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Configure Power BI Data Source to Collect User Permissions and Groups to Users Objects (Beta)

BETA FEATURE: BI Optimizer is a beta feature. Functionality, configuration steps, and supported options are subject to change as the feature evolves.

This article explains how to configure Microsoft Power BI Cloud Data Source to collect the User Permissions and Groups to Users objects for subsequent Dataset creation. This configuration is required for enabling BI Optimizer in Metric Insights.  

The instructions are intended for the Metric Insights administrator and assume that the configuration in Azure has been completed by your organization's Azure administrator, and you have been provided with the configured Azure application credentials. These credentials will be used to set up Data Source in Metric Insights.

Before proceeding, ensure that all prerequisites are met and that the initial configuration for your selected authentication type is complete. Then configure the Power BI Cloud Data Source.

PREREQUISITES:

1. Create a Microsoft Power BI Cloud Data Source

See the instructions on creating a new Microsoft Power BI Cloud Data Source for your Metric Insights version:

2. Configure Auth Parameters

Proceed with the Data Source parameters configuration based on the selected Auth Type:

Service Principal
v7.2.0+
  1. Auth Type: Service Principal.
  2. Application ID: Enter the Application (client) ID of the Azure application.
  3. Client Secret: Enter the Client Secret Value of the Azure application.
  4. Directory (tenant) Id: Enter Directory (tenant) Id of the the Azure application.
Prior to v7.2.0
  1. Auth Type: Service Principal.
  2. Application ID: Enter the Application (client) ID of the Azure application.
  3. Client Secret: Enter the Client Secret Value of the Azure application.
  4. Server: https://app.powerbi.com.
  5. Directory (tenant) Id: Enter Directory (tenant) Id of the the Azure application.
Password
v7.2.0+
  1. Auth Type: Password.
  2. Username, Plugin Password: Enter the credentials of a Fabric Administrator user.
  3. Application ID: Enter the Application (client) ID of the Azure application.
Prior to v7.2.0
  1. Auth Type: Password.
  2. Application ID: Enter the Application (client) ID of the Azure application.
  3. Server: https://app.powerbi.com.
  4. Username, Plugin Password: Enter the credentials of an authentication user.
OAuth
v7.2.0+
  1. Auth Type: OAuth.
  2. Application ID: Enter Application (client) ID of the Azure application.
  3. Client Secret: Enter Client Secret Value of the Azure application, if it has been generated.
  4. Directory (tenant) Id: Enter Directory (tenant) Id of the of the Azure application.
  5. [Get Token], enter credentials of an authentication user in the pop-up window.
Prior to v7.2.0
  1. Auth Type: OAuth.
  2. Application ID: Enter Application (client) ID of the Azure application.
  3. Client Secret: Enter Client Secret Value of the Azure application, if it has been generated.
  4. Server: https://app.powerbi.com.
  5. Directory (tenant) Id: Enter Directory (tenant) Id of the of the Azure application.
  6. [Get Token], enter credentials of an authentication user in the pop-up window.

3. Configure Other Data Source Parameters

See parameter configuration details specific to your MI version:

v7.2.0
  1. Select User Details & Permissions Dataset.
    • This will collect both User Permissions and Groups to Users objects.
  2. [Save]
v7.1.1-v7.1.2a
  1. Scope: Types to collect must include USER_PERMISSIONS.
    • This will collect both User Permissions and Groups to Users objects.
  2. [Save]
Prior to v7.1.1
  1. Object types to collect must include USER_PERMISSIONS.
    • This will collect both User Permissions and Groups to Users objects.
  2. [Save]

4. Configure Object List Refresh

4.1. Manually Refresh Object List

Access Source Objects tab

  1. [Refresh list]

4.2. Add Object List Refresh Trigger

Adding an Object List Refresh Trigger allows to automatically refresh the Object List at the configured time interval.

See the instructions for your MI version:

v7.2.0+

Access the Advanced tab

  1. Generate Object List: Automatically.
  2. Object List Refresh Trigger: Select a daily Trigger.
Prior to v7.2.0
  1. Generate Object List: automatically.
  2. Object List Refresh Trigger: Select a daily Trigger.