Prerequisites for Connecting to Microsoft Power BI Cloud
1. Open Access to Power BI Endpoints
Integration with Power BI requires opening the following endpoints:
- app.powerbi.com (port 443)
- *.windows.net (port 443)
- powerbi.microsoft.com (port 443)
- dc.services.visualstudio.com (port 443)
- login.microsoftonline.com (port 443)
- *.office.com (port 443)
- powerapp.com (port 443)
- powerapps.com (port 443)
These endpoints must be accessible from either the Metric Insights application server, or the Remote Data Collector host.
[Release 6.x]: 'Remote Data Collector' renamed to 'Remote Data Processor'
[Release 6.4.0]: The data from Power BI can be fetched via DAX API without using an RDP. Note that this method of fetching data has limitations of 100,000 rows or 1,000,000 values per request. This setting is controlled by the OleDB data parameter in Microsoft Power BI Cloud plugin connection profile.
The integration is taking place directly from the application server.
If you wish to get data only (or both data and images) without limitations for data fetching, then a Remote Data Processor (RDP) must be deployed. The RDP must be installed on a Windows machine that can access the Power BI endpoints listed above.
The integration is taking place on the RDP host machine (Windows).
2. Access Microsoft Azure Portal
- In Azure Portal, access App registrations
- [+ New registration]
3. Enter App Info
Note: Admin access is required for the user/service account who is setting up the Azure App. The user role in Azure should be "Application Administrator"
- Enter the App's Name
- Supported account types: "Accounts in this organizational directory only (<directory name> only - Single tenant)"
Redirect URI: select Web, enter
4. Enable Public Client Flows
Once the application has been registered, please enable Public Client Flows under the Authentication tab. This step is required as this this parameter allows third party apps like MI to acquire a token using plaintext password
5. Add Power BI Service Permissions
Note: Delegated permissions allow the application to access the API as the signed-in user.
- Access API Permissions tab
- [+ Add a permission]
- [Power BI Service]
- [Delegated permissions]
- Enable the following permissions to get a list of all Power BI Apps, Dashboards, Datasets, Reports, and Workspaces respectively:
- [Add permissions]
7. Install the Remote Data Processor
For steps on how to install the RDP, refer to Configure a Remote Data Processor.
If you are using AD, you may want to run the RDP service as an AD service account:
- Access Services > Metric Insights Data Processor Daemon > Properties > Log On, select AD service account
8. .NET and Excel Adapter Must Be Installed on the RDP Host Machine
- RDP requires .NET FrameWork v4.5 or higher.
- Microsoft Power BI Datasets can only be fetched by the Metric Insights plugin with the corresponding Excel adapter (OLEDB adapter).
When you select Analyze in Excel from the Ellipses menu (the ...) associated with a dataset or report, Power BI creates an
.msi file and downloads it from the browser to your computer. Open the downloaded
SQL_AS_OLEDB.msi file and install the adapter.
Learn more about Analyze in Excel.
To download the Excel adapter:
- Go to the Ellipses menu
- Click Analyze in Excel
Install the adapter tool as prompted.
9. Create a Power BI Cloud Connection Profile in Metric Insights
Now that you have completed the prerequisites, you are ready to create a connection profile in Metric Insights.
- Follow the steps in Establish Connectivity to Microsoft Power BI Cloud article to complete the integration.