Power BI is one of the best data visualization tools, yet it lacks data entry capabilities. Embed Power Apps into Power BI with Dataverse as the backend to seamlessly manage your data input. In this use case we are going to embedd commenting form into Power BI report.
Steps to Set Up Power App form embedded into Power BI
1. Create table in Dataverse
First, we need to create a new table in Dataverse called ,,Comments“
2. Create columns in table
Then, we need to create some columns in this table. For commenting purposes, we will need three columns: Comment (main column), Year-Month, and Category. All columns will be text columns.
3. Connect Dataverse table in Power BI using Direct query mode
Then, we need to connect our Dataverse table to Power BI. We will use the SQL Server database data source with the Dataverse environment URL as the SQL Server name.
SQL Statement:
SELECT
mkt_comment as 'Comment',
mkt_category as 'Category',
mkt_yearmonth as 'Year-Month'
FROM
mkt_comment
4. Create new Canvas app from Power BI
After setting up the connection of the Dataverse table in Power BI, we are going to create a new Canvas app directly from Power BI.
We need to click the Power Apps button and add the Comment column as a data source in order to create a new Canvas app.
5. Add data into Canvas app from Dataverse source
After clicking the 'Create new app' button, we will be redirected to the Power Apps webpage.
Then, we need to add a data source to our Canvas app. We will use our Comment Dataverse table as the data source.
6. Add Edit form into Canvas app with Comments datasource
Then, we need to add a new Edit form to our Canvas app.
The data source for this Edit form will be the Comment table added in step #5. We need to set up the following fields: Comment, Year-Month, and Category, in order to add and modify values.
7. Save, Publish and Check the app inside Power BI
Save, publish, and test the app directly in Power BI to ensure it functions correctly and integrates seamlessly with your data.
8. Edit Item property in Power Apps Form
To enable drill-through interaction from Power BI to a Power Apps form, we need to configure the Item property of the form.
This ensures that the correct data is passed from Power BI to Power Apps, allowing seamless filtering and interaction.
Power Fx Item property:
LookUp(Comments, Category=First(PowerBIIntegration.Data).Category && "Year-Month" = First(PowerBIIntegration.Data)."Year-Month")
9. Add submit button
Finally, we add a Submit button to the form, allowing users to save all changes made in the Edit form. This ensures that the updated data is properly submitted and reflected in the data source.
Power Fx OnSelect property:
SubmitForm(Form1);
The result is a seamlessly integrated Power Apps form within your Power BI report, enabling a dynamic, interactive data experience. This setup helps you:
Capture and update data directly from Power BI without switching applications.
Ensure seamless interaction between Power BI insights and Power Apps forms.
Pass filtered context from Power BI to Power Apps for more precise data entry.
Improve efficiency by connecting real-time data insights with operational inputs.
Embed your Power Apps form in Power BI today and enhance your data-driven workflows with actionable inputs!
