can access the reports that are published on the Power BI portal itself (powerbi.com) without needing a license to view them.

If you still want to embed the reports in a Sharepoint, application or website, from tier P1 you can already use the Embedded capabilities of the Premium license, as the Premium capability already includes Power BI Embedded.

{% hint style="danger" %}
The Premium capabilities (tier P) have been discontinued and replaced by Fabric.
{% endhint %}


# A competitor was able to get a much lower Embedded price

As we work with Microsoft's official prices, it's not possible to get a lower price, since we don't have any profit margin on the capacity, and we even contract the capacity directly through the Azure portal, with the customer following the entire process.

There are various ways of trying to circumvent Microsoft's correct and official processes to try to lower the price of the license, such as using Pro/PPU accounts instead of hiring dedicated capacity and using some techniques to deal with expired tokens, but as already mentioned in a topic above, this is illegal and violates Microsoft's contract and, for this reason, we do not agree with this type of practice, even if it means losing some customers who choose this path.

Another way to reduce the value of Embedded is to allocate several clients to the same capacity, which we also don't agree with because it doesn't deliver controlled, stable and optimized performance according to our quality standards.


# I don't have an Azure account to contract the capacity

No problem, we can help you contract the capacity.

Before we schedule the installation of the system, we'll help you create an Azure account, which is necessary for contracting Embedded or Fabric capacity.

[Power Tuning](https://powertuning.com.br/) is a Microsoft partner and, if you don't have a partner yet, or if you want to switch to Power, we'll help you through the whole process, **free of charge.**

Having a partner instead of contracting directly with Microsoft is very important and brings a series of advantages that are very beneficial for your company.

**Contracting Azure services directly with Microsoft (WITHOUT a partner)**

* You will pay by credit card, which already generates an EXTRA charge of 6.38% IOF on the total amount of your Azure invoice.
* You pay in dollars or you can pay in Brazilian real (at a rate well above the commercial dollar).
* You will not receive an invoice for the amount paid for Azure.
* You will have to collect all taxes manually, such as ICMS, PIS and COFINS.
* N1 technical support takes days and Premier costs over 1.000 USD per month.

**Contracting Azure services with Power Tuning as your Microsoft partner**

* You will pay the **invoice via boleto**, with all taxes already collected and without paying IOF.
* You will receive an **invoice for the amount** paid for Azure.
* **24×7 technical support** from our Cloud team and, if necessary, Premier support from Microsoft's engineering team.
* **Cheaper licenses:** Do you need a Power BI, Windows, SQL Server or Office license? We'll try to get you the lowest possible price for any Microsoft license you need for your company. The Power BI Pro license on Microsoft's website is R$65.00 per user, while we can get it for R$55.00 (quotes may vary).
* **Cost analysis tool:** Our internal system analyzes your average hourly cost, and any deviation in the average daily and projected cost will generate an alert for us to contact you to check whether the increase is something planned or not.
* **Cost reduction analysis tool:** Our internal system is constantly analyzing the resources created to see if there is a possibility of reducing costs, such as underused virtual machines, virtual machines that don't have a reserved instance (savings of up to 70%), unused resources, disks not associated with VMs and MUCH more.
* **Intrusion detection tool:** Any resource created outside existing standards, such as sizes and regions, will generate an alert and we will contact your company.
* **All these services and tools we offer for FREE.**

{% hint style="success" %}
**Would you like to have Power Tuning as your Microsoft partner?**

[Click here](https://powertuning.com.br/parceria-azure/) to register Power Tuning as your cloud / Microsoft partner.
{% endhint %}


# Technical questions

### 1. How does Power Embedded work internally?

<figure><img src="/files/PzBQnpaUv7TSbTmGdcwd" alt=""><figcaption></figcaption></figure>

The internal workings of Power Embedded for displaying reports are described below:

1\) Power Embedded checks if the logged in user can access the report and sends the data to apply the RLS (if any).

2\) Power Embedded authenticates to the Azure API and retrieves a token for authentication

3\) Power Embedded sends the necessary metadata to the Power BI APIs (Workspace, Report and Dataset IDs)

4\) Power BI API loads the data that is stored in the workspaces and the report

5\) Power BI API assembles the iframe element pointing to the ready-made report and returns it to the system

6\) Power Embedded displays the returned iframe to the user. NO report data is read, accessed, stored or trafficked by the system's servers

<figure><img src="https://powerembedded.com.br/wp-content/uploads/2024/04/Power-Embedded-Internals-Importacao-de-Relatorios.png" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7BXn1YYdo9ommIHnyP6Y" alt=""><figcaption></figcaption></figure>

The internal workings for importing Power BI reports into Power Embedded are described below:

1\) Power Embedded interacts with the Power BI API's

2\) API returns the metadata required for display (Workspace, Report and Dataset IDs)

3\) Power Embedded stores the returned metadata

4\) Administrator manages permissions, RLS, folder structure and other report attributes

5\) NO personal data is stored by Power Embedded, only the users' email and name.

6\) NO report data is stored or travels over the network, or through Power Embedded's servers.

### 2. Power Embedded's internal security

Power Embedded's internal security is extremely robust and the system uses an entire architecture based on self-managed SaaS resources in Azure, where management is done by Microsoft, automatic backups and high availability of the application and database by availability zones with automatic failover and guaranteed availability of 99.99%.

The system is subjected to various complex pentests on a regular basis, both automatic ones carried out by pentest tools and manual validations and tests carried out by security specialists from contracted companies.

The entire cloud environment is protected by Microsoft Defender for Cloud, which provides proactive and continuous protection, analysis and recommendations.

Access to Azure resources is blocked to the internet and only accessible via VPN.

Communication between the system and the browser is encrypted using SSL certificates (HTTPS).

The Power BI access key is stored in the database encrypted using the most secure algorithm on the market (RSA-OEAP) and various protection mechanisms to ensure that even in the event of improper access to the database, this key cannot be decoded, since access to the security key for decryption (which is individual per client) is stored in an Azure KeyVault where only the application has permission and connectivity to access.

The public API key is encrypted using a HASH algorithm that does not allow recovery of the generated value, just like the secret of a KeyVault.

### 3. Privacy controls and LGPD

The process of embedding the reports in the system does not require loading or reading any data from our clients.

All the data is stored on the Power BI servers themselves, in a dataset published in a workspace, and the system simply uses the Power BI API to render the report (also published in the workspace) within the system.

So we don't read or collect any information, we just make an HTTP call to the Power BI API, which reads the data and displays it on the screen.

The only company data that is stored are the names and emails of the users registered in the system, to manage access.

In terms of security, all Power Embedded communication is encrypted end-to-end, using SSL and HTTPS security, as well as Azure Firewall and various Azure security mechanisms.

### 4. Differences between Embedded, “Publish to Web” and “Insert Report”

Although the 3 options allow you to embed reports in websites, sharepoint, e-mail, teams, etc., they are quite different.

### **Embedded**

This is a license per capacity, which allows you to view reports securely, with permissions, RLS, OLS, access audits, IP blocks, etc., through an application, without the need for the viewer to have a Power BI license, and to control all the visuals, colors, themes, pages and components of the reports using programming language.

### Insert report

This is a way of sharing reports on websites, applications, sharepoint, teams, etc. securely, while maintaining all Power BI security controls, such as permissions, RLS, OLS and access audits.

Unlike Embedded, in this sharing mode, all users who will access the report need to have a Pro or PPU license (or Premium capacity).

In addition, you can NOT control the elements of the report via programming language to dynamically create/edit visuals, change themes, create/delete pages, etc...

### Publish on the web

This is a way of sharing reports for free, without the person viewing them needing to have a Power BI account or license. It works very well when you need to share reports that contain **public data**, i.e. there is no concern about data leakage.

Unlike Embedded, in “Publish to Web” there is no security: anyone who has access to the report link will view it, without any user-level control, such as RLS or OLS, there is no need for the viewer to be registered in any application and there is no audit to know who is viewing the report. Anyone can be viewing your company's data and you won't know who.

What's more, as has already been widely publicized on the Internet, all reports published in this way can be accessed through simple Google queries, even if the link has never been published anywhere.

Even if you try to block access by using a password to open the portal, this type of mechanism is easily broken in a few seconds using the browser's Developer Tools option and the person will have unrestricted access to the data published in the report.

### 5. Report publishing process

\
The process of importing and publishing reports in Power Embedded is practically the same as in the traditional Power BI service:Comment

* User opens Power BI Desktop and creates the report.Comment
* User publishes the report in the desired workspace.Comment
* Power Embedded administrator imports the report from the Power BI workspace into the system.

<figure><img src="/files/6lrKsuOSd5Sjofw4zIxa" alt=""><figcaption></figcaption></figure>

* Power Embedded administrator assigns permissions via group or individual user.
* Power Embedded administrator defines the RLS rules for the dataset (if any).
* User accesses the report via the Power Embedded Visualization Portal.

### 6. System updates

Power Embedded is a very dynamic system, and our team is always attentive to our customers' requests and needs, as well as to new features made available by Microsoft.

We have a very fast development and deployment time, which allows us to carry out 2 to 5 updates of improvements and new features **per week.**

Whenever a feature or improvement is implemented, we automatically apply it and make it available **free of** charge to all our clients.

### 7. System customizations

If you request a change to Power Embedded and the customization cannot be applied to other customers and will be restricted to your company only, we will schedule a meeting with your team to better understand your needs and we will send you a commercial proposal to implement this customization in the system.

If your suggestion/idea can be applied to other clients, there is no charge for development.


# How does Power Embedded work internally?

<figure><img src="/files/PzBQnpaUv7TSbTmGdcwd" alt=""><figcaption></figcaption></figure>

The internal workings of Power Embedded for displaying reports are described below:

1\) Power Embedded checks if the logged in user can access the report and sends the data to apply the RLS (if any).

2\) Power Embedded authenticates to the Azure API and retrieves a token for authentication

3\) Power Embedded sends the necessary metadata to the Power BI APIs (Workspace, Report and Dataset IDs)

4\) Power BI API loads the data that is stored in the workspaces and the report

5\) Power BI API assembles the iframe element pointing to the ready-made report and returns it to the system

6\) Power Embedded displays the returned iframe to the user. NO report data is read, accessed, stored or trafficked by the system's servers

<figure><img src="/files/7BXn1YYdo9ommIHnyP6Y" alt=""><figcaption></figcaption></figure>

The internal workings for importing Power BI reports into Power Embedded are described below:

1\) Power Embedded interacts with the Power BI API's

2\) API returns the metadata required for display (Workspace, Report and Dataset IDs)

3\) Power Embedded stores the returned metadata

4\) Administrator manages permissions, RLS, folder structure and other report attributes

5\) NO personal data is stored by Power Embedded, only the users' email and name.

6\) NO report data is stored or travels over the network, or through Power Embedded's servers.

## Power Embedded internal documentation

{% embed url="<https://powerembedded.com.br/arquitetura>" %}


# Power Embedded's internal security

Power Embedded's internal security is extremely robust and the system uses an entire architecture based on self-managed SaaS resources in Azure, where management is done by Microsoft, automatic backups and high availability of the application and database by availability zones with automatic failover and guaranteed availability of 99.99%.

The system is subjected to various complex pentests on a regular basis, both automatic ones carried out by pentest tools and manual validations and tests carried out by security specialists from contracted companies.

The entire cloud environment is protected by Microsoft Defender for Cloud, which provides proactive and continuous protection, analysis and recommendations.

Access to Azure resources is blocked to the internet and only accessible via VPN.

Communication between the system and the browser is encrypted using SSL certificates (HTTPS).

The Power BI access key is stored in the database encrypted using the most secure algorithm on the market (RSA-OEAP) and various protection mechanisms to ensure that even in the event of improper access to the database, this key cannot be decoded, since access to the security key for decryption (which is individual per client) is stored in an Azure KeyVault where only the application has permission and connectivity to access.

The public API key is encrypted using a HASH algorithm that does not allow recovery of the generated value, just like the secret of a KeyVault.

## Power Embedded internal documentation

{% embed url="<https://powerembedded.com.br/arquitetura>" %}


# Privacy controls and LGPD

The process of embedding the reports in the system does not require loading or reading any data from our clients.

All the data is stored on the Power BI servers themselves, in a dataset published in a workspace, and the system simply uses the Power BI API to render the report (also published in the workspace) within the system.

So we don't read or collect any information, we just make an HTTP call to the Power BI API, which reads the data and displays it on the screen.

The only company data that is stored are the names and emails of the users registered in the system, to manage access.

In terms of security, all Power Embedded communication is encrypted end-to-end, using SSL and HTTPS security, as well as Azure Firewall and various Azure security mechanisms.


# Differences between Embedded, “Publish to Web” and “Insert Report”

Although the 3 options allow you to embed reports in websites, sharepoint, e-mail, teams, etc., they are quite different.

### **Embedded**

This is a license per capacity, which allows you to view reports securely, with permissions, RLS, OLS, access audits, IP blocks, etc., through an application, without the need for the viewer to have a Power BI license, and to control all the visuals, colors, themes, pages and components of the reports using programming language.

### Insert report

This is a way of sharing reports on websites, applications, sharepoint, teams, etc. securely, while maintaining all Power BI security controls, such as permissions, RLS, OLS and access audits.

Unlike Embedded, in this sharing mode, all users who will access the report need to have a Pro or PPU license (or Premium capacity).

In addition, you can NOT control the elements of the report via programming language to dynamically create/edit visuals, change themes, create/delete pages, etc...

### Publish on the web

This is a way of sharing reports for free, without the person viewing them needing to have a Power BI account or license. It works very well when you need to share reports that contain **public data**, i.e. there is no concern about data leakage.

Unlike Embedded, in “Publish to Web” there is no security: anyone who has access to the report link will view it, without any user-level control, such as RLS or OLS, there is no need for the viewer to be registered in any application and there is no audit to know who is viewing the report. Anyone can be viewing your company's data and you won't know who.

What's more, as has already been widely publicized on the Internet, all reports published in this way can be accessed through simple Google queries, even if the link has never been published anywhere.

Even if you try to block access by using a password to open the portal, this type of mechanism is easily broken in a few seconds using the browser's Developer Tools option and the person will have unrestricted access to the data published in the report.


# Report publishing process

The process of importing and publishing reports in Power Embedded is practically the same as in the traditional Power BI service:

* User opens Power BI Desktop and creates the report.
* User publishes the report in the desired workspace.
* Power Embedded administrator imports the report from the Power BI workspace into the system.

<figure><img src="/files/6lrKsuOSd5Sjofw4zIxa" alt=""><figcaption></figcaption></figure>

* Power Embedded administrator assigns permissions via group or individual user.
* Power Embedded administrator defines the RLS rules for the dataset (if any).
* User accesses the report via the Power Embedded Visualization Portal.


# System updates

Power Embedded is a very dynamic system, and our team is always attentive to our customers' requests and needs, as well as to new features made available by Microsoft.

We have a very fast development and deployment time, which allows us to carry out 2 to 5 updates of improvements and new features **per week.**

Whenever a feature or improvement is implemented, we automatically apply it and make it available **free of** charge to all our clients.


# System customizations

If you request a change to Power Embedded and the customization cannot be applied to other customers and will be restricted to your company only, we will schedule a meeting with your team to better understand your needs and we will send you a commercial proposal to implement this customization in the system.

If your suggestion/idea can be applied to other clients, there is no charge for development.


# Power Embedded vs Power BI

### 1. Introduction

One of the most common questions we receive is about the difference between Power BI and Power Embedded. Although both complement each other, there are important differences, which is why we have prepared this documentation to help you understand.

It is essential to understand that Power Embedded does not replace Power BI. On the contrary, it extends the capabilities of Power BI, allowing an even more detailed view of your data and improving the organization of the BI environment, as well as offering exclusive functionalities.

If you've ever wanted to deliver a personalized portal to your customers, share reports with external users, get detailed insights into which reports are being accessed the most, or even have an AI assistant to help you analyze your data efficiently, and at the same time reduce Power BI license costs, Power Embedded could be the ideal solution for these and other challenges.

Power Embedded is a SaaS solution that uses Microsoft's official capabilities to embed the reports published in the Power BI service directly into your application, which can reduce monthly Power BI licensing costs by up to 90%.

In addition to reducing costs, Power Embedded also offers a number of additional features, which we will describe throughout this documentation.

### 2. Comparison table between Power BI and Power Embedded

Although some functions are similar, Power Embedded brings some significant improvements.

Below is a table comparing the main similarities and differences between the two solutions.

<table><thead><tr><th>Feature</th><th width="207" data-type="checkbox">Power BI</th><th data-type="checkbox">Power Embedded</th></tr></thead><tbody><tr><td><a href="/pages/9UzthBwbUNVNouJrBrHQ">Cost per user at $1.50 USD</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/YquiN1xKwD0iCRDvSUUX">Integrated authentication with Entra ID (Microsoft)</a></td><td>true</td><td>true</td></tr><tr><td><a href="/pages/YquiN1xKwD0iCRDvSUUX">Automatic synchronization of users with Entra ID</a></td><td>true</td><td>true</td></tr><tr><td><a href="/pages/YquiN1xKwD0iCRDvSUUX">Integrated authentication with Google</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/YquiN1xKwD0iCRDvSUUX">Authentication using only email and password</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/P5Ckx5z2FXQw5D8perUA">Generative AI at low cost</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/98AF9YKsN6ChcbhqJLAL">Generative AI on WhatsApp</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/8XoghkV9OY9h6jZ8pMC8">Allows reports to be incorporated into my system</a></td><td>true</td><td>true</td></tr><tr><td><a href="/pages/qQAuKUSimfUjYlD8vSEH">Application (Group several reports)</a></td><td>true</td><td>true</td></tr><tr><td><a href="/pages/qQAuKUSimfUjYlD8vSEH#reports">Application - Page-level security</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/qQAuKUSimfUjYlD8vSEH#modo-tv">Application - TV mode</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/qQAuKUSimfUjYlD8vSEH#criar-editar-aplicativo">App - Reports from different workspaces</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/qQAuKUSimfUjYlD8vSEH#criar-editar-aplicativo">Application - Include Dashboards, External Links and Paginated Reports</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/ZaB3mftX5nJqzlvbe30N">Email report subscription including attachment</a></td><td>true</td><td>true</td></tr><tr><td><a href="/pages/64jN1te4Y1CmdJTVFlga#suporte-a-row-level-security-rls">Email report subscription with RLS</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/5lmfWnZCLRezQ8oLn0i0">Capacity control - On/off by schedule</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/5lmfWnZCLRezQ8oLn0i0">Capacity control - On/off on demand</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/Tgqa4Sa4x5n5FcFlRq6W">Capacity control - Resize capacity by schedule</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/2O5Ef6m1HW8h8mmc8GuO">Dynamic models</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/ukEwHysCD2AKW1AndBo7">Dark mode navigation</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/Cti9aKx9gbioVSF3zUOB">Data updating - No limit on updates</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/Cti9aKx9gbioVSF3zUOB">Data refresh - Intervals every 5 minutes</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/Cti9aKx9gbioVSF3zUOB">Data refresh - Even after 5 failures, it continues to work</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/Cti9aKx9gbioVSF3zUOB">Data refresh - You don't have to take control to manage it, i.e. several people can manage it</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/Z7Cbz8fD8ujSlbrCEk5N#default-report-view-type">List of reports - 3 types of view</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/Z7Cbz8fD8ujSlbrCEk5N#default-report-view-type">Report listing - Unified view, independent of workspace or folder</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/5EVglRJXGuJUJpooKNav">Firewall</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/WmRg8rLBWRxAVrUvND5V">Unified report auditing</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/MJ8YYiSyODqTUjvv97jp">Login/logout auditing</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/0pGbWU9fMwbAQF2aHCVJ">Permissions audit</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/YFImrhxQZLY7BRgEaiZA">Access release audit</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/iuK7ZEnE9zQwktrjDQvB">Report catalog</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/UFiykCJ55vp2GHKwd7nv">Customization of the login screen and viewing portal</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/ceKkng9rEUmk5Wx009jY">Sharing with external users without going through AD</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/J2QUNwze3fi58e1WAOqY">Warnings and notifications for users</a></td><td>false</td><td>true</td></tr><tr><td><a href="/pages/FkUio1lM7GUB8Wa9CGM0">Integration with Google Analytics</a></td><td>false</td><td>true</td></tr><tr><td>All data is easily exportable</td><td>false</td><td>true</td></tr></tbody></table>

### 3. New Power Embedded Features

**Low-cost Generative AI**

* **Power BI**: Power BI features Copilot, a robust generative AI that helps analyze data. However, this functionality is only available in Microsoft Fabric SKU F64, which may not be financially viable for some organizations due to its high cost.
* **Power Embedded**: In Power Embedded, there is a generative AI called Power Pilot, which also allows you to answer business questions quickly and efficiently. The big difference is that Power Pilot offers this functionality at a significantly more affordable cost, making the solution more attractive from a financial point of view.

**Firewall access control**

* **Power BI**: In Power Bi, you can't natively restrict access by IP.
* **Power Embedded**: Power Embedded offers this functionality natively, allowing you to restrict user access based on IP addresses.

**Audits**

* **Power BI**: Audits in Power BI are limited to usage metrics, which often don't provide the detailed information you really need, are often out of date and the view is per workspace, which makes it impractical to have several.
* **Power Embedded**: In Power Embedded, you have access to detailed audits that provide metrics such as access, permissions and most used reports, among other audits, in a unified view of the entire environment, API to query this data or export to CSV/Excel.

**Dynamic models**

* **Power BI:** Only available via the API.
* **Power Embedded:** Exclusive Power Embedded functionality, developed for scenarios in which a single report is accessed by different clients, each using a different semantic model, and therefore viewing different data. This is very useful for separating the data according to each client without relying on RLS and keeping the size of each model small. This helps a lot with report performance.

**Dark Mode - Functionality**

* **Power BI**: Only available in Power BI Desktop recently.
* **Power Embedded**: Dark mode has been available natively in the web version of Power BI Embedded since the tool's launch.

**Personalized visual identity (White-label)**

* **Power BI**: Power BI offers incredible graphics, but it is not possible to customize an environment with the specific visual identity of each customer.
* **Power Embedded**: In Power Embedded, you can create a personalized environment with a specific visual identity for your clients or departments, providing a totally customized experience.

**Report catalog**

* **Power BI**: There is no native functionality for displaying reports that users don't have access to, but which could be useful to them.
* **Power Embedded**: With the report catalog in Power Embedded, you can show reports to users even if they don't yet have direct access, allowing them to request permission if necessary.

**Warnings and notifications**

* **Power BI:** There is no native functionality to show warnings, notifications and alerts to users who are browsing the portal.
* **Power Embedded:** There is a Warnings functionality, where you can schedule warnings and notifications, using rich text and images, so that users who are browsing the portal and viewing reports can be made aware of these messages.

**All data is easily exportable**

* **Power BI:** There are no options for exporting RLS rules, users, audits, etc.
* **Power Embedded:** All audits, RLS rules, users and audits can be exported and imported using files. Report access auditing even has an API for reading data in real time.

### 4. Power Embedded enhancements

#### **App**

* **Power BI**: In Power BI, the app is a way of sharing reports, where you can group several dashboards, reports in one place and share them with different audiences. Only reports can be included and they need to be in the same workspace.
* **Power Embedded**: In Power Embedded, this functionality is available with some improvements. You can create as many applications as you need, add reports from different workspaces and use TV mode, which allows you to display reports on a screen with slideshow functionality natively. In addition, Page Level Security allows you to define which pages of the report you want to make available to each user.

**Sharing with external users**

* **Power BI**: In Power BI, sharing reports with external users can be complicated, requiring users to have a corporate account or a specific license (Pro or PPU).
* **Power Embedded**: In Power Embedded, which uses Power BI Embedded or Fabric licenses, you can share your reports more flexibly with external users without the same license restrictions.

**Dataset refresh**

* **Power BI**: You can schedule data refreshes in Power BI, but you are limited to 8 daily refreshes in the Pro license or 48 in the PPU.
* **Power Embedded**: In Power Embedded, in addition to scheduling refreshes, you have extra features, such as the possibility of not having to take possession of the dataset and of performing refreshes without the 30-minute limit between each one and when more than 5 failures occur, the Power Embedded refresh continues to work, while the Power BI refresh stops working. Via API, updates are unlimited.

### 5. Limitations of Power Embedded

<mark style="color:red;">**Although Power Embedded offers powerful solutions, there are some limitations that, due to not being supported in the official Power BI API, you can't do through the portal:**</mark>

* **Analyze in Excel**: If the number of users who need this functionality is low, you can release some Pro accounts so that they can continue to use this functionality.
* **Direct Lake**: Not yet supported by the API.
* **Visual calculations**: Not yet supported by the API.

### 6. Power Embedded's main features

<table data-view="cards"><thead><tr><th></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Application</strong></td><td></td><td><a href="/files/NkCOnah7i9foI7rgzF0v">/files/NkCOnah7i9foI7rgzF0v</a></td><td><a href="/pages/dKE07lWgN8oRoxFcRm9k">/pages/dKE07lWgN8oRoxFcRm9k</a></td></tr><tr><td><strong>Dark Mode</strong></td><td></td><td><a href="/files/17mglo8iT4JQRU570hH2">/files/17mglo8iT4JQRU570hH2</a></td><td><a href="/pages/ukEwHysCD2AKW1AndBo7">/pages/ukEwHysCD2AKW1AndBo7</a></td></tr><tr><td><strong>Scheduling data updates</strong></td><td></td><td><a href="/files/fh7DCDa16fot0xAVqL5P">/files/fh7DCDa16fot0xAVqL5P</a></td><td><a href="/pages/Cti9aKx9gbioVSF3zUOB">/pages/Cti9aKx9gbioVSF3zUOB</a></td></tr><tr><td><strong>Firewall</strong></td><td></td><td><a href="/files/HlAV5xDRHEWhK2aw67fU">/files/HlAV5xDRHEWhK2aw67fU</a></td><td><a href="/pages/EQglwHsSv7JqRNHC7pnG">/pages/EQglwHsSv7JqRNHC7pnG</a></td></tr><tr><td><strong>Audits</strong></td><td></td><td><a href="/files/uFwUCYbr3INnheEA7eJR">/files/uFwUCYbr3INnheEA7eJR</a></td><td><a href="https://app.gitbook.com/o/Ni2qlbLwzFhjF5ZJ9VB4/s/t2gQSHbraGsYbDGTmWAa/~/changes/194/principais-funcionalidade/auditorias">https://app.gitbook.com/o/Ni2qlbLwzFhjF5ZJ9VB4/s/t2gQSHbraGsYbDGTmWAa/~/changes/194/principais-funcionalidade/auditorias</a></td></tr><tr><td><strong>Report catalog</strong></td><td></td><td><a href="/files/PaTVPm8NvjYGChxQml7u">/files/PaTVPm8NvjYGChxQml7u</a></td><td><a href="/pages/1Zb0ms6LUp1h8JjtUuuO">/pages/1Zb0ms6LUp1h8JjtUuuO</a></td></tr><tr><td><strong>White Label</strong></td><td></td><td><a href="/files/WwaraKJkzuGtgsdsDNEb">/files/WwaraKJkzuGtgsdsDNEb</a></td><td><a href="/pages/G1D2DeoGBmMr7aqYSBhP">/pages/G1D2DeoGBmMr7aqYSBhP</a></td></tr><tr><td><strong>Sharing with external users</strong></td><td></td><td><a href="/files/rOqtQdT8DacSwt7CwTIZ">/files/rOqtQdT8DacSwt7CwTIZ</a></td><td><a href="/pages/ceKkng9rEUmk5Wx009jY">/pages/ceKkng9rEUmk5Wx009jY</a></td></tr><tr><td><strong>Generative AI - Power Pilot</strong></td><td></td><td><a href="/files/g7QMtj1oqAKXu3F3K86D">/files/g7QMtj1oqAKXu3F3K86D</a></td><td><a href="/pages/jooKkycA5ObAiLRoYZ3d">/pages/jooKkycA5ObAiLRoYZ3d</a></td></tr></tbody></table>


# Main features

### 1.Generative AI

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-type="content-ref"></th><th data-hidden data-type="content-ref"></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Low-cost AI</td><td></td><td><a href="/pages/jooKkycA5ObAiLRoYZ3d">/pages/jooKkycA5ObAiLRoYZ3d</a></td><td><a href="/pages/jooKkycA5ObAiLRoYZ3d">/pages/jooKkycA5ObAiLRoYZ3d</a></td><td><a href="/pages/jooKkycA5ObAiLRoYZ3d">/pages/jooKkycA5ObAiLRoYZ3d</a></td><td><a href="/pages/jooKkycA5ObAiLRoYZ3d">/pages/jooKkycA5ObAiLRoYZ3d</a></td><td><a href="/files/GGt9g8o0lo4Hak7EgOgd">/files/GGt9g8o0lo4Hak7EgOgd</a></td></tr><tr><td></td><td>WhatsApp AI</td><td></td><td><a href="/pages/98AF9YKsN6ChcbhqJLAL">/pages/98AF9YKsN6ChcbhqJLAL</a></td><td></td><td><a href="/pages/98AF9YKsN6ChcbhqJLAL">/pages/98AF9YKsN6ChcbhqJLAL</a></td><td></td><td><a href="/files/t4KMR5utgPjgo9AOOI2R">/files/t4KMR5utgPjgo9AOOI2R</a></td></tr></tbody></table>

### 2. Entra ID Synchronization

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Automatic user synchronization with Entra ID</td><td></td><td><a href="/pages/npWwnLWeS0d3eGpwR7Av">/pages/npWwnLWeS0d3eGpwR7Av</a></td><td><a href="/files/6mmNwrchV3IQM83CRmxs">/files/6mmNwrchV3IQM83CRmxs</a></td></tr></tbody></table>

### 3. Application:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td>Dark Mode</td><td></td><td><a href="/pages/ukEwHysCD2AKW1AndBo7">/pages/ukEwHysCD2AKW1AndBo7</a></td><td><a href="/files/17mglo8iT4JQRU570hH2">/files/17mglo8iT4JQRU570hH2</a></td><td><a href="/pages/ukEwHysCD2AKW1AndBo7">/pages/ukEwHysCD2AKW1AndBo7</a></td></tr><tr><td></td><td>TV Mode</td><td></td><td></td><td><a href="/files/FQaFP0gSf5HUlvz0W98W">/files/FQaFP0gSf5HUlvz0W98W</a></td><td><a href="/pages/qQAuKUSimfUjYlD8vSEH#tv-mode">/pages/qQAuKUSimfUjYlD8vSEH#tv-mode</a></td></tr><tr><td></td><td>Reports from Different Workspaces</td><td></td><td></td><td><a href="/files/qa9cgDDE3FlCEMkZpBPu">/files/qa9cgDDE3FlCEMkZpBPu</a></td><td><a href="/pages/qQAuKUSimfUjYlD8vSEH#reports">/pages/qQAuKUSimfUjYlD8vSEH#reports</a></td></tr><tr><td></td><td>Page-level security</td><td></td><td></td><td><a href="/files/kXfhMH9quvbM9UfJyDGF">/files/kXfhMH9quvbM9UfJyDGF</a></td><td><a href="/pages/qQAuKUSimfUjYlD8vSEH#reports">/pages/qQAuKUSimfUjYlD8vSEH#reports</a></td></tr><tr><td></td><td>Group several reports</td><td></td><td></td><td><a href="/files/dvv1GYXNGPk7nY7tazQZ">/files/dvv1GYXNGPk7nY7tazQZ</a></td><td><a href="/pages/qQAuKUSimfUjYlD8vSEH#report-catalog">/pages/qQAuKUSimfUjYlD8vSEH#report-catalog</a></td></tr></tbody></table>

### 4. Updating Data

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Update at 5 minute intervals</td><td></td><td><a href="/pages/tDG6vVxpPxq27pm0Wt3o#refresh-at-5-minute-intervals">/pages/tDG6vVxpPxq27pm0Wt3o#refresh-at-5-minute-intervals</a></td><td><a href="/files/3L7m14nzuTlXIsliSHaA">/files/3L7m14nzuTlXIsliSHaA</a></td></tr><tr><td></td><td>No need to take control to manage, several people can manage</td><td></td><td><a href="/pages/tDG6vVxpPxq27pm0Wt3o#you-dont-have-to-take-control-to-manage-it-several-people-can-manage-it">/pages/tDG6vVxpPxq27pm0Wt3o#you-dont-have-to-take-control-to-manage-it-several-people-can-manage-it</a></td><td><a href="/files/0qIfEtAvCow9Yrv4pDXc">/files/0qIfEtAvCow9Yrv4pDXc</a></td></tr><tr><td></td><td>Even after 5 failures, it continues to work</td><td></td><td><a href="/pages/tDG6vVxpPxq27pm0Wt3o#even-after-5-failures-it-keeps-working">/pages/tDG6vVxpPxq27pm0Wt3o#even-after-5-failures-it-keeps-working</a></td><td><a href="/files/IK47lBDGRPqnwJwlj1bN">/files/IK47lBDGRPqnwJwlj1bN</a></td></tr></tbody></table>

### 5. Audits:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Login/logout</td><td></td><td><a href="/pages/MJ8YYiSyODqTUjvv97jp">/pages/MJ8YYiSyODqTUjvv97jp</a></td><td><a href="/files/oPlWloSMB4sRr20cBmDX">/files/oPlWloSMB4sRr20cBmDX</a></td></tr><tr><td></td><td>Permissions</td><td></td><td><a href="/pages/0pGbWU9fMwbAQF2aHCVJ">/pages/0pGbWU9fMwbAQF2aHCVJ</a></td><td><a href="/files/cvbDZqSY9LnoaqSW94TW">/files/cvbDZqSY9LnoaqSW94TW</a></td></tr><tr><td></td><td>Access release</td><td></td><td><a href="/pages/MJ8YYiSyODqTUjvv97jp">/pages/MJ8YYiSyODqTUjvv97jp</a></td><td><a href="/files/kXfhMH9quvbM9UfJyDGF">/files/kXfhMH9quvbM9UfJyDGF</a></td></tr></tbody></table>

### 6. Security:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Firewall</td><td></td><td><a href="/pages/EQglwHsSv7JqRNHC7pnG">/pages/EQglwHsSv7JqRNHC7pnG</a></td><td><a href="/files/XuY8eBswW7vVFRsdJ9sz">/files/XuY8eBswW7vVFRsdJ9sz</a></td></tr></tbody></table>

### 7. Reports:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Report Catalog</td><td></td><td><a href="/pages/1Zb0ms6LUp1h8JjtUuuO">/pages/1Zb0ms6LUp1h8JjtUuuO</a></td><td><a href="/files/pPjxYqVrfbeK8yoIVBu9">/files/pPjxYqVrfbeK8yoIVBu9</a></td></tr><tr><td></td><td>Types of report views</td><td></td><td><a href="/pages/Z7Cbz8fD8ujSlbrCEk5N#default-report-view-type">/pages/Z7Cbz8fD8ujSlbrCEk5N#default-report-view-type</a></td><td><a href="/files/29Az7RuXZLAyG70qLmgh">/files/29Az7RuXZLAyG70qLmgh</a></td></tr><tr><td></td><td>Report listing - Unified view, independent of Workspace or folder</td><td></td><td><a href="/pages/Z7Cbz8fD8ujSlbrCEk5N#folder-display-type">/pages/Z7Cbz8fD8ujSlbrCEk5N#folder-display-type</a></td><td><a href="/files/29Az7RuXZLAyG70qLmgh">/files/29Az7RuXZLAyG70qLmgh</a></td></tr></tbody></table>

### 8. Customization

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Portal and login screen customization</td><td></td><td><a href="/pages/G1D2DeoGBmMr7aqYSBhP">/pages/G1D2DeoGBmMr7aqYSBhP</a></td><td><a href="/files/qyOAOrk3DzsZ9b664DfY">/files/qyOAOrk3DzsZ9b664DfY</a></td></tr></tbody></table>

### 9. External sharing:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Sharing with external users</td><td></td><td><a href="/pages/ceKkng9rEUmk5Wx009jY">/pages/ceKkng9rEUmk5Wx009jY</a></td><td><a href="/files/IsO3n18oYuVnksnAfvIk">/files/IsO3n18oYuVnksnAfvIk</a></td></tr></tbody></table>

### 10. Dynamic templates:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Dynamic Templates</td><td></td><td><a href="/pages/Uv2yHiQy7VT3mE23TofX">/pages/Uv2yHiQy7VT3mE23TofX</a></td><td><a href="/files/G1GGCv7VpNPrnJvCxaP1">/files/G1GGCv7VpNPrnJvCxaP1</a></td></tr></tbody></table>

### 11. Capacity control:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td>Manual</td><td></td><td><a href="/files/4dIQDvrMotvCnwdJSqTL">/files/4dIQDvrMotvCnwdJSqTL</a></td><td><a href="/pages/9opAoRTDfdZP4WXY46zi#manual">/pages/9opAoRTDfdZP4WXY46zi#manual</a></td><td><a href="/pages/KOk4qz07L8ZfpXul7JYo">/pages/KOk4qz07L8ZfpXul7JYo</a></td></tr><tr><td></td><td>Control on demand</td><td></td><td><a href="/files/yhambaYxi2tLQ5uwdBgv">/files/yhambaYxi2tLQ5uwdBgv</a></td><td><a href="/pages/9opAoRTDfdZP4WXY46zi#on-demand">/pages/9opAoRTDfdZP4WXY46zi#on-demand</a></td><td><a href="/pages/KOk4qz07L8ZfpXul7JYo">/pages/KOk4qz07L8ZfpXul7JYo</a></td></tr><tr><td></td><td>Scheduling control</td><td></td><td><a href="/files/gcq1C8wxVlD3NiH2pp52">/files/gcq1C8wxVlD3NiH2pp52</a></td><td><a href="/pages/9opAoRTDfdZP4WXY46zi#on-schedule">/pages/9opAoRTDfdZP4WXY46zi#on-schedule</a></td><td><a href="/pages/KOk4qz07L8ZfpXul7JYo">/pages/KOk4qz07L8ZfpXul7JYo</a></td></tr></tbody></table>

### 12. Report Subscription

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Report subscription by email including attachment</td><td></td><td><a href="/pages/vAT83Tc5rHO7WGZNlniW#report-subscription-including-attachment">/pages/vAT83Tc5rHO7WGZNlniW#report-subscription-including-attachment</a></td><td><a href="/files/PjMJy2OYb5aWPkrgYtSp">/files/PjMJy2OYb5aWPkrgYtSp</a></td></tr><tr><td></td><td>Email report subscription with RLS</td><td></td><td><a href="/pages/vAT83Tc5rHO7WGZNlniW#email-report-subscription-with-rls">/pages/vAT83Tc5rHO7WGZNlniW#email-report-subscription-with-rls</a></td><td><a href="/files/hCoZngDgn0LYYwJSTx7c">/files/hCoZngDgn0LYYwJSTx7c</a></td></tr><tr><td></td><td>Choose which page of the report to send</td><td></td><td><a href="/pages/vAT83Tc5rHO7WGZNlniW#choose-which-page-of-the-report-to-send-by-email">/pages/vAT83Tc5rHO7WGZNlniW#choose-which-page-of-the-report-to-send-by-email</a></td><td><a href="/files/eHF5gMXXCIPaTA3pzVfS">/files/eHF5gMXXCIPaTA3pzVfS</a></td></tr></tbody></table>

### 13. Integration

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Integration with Google Analytics</td><td></td><td><a href="/pages/9G1YQDIMxbpXVBrXhy75">/pages/9G1YQDIMxbpXVBrXhy75</a></td><td><a href="/files/qyib7iLr7crJf2aadTuL">/files/qyib7iLr7crJf2aadTuL</a></td></tr></tbody></table>

### 14. Authentication:

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Authentication with Google</td><td></td><td><a href="/pages/ihC3sIfR1zs4047foni6#google-authentication">/pages/ihC3sIfR1zs4047foni6#google-authentication</a></td><td><a href="/files/tWfGbleb4SXoYvEhR5MQ">/files/tWfGbleb4SXoYvEhR5MQ</a></td></tr><tr><td></td><td>E-mail/password</td><td></td><td><a href="/pages/ihC3sIfR1zs4047foni6#username-and-password">/pages/ihC3sIfR1zs4047foni6#username-and-password</a></td><td><a href="/files/6X6mYty0Pbn7XRVdid9B">/files/6X6mYty0Pbn7XRVdid9B</a></td></tr><tr><td></td><td>Integrated Microsoft authentication</td><td></td><td><a href="/pages/ihC3sIfR1zs4047foni6#microsoft-authentication">/pages/ihC3sIfR1zs4047foni6#microsoft-authentication</a></td><td><a href="/files/3Lo6Am5HvEYADPsdZJjC">/files/3Lo6Am5HvEYADPsdZJjC</a></td></tr></tbody></table>

### 15. API

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Show report in your system</td><td></td><td><a href="/pages/8XoghkV9OY9h6jZ8pMC8">/pages/8XoghkV9OY9h6jZ8pMC8</a></td><td><a href="/files/HCUm0ZSn5Khgza3p9hRD">/files/HCUm0ZSn5Khgza3p9hRD</a></td></tr></tbody></table>


# Generative AI - Power Pilot

Have you ever spent hours analyzing reports, applying filters and trying to understand what your data has to say?

With Power Pilot, you can get this information just by asking the assistant a question, and in a few seconds it will give you the answer. What's more, you can have this assistant available on your WhatsApp!

**Power Pilot**, Power Embedded's generative AI, allows you to create assistants capable of answering your business questions. With these assistants, you can get to your analysis faster and have a clearer view of your business, all without having to open a report.

<div align="left"><figure><img src="/files/riK3Z9GXhvTEZlUVy9YW" alt=""><figcaption></figcaption></figure></div>

In addition to having this functionality available on the Power Embedded portal, it is also possible to integrate this AI with WhatsApp, making the process even more complete and easy to use.

<div align="left"><figure><img src="/files/0iD7Z2up499iuWTZQciF" alt=""><figcaption></figcaption></figure></div>

Get to know Power Pilot now

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Power pilot (AI)</td><td><a href="/files/g7QMtj1oqAKXu3F3K86D">/files/g7QMtj1oqAKXu3F3K86D</a></td><td><a href="/pages/P5Ckx5z2FXQw5D8perUA">/pages/P5Ckx5z2FXQw5D8perUA</a></td></tr><tr><td><strong>AI on WhatsApp</strong></td><td><a href="/files/6ilNnMevnUvv8GtagCyO">/files/6ilNnMevnUvv8GtagCyO</a></td><td><a href="/pages/98AF9YKsN6ChcbhqJLAL">/pages/98AF9YKsN6ChcbhqJLAL</a></td></tr></tbody></table>


# Application

The app is a sharing method in Power BI that works like a repository, where you can add multiple reports in a single location, making it easy to share with users and providing a centralized view of multiple reports.

<figure><img src="/files/XK08yWjPtXPH1frrszxC" alt=""><figcaption></figcaption></figure>

Within this functionality, we've highlighted some important tools to know what they are and how to use them:

* **TV mode**: If you need to display the report on a TV with interaction between the pages, TV Mode can help optimize that experience.
* **Page Level Security:** If you need to share the report with users but want to hide certain pages, you can do so via the application.

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td>Create and configure an application</td><td><a href="/pages/qQAuKUSimfUjYlD8vSEH">/pages/qQAuKUSimfUjYlD8vSEH</a></td><td><a href="/files/NkCOnah7i9foI7rgzF0v">/files/NkCOnah7i9foI7rgzF0v</a></td></tr></tbody></table>


# Dark Mode

Whether you work late at night or simply prefer a darker interface, Dark Mode offers an elegant design and helps minimize eye strain and increase concentration.

## Portal in Light Mode

<figure><img src="/files/cNWLRtUN1MNEU0MlIAwS" alt=""><figcaption></figcaption></figure>

## Portal no Modo Escuro (Dark Mode)

<figure><img src="/files/tMpWt4QpjXTbBrVu56GD" alt=""><figcaption></figcaption></figure>

## Light Mode report

<figure><img src="/files/2Q9BkdgMgv504QkMX8na" alt=""><figcaption></figcaption></figure>

## Dark Mode report

<figure><img src="/files/wI2LI5mHrw0QyeF8zCce" alt=""><figcaption></figcaption></figure>


# Scheduling data updates

Configuring scheduled updates of data sets directly from Power Embedded makes the process not only simpler, but also much more flexible.

With this feature, you can say goodbye to 30-minute interval limitations and enjoy unlimited updates!

<figure><img src="/files/tXovKqndGPpp6QlolKQp" alt=""><figcaption></figcaption></figure>

An interesting point about this functionality in Power Embedded is that any administrator user can access this configuration, not needing to “take control” of the dataset to change/create a new time to be scheduled, which caused some inconveniences, such as losing the dataset credentials and having to configure it again.

Another relevant piece of information is that Power BI has a behavior that, if the update process fails more than 5 times in a row, the update is automatically deactivated.

In cases where a capacity or database becomes unavailable, this can have a major negative impact on the environment, requiring manual maintenance on each affected dataset.

With Power Embedded scheduling, this doesn't happen, avoiding this type of problem.

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td>Schedule data set updates</td><td></td><td><a href="/files/fh7DCDa16fot0xAVqL5P">/files/fh7DCDa16fot0xAVqL5P</a></td><td><a href="/pages/3bduGX5nzkxkSqIoKiR9">/pages/3bduGX5nzkxkSqIoKiR9</a></td></tr></tbody></table>


# Updating Data

Scheduling Refreshes in Power Embedded Power Embedded offers an advanced and flexible solution for scheduling data refreshes, significantly overcoming the limitations traditionally found in Power BI:

### Refresh at 5-minute intervals:

Unlike Power BI's 30-minute standard, Power Embedded allows more frequent refreshes, reaching intervals of just 5 minutes, guaranteeing much more up-to-date data for your decision-making.

### You don't have to take control to manage it, several people can manage it:

With decentralized management, several administrators can configure and adjust updates simultaneously, without having to “take control” of the dataset, avoiding problems with credentials and reconfigurations.

### Even after 5 failures, it keeps working:

The system is designed to keep updates running even after consecutive failures, unlike Power BI which automatically deactivates after 5 failures, ensuring greater availability of your data.

Power Embedded maintains the integrity of updates even in challenging scenarios, not interrupting scheduling after multiple failures, eliminating the need for manual intervention in cases of temporary unavailability and significantly reducing maintenance work in environments with multiple data sets.


# Audits

The audits menu in Power Embedded aims to ensure that portal administrators have full control and detailed metrics over the environment.

This includes monitoring which reports users are accessing, identifying the most viewed report, checking users' permission levels, among other important audits.

The audits available on the portal are as follows:

<table><thead><tr><th width="258">Audits</th><th data-type="content-ref">The way</th></tr></thead><tbody><tr><td>Reports:</td><td><a href="/pages/WmRg8rLBWRxAVrUvND5V">/pages/WmRg8rLBWRxAVrUvND5V</a></td></tr><tr><td>Usage metrics:</td><td><a href="/pages/Y8yh58TiaAeWWOAteC5L">/pages/Y8yh58TiaAeWWOAteC5L</a></td></tr><tr><td>Report Catalog:</td><td><a href="/pages/YFImrhxQZLY7BRgEaiZA">/pages/YFImrhxQZLY7BRgEaiZA</a></td></tr><tr><td>E-mails:</td><td><a href="/pages/IFrbs2joZeuXl7p5jfmz">/pages/IFrbs2joZeuXl7p5jfmz</a></td></tr><tr><td>Access Logs:</td><td><a href="/pages/MJ8YYiSyODqTUjvv97jp">/pages/MJ8YYiSyODqTUjvv97jp</a></td></tr><tr><td>Capacity:</td><td><a href="/pages/TRINTa2sfiHgnlJL3sjl">/pages/TRINTa2sfiHgnlJL3sjl</a></td></tr><tr><td>Permissions:</td><td><a href="/pages/0pGbWU9fMwbAQF2aHCVJ">/pages/0pGbWU9fMwbAQF2aHCVJ</a></td></tr><tr><td>Firewall:</td><td><a href="/pages/ZbRduPMyLP9zo9ts6pYd">/pages/ZbRduPMyLP9zo9ts6pYd</a></td></tr><tr><td>Using Power Pilot:</td><td><a href="/pages/P5Ckx5z2FXQw5D8perUA">/pages/P5Ckx5z2FXQw5D8perUA</a></td></tr></tbody></table>


# Firewall

This feature allows you to restrict access to the portal to a certain IP range.

This is very useful when you need to ensure that users only access data from a specific location, such as the company's own IP address.

<figure><img src="/files/OtLCxuu6cd2nIghmrQir" alt=""><figcaption></figcaption></figure>

To activate this functionality, access the Administration Portal, go to settings and enable the “Enable firewall rules” option.

Once the feature is enabled, simply go to the Firewall menu and enter the IP or IP ranges allowed.

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>How to configure the Firewall feature</td><td></td><td></td><td><a href="/files/HlAV5xDRHEWhK2aw67fU">/files/HlAV5xDRHEWhK2aw67fU</a></td><td><a href="/pages/ZbRduPMyLP9zo9ts6pYd">/pages/ZbRduPMyLP9zo9ts6pYd</a></td></tr></tbody></table>


# Report catalog

The report catalog functionality allows you to share the existence of certain reports with all your users, even if they don't have access to the report.

This functionality acts as a data discovery tool, allowing users to identify reports that could be useful in their daily lives.

If the person thinks the report is relevant and has important data for their activities, they can request access to the report.

This action of requesting access sends a notification for administrators to analyze the request and release/deny access to the requested report.

<figure><img src="/files/XEBLPwYuCkMzH6vZw5r5" alt=""><figcaption></figcaption></figure>

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Report Catalog</td><td><a href="/files/PaTVPm8NvjYGChxQml7u">/files/PaTVPm8NvjYGChxQml7u</a></td><td><a href="/pages/iuK7ZEnE9zQwktrjDQvB">/pages/iuK7ZEnE9zQwktrjDQvB</a></td></tr></tbody></table>


# Customization of the portal and login screen

The Power Embedded reporting portal is fully customizable, allowing you to adapt the entire visual identity of the portal to match your brand's visual identity.

This is one of the great advantages of having your reports incorporated into Power Embedded, as you can provide a user experience that reflects the identity of your company or your client.

### Login screen

<figure><img src="/files/g0FggabWJ02XdpkCiivl" alt=""><figcaption></figcaption></figure>

## Visualization portal

<figure><img src="/files/82ai8Jnc24sT2mSWUcEn" alt=""><figcaption></figcaption></figure>


# Sharing with external users

One of the main difficulties for those who use Pro or PPU accounts in Power BI is sharing reports with users outside the organization, because in order to do so, that person needs to have a corporate email and be added to your company's Entra ID.

With Power BI Embedded, this difficulty doesn't exist, because by using Fabric or Power BI Embedded licenses, users can view reports without needing Pro accounts and, what's more, they don't need to have corporate accounts to access the data in an external application.

Therefore, it doesn't matter if your user uses domains such as @yahoo, @gmail, @outlook or even other types of domain, all they need to do is register with Power Embedded and they will have access to all the functionalities.

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>User registration</strong></td><td></td><td><a href="/files/Q29t3DAiYOsb9l6SicP5">/files/Q29t3DAiYOsb9l6SicP5</a></td><td><a href="/pages/weH72TYfKugssckqmOoj">/pages/weH72TYfKugssckqmOoj</a></td></tr></tbody></table>


# Dynamic Models

Dynamic models, or Dynamic Dataset Binding, is a feature exclusive to Power Embedded and not available in the Power BI service. It allows a single report to be accessed by different clients, each viewing specific data according to their semantic model. This eliminates the need to create multiple reports, avoiding data and calculation inconsistencies, since all updates are applied centrally.

This functionality surpasses row-level security (RLS) in performance and security. While RLS increases model size and processing consumption due to the various rules created for different users, dynamic models only consult the specific model for each client. This results in smaller, independent and isolated models, improving efficiency and reducing the risk of security breaches.

Dynamic templates allow different clients (Client A, Client B, Client C) to access the same report by applying filters at the template level. For example, if the user is associated with model A, the system will connect the report to model A dynamically, without having to filter the data.

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td>Dynamic Models</td><td></td><td><a href="/files/G1GGCv7VpNPrnJvCxaP1">/files/G1GGCv7VpNPrnJvCxaP1</a></td><td><a href="/pages/2O5Ef6m1HW8h8mmc8GuO">/pages/2O5Ef6m1HW8h8mmc8GuO</a></td></tr></tbody></table>


# Capacity control

In Power Embedded, you can manage your capacity, whether it's Microsoft Fabric or Power Embedded, in 3 different ways: manually, on demand and by scheduling.

### Manual:

The administrator manually manages the capacity via an on/off switch after completing the initial settings.

<figure><img src="/files/wjbkrtnsZOoPsA3R7Ykx" alt=""><figcaption></figcaption></figure>

### On demand:

Capacity is activated automatically when an authorized user accesses a report. It is paused after the defined downtime, reducing costs.

<figure><img src="/files/WkJEPYrJTu0LdOTRJhdU" alt=""><figcaption></figcaption></figure>

### On schedule:

Allows you to program times to turn capacity on/off or change it, offering predictable control according to demand.

<figure><img src="/files/V4jOxvPNHcnmNe2mmBap" alt=""><figcaption></figcaption></figure>

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td>Capacity</td><td></td><td><a href="/files/x8yJkcbumAeDOL2GEX2C">/files/x8yJkcbumAeDOL2GEX2C</a></td><td><a href="/pages/KOk4qz07L8ZfpXul7JYo">/pages/KOk4qz07L8ZfpXul7JYo</a></td></tr></tbody></table>


# Report subscription

Report subscription allows authorized users to configure the automatic sending of reports by e-mail on a predefined schedule. This feature ensures consistent and timely delivery of important information, simplifying data analysis for those who prefer to receive updates directly in their e-mail, without accessing the portal.

In Power Embedded, we have delivered the following improvements:

### Report subscription including attachment:

When the user creates the signature and sends it, the recipient will receive an attachment of the report in the e-mail with the selected format (PDF, PPT). This feature simplifies viewing the report.

### Email report subscription with RLS:

The system generates individualized reports for each user based on the configured RLS rules, filtering the data to display only the information that the user is authorized to access. With Data-Driven Subscription, security is reinforced by the creation of specific files for each recipient, guaranteeing strict application of the RLS rules, both in the content of the report and in access to the file sent by email.

### Choose which page of the report to send by email:

The user can specifically select the page of the report to be sent by email, ideal for reports with multiple pages. This functionality simplifies the targeted sharing of dashboards, ensuring that the recipient only receives the relevant information.

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>Report Subscription</td><td></td><td><a href="/pages/ZaB3mftX5nJqzlvbe30N">/pages/ZaB3mftX5nJqzlvbe30N</a></td><td><a href="/files/D6zfQhJvfdBSgXji9c8z">/files/D6zfQhJvfdBSgXji9c8z</a></td></tr></tbody></table>


# Integration with Google Analytics

With the integration between Power Embedded and Google Analytics, it is possible to monitor user behavior, such as most accessed reports, viewing time, most used menus and other events. This functionality provides valuable insights for improving the portal's usability.

The detailed documentation offers a step-by-step guide to setting up and exploiting this integration, allowing you to optimize the user experience and extract maximum value from interaction data.

<figure><img src="/files/oZ69hdZh0WOK0bNnCH1k" alt=""><figcaption></figcaption></figure>

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td>Integration with Google Analytics</td><td><a href="/files/4EnWHdcDUk4vFzrkUhMy">/files/4EnWHdcDUk4vFzrkUhMy</a></td><td><a href="/pages/FkUio1lM7GUB8Wa9CGM0">/pages/FkUio1lM7GUB8Wa9CGM0</a></td></tr></tbody></table>


# Integrated Microsoft, Google and user/password authentication

We currently offer three authentication methods: Microsoft, Google and User and Password. In the Power Embedded administration portal, you can define which login methods will be enabled for your company, ensuring greater flexibility and control.

### Microsoft authentication:

When using Microsoft authentication, you will be redirected to the Azure login page, where you must sign in with your Microsoft account. If your account is already connected to the device, you will be logged in automatically, without having to enter your password. If MFA is configured and enabled, you will be prompted as normal during the process.

### Google authentication:

Authentication via Google works in a similar way to Microsoft. You will be asked to log in and then redirected to fill in your credentials. If MFA is enabled, it will be required as normal during the process.

### Username and Password:

This method is ideal for users who don't have a Microsoft account, aren't linked to an Azure AD domain or don't have a Google account.

For example, if the user has an email from services such as Yahoo, BOL, among others, it is possible to create a specific username and password for them. The employee will then be able to access the portal using these personalized credentials.

![](/files/IwdjXU7dJheeC6cIYnK5)

\\

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td></td><td>First Access</td><td></td><td><a href="/pages/jL7sSHH74ccttoOu5iur">/pages/jL7sSHH74ccttoOu5iur</a></td><td><a href="/files/DE9IaKeh0UrmOHv3BF5O">/files/DE9IaKeh0UrmOHv3BF5O</a></td></tr><tr><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>


# Privacy Policy

This website is maintained and operated by Power Tuning - Soluções em TI Ltda.

Your privacy is important to us and so we respect your privacy regarding any information we may collect from you across powerembedded.com.br, and other sites we own and operate.

We collect and use some personal data that belongs to those who use our site. In doing so, we act as the controller of this data and are subject to the provisions of Federal Law no. 13.709/2018 (General Personal Data Protection Law - LGPD).

We care about the protection of your personal data and have therefore made available this privacy policy, which contains important information about:

– Who should use our website;\
– What data we collect and what we do with it;\
– Your rights in relation to your personal data;\
– How to contact us.

### **1.** Data we collect and reasons for collection

Our website collects and uses certain personal data in accordance with the provisions of this section.

#### *1.1 Personal data expressly provided by the user.*

We collect the following personal data that our users expressly provide to us when using our website:

* Full name.
* Company name.
* E-mail address.e-mail;
* Telephone number.
* Contact message.

This data is collected at the following times:

* When you fill in the Contact form or respond to the Chatbot, for the purpose of requesting commercial contact to present products and services.
* When you fill in the Work with Us form, in order to register with the talent pool and have the opportunity to join our company.

The data provided by our users is collected for the following purposes:

* So that our sales team can contact users in order to respond to contact requests to present our products and services;
* To analyze applications and formalize employment contracts and other activities related to an employment relationship;

#### *1.2 Personal data obtained in other ways*

We collect the following personal data from our users:

* IP address;
* geolocation data;
* time zone.

This data is collected at the following times:

* When you access the website.

This data is collected for the following purposes:

* Measuring user interactions with clients' websites and/or apps.
* To protect the security of the service and inform the origin of users.

#### *1.3 Sensitive data*

We do not collect sensitive data, as defined in articles 11 et seq. of the Personal Data Protection Act. Thus, no data will be collected on racial or ethnic origin, religious conviction, political opinion, membership of a trade union or religious, philosophical or political organization, data relating to health or sex life, genetic or biometric data, when linked to a natural person.

#### *1.4. Cookies*

*1.4.1 What are cookies?*

Cookies are small text files that are automatically downloaded to your device when you access and browse a website. They are basically used to identify users' devices, activities and preferences.

Cookies do not allow any files or information to be extracted from the user's hard disk, nor is it possible to access personal information through them that does not come from the user or the way in which they use the site's resources.

*1.4.2 How do we use cookies?*

We use cookies for various reasons, detailed below. Unfortunately, in most cases, there are no industry-standard options for disabling cookies without completely disabling the functionality and features they add to this site. It is recommended that you leave all cookies if you are unsure whether or not you need them if they are used to provide a service that you use.

*1.4.3* Disabling cookies

The user may object to the registration of cookies by the website by simply deactivating this option in their own browser. More information on how to do this in some of the main browsers used today can be found at the following links:

Internet Explorer: <https://support.microsoft.com/pt-br/help/17442/windows-internet-explorer-delete-manage-cookies>

Safari: <https://support.apple.com/pt-br/guide/safari/sfri11471/mac>

Google Chrome: <https://support.google.com/chrome/answer/95647?hl=pt-BR&hlrm=pt>

Mozila Firefox: <https://support.mozilla.org/pt-BR/kb/ative-e-desative-os-cookies-que-os-sites-usam>

Opera: <https://www.opera.com/help/tutorials/security/privacy/>

Disabling cookies, however, may affect the availability of some tools and functionalities of the website, compromising its correct and expected functioning. Another possible consequence is the removal of user preferences that may have been saved, impairing the user's experience.

1.4.4 Cookies we set

* Form-related cookies: when you submit data via a form such as those found on contact pages or comment forms, cookies can be set to remember user details for future correspondence.
* Site preference cookies: in order to provide you with a great experience on this site, we provide the functionality to set your preferences for how this site runs when you use it. To remember your preferences, we need to set cookies so that this information can be called up whenever you interact with a page that is affected by your preferences.

1.4.5 Third-party cookies

In some special cases, we also use cookies provided by trusted third parties. The following section details which third-party cookies you may encounter through this website.

* This website uses Google Analytics, which is one of the most widespread and trusted analytics solutions on the web, to help us understand how you use the website and how we can improve your experience. These cookies can track things like how long you spend on the site and the pages you visit, so that we can continue to produce engaging content.
* Third-party analytics are used to track and measure the use of this website so that we can continue to produce engaging content. These cookies may track items such as the time you spend on the site or the pages you visit, which helps us understand how we can improve the site for you.
* We periodically test new features and make subtle changes to the way the site looks. When we are still testing new features, these cookies may be used to ensure that you receive a consistent experience while on the site, while we understand which optimizations our users appreciate the most.
* As we sell products, it's important for us to understand statistics about how many visitors to our site actually buy, so this is the kind of data these cookies will track. This is important to you because it means we can accurately make business predictions that allow us to analyze our advertising and product costs to ensure the best possible price.

#### *1.5. Collection of data not expressly provided for*

Occasionally, other types of data not expressly provided for in this Privacy Policy may be collected, provided that they are provided with the user's consent, or that the collection is permitted on the basis of another legal basis provided for by law.

In any case, the collection of data and the processing activities arising from it will be informed to the users of the site.

### **2.** Sharing personal data with third parties

We do not share your personal data with third parties. However, we may do so in order to comply with a legal or regulatory requirement, or to comply with an order issued by a public authority.

### **3.** How long your personal data will be stored

The personal data collected by the website is stored and used for a period of time that corresponds to what is necessary to achieve the purposes listed in this document and that takes into account the rights of its holders, the rights of the website controller and the applicable legal or regulatory provisions.

Once the periods of storage of personal data have expired, they are removed from our databases or anonymized, except in cases where there is the possibility or need for storage by virtue of a legal or regulatory provision.

### **4.** Legal bases for processing personal data

Every personal data processing operation must have a legal basis, i.e. a legal basis, which is nothing more than a justification that authorizes it, provided for in the General Personal Data Protection Law.

All of our personal data processing activities have a legal basis, among those permitted by law. More information on the legal bases we use for specific personal data processing operations can be obtained from our contact channels, which are listed at the end of this Policy.

### **5.** User rights

Website users have the following rights under the Personal Data Protection Act:

* Confirmation of the existence of processing;
* Access to data;
* Correction of incomplete, inaccurate or outdated data;
* Anonymization, blocking or deletion of data that is unnecessary, excessive or processed in breach of the law;
* Portability of data to another service or product provider, upon express request, in accordance with the regulations of the national authority, observing commercial and industrial secrets;
* Deletion of personal data processed with the consent of the data subject, except in the cases provided for by law;
* Information on the public and private entities with which the controller has shared data;
* Information on the possibility of not providing consent and the consequences of refusing to do so;
* Revocation of consent.

It is important to note that, under the terms of the LGPD, there is no right to delete data processed on legal grounds other than consent, unless the data is unnecessary, excessive or processed in breach of the law.

#### *5.1 How data subjects can exercise their rights*

The holders of personal data processed by us may exercise their rights by sending an e-mail or correspondence to our Personal Data Protection Officer. The information required for this can be found in the “How to contact us” section of this Privacy Policy.

In order to ensure that the user who wishes to exercise their rights is in fact the owner of the personal data which is the subject of the request, we may ask for documents or other information which may help to correctly identify them, in order to safeguard our rights and the rights of third parties. This will only be done, however, if it is absolutely necessary, and the requester will receive all related information.

### **6.** Security measures in the processing of personal data

We employ technical and organizational measures to protect personal data from unauthorized access and from destruction, loss or alteration.

The measures we use take into account the nature of the data, the context and purpose of the processing, the risks that a possible breach would generate for the rights and freedoms of the user, and the standards currently employed in the market by companies similar to ours.

Among the security measures adopted by us, we highlight the following:

* Our users' data is stored in a secure environment;
* We use an SSL (Secure Socket Layer) certificate, so that data transmission between users' devices and our servers is encrypted;
* We keep records of all those who come into contact with our data in any way.
* We use a firewall and antivirus on our servers to protect against malware threats;
* We limit access to our users' data so that unauthorized third parties cannot access it.

Even if you do everything in your power to prevent security incidents, it is possible that a problem may occur that is caused exclusively by a third party - such as in the case of hacker or cracker attacks, or in the case of the user's sole fault, which occurs, for example, when they transfer their data to a third party. Therefore, although we are generally responsible for the personal data we process, we disclaim liability in the event of an exceptional situation such as this, over which we have no control whatsoever.

In any case, should any type of security incident occur that could generate significant risk or damage to any of our users, we will notify those affected and the National Data Protection Authority of what has occurred, in accordance with the provisions of the General Data Protection Act.

### **7.** Changes to this policy

This version of this Privacy Policy was last updated on: 31/05/2024.

We reserve the right to modify these rules at any time, in particular to adapt them to any changes made to our website, either by making new features available or by deleting or modifying existing ones.

Whenever there is a change, our users will be notified of the change.

### ***8.*** How to contact us

If you have any questions about this Privacy Policy or the personal data we process, please contact our Personal Data Protection Officer through one of the channels mentioned below:

* *E-mail:* [*atendimento-lgpd@powertuning.com.br*](mailto:atendimento-lgpd@powertuning.com.br)


# Visualization portal

{% embed url="<https://www.youtube.com/watch?v=DxfhwwUXN0s>" %}

**Visualization portal**

The visualization portal is the environment where the user can access reports, applications, paginated reports and dashboards.

It is a white-label portal, which means that it can be fully customized according to the client's visual identity.

It is also a multi-language portal, ideal for international scenarios.

<figure><img src="/files/ZYgT4EnJztF1yG1xmLYr" alt=""><figcaption></figcaption></figure>

At the start, the user already has access to some metrics from the available dashboards and can click to be redirected directly to them. In the same menu, you can choose between three types of report view:

**List:** A view similar to that of the Power BI workspace.

**Icons:** Very useful when the user has access to several reports and needs to identify each one quickly.

**Folders:** This view offers a clearer organization of the environment, allowing you to see the folders where the reports are inserted and also the division between Reports, Applications and dashboards individually.

To make it easier to find these reports, you can search by specific name or even filter to display only the reports marked as favorites.

## Side Menu Features

**Favorites:** The logged-in user's favorite reports can be easily marked with a star next to the report.

**Most Accessed:** Displays the reports most accessed by the user.

**Recently Accessed:** Lists the reports that the user has accessed recently.

**Recently Published:** Shows the recently published reports to which the logged-in user has access.

In the side menu, in addition to the information mentioned above, you can view the folders.


# Filtering reports using query parameters in the URL

When you open a Power BI report, each report page has its own unique URL. To filter that report page, you can use the **"Filters"** panel on the report screen. Another option is to add query parameters to the URL to filter the report. Perhaps you have a report that you would like to show to colleagues, but first you want to filter it before sending it to them. One way to filter this is to start with the report's default URL and add filter parameters to the URL.

Just as the Power BI service supports URL [parâmetros de URL para filtrar os dados](https://learn.microsoft.com/pt-br/power-bi/collaborate-share/service-url-filters?wt.mc_id=MVP_398902), Power Embedded now also supports the same parameters for filtering report data.

## Syntax of query string parameters for filtering

*Report **URL*****?filter=*****Tabela*****/Coluna eq '*****valor*****'**

\
**Exemplo:**\
<https://relatorios.powerembedded.com.br/Organization/12201800-1a46-491a-bfe3-6ee5590e372e/Report/a0397cac-3ced-40e0-a1b4-6011518391c&#x32;**?filter=Participantes/email> eq '<dirceu.resende@yahoo.com.br>'\*\*

<figure><img src="/files/xuRUqxaZvXaRZ00WfaKE" alt=""><figcaption></figcaption></figure>

To see more information about the types of filters supported, how to filter using multiple values and multiple fields, go to the page [Filtrar relatórios usando parâmetros da cadeia de caracteres de consulta na URL](https://learn.microsoft.com/pt-br/power-bi/collaborate-share/service-url-filters?wt.mc_id=MVP_398902).

\
**Observações**

* **Table** and **Field** names are case-sensitive, **value** names are not;
* Fileds hidden in the **report** display can still be filtered.
* For this feature to work, the column, that will be used to filter the data must be available in the report´s filter side painel.


# Report Catalog

A tool that allows you to provide previous information on reports, often used in scenarios where you want employees/users to know that certain information exists.

If they wish to access a specific report, they can request access.

<figure><img src="/files/Kdl8vK4G6dxPx7PGW1Ov" alt=""><figcaption></figcaption></figure>

The report is displayed exclusively on this screen and only if the “Show in report catalog” option is activated when the report is registered.

When the report is made available in the data catalog, users have the possibility to request access, providing a justification for viewing the report.

After requesting access, both the administrators and contributors of the workspaces associated with the report are notified by email and via the viewing portal.

The notification is displayed as an example in the screen below

<figure><img src="/files/MMFhYwjhw5TXAfcAAA1J" alt=""><figcaption></figcaption></figure>

To ensure effective management of access requests, the system sends automatic alerts, allowing those responsible to review and approve or reject access requests.

Administrators and contributors can manage these requests directly from the viewing portal, facilitating control and information security.


# Navigating Reports

In the report, if the user has access, it is possible to use the permissions listed below, which adds to and facilitates the analysis.

It is crucial to remember that the user can only access these functionalities if the permissions are active; otherwise, they will not be able to use them.

<figure><img src="/files/2yYSB0Q1zCmimPOX0lBW" alt=""><figcaption></figcaption></figure>

By clicking on the name of the report in the report's top navigation bar, you can access some information about the report and identify the person responsible.

## File Menu

**• Download this PBIX file:** If the user has active permission, it is possible to download the PBIX file.

**• Export:** Offers various export options, such as PDF, PowerPoint and PNG. You can select which pages to export, with three options:

1. **Export with current filters:** Exports the report with the filters applied at the time of export.
2. **Export this page only**: Allows you to export only the current page of the report, useful when there are several pages available.
3. **Exclude hidden tabs:** If there are hidden tabs in the report, you can exclude them from the export.

<figure><img src="/files/VtVeLo0oQKuJXG73Q7Vn" alt=""><figcaption></figcaption></figure>

### Refresh Menu

* **Refresh visuals:** Loads the latest data; clicking on “Refresh visuals” updates the cached data
* **Refresh datasets:** Enables data to be refreshed via the portal via APIs.
* **Update visuals automatically:** Automates the updating of visuals by setting an interval of 1 to 59 minutes.
* **Refresh the page automatically:** Automates the refresh of the page by setting an interval of 1 to 59 minutes.
* **History:** Allows you to view the history of report updates via the report itself.

<figure><img src="/files/itZ9pEjLnIOMJIJr1p8q" alt=""><figcaption></figcaption></figure>

### Share Menu

Users who receive any of the options below will only be able to view the reports if they are registered on the portal.

* **Copy link:** Shares the report via a link
* **QR code:** Generates a QR code to access the report.
* **Print this page:** Allows you to print the report page.
* **Microsoft Teams:** Shares the report with Microsoft Teams users.
* **Email:** Generates a link that redirects to the email.
* **WhatsApp:** Generates a link that redirects to WhatsApp.

### View Menu

* **Full screen:** Displays the report in full screen.
* **Show sidebar:** Displays the home screen sidebar.
* **Filters:** Displays the standard Power BI filters.
* **Tabs:** Hides additional tabs if the report has more than one.<br>

### Filters Meni

**Saved Filters:** Allows you to save favorite filters in the report to facilitate future analysis. By clicking on a visual, you can save your filters and view the list of saved filters.

A list like this is created by saving filters and interacting with them.

<figure><img src="/files/rgaFe648NRj1bIv9K9bG" alt=""><figcaption></figcaption></figure>

### Mode Menu:

These functionalities are available if they are activated in the user or group registration.

**• Viewing:** Default permission for viewing, in this option the user can only analyze the report.

**• Editing:** Allows the user to edit the report. If the user has permission, they can overwrite the report or create a copy.

**• Creation:** Creation mode where the user can start a new report from scratch, reusing existing data sets.

If you want a copy of the report to be imported automatically when you save it, you can define this rule in **Settings > Parameters > Edit and Create Mode**.

{% hint style="danger" %}
**Caution:** Be careful when overwriting a report, it may change for other users.
{% endhint %}


# Mobile Application (PWA)

Power Embedded is compatible with mobile devices via its own application (PWA) and is compatible with Windows PCs, Macs, Linux and mobile devices (Android and iOS).

Another advantage of this type of application is that it retains the system's white-label feature, i.e. the application's icon and name will be customized to your company's name and icon and not a generic name and icon, like the applications available from the Apple Store and Google Play Store.

To install on PCs, simply access the address of the viewing portal in your preferred browser and a notification will appear in the address bar and the icon below will become available

<figure><img src="/files/bnGzBI27iqmvOs67i9N6" alt=""><figcaption></figcaption></figure>

The browser will ask if you want to install the application and you just have to confirm and a new icon will be created on your desktop.

<figure><img src="/files/D9a2fAm1EUognTRwlYWa" alt=""><figcaption></figcaption></figure>

When you open this application, you will go straight to the Power Embedded page and the address bars will be hidden so that you have more space on the screen to access the website.

Below, you'll see instructions on how to install the application in the browsers of your mobile devices.

## Installation Tutorial

### Safari

To install the Power Embedded mobile app, access the reports portal, either with the default URL (relatorios.powerembedded.com.br) or using your custom URL.

1. With the login screen open (it can be any page, really), click on the share button.
2. In the menu that opens, click on the “Add to Home Screen” button
3. On the screen to add to the home screen, click on the “Add” button
4. That's it! The application has been installed and a shortcut has been added to your iPhone's desktop.

<div><figure><img src="/files/tQFmcrDHITqXWLO0QHrQ" alt=""><figcaption><p>Home screen – Click the Share button</p></figcaption></figure> <figure><img src="/files/WdZ7o7eBFli6RhXXWSmd" alt=""><figcaption><p>Menu – Click "Add to Home Screen"</p></figcaption></figure> <figure><img src="/files/ysBSRk3XQUk0ohPO2AU9" alt=""><figcaption><p>Creating the app – Click Add</p></figcaption></figure> <figure><img src="/files/Gp52upTjzMT3hZyeINFL" alt=""><figcaption><p>The shortcut</p></figcaption></figure> <figure><img src="/files/uqOXeBJ77MoUDNm0MQgj" alt=""><figcaption><p>Screenshot</p></figcaption></figure></div>

### Samsung Internet

To install the Power Embedded mobile app, access the reports portal, either with the standard URL (relatorios.powerembedded.com.br) or using your personalized URL.

1. Tap on the menu icon and select the “Add page to” option
2. In the menu that appears, tap on the “Home screen” option
3. On the “Add to Home Screen” screen, click on the “Add” button
4. You will see a notification informing you that the application has been added to the Home Screen.
5. Now just tap on the icon created and access the application.

<div><figure><img src="/files/sbMLZ7rqHdspGVsRpqkh" alt=""><figcaption></figcaption></figure> <figure><img src="/files/ogCYLvrMKIxE53rPE66l" alt=""><figcaption></figcaption></figure> <figure><img src="/files/kNdNIdpoaoOKPCEKE95Y" alt=""><figcaption></figcaption></figure> <figure><img src="/files/IOpLYLHMKOITjStDcFiD" alt=""><figcaption></figcaption></figure> <figure><img src="/files/I28f3nTEHuDJscdgJHan" alt=""><figcaption></figcaption></figure></div>

### Google Chrome

To install the Power Embedded mobile app, access the reports portal, either with the default URL (relatorios.powerembedded.com.br) or using your custom URL.

**Android:**

1. Tap on the browser menu icon and select the “Install app” option
2. In the pop-up that appears, click on the “Install” button
3. You will see a notification that the app is being installed.
4. That's it! You'll already see the app icon in the list of apps on your phone (it won't be on the home screen, unless you create a shortcut)

<div><figure><img src="/files/dPmd4oKtPqnD14ca3WtW" alt=""><figcaption></figcaption></figure> <figure><img src="/files/OZHWUJebtL9VsnPKmaRz" alt=""><figcaption></figcaption></figure> <figure><img src="/files/AQi9HVfAsnZaxRwbiCyk" alt=""><figcaption></figcaption></figure> <figure><img src="/files/qiapcLJYZwFHEeKO6LGD" alt=""><figcaption></figcaption></figure></div>

**iOS:**

1. Click on the share icon on the right-hand side of the address bar
2. In the menu that opens, click on the “Add to Home Screen” button
3. In the “Add to Home Screen” window, click the “Add” button
4. Done! Your shortcut is now available to use on the home screen

<div><figure><img src="/files/RhTI5RsbIOL8uGI63oYL" alt=""><figcaption></figcaption></figure> <figure><img src="/files/c0T2ojpFBJ8YClfMI3fy" alt=""><figcaption></figcaption></figure> <figure><img src="/files/MjE128AHiTds49oQWDMP" alt=""><figcaption></figcaption></figure> <figure><img src="/files/Gp52upTjzMT3hZyeINFL" alt=""><figcaption></figcaption></figure></div>

### Microsoft Edge

To install the Power Embedded mobile app, access the reports portal, either with the default URL (relatorios.powerembedded.com.br) or using your custom URL.

1. Tap on the menu icon. Drag to the side to see the other options
2. Tap on the “Add to phone” icon
3. In the popup that appears, click on the “Install” button
4. On the “Add to Home Screen” screen, click the “Add” button
5. Done! Now just tap on the icon created on the home screen to access the application.

<div><figure><img src="/files/BUTs58k5YrsuYju7aBH1" alt=""><figcaption></figcaption></figure> <figure><img src="/files/OUIS1BsmxY9YqomEhurK" alt=""><figcaption></figcaption></figure> <figure><img src="/files/CQ63lqbGTVW2HrUe2jIg" alt=""><figcaption></figcaption></figure> <figure><img src="/files/lsrLATPH2KJ9kYN5vH9x" alt=""><figcaption></figcaption></figure> <figure><img src="/files/jVALhxUk78OB6bUEsTya" alt=""><figcaption></figcaption></figure></div>


# Report signature

To set up the report signature, simply open the report you want to create the signature for and go to **File > Sign report.**

The report subscription feature allows the user to create an automation to send the report by e-mail to a specific recipient.

To set up this automation, follow the steps below:

1. **Name the signature:** Choose a name to identify the signature.
2. **Subject:** Define the subject of the email, as in the example “Demo 01 - Test”.
3. **Message:** Write the message that will be included in the body of the email.
4. **Recipient:** Enter the e-mail address of the user who will receive the report.
5. **Choose a format:** Select the format of the report, either PDF or PPT (Microsoft PowerPoint).
6. **Schedule date:** Fill in the start and end date, defining the period during which the email will be sent.
7. **Recurrence:** Set how often the recipient will receive the email: daily, weekly, monthly or just once.
8. S**chedule time:** Set the hour and minute at which the email will be sent, as in the example set for 8:00 am.

<figure><img src="/files/Rl6KEpF1g6NRF8XhieiU" alt=""><figcaption></figcaption></figure>

Once the configuration is complete, save the subscription. You must **enable the subscription flag, as** shown in the image below.

<figure><img src="/files/D7UJmZe68VeKkxMuyftt" alt=""><figcaption></figcaption></figure>

The user can create more than one signature, making it easier to manage different reports and recipients. Once configured, the recipient will receive an email attachment of the report in the selected format (PDF, PPT).

### Email signature with RLS

For each user, the system will generate a different file to ensure that the RLS is applied individually to each person, i.e. the user will receive a PDF with only the data they can view.

This feature guarantees the security of the information in the report, so that one user doesn't see another user's data.


# Most common problems

On this page, you will find a collection of the most common errors that can occur while using Power Embedded, as well as their solutions.

<table data-view="cards" data-full-width="false"><thead><tr><th></th><th></th><th data-hidden data-type="checkbox"></th><th data-hidden data-type="content-ref"></th><th data-hidden data-type="files"></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td>This report has Row Level Security (RLS) enabled and the user is not associated</td><td>false</td><td><a href="/pages/P5hesQxkUOlYiWzKEVRQ">/pages/P5hesQxkUOlYiWzKEVRQ</a></td><td><a href="/files/SYhmhEwH2vofzu89DzFm">/files/SYhmhEwH2vofzu89DzFm</a></td><td><a href="/files/iZg7XZc0iiZvW8VXGM99">/files/iZg7XZc0iiZvW8VXGM99</a></td><td><a href="/pages/P5hesQxkUOlYiWzKEVRQ">/pages/P5hesQxkUOlYiWzKEVRQ</a></td><td></td></tr><tr><td></td><td>The Power BI service user's password has expired</td><td>false</td><td><a href="/pages/y5gHHA5EIuzt6NunbFtu">/pages/y5gHHA5EIuzt6NunbFtu</a></td><td></td><td><a href="/files/QoYvo0O9S0J5fjWRgRmr">/files/QoYvo0O9S0J5fjWRgRmr</a></td><td><a href="/pages/y5gHHA5EIuzt6NunbFtu">/pages/y5gHHA5EIuzt6NunbFtu</a></td><td></td></tr><tr><td></td><td>You have reached the usage limit of a shared capacity (PRO or PPU) for embedding reports</td><td>false</td><td><a href="/pages/wcr10xkWVr1EO77VUDKm">/pages/wcr10xkWVr1EO77VUDKm</a></td><td></td><td><a href="/files/0qIfEtAvCow9Yrv4pDXc">/files/0qIfEtAvCow9Yrv4pDXc</a></td><td><a href="/pages/wcr10xkWVr1EO77VUDKm">/pages/wcr10xkWVr1EO77VUDKm</a></td><td><a href="/pages/wcr10xkWVr1EO77VUDKm">/pages/wcr10xkWVr1EO77VUDKm</a></td></tr><tr><td>Capacity is not turning on when a user accesses a report</td><td></td><td>false</td><td><a href="/pages/9Zs33b9p9uKBGr4GIXME">/pages/9Zs33b9p9uKBGr4GIXME</a></td><td></td><td><a href="/files/uCnPKKj8jqatVOEmG1NG">/files/uCnPKKj8jqatVOEmG1NG</a></td><td><a href="/pages/9Zs33b9p9uKBGr4GIXME">/pages/9Zs33b9p9uKBGr4GIXME</a></td><td><a href="/pages/9Zs33b9p9uKBGr4GIXME">/pages/9Zs33b9p9uKBGr4GIXME</a></td></tr><tr><td>Capacity operation failed with error code CapacityNotActive</td><td></td><td>false</td><td><a href="/pages/6iOv5BiqLZiwfugGWMtT">/pages/6iOv5BiqLZiwfugGWMtT</a></td><td></td><td><a href="/files/Qd2K3SFHvJZfiZab4hNL">/files/Qd2K3SFHvJZfiZab4hNL</a></td><td><a href="/pages/6iOv5BiqLZiwfugGWMtT">/pages/6iOv5BiqLZiwfugGWMtT</a></td><td><a href="/pages/6iOv5BiqLZiwfugGWMtT">/pages/6iOv5BiqLZiwfugGWMtT</a></td></tr><tr><td></td><td>Embedding a DirectLake report is not supported</td><td>false</td><td><a href="/pages/DtibZiNlUvrDOao3BS24">/pages/DtibZiNlUvrDOao3BS24</a></td><td></td><td><a href="/files/vVzBk3zYNGMd0Ckbwr8j">/files/vVzBk3zYNGMd0Ckbwr8j</a></td><td><a href="/pages/DtibZiNlUvrDOao3BS24">/pages/DtibZiNlUvrDOao3BS24</a></td><td><a href="/pages/DtibZiNlUvrDOao3BS24">/pages/DtibZiNlUvrDOao3BS24</a></td></tr><tr><td></td><td>Could not open the report because Power Embedded did not send the model information</td><td>false</td><td><a href="/pages/n9y2qtRceuxrHT8tHivS">/pages/n9y2qtRceuxrHT8tHivS</a></td><td></td><td><a href="/files/86saNDt8OyJesaH4FH1M">/files/86saNDt8OyJesaH4FH1M</a></td><td><a href="/pages/n9y2qtRceuxrHT8tHivS">/pages/n9y2qtRceuxrHT8tHivS</a></td><td><a href="/pages/n9y2qtRceuxrHT8tHivS">/pages/n9y2qtRceuxrHT8tHivS</a></td></tr><tr><td></td><td>Reports using Live Connection with Analysis Services don't load</td><td>false</td><td><a href="/pages/8TQqUXTE4rRyE6T4Yo9S">/pages/8TQqUXTE4rRyE6T4Yo9S</a></td><td></td><td><a href="/files/xHu0kW3YBN53X8KgLdZr">/files/xHu0kW3YBN53X8KgLdZr</a></td><td><a href="/pages/8TQqUXTE4rRyE6T4Yo9S">/pages/8TQqUXTE4rRyE6T4Yo9S</a></td><td><a href="/pages/8TQqUXTE4rRyE6T4Yo9S">/pages/8TQqUXTE4rRyE6T4Yo9S</a></td></tr><tr><td></td><td>Your Fabric free trial capacity will expire in X days</td><td>false</td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/sua-capacidade-de-avaliacao-gratuita-do-fabric-expirara-em-x-dias.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/sua-capacidade-de-avaliacao-gratuita-do-fabric-expirara-em-x-dias.md</a></td><td></td><td><a href="/files/HjQ0b6QkVdB9htK9SjCT">/files/HjQ0b6QkVdB9htK9SjCT</a></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/sua-capacidade-de-avaliacao-gratuita-do-fabric-expirara-em-x-dias.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/sua-capacidade-de-avaliacao-gratuita-do-fabric-expirara-em-x-dias.md</a></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/sua-capacidade-de-avaliacao-gratuita-do-fabric-expirara-em-x-dias.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/sua-capacidade-de-avaliacao-gratuita-do-fabric-expirara-em-x-dias.md</a></td></tr><tr><td></td><td>Cannot load the model due to reaching capacity limits</td><td>false</td><td><a href="/pages/8G9gzSPaA7ekZLSbXPTE">/pages/8G9gzSPaA7ekZLSbXPTE</a></td><td></td><td><a href="/files/aOCZj4Ad8KFm2maIhU2Z">/files/aOCZj4Ad8KFm2maIhU2Z</a></td><td><a href="/pages/8G9gzSPaA7ekZLSbXPTE">/pages/8G9gzSPaA7ekZLSbXPTE</a></td><td><a href="/pages/8G9gzSPaA7ekZLSbXPTE">/pages/8G9gzSPaA7ekZLSbXPTE</a></td></tr><tr><td></td><td>Could not load data for this visual: ClientError_TokenExpired</td><td>false</td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/nao-foi-possivel-carregar-os-dados-para-este-visual-clienterror_tokenexpired.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/nao-foi-possivel-carregar-os-dados-para-este-visual-clienterror_tokenexpired.md</a></td><td></td><td><a href="/files/3L7m14nzuTlXIsliSHaA">/files/3L7m14nzuTlXIsliSHaA</a></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/nao-foi-possivel-carregar-os-dados-para-este-visual-clienterror_tokenexpired.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/nao-foi-possivel-carregar-os-dados-para-este-visual-clienterror_tokenexpired.md</a></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/nao-foi-possivel-carregar-os-dados-para-este-visual-clienterror_tokenexpired.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/reports-portal/most-common-issues/nao-foi-possivel-carregar-os-dados-para-este-visual-clienterror_tokenexpired.md</a></td></tr><tr><td></td><td>Error exporting report: Error code 400</td><td>false</td><td><a href="/pages/ATtYxXDjI5wIXkfv6Rvd">/pages/ATtYxXDjI5wIXkfv6Rvd</a></td><td></td><td><a href="/files/Cswrua5sjd0stnQMyB6T">/files/Cswrua5sjd0stnQMyB6T</a></td><td><a href="/pages/ATtYxXDjI5wIXkfv6Rvd">/pages/ATtYxXDjI5wIXkfv6Rvd</a></td><td><a href="/pages/ATtYxXDjI5wIXkfv6Rvd">/pages/ATtYxXDjI5wIXkfv6Rvd</a></td></tr><tr><td></td><td>Error fetching data for this visual</td><td>false</td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>


# This report has Row-Level Security (RLS) enabled, and the user is not associated.

<figure><img src="/files/wohbyvV0djPpYdMHPWLq" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
This report has Row-Level Security (RLS) enabled, and the current user '%User%' is not associated with any security rules.
{% endhint %}

This error is quite common and occurs when a report has Row-Level Security (RLS) enabled, but the user trying to access it is not associated with any RLS rules.<br>

{% hint style="warning" %}
Unlike Power BI Service, where admin users are not affected by RLS, in Power BI Embedded, ALL users are subject to RLS.

If an admin user is not assigned to any security rule, they will receive the error message mentioned above. If this user needs to view all data, create a security rule without any filters and assign the user to that rule.
{% endhint %}

### How to Manage RLS Rules:

There are three ways to assign a user to an RLS rule:

1. On the **Reports** screen, search for the report you want to manage RLS rules for, click the **Actions** button, and then select **Security**.
2. If the report has RLS but the **Security** button is not visible, go to the **Datasets** page and click **Refresh**.<br>
3. On the **Reports** page, search for the report you want to manage RLS rules for, click the **Actions** button, and then select **Edit**.\
   \
   You should see a yellow button called **Edit RLS**. If the report has RLS and this button is not visible, go to the **Datasets** page and click the **Refresh** button.<br>
4. On the **Datasets** page, search for the dataset you want to manage RLS rules for, click the **Actions** button, and then select **Security.**<br>

On the **Security** page, you can configure Row-Level Security (RLS) rules or Object/Table/Column-Level Security (OLS) rules.

{% hint style="warning" %}
To find out more about this configuration, see the article Security (RLS).
{% endhint %}


# Power BI service user password has expired

<div align="left"><figure><img src="/files/zAtjzVNKEc9oUoQyIQlP" alt=""><figcaption></figcaption></figure></div>

During the installation of Power Embedded, one of the steps was to create a service user on the Entra ID page on the Azure portal, which communicates between the system and Power BI, and an expiration time was set for this user's password.\
When this password expires, that's when the error above appears in Power Embedded, as it is no longer possible to establish this communication.

The Power Embedded home screen also shows some alerts when this password is about to expire.

The Settings screen will also alert you when this password is about to expire.\
\
If your Power Embedded password has expired or is about to expire, follow these 6 steps below to create a new service user password:

### **1.** Access the Application Register in Entra ID

To create a new application password that will be used by Power Embedded, you will need to go to [esse link aqui](https://portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps).

### **2.** Find the user used in Power Embedded.

On the application registration page in the “All applications” tab, search for the user created when Power Embedded was installed (The default user name is “PowerEmbedded-App”).\
When you find it, click on the name of the application.

{% hint style="info" %}
If you are NOT using the default user name (PowerEmbedded-App) and can't remember which user name you are using, go to the Power Embedded Settings page, copy the ID in the “Power BI Client ID” field and search for that ID instead of the application name.
{% endhint %}

### **3.** Access the certificates and secrets page

Now click on “Certificates & secrets” and then “New client secret” to generate a new password.

### **4.** Generate a new password

On the new screen that opens, enter a description for this secret (according to your preference) and select the validity of this secret (the recommended is 24 months).\
Now click on the “Add” button at the bottom of the page.

### 5. Copy and save the generated password

Now copy the generated password in the “Value” column. There is a copy button next to this key.

{% hint style="warning" %}
Anote e guarde bem essa chave, pois essa será a ÚNICA vez que você poderá vê-la. Caso você perca essa Make a note of it and save it well, as this is the ONLY time you will ever see it. If you lose this key, you won't be able to recover it: You will need to generate a new secret and update it in the system again.
{% endhint %}

### **6.** Update password in Power Embedded

With this value copied, go to the Power Embedded administration portal under Settings and paste it into the “Power Bi Client Access Key” field, then click on the “Save” button.

Once you have done this, the portal will work normally.


# You have reached the usage limit of a shared capacity (Pro or PPU) for embedding reports

<figure><img src="/files/fkk9iBprXuMG7lAe2yDL" alt=""><figcaption></figcaption></figure>

### **What this error message means**

If you are seeing this error message in the reports portal when you try to access a report, it means that this report or the dataset that the report uses is in a workspace that is not using a dedicated capacity (Fabric or Power BI Embedded).\
Most likely, the workspace of the report or dataset is associated with a Pro or Premium capacity per user, and the number of tokens for that user has reached the usage limit.

### How to fix the problem

When this limit is reached, it is not possible to generate new embed tokens with that account.\
In order to start rendering reports again, you will need to hire a capacity or start a Fabric trial period, if you still have availability for any users in your company.

If you need help with this process of contracting capacity, changing the workspace or have any other questions, please contact the support team via the communication group created during installation, or send us an email or open a ticket.

If you don't have a Microsoft partner to contract Power BI licenses, any other Microsoft license, Fabric capacities or any other resource in Azure, visit this page here to understand how Power Tuning can help your company reduce costs with Azure.

### What Microsoft says about this

As explained in the Licensing FAQ article, it is possible to use a Pro or Premium capacity per User to generate tokens to insert the reports into Power Embedded, but according to [Microsoft's official documentation](/):

<figure><img src="/files/hnbKytevBnZwZ1tnlGVz" alt=""><figcaption></figcaption></figure>

The Power BI Embedded page reaffirms that Pro accounts cannot be used for Embedded solutions in production:

<figure><img src="/files/n9FulnH8dR3veExU5Dft" alt=""><figcaption></figcaption></figure>

The Power BI Embedded Q\&A page reaffirms that Pro accounts cannot be used for Embedded solutions in production:

<figure><img src="/files/TRqMeUKk2zdydL65Sj9N" alt=""><figcaption></figcaption></figure>

In addition, the content that will be shown in the application MUST NOT be in a personal workspace.

<figure><img src="/files/chIUpscPSG3ItGmE65Bv" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
If you are using a platform that uses a Pro account to generate report insertion tokens, without using a capability to do so, you are probably violating Power BI's terms of use and your company could face fines and sanctions from Microsoft.
{% endhint %}


# Capacity not turning on when a user accesses a report

### Introduction

The cost optimization feature makes it easy to efficiently manage the capacity of Microsoft Fabric or Power BI Embedded.

This feature aims to reduce costs and adjust the capacity size to handle demand peaks, providing more effective administration, especially in usage-based billing models.

{% hint style="info" %}
If you are using the Fabric trial period, you will not be able to start or pause the capacity, as it is an internal resource that you do not control.

This article only applies if you have already contracted your dedicated capacity in the Azure portal.
{% endhint %}

### How capacity optimization works

<figure><img src="/files/QfuteijHDUn5UVgusRbM" alt=""><figcaption></figcaption></figure>

* When this optimization is enabled, only users with user or group level permissions will be able to view a report if the capacity is turned off. If the capacity is off and the user has permission to reactivate it, the system will show the pop-up below and the capacity will be turned on on demand and the report will load automatically.\\

  <figure><img src="/files/u85zSDcCZepvG2R623eq" alt=""><figcaption></figcaption></figure>
* If a user without permission to automatically turn on the capacity tries to access a report while the capacity is turned off, they will not be able to view the report.\\

  <figure><img src="/files/uN2drQS795sVrAYdzvcc" alt=""><figcaption></figcaption></figure>
* You can set the number of minutes during which your capacity can remain idle (i.e., with no open reports). When the system detects that no report has been accessed during that period, the capacity is automatically paused.
* During the period when the capacity is paused, you will not be charged. Although reactivating the capacity is fast and nearly imperceptible, some users may find the process inconvenient. To minimize this impact, you can schedule the reactivation of the capacity.

If the user is trying to access the report when the capacity is off and it is not being turned on automatically, you can follow the steps below to identify which configuration was not set up correctly.

### 1. Check if permissions were assigned in Azure

{% hint style="info" %}
Visit the [Azure Permissions](/administration-portal/artifacts/capacities/azure-permissions) page to see how to correctly assign permissions so that Power Embedded can control the capacity.
{% endhint %}

### 2. Check if the capacity was imported into Power Embedded

Access the [Capacities page](https://admin.powerembedded.com.br/Capacities) and verify that the contracted capacity appears in the list.

If it does not, click the **Reload** button to refresh the capacity list.

<figure><img src="/files/cnqyMlrMTnxfLgjlp3vu" alt=""><figcaption></figcaption></figure>

### 3. Check if the capacity is configured correctly

If you see the message "Not configured" next to the capacity, it means that the capacity needs to be configured to work in Power Embedded.

<figure><img src="/files/Ngu3QZlDeQOMFA6TJFix" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Need help? Visit the [Configure the Capacity in Power Embedded](/administration-portal/artifacts/capacities/configure-capacity-in-power-embedded) page.
{% endhint %}

### 4. Check if the workspace is associated with the capacity in Power BI service

To associate a workspace with a contracted capacity, [access Power BI service](https://app.powerbi.com/).

Access the workspace whose capacity you want to change and click the **Workspace Settings** button.

<figure><img src="https://docs.powerembedded.com.br/~gitbook/image?url=https%3A%2F%2F2938845060-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Ft2gQSHbraGsYbDGTmWAa%252Fuploads%252F7zIwdNTPrCDIwsccW3qJ%252Fimage.png%3Falt%3Dmedia%26token%3Decb19a94-af0f-4bdc-a8a5-513ba8e66c92&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=93b3d51f&#x26;sv=1" alt=""><figcaption></figcaption></figure>

On the screen that opened, click on the **License Information** option and then click the **Edit** button

<figure><img src="https://docs.powerembedded.com.br/~gitbook/image?url=https%3A%2F%2F2938845060-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Ft2gQSHbraGsYbDGTmWAa%252Fuploads%252FOxbJxNg8FO0B5PIXdoQR%252Fimage.png%3Falt%3Dmedia%26token%3D626346e7-092d-491b-a80c-9da767b5baba&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=1274ee31&#x26;sv=1" alt=""><figcaption></figcaption></figure>

In the capacity list, choose your contracted capacity and then click the **Apply** button.

<figure><img src="https://docs.powerembedded.com.br/~gitbook/image?url=https%3A%2F%2F2938845060-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Ft2gQSHbraGsYbDGTmWAa%252Fuploads%252FjOjfaER1bIG0a2eQ0s82%252Fimage.png%3Falt%3Dmedia%26token%3D5d3ad3ab-5953-499c-a53e-2e40997f5400&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=30d59f2e&#x26;sv=1" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**WARNING:** Although not very common, these capacity changes during business hours can cause unavailability of reports in that workspace, as there may be cases where some models become locked, requiring a dataset refresh process to unlock them, which can take a considerable amount of time depending on the data model.

Also, be careful if you are changing the capacity to a SMALLER one than the previous one, or if you are migrating from a PRO or PPU capacity to a dedicated capacity (Fabric, Embedded, or Premium), as there may be a performance impact.
{% endhint %}

### 5. Check if the workspace is associated with the capacity in Power Embedded

After completing the previous process, it is important to access the [**Workspaces**](https://admin.powerembedded.com.br/Workspaces) page and click the **Reload** button to confirm that the workspace is now associated with the correct capacity.

For cost optimization to be applied correctly, the capacity name must appear in the Workspace capacity field, as shown in the image below.

<figure><img src="https://docs.powerembedded.com.br/~gitbook/image?url=https%3A%2F%2F2938845060-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Ft2gQSHbraGsYbDGTmWAa%252Fuploads%252FNSlcczP2LM5K5K3D2IUv%252Fimage.png%3Falt%3Dmedia%26token%3D0473ae1a-40c5-4087-a41c-5700c1011c4a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=70df7e8&#x26;sv=1" alt=""><figcaption></figcaption></figure>

### 6. Check if the capacity cost optimization is enabled

After completing all the previous steps, click the **Actions** > **Edit** button.

<figure><img src="/files/VnSCfRuvdBXerlGSI6N2" alt=""><figcaption></figcaption></figure>

By clicking the actions button and selecting "Edit", you will be able to define the cost optimization settings in the portal.

You need to toggle on "Enable cost optimization (Pause and start automatically)", select the inactivity time to pause the resource, and save the changes.

<figure><img src="/files/XeX0nar8PgaQl2Nchyh2" alt=""><figcaption></figcaption></figure>

### 7. Check if the user has permission to turn on the capacity (or is in a group with that permission)

It is important to verify that the user trying to access the report has permission to turn on a disabled capacity.

To do this, access the [Users page](https://admin.powerembedded.com.br/Users), click **Actions** > **Edit**, and look at the **Permissions** tab:

<figure><img src="/files/C4S9lLAWPEEcPGFGLSh5" alt=""><figcaption></figcaption></figure>

Check the groups this user belongs to and access the [Groups page](https://admin.powerembedded.com.br/Groups) to check whether any of the groups has permission to turn on the capacity and also has access to that report.

{% hint style="warning" %}
Permissions granted to a user apply to ALL reports that user has access to. If you need to limit these permissions to specific reports, grant this permission using Groups.
{% endhint %}

### 8. Check that the global permission to block turning on the capacity is NOT enabled

Access the "**Settings**" page, navigate to the "**Parameters**" tab and expand the "**Global Permissions**" section.

Check that the "**Cannot turn on report capacity**" permission is NOT enabled.

<figure><img src="/files/CAJRz0zZb90cZIWdPPVJ" alt=""><figcaption></figcaption></figure>

After completing the steps above, the capacity will be configured and should turn on automatically when it is off and a user with permission to turn on the capacity tries to access the report.


# Capacity operation failed with error code CapacityNotActive

{% hint style="info" %}
This page is a shortcut to the article [The capacity is not turning on when a user accesses a report](/reports-portal/most-common-issues/capacity-not-turning-on-when-user-accesses-report).
{% endhint %}


# Embedding a DirectLake report is not supported

<figure><img src="/files/wXDz2bNodIpBQ0iOR9BG" alt=""><figcaption></figcaption></figure>

This message is quite clear and means that the official Power BI API for embedding reports in Power BI does not yet support reports that use the DirectLake connection mode.

This information can be confirmed on the [Direct Lake overview](https://learn.microsoft.com/en-us/fabric/get-started/direct-lake-overview#known-issues-and-limitations) page.

<figure><img src="/files/pCp8P4Bs43R6zonilTH9" alt=""><figcaption></figcaption></figure>

While the official Power BI API does not support this feature, it will not be possible to use reports using DirectLake in Power Embedded.

An alternative is to change the connection mode to Import, connected to the Fabric Lakehouse or Datawarehouse.

In the article [Direct Lake vs. Import mode in Power BI](https://www.sqlbi.com/blog/marco/2024/04/06/direct-lake-vs-import-mode-in-power-bi/) by Marco Russo and Alberto Ferrari (SQLBI), two of the world's leading Power BI experts, they explain that Direct Lake solves problems for 2-3% of models that were difficult to manage in import mode (those models above 200/400 GB). However, if your model works well in Import mode, there is no reason to use Direct Lake. You can continue to use the Import mode from your lakehouse if you prefer to store data in a lakehouse.


# Could not open the report because Power Embedded did not send the model information

This problem occurs when Power Embedded didn't import workspace or dataset information, and when trying to access the report, some necessary information was not found.

To fix this, access the [Datasets](https://admin.powerembedded.com.br/Datasets) page and click the **Reload** button.

After finishing updating dataset metadata, the report should open normally.


# Reports using Live Connection with Analysis Services do not load

When using Analysis Services and implementing an RLS (Row-Level Security) rule, it is common to face the challenge of having to map users individually in Power BI.

<figure><img src="/files/rxaU3uaesg3nkbtRK3J8" alt=""><figcaption><p>Mapping you need to do for each user, in each SSAS cube</p></figcaption></figure>

If you do not perform this mapping, you will see the following error message in Power BI when trying to access a report connected to Analysis Services (SSAS):

<figure><img src="/files/HBUrWPTeHuvbPWdXUfGq" alt=""><figcaption></figcaption></figure>

This process becomes even more complex when there are multiple cubes, requiring repetitive configuration for each cube, which can be both laborious and error-prone.

To access a report that uses Analysis Services in the Power BI service, you must configure a user mapping, providing the Entra ID user (<user@domain.com>) and the Windows Active Directory user (DOMAIN\user) for each user and each cube you want to access.

If you have 100 users and 20 cubes, you will need to create 2,000 mappings! And there is no Power BI API to automate this.

### Power Embedded always innovating

To improve the experience for our users, Power Embedded is introducing significant improvements to simplify this configuration.

On the user creation/editing screen, you can enter the Windows Active Directory (AD) username for this user.

<figure><img src="/files/vMYhYrBQ9ewwXsqELukk" alt=""><figcaption></figcaption></figure>

When accessing a report that uses a data source of type "AnalysisServices", Power Embedded will provide this Windows AD user, eliminating the need to manually configure the user mapping in the Power BI service for each user/cube.

With this new feature, once the "Windows AD User" field is filled in, Power Embedded automatically applies this configuration to all accessible cubes for this user, significantly reducing the complexity and effort required to maintain data security.

{% hint style="info" %}
This process only affects report viewing through Power Embedded. If you try to view directly through the Power BI service, you will still need to configure the mapping for each user, in each cube, to be able to view the reports.
{% endhint %}

Although Power BI does not have an API to automate this user mapping, Power Embedded has [an API](https://api.powerembedded.com.br/) where you can automate user registration/modification and provide the value of this field.

These improvements not only optimize security administration, but also reduce the workload associated with configuring and maintaining RLS in complex and large-scale environments, providing more efficient data management that is less prone to errors.

{% hint style="warning" %}
**Note:** This feature takes priority over the user pinning configuration per company in the [Data Sources](https://docs.powerembedded.com.br/administracao/artefatos/fontes-de-dados) registration. With this field filled in, the system will use this value in the user's AD mapping and ignore the user pinning configuration.
{% endhint %}

### Adding Administrator permission to the Gateway

For Power Embedded to implement row-level security (RLS) in the cubes that use this Gateway, it is necessary to grant Administrator permission to the application user (PowerEmbedded-App) on the Gateway through the Power BI Service.

Access the [Manage connections and gateways](https://app.powerbi.com/groups/me/gateways) screen and click the ***Manage on-premises data gateways*** option.

<figure><img src="/files/H4UPtDMKF3CkavQ77p0U" alt=""><figcaption></figcaption></figure>

Now click on the three ellipses (...) next to the gateway for which you want to grant permission and select the Manage Users option.

<figure><img src="/files/NwiHa9evOjBzJxGrp2ZI" alt=""><figcaption></figcaption></figure>

On the user management screen, search for the name of the application you are using in Power Embedded (the default name is *PowerEmbedded-App*), check the Administrator permission, and click the **Share** button.

<figure><img src="/files/3SI5h7omz3938dT7iX7l" alt=""><figcaption></figcaption></figure>

Now repeat this process for all gateways you need to manage and access data through Power Embedded, **especially if you plan to use a connection with Analysis Services (SSAS).**

{% hint style="warning" %}
**IMPORTANT:** It is not necessary to change the permissions on the data sources, since the Power Embedded user already has administrator permission on the Gateway.

This greatly reduces the effort of having to configure these permissions in each data source, since the number of data sources is much greater than the number of gateways.
{% endhint %}


# Your free Fabric trial capacity will expire in X days

<figure><img src="/files/arazW9HABbjtoLl7rKt8" alt=""><figcaption></figcaption></figure>

Se o seu período de avaliação do Fabric está próximo do fim, você precisa se programar para fazer a contratação do recurso no Azure.

Você pode tentar estender o período de avaliação gratuito, o que geralmente funciona algumas vezes, mas quando não tiver mais como estender, você terá que contratar uma capacidade dedicada.

Se você já tem um parceiro Azure, o processo de contratação é bem rápido. Basta agendar uma [reunião de suporte](https://powerembedded.com.br/support-meeting) com nosso time para realizarmos uma análise de capacidade no seu ambiente e te ajudar a decidir qual a capacidade que deve ser contratada.

Como é o processo de contratação do Fabric, caso optem por contratar com a Power Tuning:

1. Você faz o cadastro com os dados da empresa no site <https://powertuning.com.br/parceria-azure>. Esse processo demora de 1-2 dias úteis, então não deixe para fazer na última hora.
2. O time da Azure Brasil vai entrar em contato com você para preparar a documentação para enviar para a Microsoft
3. Uma vez aprovado o cadastro, será criada uma assinatura do Azure no seu tenant (só é cobrado após a criação dos recursos)
4. O time da AzureBrasil vai liberar acesso ao Gerenciamento de Custos (por padrão, vem desativado)
5. A partir daí, sua capacidade estará disponível para ser criada pelo portal do Azure.
6. Agende uma [reunião de suporte](https://powerembedded.com.br/support-meeting) com nosso time para realizarmos uma análise de capacidade no seu ambiente e te ajudar a decidir qual a capacidade que deve ser contratada. Nessa reunião, iremos ajudá-lo a configurar a integração do Power Embedded com sua capacidade e troca da capacidade nos workspaces do Power BI também.

{% hint style="warning" %}
OBS: Você só é cobrado pela capacidade após criar o recurso pelo Portal do Azure, então pode fazer o cadastro com bastante antecedência, que não será cobrado por isso.
{% endhint %}


# Cannot load the model due to reaching capacity limits

This error occurs when your capacity has reached the usage limit. Probably some report, pipeline, or dataflow consumed a lot of resources and ended up taking down the environment.

To quickly resolve this error, temporarily, **restart your capacity** via the [Azure Portal](https://portal.azure.com/#browse/Microsoft.Fabric%2Fcapacities) or on the [Capacity Management](https://admin.powerembedded.com.br/Capacities) page. This will make future Fabric usage restart and capacity will return to loading reports.

Now you need to analyze the [Fabric Capacity Metrics](https://appsource.microsoft.com/en-us/product/power-bi/pbi_pcmm.microsoftpremiumfabricpreviewreport) report to identify what consumed so much capacity and decide if it's time to increase capacity or optimize a process to consume fewer resources.

Below you have the option to restart and change the capacity in two ways, via Azure or directly through Power Embedded.

If you need help performing this analysis, [schedule a meeting](https://powerembedded.com.br/reuniao-suporte) with the support team.

{% hint style="info" %}
**Note:** Power Embedded customers have FREE access to Rafael Mendonça's workshop on [Fabric capacity analysis](https://cursos.powertuning.com.br/course/microsoft-fabric-analise-de-capacidade).
{% endhint %}


# How to restart and change capacity via Power Embedded

{% hint style="warning" %}
Use this option only if someone from the Power Embedded support team has instructed you to do so.
{% endhint %}

If the option to manage the capacity through the portal is not being displayed, it is because it has not been configured. Click the button below.

{% embed url="<https://docs.powerembedded.com.br/administration-portal/artifacts/capacities/permissoes-no-azure>" %}

## How to Restart the Capacity

Access the **artifacts** menu and select **capacities**.

Click the **turn off** option to pause the capacity.

<figure><img src="/files/VdxfgzRAQW4Jy0GzlBa7" alt=""><figcaption></figcaption></figure>

After turning it off, the **"Turn on"** option will appear. Click on it to start the capacity again.

<figure><img src="/files/Sl3ThEpcaAOBMW6VVL9L" alt=""><figcaption></figcaption></figure>

Once this process is complete, the capacity will turn on again and the reports environment will return to normal.

{% hint style="warning" %}
In some scenarios, it may be necessary to increase the capacity SKU. To perform this process through Power Embedded, follow the step below. Keep in mind that changing the capacity SKU affects costs.
{% endhint %}

## How to Change the Capacity in Power Embedded

Access the **artifacts** menu and select **capacities**.

In the contracted capacity, click **actions** and then **change size**.

<figure><img src="/files/m99UkTbwWUQvuDInOq1q" alt=""><figcaption></figcaption></figure>

On the new screen, select the desired increase option.

<figure><img src="/files/YJTHKTAsOauTymCXgcKI" alt=""><figcaption></figcaption></figure>

Choose the appropriate SKU for your needs and click **change capacity**.

<figure><img src="/files/8MTUWFTJxeDEpWXxiuSs" alt=""><figcaption></figcaption></figure>

After performing this process, the resource will be changed.


# How to restart and change capacity via Azure

{% hint style="warning" %}
Use this option only if someone from the Power Embedded support team has instructed you to do so.
{% endhint %}

## Restart the Capacity in Azure

Access the [**Azure Portal.**](https://portal.azure.com/#browse/Microsoft.Fabric%2Fcapacities)

In the main menu, go to the search bar and search for **Microsoft Fabric**.

<figure><img src="/files/V0HtmMn8yABjzI49myio" alt=""><figcaption></figcaption></figure>

Select the **Microsoft Fabric** resource from the results list.

<figure><img src="/files/O9tJsWmAd2Yklif1oOPZ" alt=""><figcaption></figcaption></figure>

On the resource overview screen, click **Pause** to pause the resource.

Confirm the action by clicking **"Yes"**.

<figure><img src="/files/aBjVC8mSxA0ovluKt4Hm" alt=""><figcaption></figcaption></figure>

To restart the resource, click **Resume** and confirm the operation by clicking **"Yes"**.

<figure><img src="/files/CLpQeaMXUbTRaS1uftN3" alt=""><figcaption></figcaption></figure>

After these steps, the resource will be activated and your reports will return to working normally.

{% hint style="warning" %}
In some scenarios, it may be necessary to increase the capacity SKU. To perform this process through Azure, follow the step below. Keep in mind that changing the capacity SKU affects costs.
{% endhint %}

## Increase the Capacity in Azure

In the [Azure Portal](https://portal.azure.com/#browse/Microsoft.Fabric%2Fcapacities), search for **Microsoft Fabric** in the search bar and select the resource.

<figure><img src="/files/V0HtmMn8yABjzI49myio" alt=""><figcaption></figcaption></figure>

On the resource overview screen, go to the **Scale** section.

Click **Change Size** to access the SKU selection menu.

Select the desired SKU to increase the capacity.

<figure><img src="/files/l0zF9wjePBbM5gBoxzV6" alt=""><figcaption></figcaption></figure>

After performing this process, the capacity SKU will be changed.


# Could not load data for this visual: ClientError\_TokenExpired

### Why the token expires

When a user has a report open on screen for more than 1 hour without interacting with the report, the authentication token expires and you may see a "ClientError\_TokenExpired" error message after that time.

<figure><img src="/files/eKVqsEoBEyYrwi3cjifr" alt=""><figcaption></figcaption></figure>

If the user sees this error message, the solution is quite simple: just refresh the page and the report will be loaded again.

The **Power BI Embedded** token expires to maintain security and control who can access the reports. Since it allows temporary access, expiration prevents someone from continuing to use the system if the token is shared or accidentally exposed. Additionally, this measure ensures that if there are changes in permissions or the need to block access, this happens quickly without leaving loopholes.

By default, the Power BI Embedded API token is valid for **1 hour**. This time is designed to be sufficient for a normal usage session, but short enough to avoid risks. If it is necessary to continue using the system after this period, a new token needs to be generated by the application. This keeps access always up to date and secure.

### Automatic token refresh

Power Embedded has a feature that automatically refreshes access tokens when you interact with the report, such as applying a filter, switching a report page, or clicking on a visual.

However, if the user goes more than 1 hour without interacting with the report (e.g., a report displayed on a TV), the token may expire, showing the token expired error message and requiring you to refresh the page.

To resolve this issue, Power Embedded implemented timed token refresh.

### Timed token refresh

To force the timed refresh of the Power Embedded authentication token, go to the **Settings** page.

On this screen, you have the option **"Refresh Token every" x minutes**. This option will cause Power Embedded to force the token refresh at the selected number of minutes.

If the user leaves the screen open without interacting with the report, the token may expire. Configuring this option allows the token to be refreshed periodically, preventing disconnections due to expiration, even if the report is idle.

#### How to configure timed token refresh

1. Go to the **Administration Portal**.
2. Navigate to the **Settings** page.
3. Locate the option **"Refresh token every"**.
4. Set the desired time interval and click **Save**.

<figure><img src="/files/ZOia4obS6sRw2fl7iL1k" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**WARNING**: If you have configured the capacity to automatically shut down based on inactivity of X minutes, **this setting will prevent** the capacity from shutting down.

An alternative is to configure only certain users to be able to turn on or keep the capacity running.
{% endhint %}


# Error exporting report - Error Code 400

<figure><img src="/files/kOiIItyillruTM2VXKEP" alt=""><figcaption></figcaption></figure>

This error usually occurs due to a lack of permission to export data, and is most common when trying to export the report using the "Image (PNG)" format.

This article explains the step-by-step process of how to enable this permission in order to export reports in the desired format.

## 1. Accessing the Power BI Service Administration Portal

Using a user with Power BI Administrator permission (Fabric Administrator), access the [Power BI Administration Portal](https://app.powerbi.com/admin-portal/tenantSettings).

## 2. How to Check if the Required Permissions Are Enabled

On the Administration Portal page, in the **Tenant settings** menu, search for the word **"Export"** in the search bar located in the upper right of the screen.

Find the **"Export and sharing settings"** section and check whether Power BI is allowing the following exports:

* Export to Excel (Used by the "Export data" menu in the visual)
* Export to .csv (Used by the "Export data" menu in the visual)
* Export reports as PowerPoint presentations or PDF documents (Export button)
* Export reports as image files (Export button)

<figure><img src="/files/Oqv7B8KwZtADdGiOPXYR" alt=""><figcaption></figcaption></figure>

## 3. How to Enable the Required Permissions

If any of these permissions are disabled, some data export features will not be available in Power Embedded or will display an error message when you try to use them.

The example below demonstrates how to **enable** the **"Export reports as image files"** permission, which is disabled by default.

<figure><img src="/files/yY18z5BfeJB3cj8FWihw" alt=""><figcaption></figcaption></figure>

After the change above, you will be able to export your reports as a PNG image file.


# Uncertified visuals from AppSource or those added from a file are not available

<figure><img src="/files/JoUJuKfxrvNwAfwdvyIH" alt=""><figcaption></figcaption></figure>

This error occurs when you try to use an uncertified visual in Power BI and the administrator has configured the service to allow only certified visuals. This setting is applied directly in the Power BI Service administration portal.

### How to resolve it?

To fix this issue and allow the use of uncertified visuals, follow the steps below:\\

{% hint style="warning" %}
To perform this configuration, your user needs to have the Fabric Administrator role.
{% endhint %}

Access the Power BI Service Administration Portal by [clicking this link.](https://app.powerbi.com/admin-portal/tenantSettings?experience=power-bi)

In the administration portal, under tenant settings, go to the search bar on the right and search for "Power BI Visuals".

After the search, you will see the "Power BI Visuals" menu. Go to the option **"Add and use only certified visuals (block uncertified ones)".**

<figure><img src="/files/VXvPjDcJzYKWWwIXzsbo" alt=""><figcaption></figcaption></figure>

Disable this setting and click **Apply.**

After disabling, uncertified visuals will be supported again in Power BI, allowing their use without restrictions.


# Overview

### Power BI

Power BI objects that are replicated and controlled by Power Embedded.

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-type="content-ref"></th><th data-hidden data-type="files"></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Reports</strong></td><td>Power BI Report, External Report, Paginated Report or Dashboards</td><td><a href="/pages/Js78HFNcHhres3Dn4uDx">/pages/Js78HFNcHhres3Dn4uDx</a></td><td></td><td><a href="/files/iqY9wAg1oZOuxCdnQY3i">/files/iqY9wAg1oZOuxCdnQY3i</a></td><td><a href="/pages/Js78HFNcHhres3Dn4uDx">/pages/Js78HFNcHhres3Dn4uDx</a></td></tr><tr><td><strong>Apps</strong></td><td>Multiple reports in one place, with support for TV mode and page security</td><td><a href="/pages/qQAuKUSimfUjYlD8vSEH">/pages/qQAuKUSimfUjYlD8vSEH</a></td><td></td><td><a href="/files/CMTJscykXWxWt2eE7oGy">/files/CMTJscykXWxWt2eE7oGy</a></td><td><a href="/pages/qQAuKUSimfUjYlD8vSEH">/pages/qQAuKUSimfUjYlD8vSEH</a></td></tr><tr><td><strong>Workspaces</strong></td><td>Used to filter, group reports and control dedicated capacities</td><td></td><td></td><td><a href="/files/vlL5uw0JMcParyNaCAiP">/files/vlL5uw0JMcParyNaCAiP</a></td><td><a href="/pages/LRwWGhUZWfOurWbejO0W">/pages/LRwWGhUZWfOurWbejO0W</a></td></tr><tr><td><strong>Capacities</strong></td><td>Turn it on, off, change the size and activate cost optimization</td><td></td><td></td><td><a href="/files/1Vph4Gexlr9vu6VFN0Gj">/files/1Vph4Gexlr9vu6VFN0Gj</a></td><td><a href="/pages/TRINTa2sfiHgnlJL3sjl">/pages/TRINTa2sfiHgnlJL3sjl</a></td></tr><tr><td><strong>DataSet</strong></td><td>Configure RLS, OLS, Dynamic filtering and data refresh</td><td></td><td></td><td><a href="/files/eAxxsCZleZoCZcjjNYu7">/files/eAxxsCZleZoCZcjjNYu7</a></td><td><a href="/pages/3bduGX5nzkxkSqIoKiR9">/pages/3bduGX5nzkxkSqIoKiR9</a></td></tr><tr><td><strong>Data Source</strong></td><td>Access information on model data sources for inventory</td><td></td><td></td><td><a href="/files/E1yUWdqg0L6Odkz3ubgZ">/files/E1yUWdqg0L6Odkz3ubgZ</a></td><td><a href="/pages/ulXe8YH4XhODvEMwTqmF">/pages/ulXe8YH4XhODvEMwTqmF</a></td></tr><tr><td><strong>Gateways</strong></td><td>View information about Power BI gateways for inventory</td><td></td><td></td><td><a href="/files/JJWj7xPjg0onw55A9f5R">/files/JJWj7xPjg0onw55A9f5R</a></td><td><a href="/pages/aI5o2ej54lFXxuDgK8hH">/pages/aI5o2ej54lFXxuDgK8hH</a></td></tr></tbody></table>

### Power Pilot - AI

Meet Power Embedded's Generative AI, which lets you talk to your data

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>AI Models</strong></td><td>Manage artificial intelligence models</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/modelos-de-ia.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/modelos-de-ia.md</a></td><td><a href="/files/nzDHZrracBFglA49PplX">/files/nzDHZrracBFglA49PplX</a></td></tr><tr><td><strong>Assistants</strong></td><td>Manage artificial intelligence assistants</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/assistentes-de-ia.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/assistentes-de-ia.md</a></td><td><a href="/files/WzWvDdNNjxmfd5AKtXxP">/files/WzWvDdNNjxmfd5AKtXxP</a></td></tr><tr><td><strong>Power Pilot - AI</strong></td><td>AI helping you to administer the system</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/README.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/README.md</a></td><td><a href="/files/L1spFdhqD6JyXxStdmmX">/files/L1spFdhqD6JyXxStdmmX</a></td></tr><tr><td><strong>AI on WhatsApp</strong></td><td>Chat with your data directly via WhatsApp</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/ia-no-whatsapp.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/ia-no-whatsapp.md</a></td><td><a href="/files/rmg1mdKqJX85eu8k6fnm">/files/rmg1mdKqJX85eu8k6fnm</a></td></tr></tbody></table>

### Management

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>Users</strong></td><td>Manage users and their system permissions</td><td></td><td><a href="/pages/waVOf9WnP0piWxlgsMzx">/pages/waVOf9WnP0piWxlgsMzx</a></td><td><a href="/files/ocUK2l0xeO1vQN5rJcxE">/files/ocUK2l0xeO1vQN5rJcxE</a></td></tr><tr><td><strong>Groups</strong></td><td>Permissions, access to reports and bulk RLS</td><td></td><td><a href="/pages/YqrYz5FeMALVBvv51eZ0">/pages/YqrYz5FeMALVBvv51eZ0</a></td><td><a href="/files/hB8xSlu0d1QnH4F9JIoX">/files/hB8xSlu0d1QnH4F9JIoX</a></td></tr><tr><td><strong>Folders</strong></td><td>Organize reports and applications using folders</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/pastas.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/pastas.md</a></td><td><a href="/files/7sDPbk25oWTBImsPmWwV">/files/7sDPbk25oWTBImsPmWwV</a></td></tr><tr><td><strong>Companies</strong></td><td>Different visual identities depending on the user</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/empresas/README.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/empresas/README.md</a></td><td><a href="/files/OGZRFRmUsWx1pAnUbVAw">/files/OGZRFRmUsWx1pAnUbVAw</a></td></tr><tr><td><strong>Settings</strong></td><td>Customize, parameterize and configure the system</td><td></td><td><a href="/pages/l8YrSfvKJZGQzBcGEEsq">/pages/l8YrSfvKJZGQzBcGEEsq</a></td><td><a href="/files/veyDjzBe51rGgKzFlh8Q">/files/veyDjzBe51rGgKzFlh8Q</a></td></tr><tr><td><strong>Billing</strong></td><td>Track billing in real time and historically</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/faturamento/README.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/faturamento/README.md</a></td><td><a href="/files/RDceWSoPDPcLKHUhm5cI">/files/RDceWSoPDPcLKHUhm5cI</a></td></tr><tr><td><strong>Firewall</strong></td><td>Block and release IPs to access reports</td><td></td><td><a href="/pages/ZbRduPMyLP9zo9ts6pYd">/pages/ZbRduPMyLP9zo9ts6pYd</a></td><td><a href="/files/L07h8nsT9XAmFpn4sJjn">/files/L07h8nsT9XAmFpn4sJjn</a></td></tr><tr><td><strong>Migration</strong></td><td>Migrate all Power BI reports, RLS and users</td><td></td><td></td><td><a href="/files/Ns7v7TbzpyUkzXhYkv9t">/files/Ns7v7TbzpyUkzXhYkv9t</a></td></tr><tr><td><strong>Warnings</strong></td><td>System warnings and notifications for your users</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/avisos.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/avisos.md</a></td><td><a href="/files/SCr8PGnuvfzHUKhmQsMB">/files/SCr8PGnuvfzHUKhmQsMB</a></td></tr><tr><td><strong>Subscription to reports</strong></td><td>Automatically send a copy of the reports to your email address</td><td></td><td><a href="/pages/64jN1te4Y1CmdJTVFlga">/pages/64jN1te4Y1CmdJTVFlga</a></td><td><a href="/files/pOkEZ2HlFK1j9yg9s2pQ">/files/pOkEZ2HlFK1j9yg9s2pQ</a></td></tr></tbody></table>

### Audits

Find out more about the audits and monitoring available in Power Embedded

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>Reports</strong></td><td>See who accessed which report and when</td><td></td><td><a href="/pages/WmRg8rLBWRxAVrUvND5V">/pages/WmRg8rLBWRxAVrUvND5V</a></td><td><a href="/files/UOCKIw0TBVqByxGZlTrP">/files/UOCKIw0TBVqByxGZlTrP</a></td></tr><tr><td><strong>Usage Metrics</strong></td><td>Users and reports with more and less access</td><td></td><td><a href="/pages/Y8yh58TiaAeWWOAteC5L">/pages/Y8yh58TiaAeWWOAteC5L</a></td><td><a href="/files/uNQLixXPlVZuVxyIW3k5">/files/uNQLixXPlVZuVxyIW3k5</a></td></tr><tr><td><strong>Report Catalog</strong></td><td>History of requests for access to reports</td><td></td><td><a href="/pages/YFImrhxQZLY7BRgEaiZA#report-catalog-audit">/pages/YFImrhxQZLY7BRgEaiZA#report-catalog-audit</a></td><td><a href="/files/uV6hnmMXkCaQxpX7KXzX">/files/uV6hnmMXkCaQxpX7KXzX</a></td></tr><tr><td><strong>Permissions</strong></td><td>User and group permissions in reports</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/permissoes.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/permissoes.md</a></td><td><a href="/files/f6C0qoYTxfedwCKywGgP">/files/f6C0qoYTxfedwCKywGgP</a></td></tr><tr><td><strong>Capacities</strong></td><td>Every time the capacity has been changed</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artefatos/capacidades/README.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artefatos/capacidades/README.md</a></td><td><a href="/files/A7YCDGlqFbjurkw0QUia">/files/A7YCDGlqFbjurkw0QUia</a></td></tr><tr><td><strong>Emails</strong></td><td>History of emails sent by the system</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/emails-enviados.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/emails-enviados.md</a></td><td><a href="/files/Tvo3O5V36C1pj3Bo5J4o">/files/Tvo3O5V36C1pj3Bo5J4o</a></td></tr><tr><td><strong>Entities (Changes)</strong></td><td>History of changes made to the system</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/entidades-alteracoes.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/entidades-alteracoes.md</a></td><td><a href="/files/E0CYyBl9T9Ac0pJakmMx">/files/E0CYyBl9T9Ac0pJakmMx</a></td></tr><tr><td><strong>Access</strong></td><td>History of logged in and logged out users</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/acessos.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/acessos.md</a></td><td><a href="/files/9utWHfjcCosVzstzCak3">/files/9utWHfjcCosVzstzCak3</a></td></tr><tr><td><strong>Firewall</strong></td><td>History of IP release requests</td><td></td><td><a href="/pages/5EVglRJXGuJUJpooKNav">/pages/5EVglRJXGuJUJpooKNav</a></td><td><a href="/files/DZObegU3v8f577FBtJaj">/files/DZObegU3v8f577FBtJaj</a></td></tr><tr><td><strong>Portal statistics</strong></td><td>Interactive report with system information</td><td></td><td></td><td><a href="/files/CyMwkzgo39Msf72X6WU0">/files/CyMwkzgo39Msf72X6WU0</a></td></tr><tr><td><strong>Use of Power Pilot</strong></td><td>Track the use and estimated cost of System AI</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/uso-do-power-pilot.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/audits/uso-do-power-pilot.md</a></td><td><a href="/files/MUYuEC3SfNF10tcjslO3">/files/MUYuEC3SfNF10tcjslO3</a></td></tr></tbody></table>

## Help and Support

Some links to learn more about Power Embedded and our areas of activity as a company

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>Power Embedded Website</strong></td><td>Visit our website for more information</td><td></td><td><a href="https://powerembedded.com.br/">https://powerembedded.com.br/</a></td><td><a href="/files/FzDT2mZILP1IZZ5XAeYz">/files/FzDT2mZILP1IZZ5XAeYz</a></td></tr><tr><td><strong>System News</strong></td><td>Stay up to date with the latest news and new features</td><td></td><td><a href="https://powerembedded.com.br/blog/">https://powerembedded.com.br/blog/</a></td><td><a href="/files/KDzyuohR7FMmuUoZRYoC">/files/KDzyuohR7FMmuUoZRYoC</a></td></tr><tr><td><strong>FAQ Frequently Asked Questions</strong></td><td>Answers to the main questions in one place</td><td></td><td><a href="https://docs.powerembedded.com.br/power-embedded/perguntas-mais-frequentes">https://docs.powerembedded.com.br/power-embedded/perguntas-mais-frequentes</a></td><td><a href="/files/rNKkDO0IG0Dd9Qg1Ltdb">/files/rNKkDO0IG0Dd9Qg1Ltdb</a></td></tr><tr><td><strong>BI Consulting</strong></td><td>We help your company with BI and Data projects</td><td></td><td><a href="https://powertuning.com.br/consultoria-bi/">https://powertuning.com.br/consultoria-bi/</a></td><td><a href="/files/NOwfbF5oN3GKosSmtenK">/files/NOwfbF5oN3GKosSmtenK</a></td></tr><tr><td><strong>Technical Support</strong></td><td>Do you have any questions or problems?</td><td></td><td><a href="https://admin.powerembedded.com.br/Support">https://admin.powerembedded.com.br/Support</a></td><td><a href="/files/sHGv1TFYTaCiZU8guNzQ">/files/sHGv1TFYTaCiZU8guNzQ</a></td></tr><tr><td><strong>Azure Partnership</strong></td><td>Want to hire Fabric capacity more cheaply?</td><td></td><td><a href="https://powertuning.com.br/parceria-azure">https://powertuning.com.br/parceria-azure</a></td><td><a href="/files/hCvCcAxNEsi5yEaVQK5H">/files/hCvCcAxNEsi5yEaVQK5H</a></td></tr><tr><td><strong>System Resources</strong></td><td>Discover all the Power Embedded resources</td><td></td><td><a href="https://powerembedded.com.br/recursos-do-power-embedded/">https://powerembedded.com.br/recursos-do-power-embedded/</a></td><td><a href="/files/ZlfK4V3SD2eeuEC2nWqu">/files/ZlfK4V3SD2eeuEC2nWqu</a></td></tr><tr><td><strong>Videos and Tutorials</strong></td><td>Collection of videos explaining the system</td><td></td><td><a href="https://powerembedded.com.br/youtube">https://powerembedded.com.br/youtube</a></td><td><a href="/files/l51sVtWtlg9mg5baz0SS">/files/l51sVtWtlg9mg5baz0SS</a></td></tr></tbody></table>


# Portal navigation

The Power Embedded administration portal has several features that make navigation and documentation easier. This article will help you get to know and make better use of these features.

### Navigation menu

Main menu of the Power Embedded administrative area

### Power Embedded home screen

Simplified access to the main screens and features of Power Embedded

### What's new in Power Embedded

See the main news and new features available in the system

### Technical support

Do you have a question or problem and need to open a ticket?

<div align="left"><figure><img src="/files/XHa5ECS2r08eO3Dr5TB8" alt=""><figcaption></figcaption></figure></div>

### Help Buttons

Have a question? All system screens have a help button in the upper right corner that directs you to the documentation related to the current screen.

In addition, several fields have an informational icon for quick and objective help

<div align="left"><figure><img src="/files/0SyMyBP4MvMT5toU7yfr" alt=""><figcaption></figcaption></figure></div>

Would you like to know more details about a particular field in the system, such as, for example, what is the difference between the roles in Power Embedded?

<div align="left"><figure><img src="/files/Hvo9u77yuDmpXlExePea" alt=""><figcaption></figcaption></figure></div>

### System filters

Filtering data is very important when using the system. We made the experience even easier

Most pages have expandable filters, executed on the server, and the page is updated with the filtered data.

<figure><img src="/files/XOkZ4JCjanhXjImBWKlX" alt=""><figcaption></figcaption></figure>

### Table filters

The system tables also have these filters, which are very fast and practical

<figure><img src="/files/q9bXfHygSlKkESfy4CFH" alt=""><figcaption></figcaption></figure>

To select/deselect all items, you can use this first check-box.

<figure><img src="/files/WlYjLrbhCH57Ne7F0xn8" alt=""><figcaption></figcaption></figure>

To filter checked and unchecked items, use this 2nd check-box.

<figure><img src="/files/dbBU0Ef6xlfULM6BxAvD" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If you do not click this checked/unchecked filter check-box, the table will show both states (checked and unchecked).

If you click this check-box, it will start filtering by visible or non-visible items, and then you will no longer be able to see all records without the visibility filter applied.

To get back to the previous view without filters, leave this option unchecked, go to a text filter, type anything and then delete the search text.
{% endhint %}

### Bulk filters

It is possible to apply combined filters in bulk.

In the example below, I searched for reports containing the expression "demo" and 7 results were returned. I clicked the first check-box and all 7 items were selected.

I could remove the searched text and do a new search, again clicking the check-box to select all the filtered items, and the system would add to the list of checked items every time I do this, combining the N items selected across multiple searches.

<figure><img src="/files/JHAZn6G5ttoCIlf7Rgxc" alt=""><figcaption></figcaption></figure>

### Data sorting

Power Embedded tables allow sorting of results. To do this, simply click on the column you want to sort by. If you click again, the order is reversed.

If you want to apply sorting on more than one column, hold the *Shift* key on the keyboard and click on the columns you want to sort. The order in which the column is clicked makes a difference in the sorting.

<figure><img src="/files/KY34CZHwHkRKdLCgKmZg" alt=""><figcaption></figcaption></figure>

### Bulk operations

Most Power Embedded screens support bulk operations. To do this, select more than 1 item in the table, and the system will show the available options for bulk operations.

<figure><img src="/files/fcdrAgkbynBW8z8rWnIX" alt=""><figcaption><p>Enabling bulk operations</p></figcaption></figure>

<figure><img src="/files/UvP4KbeqCWIJDkbzlIFg" alt=""><figcaption><p>Bulk editing</p></figcaption></figure>

<div align="left"><figure><img src="/files/FuALF761rezBSQEaESPK" alt=""><figcaption><p>Bulk deletion</p></figcaption></figure></div>


# First Access

Initial Setup Tips for a Great Experience with Power Embedded

{% hint style="info" %}
To personalize the **portal URL** and use your **own domain**, go to [**DNS Configuration**](/administration-portal/dns-configuration).
{% endhint %}

{% hint style="warning" %}
For the **automatic billing system** to generate charges on the desired due dates, send them to the correct list of people, or include a **purchase order number**, go to [**Billing Settings**](https://admin.powerembedded.com.br/Organization/BillingSettings/).
{% endhint %}

### User Creation

The **first step** to using **Power Embedded** is to configure users who will **administer the platform** and those who will **only view reports**.

[**Click here**](https://admin.powerembedded.com.br/Users) to access this screen.

After creating users, remember to Define user **permissions,** Assign them to **groups,** Specify **which reports** they can access.

{% hint style="info" %}
For more details on user **creation and management**, visit the [**User Management**](/administration-portal/users) page.
{% endhint %}

Ways to Create Users:

* **Manually**: Fill out the registration form fields.
* **CSV Import**: Upload a user list from a CSV file.
* **Entra ID (Azure AD) Import**: Import users directly from **Azure AD**.
* **API Integration**: Use an API to connect with any system or programming language.

<div data-full-width="false"><figure><img src="/files/lEyeLLmTOvTsuj1ZCs53" alt=""><figcaption><p>Initial user registration screen</p></figcaption></figure></div>

### Group Creation

Groups in **Power Embedded** help manage and govern users by **grouping them** for easier **permissions, RLS, and report access management**.

[**Click here**](https://admin.powerembedded.com.br/Groups) to access this screen.

{% hint style="info" %}
For more details on **group creation and management**, visit the [**Group Management**](/administration-portal/groups) page.
{% endhint %}

Ways to Create Groups:

* **Manually**: Fill out the form fields.
* **CSV Import**: Upload groups from a CSV file.
* **Entra ID (Azure AD) Import**: Import groups (and optionally, their users).
* **Entra ID (Azure AD) Sync**: Sync groups with Azure AD to **automatically create/delete users** in Power Embedded based on Entra ID changes.

<figure><img src="/files/4Jbk4jDDh1C4XPcsLJQF" alt=""><figcaption><p>Initial group registration screen</p></figcaption></figure>

### Report Import

A crucial step to making the portal functional is **importing reports**.

[**Click here**](https://admin.powerembedded.com.br/Reports) to access this screen.

#### Import Options

There are three types of report imports:

1. **Power BI Report**: Import existing reports from **Power BI**.
2. **Web Report**: Import reports from **online sources** like **Google Data Studio, OneDrive, Tableau**, and **Power BI Workspaces**.
3. **Power BI File**: Publish **PBIX files** directly to Power BI without needing **Power BI Desktop**.

#### Power BI Report Import

View **all workspaces** where **Power Embedded** has admin access.

<figure><img src="/files/gRdYCcpzq7tIyOpv2m0G" alt=""><figcaption></figcaption></figure>

Import reports **individually** or **all at once**.

<figure><img src="/files/SrcaAQYRvA1I6J5NTHw6" alt=""><figcaption></figcaption></figure>

#### Web Report Import

In **Power Embedded**, you can embed **web reports** or documents stored in **SharePoint, OneDrive**, and other sources. For example, if you have a **dashboard in Google Data Studio** and need to view it here, simply insert the **link**, and it will be automatically recognized as an **external report** in the portal.

![](/files/RJcosq5k6bbauwSwSsL7)

If embedding is restricted, use the **"Open in a New Tab"** option for seamless integration.

#### Power BI File Import

You can also publish Power BI reports that are locally on your computers to workspaces in the Power BI service, giving your users greater freedom and autonomy.

![](/files/fImZpRc82ycGHbfjaB37)

{% hint style="info" %}
Learn more about this feature on the [**Publishing Reports to Power BI via Power Embedded**](/administration-portal/reports/publish-report-to-power-bi) page.
{% endhint %}

### Portal Customization

Power Embedded is a **fully customizable white-label system**. This is where you **personalize the user experience** with your **company’s branding**.

{% hint style="info" %}
For more details, visit the [**Settings** ](/administration-portal/settings)page.
{% endhint %}

**“Visualization Portal” Tab**: Set portal **colors and images**.

<figure><img src="/files/5UIbNIEBOsURxtLqLdWW" alt=""><figcaption></figcaption></figure>

**Login Screen Tab**: Customize the **login screen’s colors and images**.

<figure><img src="/files/vQSEQWVmw5z6DQ8XNW5K" alt=""><figcaption></figcaption></figure>

You can also customize the authentication methods supported by the platform and configure other login screen customizations.

<figure><img src="/files/HsyExxDxunCJxIdFXmJC" alt=""><figcaption></figcaption></figure>

If you block any authentication method, no user will be able to authenticate using that login method and it will not be shown on the login screen.

If this authentication method is enabled, it will be shown on the login screen, but you can block it at the user level so that that specific user cannot use this authentication method.

### Main Documentation

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>What is Power Embedded</strong></td><td>A summary of this product</td><td><a href="/files/T9jYA9CXrlJ8S4KGszKv">/files/T9jYA9CXrlJ8S4KGszKv</a></td><td></td><td><a href="/pages/tmYgrwn4SK2uJfcHA0uf">/pages/tmYgrwn4SK2uJfcHA0uf</a></td></tr><tr><td><strong>Frequently Asked Questions</strong></td><td>And their answers</td><td><a href="/files/WyvMkrdkkzGtCZN4zcXr">/files/WyvMkrdkkzGtCZN4zcXr</a></td><td></td><td><a href="/pages/YPrEyFjI98rJiExMW2rU">/pages/YPrEyFjI98rJiExMW2rU</a></td></tr><tr><td><strong>Price Calculator</strong></td><td>How much does this product cost</td><td><a href="/files/qML3cQVRML6H2XWPdDd1">/files/qML3cQVRML6H2XWPdDd1</a></td><td></td><td><a href="https://powerembedded.com.br/calculator">https://powerembedded.com.br/calculator</a></td></tr><tr><td><strong>Administration</strong> Portal</td><td>How to manage the portal</td><td><a href="/files/8MSRBUY7JGDpfOF2rkOK">/files/8MSRBUY7JGDpfOF2rkOK</a></td><td></td><td><a href="/pages/hmeQolNSi7hYNSKhcC6N">/pages/hmeQolNSi7hYNSKhcC6N</a></td></tr><tr><td><strong>Reports Portal</strong></td><td>The user experience</td><td><a href="/files/kR9IdH5pD1erJ5z25k8D">/files/kR9IdH5pD1erJ5z25k8D</a></td><td></td><td><a href="/pages/PdafT7vsBSmMx9Op55bF">/pages/PdafT7vsBSmMx9Op55bF</a></td></tr><tr><td><strong>Row-Level Security (RLS)</strong></td><td>See how to configure this</td><td><a href="/files/zSG71gB9bbAjpHkZ1NRA">/files/zSG71gB9bbAjpHkZ1NRA</a></td><td></td><td><a href="/pages/kVu5ZlQob9luNO7goTeJ">/pages/kVu5ZlQob9luNO7goTeJ</a></td></tr><tr><td><strong>Report Folders</strong></td><td>Organize your reports in folders</td><td><a href="/files/jFAD8xVi6Tjd0KO3J4rv">/files/jFAD8xVi6Tjd0KO3J4rv</a></td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/pastas.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/pastas.md</a></td></tr><tr><td><strong>Support Tickets</strong></td><td>Open and view your tickets</td><td><a href="/files/5LVI1TgrQCTZFecZn4I8">/files/5LVI1TgrQCTZFecZn4I8</a></td><td></td><td><a href="https://admin.powerembedded.com.br/Support">https://admin.powerembedded.com.br/Support</a></td></tr><tr><td><strong>Support Meeting</strong></td><td>Need quick help?</td><td><a href="/files/HRY2koJCQSw1YvopBi9P">/files/HRY2koJCQSw1YvopBi9P</a></td><td></td><td><a href="https://powerembedded.com.br/reuniao-suporte">https://powerembedded.com.br/reuniao-suporte</a></td></tr></tbody></table>

### Getting the Most Out of Power Embedded

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>Power Pilot</strong></td><td>How to use Generative AI</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/README.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/README.md</a></td><td><a href="/files/g7QMtj1oqAKXu3F3K86D">/files/g7QMtj1oqAKXu3F3K86D</a></td></tr><tr><td><strong>Power Pilot on WhatsApp</strong></td><td>Your data through WhatsApp</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/ia-no-whatsapp.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/ia-no-whatsapp.md</a></td><td><a href="/files/6ilNnMevnUvv8GtagCyO">/files/6ilNnMevnUvv8GtagCyO</a></td></tr><tr><td><strong>Entra ID Synchronization</strong></td><td>Add and remove users automatically</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/groups/sincronizar-com-entra-id.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/groups/sincronizar-com-entra-id.md</a></td><td><a href="/files/po2HFzb1hMgxqI3RHYt2">/files/po2HFzb1hMgxqI3RHYt2</a></td></tr><tr><td><strong>Mobile App (PWA)</strong></td><td>How to use the mobile app</td><td></td><td><a href="/pages/sEQMiL9UAXBGYAYzbX9T">/pages/sEQMiL9UAXBGYAYzbX9T</a></td><td><a href="/files/F8sZvTQlUlRE9qH5oEux">/files/F8sZvTQlUlRE9qH5oEux</a></td></tr><tr><td><strong>API Automations</strong></td><td>How to use the system API</td><td></td><td><a href="/pages/jQRBCBE3bxvIggBx0Mqq">/pages/jQRBCBE3bxvIggBx0Mqq</a></td><td><a href="/files/OZoJcxge4G2odJDHbcY1">/files/OZoJcxge4G2odJDHbcY1</a></td></tr><tr><td><strong>Reports in Your System</strong></td><td>How to display reports in third-party apps</td><td></td><td><a href="/pages/8XoghkV9OY9h6jZ8pMC8">/pages/8XoghkV9OY9h6jZ8pMC8</a></td><td><a href="/files/YrouJIrFKR4WaUANa0sq">/files/YrouJIrFKR4WaUANa0sq</a></td></tr><tr><td><strong>Applications</strong></td><td>TV Mode, Multiple reports, and much more</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/aplicativos.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/aplicativos.md</a></td><td><a href="/files/KYVmEDma6y2e5fzLy1Oe">/files/KYVmEDma6y2e5fzLy1Oe</a></td></tr><tr><td><strong>System Firewall</strong></td><td>Block external access</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/auditorias/firewall.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/auditorias/firewall.md</a></td><td><a href="/files/xnuPF7q05q4xPGByoBmc">/files/xnuPF7q05q4xPGByoBmc</a></td></tr><tr><td><strong>Report Editing/Creation</strong></td><td>Manage report Self-service BI</td><td></td><td><a href="/pages/7MvAbUiEBBeVPrnLRSOL">/pages/7MvAbUiEBBeVPrnLRSOL</a></td><td><a href="/files/XkrxIJGkDwbEQJL4vvZ5">/files/XkrxIJGkDwbEQJL4vvZ5</a></td></tr><tr><td><strong>Dynamic Models</strong></td><td>What it is and how to use it</td><td></td><td><a href="/pages/2O5Ef6m1HW8h8mmc8GuO">/pages/2O5Ef6m1HW8h8mmc8GuO</a></td><td><a href="/files/VQMPbOF82r4jc4ZCvUYT">/files/VQMPbOF82r4jc4ZCvUYT</a></td></tr><tr><td><strong>Audits</strong></td><td>Learn about all system audits</td><td></td><td><a href="/pages/OjgVqEu9mg5CMD1DdyZL">/pages/OjgVqEu9mg5CMD1DdyZL</a></td><td><a href="/files/466q0Xu3Diwq24wEz1nq">/files/466q0Xu3Diwq24wEz1nq</a></td></tr><tr><td><strong>Capacity Optimization</strong></td><td>Reduce capacity costs</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artefatos/capacidades/otimizacao-de-custos.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artefatos/capacidades/otimizacao-de-custos.md</a></td><td><a href="/files/LHpg2pdYHSSK6SoYefH5">/files/LHpg2pdYHSSK6SoYefH5</a></td></tr></tbody></table>


# DNS configuration

Learn how to configure a custom URL for the portal, using your own domain or a Power Embedded internal domain.

**Power Embedded** is a **SaaS platform in white-label format**, allowing each client to fully customize their experience. In addition to colors and images, it is possible to define a **custom access URL** for the system.

### Creating DNS Records

To access the system with a custom URL, there are two available options:

1. **Use your own domain** → Example: bi.yourcompany.com
2. **Use the Power Embedded domain** → Example: yourcompany.powerembedded.com.br

If you choose to use your own domain, you will need to add two records to your DNS: the CNAME and TXT entries to be able to use this custom URL in Power Embedded:

| Type  | Name     | Value                                                            |
| ----- | -------- | ---------------------------------------------------------------- |
| CNAME | bi       | powerportal-client-eastus2.azurewebsites.net                     |
| TXT   | asuid.bi | D1B15490F13A639D57FF7985A837F7E5242DD6F062BEEC8698E3CC36A6CBD693 |

The example above is for when you are configuring the subdomain bi.yourcompany.com

### Configuration Example

If the custom URL is bi.yourcompany.com, use the values above. If you want a different name, such as reports.mycompany.com, only the "Name" field will change:

* CNAME → Name: "reports"
* TXT → Name: "asuid.reports"

The values in the "Value" column remain the same.

{% hint style="warning" %}
After completing the indicated configurations, remember to contact the Power Embedded support team so they can activate it in the system.

Use the [DNSChecker](https://dnschecker.org/) website to verify if the DNS record creation has already propagated.
{% endhint %}

### Configuring the New URL in Power Embedded

After the support team's approval, follow the steps below to complete the configuration:

1. Access the **Settings** page in Power Embedded.
2. Enter the **custom subdomain** in the corresponding field.

### How to Configure on Other Platforms

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Cloudflare</strong></td><td>Learn how to configure</td><td></td><td><a href="/pages/BSrHrGZRE9CRmILYYPeI">/pages/BSrHrGZRE9CRmILYYPeI</a></td></tr></tbody></table>


# Cloudflare

Learn how to configure a custom DNS on Cloudflare to use a subdomain in Power Embedded.

If you manage your DNS through Cloudflare and need to add TXT and CNAME records, follow the step-by-step guide below:

**1. Access Cloudflare:** [Click here](https://dash.cloudflare.com/) to access the Cloudflare website and on the Cloudflare homepage, click on your domain.

<figure><img src="/files/xkakLrDGEudqCEathn6c" alt=""><figcaption></figcaption></figure>

**2.** In the side menu, click on the **DNS** option and then on **Records**.

3\. On the screen that opened, click the Add record button.

<figure><img src="/files/DtEmqq1Qk0RAAua1TakV" alt=""><figcaption></figcaption></figure>

**4.** On the add DNS records screen, select the CNAME type, enter the desired subdomain name, insert the value powerportal-client.azurewebsites.net in the Target field, disable the Proxy status option, and save the changes.

![](/files/uqh5C0E91um7uBUf8D7X)

The **Name** field defines the subdomain address. If you type **"bi"**, the access URL will be bi.yourdomain

**5.** Click **Add record** again and select the **TXT** type.

Enter the value asuid.bi in the **Name** field, the provided TXT value (D1B15490F13A639D57FF7985A837F7E5242DD6F062BEEC8698E3CC36A6CBD693) in the **Content** field, and save the changes.

![](/files/096GrckRJfZzHyYojhEb)

If your subdomain is not "bi", you should change the Name field value to the pattern asuid.your\_subdomain -- for example, if you want it to be called powerbi.yourdomain.com, the value of this field should be asuid.powerbi

### Security Concerns When Disabling the Proxy for the CNAME DNS Record

To configure a custom domain for a web application hosted on Azure App Service using HTTPS, and to allow Azure to validate domain ownership and complete the configuration correctly, it is necessary to temporarily disable the Cloudflare proxy for the subdomain in question (enabling "DNS Only" mode).

During custom domain association, Azure performs direct DNS checks to validate ownership and correctly bind the domain to the App Service. If the Cloudflare proxy is enabled (orange cloud), it interferes with the resolution expected by Azure, preventing the process from completing. In other words, Azure needs to verify domain ownership directly, without the Cloudflare proxy intermediating, which masks the actual traffic destination.

Temporarily disabling the proxy does not compromise application security, as the domain will still be managed by Cloudflare, with protection against DNS attacks. Traffic will remain encrypted via HTTPS, with certificates managed by Azure. After the domain is activated, the proxy can be re-enabled normally if desired, although this may cause failures in the automatic renewal of the security certificate for your subdomain.

This procedure is widely documented and used by companies that integrate custom domains with Azure, AWS, or GCP. In fact, Microsoft itself recommends this temporary adjustment in its official documentation on domain binding in App Service.


# Artifacts


# Data set

In this menu, you can view the existing datasets in the portal. They are listed according to the imported reports.

In the action options, you can manage RLS rules, check the update history and access shortcuts to the Power BI service.

You can also reload datasets from this menu.

<figure><img src="/files/oeOxbk3R2ubgxRho3ctb" alt=""><figcaption></figcaption></figure>

In most of the portal's menus, you can apply filters and even export to Excel or CSV. In this same tab, you can also reload all the dataset's metadata.

By clicking on “Actions”, you can access some functionalities.

<div align="left"><figure><img src="/files/bXw8c4TZFikuj3ECJa7Z" alt=""><figcaption></figcaption></figure></div>

**Security:** At dataset level, you can configure RLS (Row-Level Security) and OLS (Object-Level Security).

**Reload metadata:** Same behavior as the “Reload” button, but only individually for that dataset.

**Refresh data:** Forces the data to be refreshed at source.

**Remove:** Removes the dataset from Power Embedded.

**Update history:** Provides a detailed overview of the updates made.

<figure><img src="/files/5fro3uYHk5XvJIYVWUHU" alt=""><figcaption></figcaption></figure>

Power BI shortcuts

* **Manage in Power BI:** Redirects to Semantic Models on the Power BI website, where you can check updates and other aspects of the model.
* **View in Power BI**: Redirects to view the semantic model directly in Power BI.
* **Edit in Power BI:** Redirects to the relationship of the tables.
* **View lineage in Power BI:** Allows you to view the lineage of the dataset in Power BI.<br>

  <figure><img src="/files/dV9e5YdYLK8V1YN1CZmD" alt=""><figcaption></figcaption></figure>


# Dynamic filtering

When using the feature to [show Power BI reports in your system](/technical-documentation/api/show-report-on-your-system), it is often necessary to automatically apply a filter to the data when opening the report.

This feature is called dynamic filtering and is available in Power Embedded.

### 1. How to configure dynamic filtering

To configure dynamic filtering, go to the [Datasets](https://admin.powerembedded.com.br/Datasets) page.

Search for the dataset you want to configure dynamic filtering for, click the **Actions** button, and select the **Dynamic filtering (API)** option.

<figure><img src="/files/BcAGob51FsGgxGZ1pCip" alt=""><figcaption></figcaption></figure>

This is the dynamic filtering configuration screen:

<figure><img src="/files/93cC7bRPyoKU9gEzMbxP" alt=""><figcaption></figcaption></figure>

On the dynamic filtering screen, you will need to configure 3 parameters:

* **Property name in the API call**: This is the name of the property that will be used to pass the value to be filtered in the API call. This property name can be defined by you, and must be used in the API call.\\

  <figure><img src="/files/TeKfEdiixVVTy1aGaebZ" alt=""><figcaption></figcaption></figure>
* **Parameter name in the model**: This is the name of the table and column that will be filtered in your report. The format of this field must follow the table/column pattern and is case sensitive, meaning there is a difference between uppercase and lowercase, and it must match exactly what is in Power BI.\\

  <figure><img src="/files/E0ilWFWQPuGJKg2jr8bu" alt=""><figcaption></figcaption></figure>
* **Operator**: Which comparison operator should be used to filter the data. In the vast majority of cases, the operator will be "=".

### 2. How to use dynamic filtering

To use dynamic filtering, you will use the **customFilters** parameter in the JSON of the API call.

Example JSON request with CustomFilters and 2 parameters:

```json
{
  "userEmail": "dirceu.resende@powertuning.com.br",
  "organizationId": "4b532635-a0c6-48ae-bea8-a5197c63f057",
  "reportId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "customFilters": [
    {
      "key": "_loja", // Store parameter that will filter dLojas/FD_LOJA
      "value": "5" // The store code that will be filtered
    },
    {
      "key": "_funcionario", // Employee parameter that will filter
      "value": "12" // The employee code that will be filtered
    }
  ]
}
```

API call response:

<figure><img src="/files/aUDt93igcnIO4BhKMuhn" alt=""><figcaption></figcaption></figure>

When embedding this URL in your system, the user will be directed to this URL:

*<https://demo.powerembedded.com.br/Organization/4b532635-a0c6-48ae-bea8-a5197c63f057/Report/a91ff398-849d-40bd-b40a-e40229f273eb><mark style="color:red;">**?filter=dLojas/FD\_LOJA eq 5 and dFuncionarios/FD\_FUNCIONARIO eq 12**</mark>*

When opening the report, we can observe that the data has been filtered correctly:

<figure><img src="/files/MCmHmjvlReEJlkBidwAU" alt=""><figcaption></figcaption></figure>

### 3. Notes on dynamic filtering

* The columns to be filtered must be listed in the report's Filters panel.
* The table and column name is case sensitive, meaning there is a difference between uppercase and lowercase. The name must exactly match what is in the model.
* **Table** and **Field** names are case sensitive, but **values** are not.
* Hidden fields in the report view can still be filtered.
* Avoid using accents and spaces in the column or table name.
* For more information, refer to [this Microsoft documentation](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters).


# Capacities

{% embed url="<https://www.youtube.com/watch?v=qQbat3QZ0l4>" %}

This portal feature facilitates the management of Microsoft Fabric or Power BI Embedded capacity efficiently.

It aims to reduce costs and adjust capacity size to meet demand peaks, providing more effective administration, especially in usage-based billing models.

### Capacity management types

To manage capacities, whether Microsoft Fabric or Power BI Embedded via the portal, there are three ways:

**Manual:** When accessing the capacity menu and having completed all necessary prior configurations, the feature will be displayed, along with a button to turn on and off. Here, the administrator can be responsible for managing the resource.

**On demand:** Here, Power Embedded automatically activates the capacity when a user tries to access a report. This only happens if the user has permission at the user or group level. When it reaches the inactivity time you define, it is paused to avoid billing.

**By Schedule:** In this method, you can plan when the capacity should be turned on and off and even change the capacity by schedule. This offers more predictable control over resources, allowing adjustment according to demand or specific usage times.

**Change capacity:** In this action, you can schedule a time for your capacity to change SKU, that is, during very high peak consumption times you can increase this resource and when consumption decreases you can reduce to a lower capacity.

{% hint style="warning" %}
It is important to note that when a capacity is turned off, the user cannot view the report and the dataset is not updated.

It is crucial to plan the usage schedule to avoid possible failures in the environment.
{% endhint %}

### Menu features

Below is a description of the menu features.

<figure><img src="/files/C5Rkqz4AFnfA2aqzEqDh" alt=""><figcaption></figcaption></figure>

**Filter**: Allows searching by capacity name, useful when there are several capacities listed.

**Reload:** Used after configuring in the Azure Portal to update capacity metadata and display the control button.

**Export:** Allows exporting data to Excel or CSV, including capacity table information.

**Turn On/Off**: Button to start or pause the capacity manually.

When clicking the **actions** button, a list of features is displayed.

* **Edit:** Used for initial configurations and cost optimization.
* **Remove:** Removes the capacity from Power Embedded management.
* **Entity Audit:** View of activities performed by users who access the administration portal. Learn more in [Entity Audits](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/auditorias/entidades-alteracoes.md).
* **Capacity Audit:** Details actions that occurred with the capacity over time. Learn more in [Capacity Audit](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/auditorias/capacidades.md).


# Azure permissions

### Contributor Role

In the Azure portal, search for the contracted capacity and open the resource.

<figure><img src="/files/Em3EepYYvbg7dBj4HbaW" alt=""><figcaption></figcaption></figure>

To add the user as a contributor, go to **Access control (IAM) > Add > Add role assignment.**

<figure><img src="/files/Hqh9Be4HsvPjQxUot9XV" alt=""><figcaption></figcaption></figure>

On the **Add role assignment** page, click the **Role** tab, then the **Privileged administrator roles** tab, and check the **Contributor** permission.

{% hint style="warning" %}
The **Contributor** permission on the capacity for the Power Embedded user (PowerEmbedded-App) is required to allow the system to change the SKU (Size) of the capacity, either manually or through Cost Optimization.

If it is not necessary for Power Embedded to change the capacity SKU, being limited only to turning the capacity on/off, you can grant the **Reader** permission instead of **Contributor**, which is less permissive. This Reader permission is found in the **Job function roles** tab.
{% endhint %}

<figure><img src="/files/cS6YrWC5eCtRDES3ZFeJ" alt=""><figcaption></figcaption></figure>

Click the **Members** tab, then click **Select members** to search for the PowerEmbedded-App user and select it.

<figure><img src="/files/6eHtfPTTt2Sxa5atnKJc" alt=""><figcaption></figcaption></figure>

Now click **Review + assign** to complete this process.

### Capacity Administrator

<figure><img src="/files/eD7cMzk2RQiwF0A7dH1c" alt=""><figcaption></figcaption></figure>

Still on the contracted capacity screen, go to **Settings > Capacity administrators** and click the **Add** button.

When the screen opens, search for ***PowerEmbedded-App*** and click **Select.**

In this tab, you can add the people who will have permission to assign a workspace to the capacity.

To confirm this change, click **Save** to save the information.

<div align="left"><figure><img src="/files/VAjp6go9NhTJihNNkDWK" alt=""><figcaption></figcaption></figure></div>

With these settings done, we can now configure Power Embedded.


# Configure capacity in Power Embedded

To manage your capacity in the Power Embedded Portal, follow these steps:

1. Access the Power Embedded Portal and go to "Artifacts" > "[Capacities](https://admin.powerembedded.com.br/Capacities)".
2. Click "Reload". This will list the available capacities.

Some additional information will still be required to manage the resource:

* Resource group name
* Azure Subscription ID

After reloading, the contracted capacity will be displayed. Initially, a highlighted warning indicating 'Not configured' will appear.

To adjust the configuration, click the 'Actions' button.

<figure><img src="/files/vfvlZisdevfgjdrayGsB" alt=""><figcaption></figcaption></figure>

After clicking 'Actions', you will be redirected to a new tab, where you will need to fill in the highlighted fields:

* 'Resource group name'
* 'Azure Subscription'

<figure><img src="/files/XN9CiBPXYvnQCKqkmjUt" alt=""><figcaption></figcaption></figure>

To get these values, access the Azure portal and locate the contracted capacity. In the 'Overview' section, you will find the necessary information.

Copy the 'Resource group name' and the 'Azure subscription ID' and paste this information on the capacity editing screen and save.

<figure><img src="/files/JhMCjyZVjQIy1is9AfwJ" alt=""><figcaption></figcaption></figure>

With this data, you will be ready to make the necessary optimizations to your capacity.

If the configuration was done correctly, the system will start showing the "Turn On" or "Turn Off" buttons on the capacities screen.

<figure><img src="/files/Baz8SAyl0R3NRNNHOEvo" alt=""><figcaption></figcaption></figure>


# Assign a workspace to a capacity

To associate a workspace with a contracted capacity, [access Power BI service](https://app.powerbi.com/).

Access the workspace you want to change the capacity for and click the **Workspace Settings** button.

<figure><img src="/files/ixwWnshlrGkc8gHKekkP" alt=""><figcaption></figcaption></figure>

On the screen that opened, click the **License Info** option and then click the **Edit** button.

<figure><img src="/files/8cW3b45J3V6OOeYWPXpD" alt=""><figcaption></figcaption></figure>

In the capacity list, choose your contracted capacity and then click the **Apply** button.

<figure><img src="/files/iKQbofKfQ1FH4Pr0OUaF" alt=""><figcaption></figcaption></figure>

After completing the process, it is important to access the [**Workspaces**](https://admin.powerembedded.com.br/Workspaces) page and click the **Reload** button to confirm that the workspace is now associated with the correct capacity.

For cost optimization to be applied correctly, the capacity name must appear in the Workspace's capacity field, as shown in the image below.

<figure><img src="/files/RUF16HRy8Vz4rRlvtmNn" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**WARNING:** Although not very common, these capacity changes during business hours can cause unavailability in reports for that workspace, as there may be cases where some models become blocked, requiring a dataset refresh process to unblock, which can take a long time depending on the data model.

Also, be careful if you are changing the capacity to a SMALLER one than the previous, or if you are migrating from a PRO or PPU capacity to a dedicated capacity (Fabric, Embedded or Premium), as there may be performance loss.
{% endhint %}


# Cost optimization

### Configuring Manual Optimization

After completing all the previous steps, clicking 'reload' will list all capacities created and which ones the PowerEmbedded-App has permission to access.

After that, a button will be displayed, allowing you to manually turn it on and off. On this same screen, you can already view some important capacity information.

<figure><img src="/files/Ca8iJX3q47WW67NcU3x6" alt=""><figcaption></figcaption></figure>

### Configuring On-Demand Cost Optimization

By clicking the actions button and selecting "Edit", you can define the cost optimization settings in the portal.

**Enable cost optimization (Pause and start automatically):**

* When this optimization is enabled, only users with user-level or group-level permissions will be able to view a report if the capacity is turned off. If the capacity is turned off and the user has permission to reactivate it, they will be able to access the report automatically.
* If a user without permission to automatically activate the capacity tries to access a report while the capacity is turned off, they will not be able to view the report.
* You can define the number of minutes during which your capacity can remain idle (i.e., without any open reports). When the system detects that no report has been accessed during that period, the capacity is automatically paused.
* During the period when the capacity is paused, you will not be charged. Although reactivating the capacity is quick and nearly imperceptible, some users may find the process inconvenient. To minimize this impact, you can schedule the capacity reactivation.

<figure><img src="/files/QfuteijHDUn5UVgusRbM" alt=""><figcaption></figcaption></figure>

### Configuring Schedule-Based Cost Optimization

On the "Cost Optimization" screen, you will find the option to "Set schedule for cost optimization".

<figure><img src="/files/v0QQtKuEpDnvbAEBrV4f" alt=""><figcaption></figcaption></figure>

In this tab, you can schedule the times and days of the week when your capacity should turn on and off, or even change its size.

By clicking "Add", two fields will be displayed: time and action. Here you can schedule the times to turn the resource on and off.

{% hint style="info" %}
Use the "Copy to" option to apply the same configuration to other days of the week and save your time.
{% endhint %}

{% hint style="warning" %}
**Attention:** During the defined interval, the capacity will always be on, regardless of whether users are accessing reports or not.

Outside of this time, the capacity will work based on demand. For example, if you set the capacity to turn on at 08:00 and off at 17:00, it will remain on during that period. Before 08:00 and after 17:00, the capacity will work based on demand.

If a user tries to access a report outside of the scheduled time and they have the active permission in the user or group registration, the capacity will be turned on, and when it reaches the inactivity time you defined, it will be turned off.
{% endhint %}

### Automatic Resizing

{% hint style="info" %}
If you need to automatically change the SKU (Size) of the capacity at defined times, access [Automatic Resizing](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artifacts/capacities/redimensionamento-automatico.md).
{% endhint %}


# Automatic resizing

Have you ever encountered the need to adjust the capacity in Azure during periods of high demand for reports?

With Power Embedded, you can now do this easily and quickly directly through the portal.

The new feature allows you to change the capacity SKU based on a schedule, making the process much more efficient.

### How it works

Previously, it was only possible to turn the resource on and off through the portal. Now, with the new feature, it is possible to manage the capacity SKU, that is, perform upscale and downscale at specific times of the week or even on specific days.

To use this feature, go to ***Artifacts > Capacities > Cost Optimization*** and enable the **Set schedule for cost optimization** permission. This will allow you to work with schedules.

After enabling a day of the week, you will see the *Time* and *Action* fields. The *Time* field defines when the action will be performed, and the *Action* field allows you to choose between turning on, turning off, or changing the capacity.

Previously, the only available options were turning on and off, but now you can also opt to change the capacity, and that is what we will detail here.

<figure><img src="/files/GKAwGyrTswTc3ckPeSbO" alt=""><figcaption></figcaption></figure>

When selecting the "change capacity" action, a field will be displayed where you can choose the desired capacity level, with information about size, processing, and cost. When you contract a resource, you define a size in Azure.

With the new feature, if your model is pay-per-use and you need to adjust the capacity for a specific period, simply define an action to change the capacity. This will happen automatically without you needing to access Azure.

Additionally, you can set a specific time or day for the capacity to return to its initial value.

### Practical configuration example

After configuring everything in Azure to manage the resource directly in the portal, follow these steps to optimize the capacity:

1. Access the [Capacity Management](https://admin.powerembedded.com.br/Capacities) screen
2. Check if the capacity you want to control is shown in the capacity list. If not, click the ***Reload*** button
3. If the message "Not configured" appears next to the capacity you want to control, you will need to configure the capacity correctly in Power Embedded and grant the necessary permissions for the system to manage the capacity. See more in [Azure Permissions](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artifacts/capacities/permissoes-no-azure.md).
4. Click the ***Actions*** button next to the capacity you want to change and click the ***Edit*** option
5. On the capacity editing screen, click the ***Cost Optimization*** tab
6. Enable the ***Cost Optimization*** option and select ***Set schedule for cost optimization*** **to start the configuration.** This will allow scheduled capacity changes.

In the example below, the SKU initially contracted in Azure was an F2.

<figure><img src="/files/lMxPKQHdEYrIBmZ7KwL0" alt=""><figcaption></figcaption></figure>

It can be observed that the capacity is activated at 08:00 in the morning. During the 12:00 period, when an intensive update process occurs and user activity is high, we chose to increase the capacity to a higher level, such as from F2 to F4. According to the metrics analyzed in Fabric Capacity Metrics, an F4 is suitable for handling demand peaks in our scenario.

At 16:00, when capacity consumption decreases, we perform a downgrade to a lower level.

Finally, at 18:00, the capacity is turned off and starts being activated on demand, if you enable the permission for users or groups.

This is a practical example of the usability of this new feature. It is important to note that a copy option is available, which allows you to copy this information to other days of the week.

### Operating rules

1. The feature is only available if the resource is contracted. The Fabric trial does not allow capacity management.
2. The capacity needs to be configured to appear in Power Embedded. To better understand how to perform this configuration, access [Capacity Configuration](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artifacts/capacities/configurar-a-capacidade-no-power-embedded.md).
3. When changing the capacity size, it will only return to its initial value if you create some action to change the capacity again or change it manually through the Azure portal.
4. You do not need to turn on the capacity to change it, that is, it is possible to change the capacity even while paused and this does not change billing while it is paused.
5. This control of turning the capacity on/off to reduce costs only makes sense for the **Pay-per-use** payment model. Pausing a capacity that is in **Reserved Instance** mode will not reduce your monthly cost at all (fixed, only varies with the dollar) and will only generate unavailability in access to reports.
6. If your capacity is in **Reserved Instance** mode and you change it to a larger SKU than the current one, you will continue to be charged for the reserved instance normally, in addition to the time you used the larger capacity than the contracted reservation.\
   \
   Ex: You have an F2 reservation and for 8 hours, you changed it to F8. You will be charged normally for your F2 reserved instance, and Microsoft will charge an amount equivalent to an F6 (F8 - F2), in **Pay-per-use** mode, for a period of 8 hours.


# Capacity audit

Para uma análise mais detalhada das informações da capacidade, a auditoria oferece uma visão do seu comportamento.

Nesta tela é possível acompanhar quando ela foi ligada/desligada, a data e hora da ação, e também o responsável, caso a ativação/desativação não seja automática.

<figure><img src="/files/ceeBL13gHybIsCjevsU4" alt=""><figcaption></figcaption></figure>


# Workspaces

Neste menu, é possível visualizar os workspaces vinculados ao portal do Power Embedded. Este ambiente é mais uma visão de auditoria, sem possibilidade de realizar ações diretas.

<figure><img src="/files/11DyUt36XkE0O8AeJCxD" alt=""><figcaption></figcaption></figure>

Ao clicar em “Gerenciar no Power BI”, você será redirecionado para o Power BI serviço.

{% hint style="info" %}
Recarregar os metadados é necessário ao iniciar a otimização da capacidade através do portal do Power Embedded. Saiba mais em [Configurar a Capacidade](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artifacts/capacidades/configurar-a-capacidade-no-power-embedded.md).
{% endhint %}


# Gateways

On this screen, you can view the gateways available in Power BI along with useful information such as server name, contact information, gateway version, and the number of data sources using that gateway. It serves as an inventory of your company's gateways, since the system allows you to export this data to CSV and Excel.

By clicking "Actions" and then "Manage in Power BI", you can be redirected to Power BI to manage the gateway settings there.

<figure><img src="/files/X8FU3p5Eu3RSvHzuKRib" alt=""><figcaption></figcaption></figure>

### Permissions to list gateways and data sources

To be able to list the existing gateways in the Power BI environment, it is necessary to grant a permission to the application user (PowerEmbedded-App) in the Power BI Service.

Go to the [Manage connections and gateways](https://app.powerbi.com/groups/me/gateways) screen and click the ***Manage on-premises data gateways*** option.

<figure><img src="/files/f6Ymh3GwK7BLFJ2b4XSE" alt=""><figcaption></figcaption></figure>

Now click the 3 ellipses (...) next to the gateway you want to grant permission for and select the Manage Users option.

<figure><img src="/files/X19R3J5MuBYhkeKDOIPq" alt=""><figcaption></figcaption></figure>

On the user management screen, search for the name of the application you are using in Power Embedded (the default name is *PowerEmbedded-App*), check the Administrator permission, and click the Share button.

<figure><img src="/files/uwDYvNy2JimZjW0RHEfY" alt=""><figcaption></figcaption></figure>

Now repeat this process for all gateways you need to manage and access data through Power Embedded, **especially if you will be using a connection with Analysis Services (SSAS).**

{% hint style="danger" %}
If you are using a DirectQuery or Live Connection with an **Analysis Services (SSAS),** this gateway configuration may be required to open reports if they show a connection error.
{% endhint %}

{% hint style="warning" %}
**IMPORTANT:** It is not necessary to change permissions on data sources, since the Power Embedded user already has Administrator permission on the Gateway.

This greatly reduces the effort of having to configure these permissions on each data source, since the number of data sources is much larger than the number of gateways.
{% endhint %}


# Data sources

In this menu, you can view, export, and filter the data sources connected to the datasets.

<figure><img src="/files/03e8ytlmrkXmPPvenND0" alt=""><figcaption></figcaption></figure>

### Permissions to List Gateways and Data Sources

To list the existing gateways in the Power BI environment, it is necessary to grant a permission to the application user (PowerEmbedded-App) in Power BI Service.

Access the [Manage connections and gateways](https://app.powerbi.com/groups/me/gateways) screen and click on the option ***Manage on-premises data gateways.***

<figure><img src="/files/f6Ymh3GwK7BLFJ2b4XSE" alt=""><figcaption></figcaption></figure>

Now click on the 3 ellipses (...) next to the gateway you want to grant permission for and select the Manage Users option.

<figure><img src="/files/X19R3J5MuBYhkeKDOIPq" alt=""><figcaption></figcaption></figure>

In the user management screen, search for the name of the application you are using in Power Embedded (the default name is *PowerEmbedded-App*), mark the Administrator permission, and click the Share button.

<figure><img src="/files/uwDYvNy2JimZjW0RHEfY" alt=""><figcaption></figcaption></figure>

Now repeat this process for all gateways you need to manage and access data through Power Embedded, **especially if you are using a connection with Analysis Services (SSAS).**

{% hint style="danger" %}
If you are using a DirectQuery or Live Connection with an **Analysis Services (SSAS),** this gateway configuration may be required to open reports if they present connection errors.
{% endhint %}

{% hint style="warning" %}
**IMPORTANT:** It is not necessary to change permissions on the data sources, since the Power Embedded user already has administrator permission on the Gateway.

This significantly reduces the effort of configuring these permissions for each data source, since the number of data sources is much greater than the number of gateways.
{% endhint %}

### Pinning Users in Analysis Services

A feature was developed in Power Embedded to address a specific scenario, in case you have an Analysis Services service and want to configure RLS (Row-Level Security) at the company level rather than at the user level.

If you want to work with RLS in Analysis Services at the user level rather than the company level, learn more by accessing the article [Facilitating user and RLS mapping when using Analysis Services](https://powerembedded.com.br/facilitando-o-mapeamento-de-usuarios-e-rls-ao-utilizar-o-analysis-services/).

To configure RLS in Analysis Services, whether accessed through Power Embedded or Power BI, it is necessary to perform user-by-user mapping in Power BI gateway settings.

<div align="left"><figure><img src="/files/kcqsb6ITi65D22NpSTi2" alt=""><figcaption></figcaption></figure></div>

If you have 100 users, this will require considerable time to configure manually and apply RLS, since there is no API available to automate this in Power BI.

If you want to use a fixed user, regardless of who is accessing the report, simply use an asterisk (\*) in the original name and the name of the user that will be used to make the connection.

However, for a scenario where it is not necessary to individually identify each user, but rather to filter data using a fixed user per company, there is a feature in data sources, when the data type is Analysis Services, called "Pin User" that solves this problem.

<figure><img src="/files/0Gm3PyAPOYCfAg1GcxFq" alt=""><figcaption></figcaption></figure>

By pinning the user for each company in this connection, I define which user will be sent to Analysis Services, regardless of which user is viewing the report.

For example, if all users associated with the Microsoft company are using this Analysis Services, all requests sent by Power Embedded to Power BI will be attributed to the user "douglas.rosseto@<powertuning@.com.br>" in the example below.

<figure><img src="/files/EYrZiYLMYPUlwj6kdWKs" alt=""><figcaption></figcaption></figure>

When configuring the user mapping in the Power BI gateways screen, I only need to do it for the user Douglas Rosseto, instead of performing the process for all 100 users individually, which would be time-consuming and complicated in terms of maintenance.

This is a way to simplify this specific scenario, where it is not necessary to apply an individual RLS filter for each user, but rather per company, which would meet the needs with the registration of a single user.


# Application

The “application sharing mode” in Power Embedded refers to the method by which you share and group content, such as reports, dashboards and external reports, both inside and outside your organization. This functionality is similar to what exists in Power BI, but includes some extra features such as TV mode and page-level security.

Power Bi > [**Applications**](https://admin.powerembedded.com.br/Apps) > [**Create Application**](https://admin.powerembedded.com.br/App/Create)

<figure><img src="/files/OAbdR5Hi05JVmtzQ28Fl" alt=""><figcaption></figcaption></figure>

### Create/edit application

In general, you make prior settings for the application, such as: Name, description and assign a person responsible for it.

<figure><img src="/files/YccrkG1KB6oBZ6h8UmQ0" alt=""><figcaption></figcaption></figure>

### Report catalog

Report Catalog is a discovery tool that lists all the reports in your company to which users will not have immediate access.

This allows the user to get to know these reports through a description and request access if they are relevant to their daily activities.

<figure><img src="/files/7hiU1GqE2k9UYwcWk7nc" alt=""><figcaption></figcaption></figure>

### TV mode

Enabling TV mode allows the application to be displayed on a Smart TV without having to be connected to a computer.

<figure><img src="/files/1xyJWx5PgREtPx1LVVAk" alt=""><figcaption></figcaption></figure>

This functionality is displayed in slide show mode, which allows interaction between reports, as in the initial example. To activate it, simply enable it and set a time interval between these reports.

\
Below are some permissions that can be enabled:

* **Update visuals:** Activate this app option to refresh the visuals right after the reports are opened.
* **Refresh dataset:** Activate this app option to refresh the datasets right after the reports are opened.

### Reports

In this menu, you can import the reports into the application and choose the position and even which tabs of the reports you would like to show.

<figure><img src="/files/Qq9QFz1R5sPkw5UsVHzx" alt=""><figcaption></figcaption></figure>

A number of functions are available on the actions button.

<div align="left"><figure><img src="/files/f5ZC2b2iSsyW3wubuSbf" alt=""><figcaption></figcaption></figure></div>

**Pages:** In the Power Embedded application, you can choose which report tabs are made available.

<figure><img src="/files/bMtwGx5VX1i1FyEgRoLa" alt=""><figcaption></figcaption></figure>

**Move:** To choose the position that the report will be available in the application.

### Groups

To link which groups will have access to this application.

### Users

To select who will have access to the application

### Folders

To link which folder or subfolder the application belongs to. Find out more in [Folder registration](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/pastas.md).

### Companies

Which companies will have access to the application. Find out more in [Registering companies](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/empresas/README.md).

### Personalization

By default when you create an application it comes customized with the default icon, if you want to insert a thumbnail you can do so in this tab.

<figure><img src="/files/6O3B6KAeogiE9Mpg3Tm2" alt=""><figcaption></figcaption></figure>


# Reports

Import and manage reports, permissions, and RLS in Power Embedded

{% embed url="<https://www.youtube.com/watch?v=cf5Y56fbztk>" %}

This is the screen where you can import reports, configure row-level security (RLS), report permissions, and much more.

After importing the reports, you need to edit the report and configure the access settings.

<figure><img src="/files/VmXpEqoQA6L4fb6dJW3Z" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
After importing, the reports will be available in the reports tab, but initially not even administrators will have access to the report.

You must edit the report and grant access to the user or group.

All report permissions must be granted explicitly, even to generate an audit trail of that permission-granting event.
{% endhint %}

### **Filters**

With practicality in report permission management in mind, on the same screen you can apply filters to easily find the specific report to which you want to apply the required permissions.

<figure><img src="/files/DxlZzctL60owMoPHiBTJ" alt=""><figcaption></figcaption></figure>

### Action Buttons

By clicking "Actions", you will have access to the features to perform these configurations.

<div align="left"><figure><img src="/files/PtybgwRGi67kyQmJbjeD" alt=""><figcaption></figcaption></figure></div>

* **View:** If your user has access to the report, you will be redirected to the viewing portal and the report will open.
* **Edit:** Allows you to configure various properties and permissions for the report.
* **Disable:** Temporarily deactivates the report so that it is not visible to users.
* **Report Subscriptions:** Allows authorized users to configure automatic report delivery by email on a predefined schedule.
* **Comments:** Allows users to collaborate directly on reports, sharing observations, ideas, or questions.
* **Download PBIX file:** Allows you to download the Power BI file to your computer.
* **Schedule refresh:** Configuring scheduled dataset refreshes directly through Power Embedded makes the process not only simpler, but also much more flexible.
* **Assign to all users**: Allows you to assign the report to all registered users.
* **Remove from all users:** Removes report access for all users.
* **Entity Audit:** Lists the changes made to this report.
* **Report Audit:** Lists all the times the report was accessed in the reports portal.

### **Bulk Actions**

By selecting all reports through the checkbox next to the name, an edit button is displayed.

<figure><img src="/files/eAaBWEdFBmqJVMnC0umD" alt=""><figcaption></figcaption></figure>

This allows you to assign an owner to all reports and define some permissions in bulk to edit all selected reports at once.

<figure><img src="/files/pkRsKyaVUIXtKDYNErIk" alt=""><figcaption></figcaption></figure>


# How to configure the workspace

{% embed url="<https://www.youtube.com/watch?v=rf7Hpz8CSOs>" %}

To be able to import Power BI reports into Power Embedded, you will need to do two things in the workspace:

1. Change the Workspace capacity to Premium capacity (Microsoft Fabric or Power BI Embedded).
2. Add the created Service Principal (Power Embedded user) as an administrator of the workspaces from which you want to import reports (can be more than 1).

To change the Workspace capacity to Premium capacity (Microsoft Fabric or Power BI Embedded), access the workspace and click the "Workspace settings" button.

<figure><img src="/files/1f0WuUbC9KzsQanD9ojM" alt=""><figcaption></figcaption></figure>

If your screen is too small, click the 3 dots and select the "Workspace settings" option.

<figure><img src="/files/K5dPslMsJx4s7p40vkHN" alt=""><figcaption></figcaption></figure>

In the screen that opened, click the "License info" menu, then choose one of the Premium licenses below:

* Premium capacity (Discontinued and replaced by Fabric)
* Embedded (Power BI Embedded)
* Fabric capacity (Fabric)
* Trial (Fabric Trial = F64)

<figure><img src="/files/0NlQcE3Kk4pgqVXVX5FA" alt=""><figcaption></figcaption></figure>

The choice of license will depend on the type of license contracted and available in your environment.

{% hint style="warning" %}
The **Premium capacity** option will only be available if you have a Premium capacity available in your environment, just as **Embedded** and **Fabric capacity** will also only be available if you have at least one resource of those types created in Azure.

In addition, your user must be configured as a **Capacity administrator** for this resource in Azure.

The **Trial** option will only be available if your user has an active Fabric trial.
{% endhint %}

In the "License capacity" field, select the resource you created earlier from the list.

Click the "Select license" button at the bottom of the page.

From this moment on, this workspace is now on Premium capacity and associated with the Power BI Embedded or Fabric resource.

{% hint style="warning" %}
If you pause this resource, the Workspace will become inaccessible, even when using a Pro account and accessing it directly through the portal. Datasets will also not update and will return errors when trying to update if the capacity is paused.
{% endhint %}

The last step is to add the Power Embedded user to the Workspace.

To add the Power Embedded user (PowerEmbedded-App) as an administrator of a workspace, access the workspace, click the 3 dots, and select the "Manage access" option.

<figure><img src="/files/FWkE1cOF4m5tDkrr6mwI" alt=""><figcaption></figcaption></figure>

Click the "+ Add people or groups" button.

<div align="left"><figure><img src="/files/DvSuwe8wV7iuDPrnPM99" alt=""><figcaption></figcaption></figure></div>

Search for the name of the application created earlier (PowerEmbedded-App) and remember to change the access level to "Admin". After that, click the "Add" button.

<div align="left"><figure><img src="/files/hwNhia1fc5lijSDTxrWO" alt=""><figcaption></figcaption></figure></div>

Done! Power Embedded now has access to this workspace. Repeat this for all Workspaces from which you want to import reports.

{% hint style="info" %}
To configure capacity in the Azure portal, see [Capacity Configuration](https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artefatos/capacidades/README.md).
{% endhint %}


# Import report

### Import Options

There are three types of report imports:

1. **Power BI Report**: This option allows you to import reports that already exist in Power BI.
2. **Web Report**: It is possible to import reports from various online sources, such as Google Data Studio, documents in OneDrive and Tableau, as well as reports present in Power BI Workspaces.
3. **Power BI File**: With this feature, you can publish PBIX files directly to Power BI without needing to use Power BI Desktop.

### **Power BI Report**

In this option, you can view the workspaces where Power Embedded has Administrator permission and import those reports.

<figure><img src="/files/8olY1ZAzoQCO8v95zI6x" alt=""><figcaption></figcaption></figure>

When you select the workspace, all reports in the workspace that have not been imported yet will be listed. You can choose to import them manually one by one or import all at once.

<figure><img src="/files/wETvqVUS07mowfxvdf6q" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If the workspace of the report you want to import is not appearing in the drop-down above, it is likely because the Power Embedded user (PowerEmbedded-App) does not have Administrator permission on that workspace in Power BI Service.
{% endhint %}

### **Web Report**

In Power Embedded, you can embed Web reports or documents stored in SharePoint, OneDrive, and others.

For example, if you have a dashboard in Google Data Studio and need to view it here, simply insert the link and it will automatically be recognized as an external report in the portal.

<figure><img src="/files/2qo8OOGjHbe0saMX5XPN" alt=""><figcaption></figcaption></figure>

Since some sites do not allow this direct embedding process, we offer the option to "Open in a new external tab" to facilitate this integration.

### **Power BI File**

It is also possible to publish Power BI reports stored locally on your computers to workspaces in Power BI service, giving users greater freedom and autonomy.

<div align="left"><figure><img src="/files/41q1Qea8yu3Jm10wv21d" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
To learn more about this feature, visit the [Publishing reports to Power BI through Power Embedded](/administration-portal/reports/publish-report-to-power-bi) page.
{% endhint %}




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