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With the Power BI® connector, you can use commands in a chain to interact with Microsoft® Power BI. For example, with this connector, you can:

• Create and manage datasets in Power BI
• Run, export, and clone Power BI reports
• List dashboards, datasets, gateways, and reports in Power BI

Note: This connector is built by Workiva and connects to a third-party system. While our Support team can help configure this connector within your workspace, we are unable to troubleshoot or otherwise assist with any issues that originate outside of the Workiva platform.

Prerequisites

To secure the connection to Power BI, the connector uses OAuth authentication via a designated application registered in Azure® Active Directory®. To set up the connector, you'll need the following:

• A designated application registered in Azure Active Directory.
• A designated integration user set up in Power BI for the connector
• The Azure application's tenant ID, client ID, and client secret
• The base URI of the Power BI instance to connect to; by default, https://api.powerbi.com.

Note: Microsoft mandates MFA for accounts that sign in to the Azure portal, which deprecates user delegation-based OAuth in the PowerBI connector in favor of client credentials. For information on this requirement see this Microsoft Ignite page: Planning for mandatory multifactor authentication for Azure and other admin portals. 

Set up the Power BI connector

Note: To make the connector available for use in your organization's chains, an org security administrator first enables it from Configuration.

1. From Chain Builder, click Connections  compare_arrows, and then Create at the top right.
2. Under Connector Connection, select Power BI and the default CloudRunner.
   
3. Under Basic Info, enter a unique name and description to help identify the connection.
4. Under Properties, enter the connector's details:
   
   

   Property	Details
   Tenant ID	Enter the tenant ID of the connector's Azure application.
   Application (client) ID	Enter the Azure application's client ID.
   Application (client) Secret	Enter the Application Secret for the registered application in Azure AD for Power BI.
   Username	Deprecated. The Power BI integration user's username.
   Password	Deprecated. The password associated with the Username.
   Base URI	Enter the base URI for the Power BI instance to connect to; by default, https://api.powerbi.com.

   The Username and Password fields are no longer supported; they are included only for legacy purposes.

   Note: All sensitive credentials are automatically encrypted and stored at Advanced Encryption Standard (AES)-256 encryption.

5. Select the environments to use with the connection, and click Save.
6. To test the connection, create and run a chain with the connector's List Dashboards command, and verify it returns a valid output.

Troubleshooting

If the connection to Power BI fails, try the following actions to restore it:

• Verify the authentication credentials of the Power BI integration user.
• Check that the tenant ID of the Azure application registered for the connector is correct.
• Check that the Application ID and Client Secret values of the Azure application registered for the connector are correct.
• Verify the base URI of the Power BI instance to connect to.