Workiva Support Center

Microsoft Fabric® is a comprehensive suite of tools and services that integrates various components of Microsoft's data platform — including Azure® Synapse Analytics, Power BI®, and Azure Data Factory® — to help data professionals manage and analyze their data more effectively. From Microsoft Fabric, you can set up a Pipeline and Notebook to push computed metrics data to Workiva.

Note: The Fabric Notebook and Pipeline are created by Workiva; treat them accordingly before you make any edits.

Step 1. Import the Fabric Notebook

Workiva can provide a pre-built Notebook template, which includes the functions necessary to query the ComputedESGMetrics Lakehouse in Microsoft Fabric and push its data to Wdata tables.

To import this template:

1. Download the Microsoft Fabric Notebook template.
2. Log into your Microsoft Fabric Workspace.
3. Click Import, and select Notebook, From this computer.
   
4. Upload the Notebook template provided by Workiva.

Note: To incorporate additional data from the Lakehouse, you can edit the SQL query in the second code block of the Notebook. If edit this query, also update the Wdata table to accommodate the new data points, which may require additional columns or other necessary adjustments to the table's schema.

Step 2. Deploy the Fabric Pipeline

Workiva also provides a Fabric Pipeline template that references the Fabric Notebook. Similar to a Workiva Chain, this Pipeline enables you to integrate and execute processes — on-demand — to extract data for a period specified by input variables.

1. From Workspace settings in the Workiva Platform, create an API grant for the Pipeline, and note its client ID and secret.
2. In Wdata, create the tables with the column headers necessary for the data from Microsoft Fabric.
3. Download the Fabric Pipeline template.
4. Log into your MS Fabric Workspace.
5. Click New Item, then Data Pipeline.
   
6. Name the Pipeline according to your naming conventions.
7. From the Pipeline, select Import, and import the Pipeline template provided by Workiva.
8. From the Settings tab, select the imported Notebook.
   
9. In Base parameters, configure the Pipeline's variables.

   Note: This is a one-time setup; generate the client ID and secret in Workiva before you configure these variables.

   Parameter	Description
   wkClientID	The client ID generated in the Workiva Platform
   wkClientSecret	The client secret generated in the Workiva Platform
   wkTableID	The ID of the Wdata table to upload the dataset to
   reportYear	@pipeline().parameters.year Tip: This variable prompts for the reporting year — 2023, 2024, or so on — when the Pipeline executes.
   env	The environment of the Workiva workspace to upload data to: For the United States, enter app. For the European Union, enter eu. For Asia-Pacific, enter apac.

10. Click Save.

Step 3. Test and run the Pipeline

Note: Before you execute the Pipeline, ensure the tables exist in Wdata and have the necessary column headers.

To test and execute the pipeline, select Run, then enter the reporting year for which to run the pipeline, and click OK.