Overview
An automotive organization needed to securely publish personalized Power BI reports to individual dealers, with controlled access ensuring each dealer could only view data relevant to their own performance. Without a mechanism to deliver tailored reporting at the individual dealer level while enforcing appropriate access boundaries, the organization lacked both the dealer transparency and the self-service capability needed to manage performance reporting at scale. To address this, Halsa built a custom "Reports" module that uses Account Contact Relationships (ACR) to control access and integrate with Power BI APIs built on Experience Cloud & Portals, giving dealers immediate access to tailored data and providing the business with a self-service report management process.
The Challenge
The organization faced a technically complex challenge that required a purpose-built solution spanning access control, reporting integration, and portal delivery:
Secure Publication of Personalized Power BI Reports to Individual Dealers: The organization needed to publish personalized Power BI reports to its dealer network in a way that was both secure and individually tailored. Each dealer required access to their own performance data without visibility into the data of other dealers, and the organization needed a scalable, manageable process for controlling and distributing this reporting, a requirement that could not be met by existing off-the-shelf tooling alone.
The Solution
Halsa built a custom "Reports" module that uses Account Contact Relationships (ACR) to control access and integrate with Power BI APIs deployed on Experience Cloud & Portals. The solution provided the organization with a secure, structured, and scalable mechanism for delivering personalized Power BI reports to individual dealers through a governed access control framework.
- Custom "Reports" Module on Experience Cloud & Portals: A custom "Reports" module was built within Experience Cloud & Portals to serve as the delivery interface for dealer performance reporting. The module provided individual dealers with access to their personalized Power BI reports directly through the portal, creating a seamless and secure self-service reporting experience within the organization's existing dealer-facing environment.
- Account Contact Relationships (ACR) for Access Control: Account Contact Relationships (ACR) were used as the access control mechanism within the custom module, ensuring that each dealer's portal access was scoped exclusively to their own performance reports. ACR-based access control governed which reports were visible to which users, enforcing data boundaries at the individual dealer level without requiring manual access management for each report publication.
- Power BI API Integration: The custom module was integrated with Power BI APIs, enabling the portal to surface live, personalized Power BI reports directly within the Experience Cloud interface. This integration connected the organization's existing Power BI reporting environment with the dealer portal, making tailored performance data immediately accessible to dealers without requiring them to access Power BI directly.
- Self-Service Report Management Process: The solution delivered a self-service report management process for the business, enabling the organization to publish and manage personalized dealer reports through the platform without manual, report-by-report distribution effort. This gave the business a scalable, repeatable process for keeping dealer reporting current and accessible.
The Outcome
- Dealers Gained Immediate Access to Tailored Data: The custom portal module and Power BI API integration gave individual dealers immediate access to their own personalized performance data through the Experience Cloud portal, providing the tailored, secure reporting visibility the organization's dealer network required.
- Business Gained a Self-Service Report Management Process: The ACR-based access control framework and integrated report delivery mechanism gave the business a self-service process for managing and publishing dealer performance reports at scale, removing the manual effort previously associated with distributing personalized reporting to individual dealers.
Conclusion
By building a custom "Reports" module using Account Contact Relationships (ACR) for access control and integrating with Power BI APIs deployed on Experience Cloud & Portals, the automotive organization successfully addressed its need to securely publish personalized Power BI reports to individual dealers with controlled access. The solution delivered immediate, tailored data access for dealers and a self-service report management process for the business, establishing a secure, scalable, and self-managing foundation for personalized dealer performance reporting across the organization's dealer network.