Establish Connectivity to Microsoft PowerBI

This article describes the process of creating plug-in Data Source to connect to the Microsoft PowerBI server. This Data Source will allow data from existing PowerBI objects to be used in building elements using Metric Insights tools.

  • A non Azure-AD, cloud-only account is required to connect to PowerBI. The plugin cannot connect with an Azure-AD account at this time.
  • Only External Reports (image captures) can be fetched via the Microsoft PowerBI plugin.

1. Access Admin > Data Sources

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

The Select the Type of New Data Source pop-up opens.

2. Select "Other" Data Source Type and choose "Microsoft PowerBI" from the drop-down

Move to the Next step.

3. Provide Required PowerBI Parameters

Specify how to connect to Microsoft PowerBI. The parameters include:

  1. Data Source Name: Will default but you may modify it.
  2. Username / Password: Note that your Username must be in the same format that your Microsoft PowerBI server uses for authentication. NOTE: Cloud-only account is required to connect to PowerBI.
  3. Server: The URL to use for creating UI links back to your PowerBI server  
  4. Save your entries and Test Connection

4. Advanced Configuration

  1. External Reports fetch method: This setting influences options available in the Microsoft PowerBI Report List tab:
    • automatically: just click Refresh list and all Reports are going to be fetched by the system
    • manually: Reports may be added one-by-one or via CSV file
  2. Optionally, specify the maximum number of concurrent Threads per Trigger execution to be used in background processing when the system updates Metrics and Reports for this Data Source.  If you do not specify any value for this setting, batch data collection processing will be single-threaded.

5. Other Settings

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


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