The Complete 2025 Guide to Power BI Integrations with Atlassian and monday.com

If your team uses Power BI but struggles to bring data into day-to-day workflows, this guide is for you. We’ll compare the best ways to embed live dashboards directly into the tools your team already works in.

Power BI Data Strategy and Integration in Context

In modern organizations, data is everywhere, but insight is rare. Power BI helps bridge that gap by transforming scattered information into structured, actionable intelligence. This often involves organizing input from multiple sources using Power BI data flows, which streamline data preparation before it’s visualized in dashboards. Whether you’re working in Jira, Confluence, or monday.com, embedding live dashboards powered by Power BI data tables enables teams to make decisions based on facts rather than assumptions.

And it’s not just about visibility. As businesses invest in a broader data strategy roadmap, tools like Power BI become the foundation of a more connected, insight-driven workplace. Embedded directly into your daily platforms, Power BI can function as a lightweight enterprise data hub, aligning real-time reporting with operational workflows.

Why Embed Power BI in Your Work-Management Stack?

Bringing Power BI directly into the tools your teams already use, such as Jira, Confluence, and monday.com, turns passive data into active insight. Instead of switching between platforms or exporting static reports, users can interact with real-time dashboards embedded right where they collaborate. This shift helps eliminate confusion, accelerates decision-making, and creates a single source of truth for your entire organization.

It also enhances governance and compliance. With role-based access and embedded permission controls, you maintain visibility without compromising security. According to Microsoft, 85% of PMOs consider context switching one of the biggest drains on productivity. Embedding data in context means your team never has to break focus to stay informed.

How Power BI Embedding Works: Behind the Scenes

Power BI integration relies on a secure, signed embed URL that displays live visuals in an iframe. Whether you’re using Jira, Confluence, or monday.com, the process is similar: generate the embed link in Power BI, drop it into an HTML container (macro, gadget, or widget), and the report appears wherever your team needs it. Importantly, data permissions and refresh settings remain fully controlled within Power BI.

Getting Started: What You’ll Need

To embed Power BI reports, you only need three things: access to the report, the ability to edit the destination page or board, and a Power BI license with viewing rights. Note that the free version of Power BI only allows public sharing, which is not recommended for sensitive or strategic data. For private, secure embedding, a paid Power BI Pro or Premium license is required. No special tiers on Jira, Confluence, or monday.com are required. If you can paste an iframe, you can embed a dashboard.

Quick-Start Checklist

1. Generate a Secure Embed Link

In Power BI:

• Open your report

• Click File > Embed report > Website or portal
  
  

• Copy the iframe embed code
  

2. Add the Embed Code to Your Platform

Depending on your tool:

• Jira: Native HTML embedding is not supported in Jira Cloud. To display Power BI dashboards inside Jira, you’ll need to use a third-party marketplace app.

• Confluence: Use the “Iframe” macro (requires admin permissions)
  

• monday.com : Use the “Embed Everything” widget in a dashboard or board view.
  
  
  

3. Map Viewer Permissions

Make sure the users viewing the embedded report also have access to it within Power BI. Otherwise, they’ll see a blank frame or access denied message.

4. View Updated Reports Without Leaving Your Workspace

Embedded Power BI reports display the latest available data based on the refresh settings defined in Power BI. Users need to log in to Power BI to see updated visuals. Once embedded, the report reflects the current state automatically according to its configured refresh behavior.

The manual method works and gives users full control over how and where reports appear. However, it can be technical, time consuming, and prone to errors, especially for teams without IT expertise. Each step, from generating secure embed URLs to configuring HTML macros or widgets, requires careful attention to detail. Common pitfalls include misconfigured permissions, expired tokens, and platform-specific limitations. For organizations managing multiple reports or supporting non-technical users, the manual approach can become difficult to scale and maintain.

Method 2 – No-Code Shortcut (Optional)

If the manual embed method feels too complex or time-consuming, no-code solutions available on the Atlassian and monday.com marketplaces offer a more accessible alternative. These add-ons simplify the integration process by handling authentication, token generation, and iframe placement automatically.

Once installed, they let you bring live Power BI dashboards into the tools your team relies on daily. Each platform supports different embed options to keep data visible and actionable inside your workflows.

Let’s now explore how Power BI works inside Jira, Confluence, and monday.com, and when to use each option.

Embedding Power BI in Jira

For teams that rely on Jira for project tracking, Power BI dashboards can be embedded in two distinct ways. The first is at the dashboard level, ideal for project managers who need persistent, high-level views of sprint progress, resource allocation, or cycle times. These dashboards stay available across projects and provide an always-on reporting surface.

The second is at the issue level. Although more niche, embedding Power BI reports directly inside Jira issues can be useful when highly specific metrics are tied to individual tasks. For instance, a ticket related to a client escalation might include a live report on SLA breaches or ticket volume trends. While not common, this granular approach is fully supported by the integration and may offer value in workflows that require data context within task-level discussions.

Embedding Power BI in Confluence

Confluence is the hub for documentation and team knowledge. Using a Power BI connector, you can place live charts and tables right inside your documents. That might be an OKR review, a project update, or even a quarterly sales summary. You could show how the latest marketing campaigns performed, share open support tickets by category, or include a hiring funnel overview in an HR report. Seeing this kind of data in context makes it easier for everyone to understand what’s going on and decide what to do next without jumping between tools.

Embedding Power BI in monday.com

monday.com and Power BI work exceptionally well together. Some integrations let teams embed live reports in virtually any monday.com component: boards, items, dashboards, or specific views. This flexibility means you can surface the right data exactly where your team needs it, whether it's a high-level KPI dashboard or a detailed task-level report. Team leads can track project status, blockers, and performance indicators directly within their existing workflows. It's a powerful option for operations, marketing, product, or customer success teams that want to make data more actionable without switching tools. Just bear in mind that not all integrations support every use case, so it’s worth checking which features each app provides before you commit.

Automation and Refresh Behavior

With embedded Power BI, report refresh schedules are managed directly within the Power BI service. When reports rely on on-premises data sources, Power BI data gateways ensure secure and seamless connectivity, allowing embedded dashboards to reflect the most current information even across hybrid environments. If your report is connected to a data source that updates frequently and you have configured refresh settings accordingly, the embedded view in tools like Confluence and monday.com will reflect the latest data without needing to open Power BI separately. This eliminates the need for additional connectors or API calls.

Permissions are enforced through Power BI itself, so only authorized users can view the content. For more advanced scenarios, users can enable Automatic Page Refresh (APR), which allows visuals to update every 30 seconds or more depending on the Power BI license. This feature is especially useful in operations centers, real-time monitoring setups, or executive dashboards where up-to-date insights are critical.

Security and Compliance

When evaluating a Power BI integration method, make sure it meets your organization’s security standards:

• Avoid public “Publish to Web” links for sensitive data

• Use signed embed URLs and ensure that authentication is required to access the reports

• Choose solutions that embed Power BI reports via secure links without storing or proxying any data

We recommend choosing add-ons that act purely as containers for Power BI content. These tools do not store or manipulate your data in any way and rely entirely on Power BI’s native security protocols.

Before selecting a vendor, consider checking whether the provider is a structured company with a verified business identity. This can help ensure long-term support and reduce risks associated with unverified or short-lived developers.

You should also prioritize apps that carry security certifications, such as Atlassian’s Cloud Fortified badge or general standards like SOC 2 Type II and ISO 27001. These third-party accreditations confirm that the vendor follows strict security protocols, rather than relying on self-declared claims.

Finally, check whether the solution aligns with major data protection regulations like GDPR, CCPA, or HIPAA. Compliance with these standards not only ensures legal safety but also demonstrates a commitment to user privacy.

Use Cases: Bring Reports to Life

If your team already uses tools like Jira, Confluence, or monday.com to manage day-to-day work, adding Power BI can make things a lot more intuitive. Having up-to-date data inside the platforms your team checks regularly means less switching between tabs and fewer decisions based on outdated information. This approach supports better coordination and transparency across departments.

Here are a few practical use cases that apply to a wide range of industries and teams:

• Sales Performance Dashboard
  Display up-to-date progress toward sales targets inside monday.com or Confluence. Sales managers and team members can check pipeline health, regional trends, and goal completion without switching platforms or relying on outdated spreadsheets.

• Marketing Metrics Overview
  Visualize campaign KPIs like conversion rates, lead generation, and ROI within shared dashboards. Marketers can track results in context and communicate performance clearly during planning sessions or reporting cycles.

• HR Insights Panel
  Share workforce data such as headcount evolution, hiring progress, or onboarding success rates. Embedding this into a Confluence HR space or company intranet page helps teams understand key HR dynamics at a glance.

• Warehouse and Logistics Tracker
  Monitor inventory status, delivery timelines, and shipping bottlenecks in real time through monday.com dashboards. This gives logistics teams the information they need to act immediately on supply chain disruptions.

• IT Monitoring and Incident Response
  Integrate live Power BI visuals into Confluence or Jira to track system health, support tickets, or unusual activity. IT teams can quickly identify issues, assign resolution tasks, and inform stakeholders using data that is always current.

These use cases show how embedded analytics can support smoother operations, clearer communication, and faster decision-making. No matter your role or sector, placing data in the right context helps your team stay focused and aligned.

Presago Power BI Connectors: Secure, Simple, Effective

For teams looking for a streamlined way to embed Power BI across Atlassian and monday.com, Presago offers dedicated apps designed for ease and security. These tools eliminate manual setup steps and provide a plug-and-play solution that respects your Power BI access controls.

Presago’s apps are designed to make embedding Power BI feel straightforward, even when your needs go a bit beyond the basics. They don’t store any report data and rely on secure authentication methods that respect your original Power BI permissions. What makes them particularly useful is how easily you can set advanced options like filtering specific data views or customizing how the embedded report looks inside a board or page.

Presago’s solutions are built to align with key security principles. That includes using secure authentication for Power BI access, avoiding any form of data storage or proxying, and ensuring that embedded content respects the permissions set within Power BI itself. Our approach is designed to support compliance with enterprise security expectations, while keeping things simple for teams on the ground.

Frequently Asked Questions

Can I embed multiple Power BI reports on one page?
Yes, though it depends on the platform and the method you use. In Confluence and monday.com , you can typically embed more than one report per page by adding multiple macros or widgets. Jira Cloud does not support native embedding, so displaying multiple reports requires a third-party app. Some marketplace plugins may allow multiple report instances per page, depending on how they’re configured. Presago's apps support this feature on Jira issues, Confluence pages and monday.com boards, and even let you embed multiple reports across different Jira dashboards as needed.

Can I edit the embedded reports?
No, embedded reports are always read-only. You can only modify the content directly in Power BI. However, only Presago’s plugins offer useful display options like filters or view toggles. These allow users to personalize what they see without needing to open Power BI, which can be helpful for tailoring insights to specific roles or contexts.

Does the add-on store any report data?
Manual embeds don’t store any data, as they rely on a secure Power BI iframe. Similarly, trusted plugins (including Presago's) do not store or proxy report content; they use client-side authentication.

Is support for Data Center available?
Manual embedding can work in Data Center instances with admin setup. Plugin availability for Data Center varies by vendor. Check each listing or join the vendor’s waitlist for updates.

What’s the difference between manual embedding and using a no-code app?
Manual embedding gives you full control, but it requires working with HTML and Power BI settings. It can be time-consuming and isn’t ideal for non-technical users.
No-code apps simplify the process. You just paste a secure link, and the plugin takes care of the rest (i.e., authentication, layout, permissions). This makes it much easier for teams to embed and update reports without needing developer support. If you’re looking for a faster, safer, and more scalable solution, a no-code app like Presago’s is a solid choice.

Can I share embedded Power BI reports with users who don’t have a paid Power BI license?
To view a securely embedded report, users must have a valid paid Power BI license and appropriate access permissions. The only way to share without a license is through the “Publish to web” option, which makes the report publicly accessible. This approach is strongly discouraged for sensitive or strategic data as it bypasses all access controls and makes the report accessible to anyone with the link.

Who can see the embedded Power BI data inside Jira, Confluence, or monday.com?
Only users who already have permission to view the report in Power BI. When someone accesses a page with an embedded report, they’ll be asked to sign in with their Microsoft account. A valid Power BI license is also required to view private content.

About the Author

Roma Paladini, Atlassian Certified Expert (ACP-620)

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