In This Article: How Power BI dashboards built by your Compass team appear directly in the Compass Dashboards tab — what's available now, what's coming soon, and how to view, share, export, and annotate them without leaving Compass.
A Single Home for Every Dashboard
The Compass Dashboards tab is built to give you one place to see every dashboard you have access to — both the dashboards you build yourself in Compass and the Power BI dashboards your Compass team builds for you. Power BI reports appear in the same grid as Compass dashboards, with most of the same actions available on each card.
Compass's built-in dashboard canvas covers most day-to-day reporting needs and is fast to use. Some dashboards, though, call for more advanced modeling, custom data transformations, or layouts that go beyond what the canvas is designed for — and that's where Power BI fits in. Your Compass team handles those reports in Power BI, and the integration surfaces them in Compass so you don't have to switch tools to see them.
Both dashboard types live together in the Dashboards grid. You can tell them apart at a glance, and most actions you'd take on a Compass dashboard work on a Power BI dashboard too.
Built by you in Compass using the dashboard canvas. Fully editable from the Compass UI.
Built and maintained by the Compass team in Power BI, then surfaced in your Compass instance.
How Power BI Dashboards Reach Compass
You don't need to do anything to make a Power BI dashboard appear in Compass — the connection runs in the background. When the Compass team builds or updates a Power BI dashboard for your organization, it shows up in your Dashboards tab automatically.
Your Compass Power BI Workspace
Every Compass client gets a dedicated Power BI workspace that the Compass team creates and manages on your behalf. This is the single workspace where all of your Power BI reporting lives — both you and your Compass team have access to it, and any Power BI dashboard surfaced in your Compass instance comes from this workspace.
Keeping reporting in one shared workspace means dashboards stay consistent, governed, and connected to the same underlying data. It also means the Compass team can maintain and update reports for you without ownership questions getting in the way.
Your Compass Power BI workspace is the source of truth for every Power BI dashboard you'll see in Compass. When the dashboard creation feature becomes available in the Compass UI, the dashboards you'll be able to add are the ones already built in this workspace.
Can I Bring In a Power BI Dashboard I Already Have?
If you've built a Power BI dashboard in your own Power BI tenant or a different workspace, it isn't possible to connect that dashboard directly to Compass. The integration is scoped to your Compass Power BI workspace — dashboards from a personal workspace, a different organizational tenant, or any non-Compass-created workspace aren't supported.
The path to bringing that work into Compass is to ask the Compass team to rebuild the dashboard in your shared Compass Power BI workspace. This is treated as a service: submit a Request from the Requests tab, share the original report (or a description of what it does), and the Compass team will reproduce it in your workspace so it can be surfaced in Compass.
Compass does not connect to personal Power BI workspaces or workspaces in your own tenant. Dashboards must live in your Compass Power BI workspace to appear in the Compass UI.
What's Available Today vs. Coming Soon
The Power BI integration is rolling out in stages. Early adopters can view their Power BI dashboards in Compass starting at launch, while additional actions — including sharing, exporting, and annotating — will become available as later phases of the integration go live.
Early adopters can see Power BI dashboards in the Dashboards grid, open them in the Compass UI, interact with them as embedded reports, and export them to PDF or PowerPoint.
Favoriting, sharing, and annotating Power BI dashboards in Compass will roll out to general availability in later phases — along with the ability to add Power BI dashboards yourself from the Add Dashboard flow.
Viewing a Power BI Dashboard
Power BI dashboards live in the same grid as your Compass dashboards. Open the Dashboards tab and you'll see every dashboard you have access to — both types together — with each dashboard represented by a card.
Click a Power BI dashboard card to open it. Compass embeds the report directly in the page, so you can filter, slice, drill down, sort, and use the full set of Power BI viewing controls without leaving the Compass UI. A small Power BI badge appears next to the dashboard title to make it clear which type of dashboard you're looking at.
Interacting with the Report
Because the dashboard is embedded as a live Power BI report, all of the standard Power BI viewing controls are available — including the right-click menu on any visual.
Use any filters or slicers built into the dashboard to narrow the data shown.
Click into a data point to drill into deeper levels of detail where the report supports it.
Switch any visual to a table view to see the underlying values directly.
Highlight a single visual or use Power BI's automatic insights to surface notable patterns.
Reorder a chart's values by any available field, ascending or descending.
Pull the data behind a single visual out for analysis elsewhere.
The standard Dashboards landing page filters apply to Power BI dashboards too — including Created By Me, Shared with Me, Updated this week, and Updated in 24h. You can also use the search bar to find a specific Power BI dashboard by name.
Exporting a Power BI Dashboard
Open a Power BI dashboard and you'll see an Export button in the top-right of the page. Click it to choose a format and scope for the export.
Export only the page you're currently viewing as a PDF.
Export every page of the dashboard into a single PDF.
Send the current page to PowerPoint as a single slide.
Generate a deck with each dashboard page as its own slide.
Exports capture the dashboard as it currently appears on screen, so any filters, slicers, or drill-downs you've applied are preserved in the exported file. PDFs are the right choice for archival, audit trails, and external distribution; PowerPoint exports are useful when the dashboard is going into a board deck or executive readout.
More Actions on Power BI Dashboards COMING SOON
Once later phases of the integration roll out, Power BI dashboards will support several additional actions you already use on Compass-built dashboards — directly from the Dashboards grid or from inside an open dashboard view.
Mark frequently used Power BI dashboards as favorites. They'll surface on your Favorites tab for quick access — same behavior as Compass dashboards.
Share Power BI dashboards with other Compass users in your organization, controlling who can view the report inside Compass.
Mark up a Power BI dashboard to highlight insights, call out trends, or flag points for discussion. Annotation captures a screenshot of the current view and opens the same annotation tools used for Compass charts.
Add a Power BI dashboard yourself by selecting one from your Compass Power BI workspace, without needing to submit a Request.
How Annotation Works COMING SOON
Annotation on a Power BI dashboard works the same way as it does on a Compass chart. When you choose to annotate, Compass captures a screenshot of the dashboard in its current state and opens that screenshot in the annotation editor.
From there, you can use the pen, text, and eraser tools to mark up the image, switch between dark and light backgrounds for clearer presentation, and download the annotated version or copy it to your clipboard for use elsewhere. Because the annotation is taken against a snapshot, your markup never changes the underlying Power BI report.
The annotation editor works on a static screenshot. To annotate a different view of the same dashboard, adjust the Power BI report first — change a filter, drill down, or scroll to a different section — then start a new annotation.
Adding a Power BI Dashboard Yourself COMING SOON
In a later phase of the integration, the Add Dashboard flow on the Dashboards landing page will let you choose what type of dashboard you're creating — a Compass dashboard built in the canvas, or a Power BI dashboard from your Compass Power BI workspace.
Selecting the Power BI option will open a short form where you provide the details Compass needs to surface the dashboard correctly. The dashboard you select must already exist in your Compass Power BI workspace — this flow is for surfacing an existing report, not for connecting external Power BI environments.
The display name shown on the dashboard card and in the grid.
The URL of the source Power BI report Compass should connect to.
A preview image used on the dashboard card to make it identifiable in the grid.
A short description of what the dashboard contains and who it's for.
Until this phase rolls out, every Power BI dashboard in your Compass instance is added by the Compass team. If there's a new Power BI report you'd like surfaced — or one you want rebuilt in your Compass Power BI workspace from an external source — submit a Request from the Requests tab.
Requesting a Power BI Dashboard
The Requests tab is the path for any Power BI work you'd like the Compass team to handle on your behalf. Common reasons to submit a Request include:
You need a custom report built from scratch, scoped around a specific business question or audience.
You have a Power BI report in your own tenant or a different workspace and want it reproduced in your Compass Power BI workspace so it can be surfaced in Compass.
Changes to metrics, layouts, filters, or data sources on a dashboard already in your Compass Power BI workspace.
The more context the Compass team has, the faster they can scope the work. Helpful details include:
- The business question the dashboard should answer
- Which metrics, dimensions, or time periods matter most
- Who the primary audience is (e.g., finance leadership, operations team)
- Any existing reports or examples to use as a reference
What's Next
The Power BI integration is designed to consolidate your reporting into a single Compass experience over time. As later phases roll out, this article will be updated to reflect what's available and how each capability behaves in the Compass UI.
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