Overview
Power BI can be integrated directly into PowerPoint to create dynamic, interactive project status presentations.
Instead of manually copying screenshots, you can embed live Power BI reports into slides that update automatically and allow interaction during presentations.
When to Use This
Use Power BI with PowerPoint when you want to:
Present real-time project data
Create reusable status decks
Avoid manually updating slides each reporting cycle
Deliver interactive stakeholder presentations
Options for Using Power BI in PowerPoint
| Option | Description | When to Use |
|---|---|---|
| Static Export | Export report as images/slides | Formal reporting, static snapshots |
| Live Embedded Report | Embed interactive report | Presentations requiring up-to-date data |
Recommended option: Live embedded reports.
Prerequisites
Access to:
Power BI Service
PowerPoint (Microsoft 365)
Power BI report published to a workspace
Permissions to view the report
Power BI Add-in available in PowerPoint
Export is Enabled for Report or Service
Step-by-Step: Embed Live Power BI Report in PowerPoint
Option 1 - Create a New Presentation from Power BI
Within BrightWork 365, open the Power BI report and click the option for Open in Power BI.
When the Power BI report opens, Select Share.
Choose PowerPoint.
Select Open in PowerPoint.
This generates a presentation with live data embedded.
Option 2 - Embed Report in Existing Presentation
1. Copy Report URL
Open your Power BI report in browser.
Copy the URL.
2. Open PowerPoint
Open an existing presentation or create a new one
3. Insert Power BI Add-in
Go to Insert → Add-ins.
Search for Microsoft Power BI.
Add it to the slide.
4. Paste Report URL
Paste the Power BI report URL into the add-in.
Select Insert.
The report loads directly into the slide.
How Live Reports Work in PowerPoint
The report is:
Fully interactive.
Filterable during presentations.
Data updates automatically when refreshed in Power BI.
No need to re-export slides.
Live embedded reports allow interaction and always reflect the latest data.
Example PMO Status Deck Structure
Slide 1 - Portfolio Overview
Overall health
Key metrics summary
Slide 2 - Risks and Issues
Current risks
Open issues
Slide 3 - Financial Status
Budget vs. actuals
Cost trends
Slide 4 - Resource Allocation
Team utilization
Capacity vs demand
Limitations and Considerations
Viewers must have access to the Power BI report.
Internet connection required for live data.
Some organizations may need:
Admin approval for Power BI add-in.
Licensing requirements apply.
Best Practices
Use clean, presentation-friendly report layouts.
Avoid overly complex dashboards for slides.
Pre-set filters before presenting.
Use live interaction only when valuable.
Using This with BrightWork 365
Ideal for:
Executive reporting decks.
Steering committee updates.
Enables:
Live portfolio insights during meetings.
Single source of truth across reports and presentations.
