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Power BI Connection

Power BI is an interactive data visualization tool that focuses primarily on business intelligence and is part of the Microsoft Power Platform. Setting up a connection to Power BI is a prerequisite for importing Power BI reports to ONE. For more information, see Reports.

There is a separate connector for Power BI Report Server (on-premise solution), see Power BI Report Server Connection.

This article explains how to configure the connection both in Power BI and in ONE.

Configure the API connection in Power BI

Start with Power BI and Azure Active Directory (AD) configuration. To enable the report preview, workspace structure, and browsing for reports in ONE, you need to ensure the API connection for Power BI is correctly set and that the service principal is added to your workspace in Power BI.

If the service principal is not assigned, the following error message appears when trying to preview a report:

The following section serves as a checklist rather than as a tutorial so that you don’t miss any important step in the procedure.

Open your Azure AD and make the following changes:
1. Make sure you have an Azure application created with at least one security group. For the purpose of this tutorial, we created an application called Dev-PowerBI.
2. Make sure your Ataccama application (Dev-PowerBI) is added as a member of the selected security group.
Open your Power BI Admin portal and go to Tenant settings.
1. Enable the option Allow service principals to use Power BI APIs on the workspace as a member or admin and select the security groups.
2. Enable the option Allow service principals to create and use profiles and select the security groups. To learn more, see the official Microsoft documentation, starting from the article Developer tenant settings.
3. Enable the option Allow service principals to use read-only Power BI admin APIs. To learn more, see the official Microsoft documentation, articles Enable service principal authentication for read-only admin APIs and Automation with service principals, section Enable service principals.
Finally, add your service principal to the workspace as a member or admin following the instructions in the official Microsoft documentation, article Embed using service principal, section Add a service principal or security group manually.

Create a source

To connect to Power BI:

Navigate to Data Catalog > Sources.
Select Create.
Provide the following:
- Name: The source name.
- Description: A description of the source.
- Deployment (Optional): Choose the deployment type.
  
  You can add new values if needed. See Lists of Values.
- Stewardship: The source owner and roles. For more information, see Stewardship.

Alternatively, add a connection to an existing data source. See Connect to a Source.

Add a connection

Select Add Connection.
In Select connection type, choose Reporting tools > Power BI.
Provide the following:
- Name: A meaningful name for your connection. This is used to indicate the location of catalog items.
- Description (Optional): A short description of the connection.
- Power BI app URI: The URL of the Power BI portal. For example: app.powerbi.com.
  
  A task is automatically created for adding the URL to Content Security Policy directives in ONE. See step Configure the Content Security Policy.
- Power BI integration URI: The URL of the Power BI backend APIs. For example: api.powerbi.com.
In Additional settings, select Enable exporting and loading of data if you want to export data from this connection and use it in ONE Data or outside of ONE.

If you want to export data to this source, you also need to configure write credentials as well.

Consider the security and privacy risks of allowing the export of data to other locations.

Add credentials

Select Add Credentials.
Provide the following:
- Name (Optional): Enter a name for this set of credentials.
- Description (Optional): Provide a description for this set of credentials.
- Select a secret management service (optional): If you want to use a secret management service to provide values for the following fields, specify which secret management service should be used. After you select the service, you can enable the Use secret management service toggle and provide instead the names the values are stored under in your key vault. For more information, see Secret Management Service.
- Client ID: The unique identifier of your Power BI instance in your Azure subscription. You can find the Application (client) ID in the Overview pane of your registered app in Azure.
  
  For more information, see the official Microsoft documentation, Register an application. Alternatively, enable Use secret management service and provide the name this value is stored under in your selected secret management service.
- Client Secret: provide the value of the secret key. Alternatively, enable Use secret management service and provide the name this value is stored under in your selected secret management service.
If you want to use this set of credentials by default when connecting to the data source, select Set as default.
Proceed with Test the connection.

Add write credentials

Write credentials are required if you want to export data to this source.

To configure these, in Write credentials, select Add Credentials and follow the corresponding step depending on the chosen authentication method (see Add credentials).

Make sure to set one set of write credentials as default. Otherwise, this connection isn’t shown when configuring data export.

Test the connection

To test and verify whether the data source connection has been correctly configured, select Test Connection.

If the connection is successful, continue with the following step. Otherwise, verify that your configuration is correct and that the data source is running.

Save and publish

Once you have configured your connection, save and publish your changes. If you provided all the required information, the connection is now available for other users in the application.

In case your configuration is missing some required fields, you can view a list of detected errors instead. Review your configuration and resolve the issues before continuing.

Finish setting up the connection

Configure the Content Security Policy

To see the reports preview of your Power BI reports in ONE, admins need to configure the content security policy. To do this, follow the steps in Content Security Policy Configuration.

Thumbnails for Power BI are not available and are replaced by the default picture. However, after the privacy policy is configured, you can see the report preview when you open the report details.

Make sure you work with either Power BI Embedded or Power BI Premium to avoid the trial banner on your reports preview:

In case you work with a trial version of Power BI, you might exceed the number of the available previews ONE can retrieve from it. This results in the following error message:

Manage access rights

Make sure you have the corresponding Full, Edit, or View data access rights in ONE:

On sources to import reports from your BI tool.
On reports to manage their preview.

For more information, see Share Access to Assets

Next steps

You can now import your Power BI reports to ONE.

In Data Catalog > Sources, find and open the source you just configured. Switch to the Connections tab and select Import Alternatively, opt for Discover or Discover documentation flow.

Or, to import only some assets, select Browse on the Connections tab. Choose the assets you want to analyze and then the appropriate importing or profiling option.

To learn more about reports in ONE, see Reports and Reports from Power BI.

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