ContosoSalesDemo is an application based on Power BI embedded analytics, demonstrating a sales management portal. The application empowers salespeople and sale managers to make business decisions based on data. Salespeople can monitor and track sales, leads, opportunities and accounts, and manage their calendars. Sale managers can view a summary of the salesforce performance, including sales history and individual accounts. The application also enables managers to provide salespeople with data driven insights, assisting them with their decision making.

Embedded analytics features

This section lists the embedded analytics features demonstrated by the ContosoSalesDemo application.

UI features

Users can do the following in the application’s user interface:

• Show/hide visuals.

• Change the layout of report visuals.

• Enable or disable Q&A support in the report.

• Apply custom themes to the embedded report, during runtime.

Functionality

ContosoSalesDemo functionalities based on embedded analytics:

• Exporting reports to PDF, PPT and PNG formats.

• Showing edit options in the visual context menu.

• Binding custom actions to button clicks.

• Editing (insert/update) data in a table using writeback operations. In the ContosoSalesDemo application you can add data to a database directly from the UI.

• Service Principal based authentication. This authentication method is recommended for accessing Power BI and Common Data Service REST APIs.

Integration

ContosoSalesDemo integration with other Microsoft databases and libraries:

• Common Data Service. The application’s integration can be extended to other databases.

• Microsoft.Identity.Web, used for service principal authentication.

Prerequisites

Cloud resources

Azure	Power BI	CDS
App Service for hosting the application Key Vault for storing certificates/secrets Azure AD app for creating Service Principal object Application Insights for telemetry	Power BI Service license for hosting report Power BI Embedded capacity for embedding report	Dynamics 365 license for using CDS as data source

Architecture

Software Dependencies

Client-side	Server-side
React TypeScript	.NET 5

SDK/ API references

Power BI	CDS
Power BI SDK	Create entity Update entity

Browser support

• Microsoft Edge Chromium

• Google Chrome

Contributing

This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit https://cla.microsoft.com.

When you submit a pull request, a CLA-bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., label, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repositories using our CLA.

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact opencode@microsoft.com with any additional questions or comments.

License

This project is licensed under the MIT license - see LICENSE