URL: https://powerbi.pharmamarketltda.com/login

<aside> ⚠️ I am preparing the summary of this project from Notion, as I cannot share the source code due to the company's internal policies. If you decide to visit my GitHub or my portfolio at cristian-velasquez.com, you will notice that the projects I can share have their source code on GitHub and an explanation in the readme.md file.

</aside>

Introduction

Data visualization and business intelligence are pivotal in driving decision-making processes. Our company's reliance on Power BI Pro for crafting comprehensive dashboards has been instrumental. Yet, the challenge of securely sharing these insights with clients who lack Power BI subscriptions has led us to innovate a robust solution.

The Challenge

The previous method of sharing dashboards through public links exposed us to security vulnerabilities, drawing concerns from our clients over potential data breaches.

The Solution: Secure Web Portal

In response, we developed a web application that serves as a secure portal, enabling client access via credentials to assigned dashboards. Embedded through Power BI APIs, the dashboards are accessible within our web app's domain, ensuring enhanced security and privacy.

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Technical Journey

Mastering the Power BI API was a pivotal aspect of this project, with a steep learning curve in token authentication with Microsoft Azure to grant the necessary permissions. The acquisition of these tokens unlocked the ability to leverage various Power BI endpoints for workspace and report management*.*

1. Process of authentication and embedding in Power BI through Azure Active Directory (AD)

  1. Process of authentication and embedding in Power BI through Azure Active Directory (AD)

User Roles and Administration

A critical feature of our portal is the role-based access control, segregating administrative and user views. Administrators have the unique capability to manage user access and assign dashboards, thus enforcing data governance and ensuring users only view authorized content.

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I can not show the workspaces and dashboards names for privacy reasons

I can not show the workspaces and dashboards names for privacy reasons

Automatic Updates and Client Satisfaction

Any updates made in Power BI are automatically reflected in the embedded dashboards, streamlining the update process and maintaining real-time accuracy. The feedback from our clients has been overwhelmingly positive, indicating satisfaction with the newfound security and ease of access.

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