Overview

Power BI lets you create data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data. You can connect a Report by following the instructions below.

App Setup

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Airtable. Set a title and icon that represents the app.

3. We recommend setting this up as a manual app so that you can embed different data for each client. If you want this app to be visible to all clients, set this as an automatic app.

4. Next, click Add. You will be taken to to the app's page, where you can set the embed for each client, group, or company.

5. Click Add to add your first embed or link. Select the client(s) or company to share the app with.

6. Select Show as embed so that the client isn't directed outside of the portal.

7. Go to your Power BI home page and open the report you wish to embed.

8. Under File > Embed report, click Website or Portal.

9. Copy the link (not the iframe code).

10. Go back to the app page in Copilot, paste the copied link into the content box, and click Save.