# Welcome To Podium BI We are Power BI developers and we built Podium BI the way we want to interact with Power BI. We wanted a no limits way to display and share our Power BI content. ## No Code No Code Solution to Power BI embedded. We spent over 2,000 hours of programming so you wouldn't have to. ## No Licensing Worries You only need one Pro / Capacity License to get started and you never have to worry about purchasing another Power BI Pro license again ## White Labeled Podium BI give you a truly white labeled experience. See our [Manage Organizations](/admin-settings/manage-organizations) section to view some examples. ## Limitless Sharing * Report Bursting allows you email Power BI content to any email address, even if the user doesn't have a Pro license * Attach multiple Power BI reports to the same email * Pre-Filter reports prior to emailing * Not limited on how many people you can email * Attach the entire report, not just the first tab {% content-ref url="/pages/QsCmjOBWvKFtIhBFgyz7" %} [Quick Start](/quick-start) {% endcontent-ref %} ## Want to deep dive? Dive a little deeper and start exploring our API reference to get an idea of everything that's possible with the API: {% content-ref url="/pages/dO5mQ8GDQtg7XcXLuewT" %} [Adding A New Report](/reports/adding-a-new-report) {% endcontent-ref %} # Quick Start {% hint style="info" %} **Good to know:** Anytime you see a good to know section, imporant information will follow. {% endhint %} ## What is Podium BI? WHAT IS PODIUM BI PORTAL? A WEB-BASED BUSINESS INTELLIGENCE PORTAL POWERED BY POWER BI EMBEDDED TECHNOLOGY Access your Power Bi content with ease and customize the portal with your company branding. You only need ONE Power BI Pro license. Our tool can be deployed in minutes and instantly connects to your Power BI reports with no coding required and you can set-up an unlimited number of users. {% embed url="" %} # Adding A New Report This section shows you how to add your first report to Podium BI. {% embed url="" %} ## Settings --> Manage Navigation --> Create Report 1. Login into Podium BI as an Admin 2. Click the Settings Icon 3. Click Manage Navigation 4. Click Create Report 5. Name the Report 6. Choose an Icon 7. Choose Power BI Report from Report Dropdown List 8. Select Options for report 9. Add the Admin Group to the Group Permissions Section 10. Add User Permissions if needed 11. Save and Close {% hint style="info" %} **Good to know:** If you just published a report to the Power BI service and it is not showing up, click the Reload Workspaces button on the Manage Navigation screen. {% endhint %} # Adding A New Section Think of a section as a folder for further organizing your reports. {% embed url="" %} ## Settings --> Manage Navigation --> Create Section 1. Login into Podium BI as an Admin 2. Click the Settings Icon 3. Click Manage Navigation 4. Click Create Section 5. Name the Section 6. Save and Close {% hint style="info" %} **Good to know:** You will not see the section appear until you add your first report underneath that section. This is to help keep your navigation area clean. {% endhint %} # Report Options Complete Walk Through of Report Options It's great to have options {% content-ref url="/pages/TGQfpkWb6SaSczZ4dpA5" %} [Show Filters Pan](/reports/report-options/show-filters-pan) {% endcontent-ref %} {% content-ref url="/pages/Agq4PjJvqiYiF7Kzpf4F" %} [Show Navigation](/reports/report-options/show-navigation) {% endcontent-ref %} {% content-ref url="/pages/iRwf51nmAgMCu5ouLBFg" %} [Show Title](/reports/report-options/show-title) {% endcontent-ref %} {% content-ref url="/pages/TTX5IrhmSx8ce9XyrTAD" %} [Show Title and Description](/reports/report-options/show-title-and-description) {% endcontent-ref %} {% content-ref url="/pages/SlbLmQMozcnQvH6YoaQl" %} [Report Sharing Allowed](/reports/report-options/report-sharing-allowed) {% endcontent-ref %} {% content-ref url="/pages/fhWQXI4myt7IwbpXHNKx" %} [Report Export Allowed](/reports/report-options/report-export-allowed) {% endcontent-ref %} # Sort Reports To sort a report once it’s been added, simply hold the left mouse button down and drag the report in the order you would like
{% hint style="info" %} **Good to know:** If the report is not visible in the navigation menu, make sure it’s active. {% endhint %} # Show Filters Pan Allows your end users to see what filters have been applied to the report and change them. The filter pane will show up on the right hand side a visible report and can be expanded and contracted as n

Report Options

## Shows the difference between title on and title off
{% hint style="info" %} **Good to know:** Most customers do not enable this feature and choose to set the filters on the underlying report to control the user experience. Showing the filter's pain does not allow end users to save changes back to the original Power BI report. {% endhint %} # Show Navigation Allows your end user to see individual pages on the Power BI report.
{% hint style="info" %} **Good to know:** This feature is nice when you don’t have pre-defined navigation paths defined within the report. {% endhint %} # Show Title Show your report Title in the header section of the report page.
## Shows the difference between title on and title off
{% hint style="info" %} **Good to know:** If you just published a report to the Power BI service and it is not showing up, click the Reload Workspaces button on the Manage Navigation screen. {% endhint %} # Show Title and Description Follow the steps if you want to add an additional description to a report.
## Example of Title And Description {% hint style="info" %} **Good to know:** In order to be able to see the Title and Description of the report, you have to have to enable the Expanded Header. Settings → Site Settings → Expanded Header {% endhint %} Once this is enabled, when editing a report, you will see the description section.

Enter Your Report Description Here

Example of Title and Description
\ \ \
# Report Sharing Allowed Allows you to share an interactive version of the report via a sharable link. ### Report Sharing Allowed
1. Click the Share icon
2. Choose if you want the user to have to login into Podium BI to view the report. 3. Yes - Forces users to login to Podium BI using their credentials. The interactive report will be based on the security assigned to them. This is the preferred way to share a report. 4. No - Anyone with this link will be able to see the report. \*\*The person viewing the report will have the same access to data that the person sharing the report has. This is not a secure way to share reports. It’s only recommended if there is absolutely no sensitive data on the report.
# Report Export Allowed Allow your users to export a copy of the report {% hint style="info" %} **Good to know:** If your report has more than one page that you want to export, make sure you are using the Show Navigation feature and that all the pages you want to export are visible. {% endhint %} ## Report Export Allowed
Allows users to export the report being viewed in a number of different formats. 1. Click the Export Icon ![](https://lh7-us.googleusercontent.com/ww-yYqI94bc0GvZ_qcxZuCVebjYMUITqwoHGOlEg-5XIthzwfpwv26J-xfNX6H0XUSf3EYj9YfnCGBiE3ftRVHePh9yMDh_qbvrpXoCHzyWvpP3nKUubaN9tZ5K_L0E86w-oIygYMHu98zAKlxcTKO4) 2. Choose the format you want to export the report. 1. PDF - Exports a PDF version of the report 2. PNG - Exports an image of the report 3. PPTX - Exports a PowerPoint version of the report. 4. Print and Save as PDF - Does a screen print of the page, used for a quick screen grab.
# Favorite A Report Favoriting a report allows you to quickly get back to your most used reports. ## Favoriting 1. When viewing a report you want to be able to quickly get back to, select the Favorite Icon in the top right corner ![](https://lh7-us.googleusercontent.com/iYBjEqLLDAe71Rtbna43ASV6JBt74F7Z-BIw6XnqXJTJMBPtaKKNlWWuKvBbcw9gt7K-mvKtqqyZulcDbm0t3eHiQfazcNY5FDOIW0nmf3OCQ6n_fqRkn8XI_MuGWvlO2pq1TrJCof7GTSj8NogooDc) 2. Favorited reports show up in the left navigation window.
{% hint style="info" %} **Good to know:** Favoriting reports becomes increasingly important as the number of Power BI reports you have increases. {% endhint %} # Bookmarks # Add Bookmark Bookmarking reports is a great way to get back to your favorite version of a report quickly. You can set as many bookmarks as you like per report. You can even export/share a report with bookmarks. ## Steps for adding a bookmark: 1. Launch report you want to add a bookmark to 2. Go to the page of the report you want to bookmark 3. Add any filters you want to include in the bookmark 4. In the top right, hover over the bookmark icons and select new bookmark.
5. Name the Bookmark and decide if you want this to be your default bookmark.
6. Save Bookmark {% hint style="info" %} **Good to know:** On large reports, one way to use bookmarks is to create a bookmark for the ways you typically view the report. If you normally go to certain tabs, apply certain filters, sort the data a certain way. Creating bookmarks can be a real time saver. {% endhint %} # Update Existing Bookmark ## Steps for updating a bookmark: 1. Change the page selected or filters applied for the updated bookmark 2. Hover over Bookmark icon and select the pencil icon
3. Select the Update Radio Button
4. Save Bookmark {% hint style="info" %} **Good to know:** On large reports, one way to use bookmarks is to create a bookmark for the ways you typically view the report. If you normally go to certain tabs, apply certain filters, sort the data a certain way. Creating bookmarks can be a real time saver. {% endhint %} # Clear Bookmark This clears the existing bookmark that is being used to filter the report. This will set the report back to its default state. ## Steps for clearing bookmark Hover over bookmarks section --> Clear Bookmark
# Settings Page Podium BI Admin have full control of their White Labeled Solution. Here is where the Magic Happens.
# Mange Tenant {% content-ref url="/pages/3BvkN1bvVepcpYuzBB8U" %} [Maintenance Mode](/admin-settings/mange-tenant/maintenance-mode) {% endcontent-ref %} {% content-ref url="/pages/VyvSmaf7HcRIPRdEArYp" %} [Change Service Account User](/admin-settings/mange-tenant/change-service-account-user) {% endcontent-ref %} {% content-ref url="/pages/hPNV8GIzRprJzRpM0OzH" %} [Change System Email Address](/admin-settings/mange-tenant/change-system-email-address) {% endcontent-ref %}
# Maintenance Mode Maintenance mode will allow you to immediately log all currently logged in users out of the system and will display the Maintenance Message you provided. ### Enable Maintenance Mode Settings → Manage Tenant
Logged In User will see this message first:
Any user that tries to login during maintenance mode, you will be presented with the Maintenance Message you provided.

{% hint style="info" %} **Good to know:** Maintenance mode can be used for a variety of reason, but it mostly used anytime your company needs time to make changes in the system without affecting end users. {% endhint %} # Change Service Account User The service account user is the account used to pull in all reports, workspaces, groups, and users to allows Podium BI to deliver a great user experience. This shows you how to change the user accoun ### Change the Admin User Email Address and Enter Password Settings → Manage Tenant
{% hint style="info" %} **Good to know:** Make sure you have this new user added to each Workspace that you would like to pull reports from. {% endhint %}
# Change System Email Address This email address is references when the system sends an email on your behalf ### Change System Email Address Settings → Manage Tenant

# Manage Organizations Let 's you setup custom domains, support for Google Analytics and Google Tag Manager, and create unique experiences using or Multi Org feature.
### One Podium BI subscription allows your customers to have a custom branded experience * You host the PBIX files * Give each customer a unique viewing experience, fully branded * Each customer can have their own custom URL When someone from Fiora logs in they see their reports and their branding.

fiora

When someone from Big Wave BI logs in they see a completely different user experience

bigwavebi

{% hint style="info" %} This is only needed if you want to present a different theme for different user groups. Please reach out to to set up a time to get an onboarding session for setting up multi organizations. {% endhint %} # Create Custom Org The Multi Organization feature allows you to share reports freely with a further layer of control and customization. Give each customer a unique experience including branding and site navigation.
### One Podium BI subscription allows your customers to have a custom branded experience * You host the PBIX files * Give each customer a unique viewing experience, fully branded * Each customer can have their own custom URL When someone from Fiora logs in they see their reports and their branding.

fiora

When someone from Big Wave BI logs in they see a completely different user experience

bigwavebi

{% hint style="info" %} This is only needed if you want to present a different theme for different user groups. Please reach out to to set up a time to get an onboarding session for setting up multi organizations. {% endhint %} # Change Domain URL Changing your domain is easy with Podium BI ## Settings --> Manage Organizations 1. Click on your organization 2. You are free to choose anything before the .podiumbi.com
{% hint style="info" %} **Fully Custom Domain:** Visit this section if you want to create a [fully custom domain](/faq/can-i-have-a-custom-domain). {% endhint %} # Google Analytics / Google Tag Manager Podium BI Support Google Analytics and Google Tag Manager ## Settings --> Manage Organizations
{% hint style="info" %} **Ask Podium:** Ask us about our Power BI templates for Google Analytics, Report Usage, Report Audit, and Report Bursting {% endhint %} # Capacity Settings Capacity is needed for Power BI embedded to work at it's full potential. It's easy to setup and we will show you how. {% content-ref url="/pages/aDauNc7Tl2eDq5V3joh0" %} [Set Up New Capacity](/admin-settings/capacity-settings/set-up-new-capacity) {% endcontent-ref %}
# Set Up New Capacity Be sure to watch the video ## Set Up New Capacity {% hint style="info" %} **Good To Know:** For setting up a new capacity, there is a walk through video on the Settings --> Capacity page. {% endhint %}
# Current Status This shows the current status of your capacity ## Current Status {% hint style="info" %} **Good To Know:** We've spent hundreds of hour refining the Capacity Optimizer to make sure you are only charged when absolutely necessary. On Average: Podium customer pay less than $40 in capacity charges each month {% endhint %}
# Reload Capacities Refresh the list of capacities available from Azure ## Reload Capacities {% hint style="info" %} **Good To Know:** If you create a new capacity, reload capacities will immediately refresh your capacity list without waiting for the next refresh job to take place. {% endhint %}
# Resume/Pause Capacity This allows you to manually resume or pause capacities if you need to for any reason. ## Resume/Pause Capacities {% hint style="info" %} **Good To Know:** If you need to manually resume or pause capacity, you can use this feature. If you manually resume, be sure to turn it off when you are done to avoid unnecessaries charges. {% endhint %}
# Capacity Used Allows you to change the Capacity being used by Podium BI. ## Capacity Being Used {% hint style="info" %} **Good To Know:** This is a powerful feature and would allow you to choose a different capacity if you decide to use the [Manage Organizations](/admin-settings/manage-organizations) feature. {% endhint %}
# Time Limit When embedded report is not used for the specified time limit capacity will be paused. Choose from Always on, up to 90 Minutes. ## Time Limit {% hint style="info" %} **Good To Know:** 30 Minutes is a great default setting {% endhint %}
# Default Capacity SKU When embedded report is not used for the specified time limit capacity will be paused. Choose from Always on, up to 90 Minutes. ## Default Capacity SKU {% hint style="info" %} **Good To Know:** A1 is the default. This equates to $1 per hour. So if you have 100 users each run a report for a given hour, Microsoft would be a max $1 per hour. {% endhint %}
# Capacity Schedule Allows you to set up very specific schedules to not only start or stop capacity but also set the capacity node to use. ## Time Limit {% hint style="info" %} **Good To Know:** You would want to schedule capacity if you are using RLS within Podium BI. {% endhint %}
# Days To Run Name your schedule and pick the days you would like it to run ## Days To Run {% hint style="info" %} **Good To Know:** Name the schedule something meaningful. In my example, Sunday 8AM (2 Hours) {% endhint %}
# Start Time Pick the time to run and time zone. ## Start Time {% hint style="info" %} **Good To Know:** Choose a start time 5 minutes prior to the time you told Power BI to kickoff the dataset refresh. {% endhint %}
# Capacity SKU Pick the time to run and time zone. ## Capacity SKU {% hint style="info" %} **Good To Know:** This is a great feature and would allow you to bump up your capacity sku during the refresh for quicker refresh times. For example, maybe I want to bump the capacity up to A2 for this refresh. {% endhint %}
# Schedule Duration Pick the time to run and time zone. ## Schedule Duration {% hint style="info" %} **Good To Know:** This is a great feature and would allow you to bump up your capacity sku during the refresh for quicker refresh times. For example, maybe I want to bump the capacity up to A2 for this refresh. {% endhint %}
# Save / Delete Pick the time to run and time zone. ## Save / Delete {% hint style="info" %} **Good To Know:** Reach out for any help you need on Capacity. {% endhint %}
# Site Settings Let the fun begin
The flexibility of site settings allows you to design your site according to your branding including fonts, logos, login screens, and welcome messages. ### Current Logo #### This is the logo displayed once you are logged into Podium BI. {% hint style="info" %} **Recommendation:** Try starting with an image height of around 150 pixels with a small amount of padding around the entire image. Example of Podium Logo: {% endhint %}
### Current Login Logo #### You may choose to use a different logo on the login screen versus once logged in. {% hint style="info" %} **Good to Know:** If this is left empty, the current logo will be used for both the login page. {% endhint %} ### Current Background #### Upload a background image for your login page {% hint style="info" %} **Podium BI Tip:** If your background image is a solid color, it will not have to be as large of an image. Search the web for free royalty free background images or use a tool like Snagit or Canva to create your own. {% endhint %} ### Current Favicon #### A favicon is used in the tab of the browser and has the same height as width.
{% hint style="info" %} **Podium BI Tip:** Make the favicon the same dimension for the height and width. If you upload a png that is 512px by 512px, Podium BI will shrink the image down to the appropriate size. {% endhint %} ### Current Loading Graphic #### If you upload a loading graphic, it will be displayed while a report is being loaded.
{% hint style="info" %} **Podium BI Tip:** If an loading image is not selected, a default loading image will be used. Start out with an image of 250px width by 50px height and adjust from there. {% endhint %} ### Font #### Choose from a variety of fonts. ### Tenant Domain #### This is url that your Podium BI will be accessible from. {% hint style="info" %} **Podium BI Tip:** You are free to change this at any time, but keep in mind users having the old url will not be able to access the site. {% endhint %} ### Search Visibility: Turn the report search bar on or off
### Header Display #### Condensed view is the default and recommended display for the overall best experience. Condensed puts the report Title and Report Features on the header bar for the month real estate possible.
### Login Screen Welcome Text #### By default, if you do not have welcome text entered, it will say “Welcome to “ and then the name of your site which can be found at Settings → Tenant If you choose a welcome text, it will be displayed on the login screen: Example:
### Footer Text #### Displayed at the bottom center of your screen once logged in. Example’s Format: [© 2023 PODIUM CONSULTING LLC. ALL RIGHTS RESERVED](https://app.podiumbi.com/www.podiumbi.com) ### Footer Link #### When the footer text is clicked, users will navigate to this location: Example Format: [www.podiumbi.com](http://www.podiumbi.com)
# Theme To customize the theme go to: Settings → Theme With Podium BI, the initial installed theme will be the Podium BI theme. Feel free to make any changes to the current theme and save them as your own.
## To customize the theme: : Settings → Theme With Podium BI, the initial installed theme will be the Podium BI theme. Feel free to make any changes to the current theme and save them as your own.
Or choose from several pre-built themes. With any of our themes, you can make changes to and save them as your own.
Podium BI Tip: If you make a mistake and want to get back to the default Podium BI theme, select Stable from the list # Where's my new section? ### Can’t see the new section I created? Podium BI Tip: You will not see the section appear until you add your first report underneath that section. {% embed url="" %} ###
# Where's my new Power BI Workspace? ### Can’t See A Particular Workspace? Podium BI Tip: Make sure that you have the Admin User that is listed under Settings → Manage Tenant listed as an Admin/Contributor to each workspace. # Where's the Power BI report I published? ### Can’t see the new report I published? {% hint style="info" %} **Podium BI Tip:** Podium BI reloads new reports every 15 minutes, if you would like to refresh them immediately simply click on the Reload Workspaces button found here. {% endhint %} #### **Settings → Add Report**

Click To Expand


# Where's the new Azure Group I added? ### I can’t see the new Group or User I added? {% hint style="info" %} **Podium BI Tip:** Podium BI reloads Groups and Users every 5 minutes, if you would like to refresh them immediately simply click on the Reload Groups button found here. {% endhint %} ## Settings → View Groups
### Export more than one page of a report? Podium BI Tip: If your report has more than one page that you want to export, make sure you are using the Show Navigation feature and that all the pages you want to export are visible. ### Why does my domain say Podium BI ### How do I Add A Custom Domain? Podium BI Tip: If you currently own a domain, and are on the Premium or Enterprise plans, you can have your own fully custom domain. You will be responsible for making sure your SSL Certificate remains up to date. For example, if you own the domain [www.mycompany.com](http://www.mycompany.com) then you would be able to purchase a ssl certificate for any of these: * app.mycompany.com * reports.mycompany.com You can have whatever name you want before the domain name you own: * \*\*\*\*.mycompany.com Here my recommendation for a company Podium BI trust and have used frequently in the past. They work great and don't overcharge.
Once you purchase the SSL certificate, you will provide the certificate files to Podium BI and we will handle all of the behind the scenes work needed to change your existing semi-custom domain.
# Want to Export All Pages Of Report? ### Export more than one page of a report? {% hint style="info" %} **Podium BI Tip:** If your report has more than one page that you want to export, make sure you are using the Show Navigation feature and that all the pages you want to export are visible. {% endhint %} ## Settings → View Groups
### Export more than one page of a report? Podium BI Tip: If your report has more than one page that you want to export, make sure you are using the Show Navigation feature and that all the pages you want to export are visible. ### Why does my domain say Podium BI ### How do I Add A Custom Domain? Podium BI Tip: If you currently own a domain, and are on the Premium or Enterprise plans, you can have your own fully custom domain. You will be responsible for making sure your SSL Certificate remains up to date. For example, if you own the domain [www.mycompany.com](http://www.mycompany.com) then you would be able to purchase a ssl certificate for any of these: * app.mycompany.com * reports.mycompany.com You can have whatever name you want before the domain name you own: * \*\*\*\*.mycompany.com Here my recommendation for a company Podium BI trust and have used frequently in the past. They work great and don't overcharge.
Once you purchase the SSL certificate, you will provide the certificate files to Podium BI and we will handle all of the behind the scenes work needed to change your existing semi-custom domain.
# Can I have a custom domain? Yes you can, we want you to be able to have a truly white labeled reporting experience. ### How do I Add A Custom Domain? Podium BI Tip: If you currently own a domain, and are on the Premium or Enterprise plans, you can have your own fully custom domain. You will be responsible for making sure your SSL Certificate remains up to date. For example, if you own the domain [www.mycompany.com](http://www.mycompany.com) then you would be able to purchase a ssl certificate for any of these: * app.mycompany.com * reports.mycompany.com You can have whatever name you want before the domain name you own: \*\*\*\*.mycompany.com {% hint style="info" %} **Podium BI Tip:** Here my recommendation for a company Podium BI trust and have used frequently in the past. They work great and don't overcharge. {% endhint %}
### Input CSR If you are not sure how to generate the CSR, see below\...
### Go to CSR Generator To to CSR Generator if you need help generating your CSR, just fill out the information below. The common name will be the fully custom domain that you would like.
### CSR Example

CSR Example

### Paste in the CSR You will be provided two pieces of information, your CSR and your Private key. You need to paste your CSR into the CSR Input area. *Save your private key in a secure location, you will need this later.*
### Email Verification Settings

Make sure you have access to the email address in the dropdown

{% hint style="info" %} **Important:** Make sure you select an email address you have access in the Email Verification Setting section otherwise you won't be able verify or receive your SSL Certificate. See below {% endhint %} ### Verify Certificate You will receive an email asking you to click the link to verify the certificate. Follow the link and enter the key provided in the email.
### Almost There You will receive an email that contains a zip file with your certificate.
### Files To Send Send the following two things to Podium BI and will finish the remainder of the set-up: 1. Send email with zip file 2. Securely send your private key you received to . Keep this key in a secure location.