Prerequisites
Last updated
Last updated
To have an assistant in the portal, you need to configure the following steps:
Validate the prerequisites in the Power BI Admin Portal (you are here).
Contract the model on Azure OpenAI or OpenAI (ChatGPT)
Create a model on Power Embedded
Create an assistant on Power Embedded
Before proceeding with creating your model, verify in Power BI that the permissions listed below are enabled.
Enabling these permissions is essential so that you can create the assistant without issues.
Some permissions may already be enabled, as they are configured during the Power Embedded installation.
However, due to frequent Power BI updates, it may be necessary to manually enable these permissions to ensure the assistant works correctly.
Using a user with Power BI administrator permissions, access this link here.
Scroll down the page until you find the "Developer Settings" section (or search for "api" in the search bar on the right).
Check the option "Service principals can use Fabric APIs".
For security reasons, check the option "Specify security groups" in the "Apply to:" section and select the security group we created at the beginning of this topic (in my case, "PowerEmbedded-Group").
Click the "Apply" button.
Scroll down the page a bit more and repeat the same process for the following items:
Service principals can access read-only admin APIs
Service principals can access admin APIs used for updates
Enhance admin API responses with detailed metadata
Enhance admin API responses with DAX expressions and Mashup (if disabled, update the browser page and try again)
This should be done in the Admin API Settings section.
After completing these steps, we can proceed to the next configurations.
Still in the "Developer Settings" category, or by searching for "embed" in the search bar, check the option "Embed content in apps" and add the security group you created in the "Specific security groups" filter, in the "Apply to" option.
If this configuration is already enabled and allowed for the entire organization, being the default for Power BI, you can leave it as is.
Changing this may cause problems in other processes if they require this permission.
Finally, in the "Integration Settings" section, do the same process for the configuration "Allow XMLA endpoints and analyze in Excel with local semantic models", which serves to automatically allow the listing of RLS roles.
If this configuration is already enabled and allowed for the entire organization, being the default for Power BI, you can leave it as is.
Changing this may cause problems in other processes if they require this permission.
Done! Now the Portal has access to your Power BI environment.
