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This page will walkthrough the setup of PowerBI in K using the direct connect method.

Integration details

Scope

Included

Comments

Metadata

Status
colourGreen
titleYES

 See limitations below

Lineage

Status
colourGreen
titleYES

 

Usage

Status
colourGreen
titleYES

Sensitive Data Scanner

Status
titleN/A

 

Note

Known Power BI limitations (limited by Microsoft)

  • Power BI API is currently rate limited. This may impact extracts where you have 200+ workspaces or groups. Some Power BI reports may fail to extract correctly and may their details may not be profiled.

  • Power BI datasets using large dataset storage format cannot be profiled.

  • Power BI reports created in web browser (not uploaded from desktop) cannot be profiled for detailed lineagePower BI dashboards in Apps are not able to be linked to their Power BI dashboardlineage. Dataset lineage will be available.

Known KADA Power BI integration limitations (to be resolved in upcoming releases)

Power BI currently only supports lineage to Snowflake, SQL Server and Oracle

  • Power BI reports that use inbuilt fields report measures cannot be profiled for detailed lineagePower BI reports created in web browser missing dataset lineage.

  • Power BI access does not consider direct grants to users. Access is only detected for users via AD groups.

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Info

This step is performed by the Power BI Admin

At the end of this step, the AD Group will need to be provided with access to the following Admin API Settings:

  • Read-only Power BI admin APIs - Enabled

  • Detailed metadata - Enabled

  • DAX and mashup expressions - Enabled

  • Open Power BI portal and navigate to Admin Portal in the top right hand navigation

...

  • Set Allow Service Principals to use read-only Power BI admin APIs to Enabled

    • Select Specific Security Groups

      • Add an the AD group (K PowerBI AD Group) that is appropriate for managing this access. This is typically the Admin group for Power BI. If no appropriate group exists, contact your Azure AD admin to create a new security group.Record this AD group for Step 2

  • [Required for Power BI detailed lineage] Set Enhance admin API responses with detailed metadata to Enabled

    • Add the same AD group (e.g. K PowerBI AD Group) as the previous API Settings option

...

  • Set Enhance admin APIs responses with DAX and mashup expressions to Enabled

    • Add the same AD group (e.g. K PowerBI AD Group)as the previous API Settings option

  • [Required for Power BI detailed lineage] Set Allow Service Principals to use Power BI APIs to Enabled

    • Select Specific Security Groups

      • Add the same AD group (e.g. K PowerBI AD Group) as the previous step

  • Set Download Reports to Enabled and apply to The entire organisation

    image-20240617-023914.pngImage Added
Info

Make sure you send the AD Group name used to the Azure AD Admin so that they can complete the next step

...

Info

This step is performed by the Power BI Admin

[Required for Detailed Lineage] Your K instance will now have access to the majority of your Power BI assets. To profile and catalog items such as Pages within a Report, or if your datasource connections use parameters, please add the KADA Power BI API Integration (created in Step 2) as a Member to each Power BI workspace you want it to profile.

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  • Select Direct Connect and add your Power BI details and click Next

  • Fill in the Source Settings and click Save & Next

    • Name: Give the Power BI source a name in K

    • Host: Must be unique. You can use http://app.powerbi.com if you only have 1 instance of Power BI.

    • Timeout: Default is 10, sometimes it may take longer for the API to respond, so we recommend increasing it to 20

    • Add Update the Host / Mapping details. See Database mapping - see Host / Database Mapping for more details. This step can be completed after the initial load via the guided workflow.

    • Select Enable Workspace Filtering if you wish to load only select Workspaces

  • Add Connection Details and click Save & Next

    • Tenant ID: Add the Directory (tenant) ID copied from step 2

    • Client ID : Add the Application (client) ID copied from Step 2

    • Client Secret: Add the Secret ID copied from Step 2

  • Test your connection and click Next

  • If you selected Enabled Workspace Filtering select the Workspaces you want to load. If you have a lot of workspaces this may take a bit of time to load.

  • Click Finish Setup

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