Phoenix
Power BI Embed Demo

Explore enterprise-ready Power BI embedding patterns, marketing-ready assets, and a full walkthrough of the Phoenix Dataworks demo.
Step-by-step guide

How to run and evaluate the Power BI embed demo

Follow the checklist below to configure Azure AD, launch the unified Next.js app, and walk through each embedding scenario with confidence.

1. Prerequisites

Azure foundation
  • Active Azure subscription

  • Azure AD Global or Application Administrator

  • Power BI Pro or Premium per user license

Analytics workspace
  • Power BI workspace with sample datasets/reports

  • Service principal added as Admin in the workspace

  • Optional paginated (RDL) report for exports

Developer workstation
  • Node.js 18+

  • Git + preferred editor (VS Code recommended)

  • Access to this repository via GitHub

2. Configure the project

Environment variables
  • Copy .env.example to .env.local and provide tenant ID, client ID/secret, workspace ID, and Power BI scope.
  • Store secrets in Vercel environment variables or Azure Key Vault for production.
Local commands
  • Install dependencies with npm install, then run npm run dev to start Next.js on port 3000.
  • Next.js API routes proxy all Power BI REST calls, so no additional backend server is required.

3. Run through each scenario

Create New Report

  • Select a workspace and dataset exposed by the backend API.

  • Launch the Power BI authoring canvas to design visuals.

  • Save the embedded report back into your workspace.

Try this flow

Edit Existing Report

  • Choose an existing report from the workspace list.

  • Switch between Read and Edit modes to validate experiences.

  • Persist edits securely using the service-principal token.

Try this flow

Paginated Reports

  • Load RDL content with parameters for operational reporting.

  • Test PDF/Excel exports driven by the Power BI REST API.

  • Incorporate print-ready layouts in your application.

Try this flow

4. Production readiness checklist

Security & governance

  • Implement per-user authentication (Azure AD, OAuth 2.0) on top of the demo flows.

  • Enable Row-Level Security (RLS) and dataset endorsements.

  • Store secrets in Azure Key Vault or another secret manager.

Operations

  • Add centralized logging/metrics and alerting for token issuance failures.

  • Automate deployments with GitHub Actions, Azure DevOps, or your CI/CD tool of choice.

  • Instrument feature usage to measure embedded adoption.

Phoenix Dataworks partnership

  • Engage experts for architecture reviews and co-development sprints.

  • Connect with the team via phoenixdata.works for roadmap planning.

  • Customize UX, theming, and telemetry for your brand.


Need help tailoring the demo to your product? Phoenix Dataworks offers strategy, implementation, and enablement packages.

Talk to an expert