Embed Power BI in Item

Step 1: Open Your Item

  1. Navigate to the item where you want to embed the Power BI report.

  2. At the right and top of the screen, click on the "Add View" button (or the plus (+) icon next to the existing view tabs).

Step 2: Choose the App to Embed

  1. In the dropdown menu, select "Apps".

  2. The monday.com Item Views Center will open, showcasing various views.

  3. Find Embed Microsoft Power BI in Item in installed Apps and click on Add to item

Step 4: Open the App on Your Item

  1. The embedder will show up, displaying instructions on how to retrieve the URL of your document.

Step 5: Obtain the URL of Your Power BI Report or Dashboard

  1. Open a new browser tab and log in to your Microsoft Power BI account.

  2. Find the report or dashboard you wish to embed.

  3. Click on the "File" or "Share" button, depending on your interface.

  4. Select "Embed Report" or "Publish to Web".

  5. Copy the embed URL provided.

You can find full instructions on how to get an embedded link on the page Getting an Embeddable Link from Microsoft Power BI

Step 6: Insert the URL into monday.com

  1. Return to your monday.com item where the Embed in Microsoft Power BI in Item view is open.

  2. On the right side, click on the settings icon (a gear symbol).

  3. In the settings panel, locate the field labeled "Report URL".

  4. Paste the copied Power BI URL into this field.

  5. Your Microsoft Power BI report or dashboard should now display within the item view.

  6. Verify the display to ensure all elements are loading correctly and are interactive.

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