PowerBI

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

Integration details

Step 1) Enabling PowerBI Admin APIs to be accessible to an AD Group

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

Open

• Go to Tenant Settings and scroll to Admin API settings

Open

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

  • Select Specific Security Groups

    • Add 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.

• [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

Step 2) Registering PowerBI App in Azure AD

• Log in to your company’s Azure Portal and open the Azure Active Directory page

• Select App Registration in the side panel and click New registration

• Complete the registration form

  • Name: Enter a name for the integration e.g. KADA Power BI API Integration

  • Supported account types: Select Accounts in this organisation directory only

  • Redirect URL: Add Web / https://www.kada.ai

• Click Register to complete the registration

• Click on the newly created KADA Power BI API Integration App

• Save the Application (client) ID and Directory (tenant) ID for use in a later step

• Click on Endpoints and save the URL for OpenID Connect metadata document for use in a later step

• Select Certificates & secrets in the side panel and click New client secret

• Complete the new secret form and save the Secret Value for use in a later step

• Return to the Azure Portal and select Group

• Find the AD Group that was created in step 1 and click Members

• Select Add Members and add KADA Power BI API Integration to the group as a Service Principal

Step 3) Add Service Principal to PowerBI Workspace(s)

[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.

Step 4) Add PowerBI as a New Source

• Select Platform Settings in the side bar

• In the pop-out side panel, under Integrations click on Sources

• Click Add Source and select Power_bi

• 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

  • Update the Host / Database mapping - see Host / Database Mapping. 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

Step 4) Schedule PowerBI source load

• Select Platform Settings in the side bar

• In the pop-out side panel, under Integrations click on Sources

• Locate your new PowerBI Source and click on the Schedule Settings (clock) icon to set the schedule

Step 5) Manually run an ad hoc load to test Power BI

• Next to your new Source, click on the Run manual load icon

• Confirm how your want the source to be loaded

• After the source load is triggered, a pop up bar will appear taking you to the Monitor tab in the Batch Manager page. This is the usual page you visit to view the progress of source loads