Establish Connectivity to Microsoft Power BI

This article describes how to connect to Microsoft Power BI in order to load data into Datasets and Reports in Metric Insights.

PREREQUISITES

1. Access Admin > Data Sources

At the bottom of the page, click [+New Data Source].

2. Select the Type of New Data Source

  1. Select "Other" and choose "Microsoft Power BI" from the drop-down list.
  2. Move to the Next step.

3. Provide the Power BI Parameters

  1. Data Source Name: will default but you may modify it
  2. Server: input the URL of your Microsoft Power BI server (this is the same URL that you see when accessing Microsoft Power BI via your web browser)
  3. Username / Password: Note that the username must be a cloud only Microsoft Power BI user, or if an AD user, the AD user must exist / be synced in Azure AD for Power BI authentication
  4. Application ID: Application ID of the registered Azure app that represents Metric Insights (to connect to Power BI)
  5. Get token from Plugin: set to "true" (to enable the display of External Report images in an IFrame)
  6. Object types to collect: by default the plugin is configured to collect Dashboards, Reports and Datasets (you may remove any object type you do not need to fetch)
  7. Workspace Filter:
    • empty field:  the plugin will collect Power BI objects from My Workspace only (workspace of user used to connect)
    • "*":  the plugin will collect Power BI objects from all workspaces available to the user used to connect, except for My Workspace
    • Workspace names (comma-separated or patterns):  the plugin will collect Power BI objects from the specified Workspaces

4. Advanced Configuration

If you want to be able to get Data from Power BI Datasets (to create Metrics, Reports, and Datasets in Metric Insights), you must utilize the Metric Insights Remote Data Collector to connect to Power BI directly.

  1. Use Remote Data Collector:  is set to "no" by default
    • To be able to fetch data from Microsoft Power BI Datasets, switch to "yes" and add a Remote Data Collector by clicking [+New Remote Collector] under Remote Collectors settings
  2. Generate Object List 
    • automatically: all Objects are going to be fetched by the system
    • manually: Objects may be added one-by-one or via CSV file
  3. Object List Refresh Trigger: from the dropdown, select the Trigger that will be used to fetch data via the Microsoft Power BI plugin
  4. Object Selection Method: specify how Google Sheets Reports will be fetched
  5. Optionally, state the maximum number of concurrent Threads to utilize during data and/or image fetch to be used in background processing when the system updates Reports for this Data Source 
    • If you do not specify any value for this setting, batch data collection processing will be single-threaded
  6. Multiple dimension values delimiter: optionally, specify the Delimiter for Multiple Dimension Values (Configuring this parameter allows to support fetching aggregate data for several Microsoft Power BI Filter Values)
  7. Test connection (this will also save your entries)

5. Other Settings

  1. You can create Datasets or Elements directly from the respective tabs
  2. Click Permissions to assign permissions to Groups or Power Users

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