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

[Release 6.x]: 'Remote Data Collector' renamed to 'Remote Data Processor'

1. Access Admin > Collection & Storage > Data Sources

The list page containing all data sources available in the system opens.

Below the grid, 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 Data Source Parameters

  1. Auth Type: select the authorization type:
    • Password: provide Username and Plugin 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
    • OAuth: click Get Token to grant permission to Office 365 API
      • You can enable Client Secret authorization for your Azure app. After the Client Secret has been generated, the Username/Password authorization will no longer work
  1. Application ID: Application ID of the registered Azure app that represents Metric Insights (to connect to Power BI)

Enabling OAuth has the following benefits compared with the Username/Password authentication model:

  • ability to view content in IFrames based on user account permissions rather than service account permissions
  • row-level security (RLS) without the need to use User Maps on MI side (you only have to enable RLS in Power BI)

To configure your Azure AD application for OAuth:

  1. In Azure AD, add https://<hostname>.com/editor/service/validatepowerbioauth  to Reply URIs (Redirect URIs) (See Configure your application properties in Azure AD)
  2. In the Azure Management Portal, specify the permissions your app requires to access the Office 365 Management APIs

For general information on configuring your Azure AD application, see Get started with Office 365 Management APIs.

4. Provide Optional Parameters

  1. Get token from Plugin: set to "Y" (to enable the display of External Report images in an IFrame)
  2. 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)
  3. Server: 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)
  4. 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
  5. [Test Connection]

5. 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 Processor to connect to Power BI directly.

  1. Use Remote Data Processor:  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 Processor by clicking [+New Remote Processor] under Remote Processors 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)

6. Other Settings

  1. You can create Datasets and view all the elements or Datasets using this Data Source from the respective tabs
  2. Click Permissions to assign Data Source access to Groups or Power Users