## Crawl Microsoft Power BI

URL: https://docs.atlan.com/apps/connectors/business-intelligence/microsoft-power-bi/how-tos/crawl-microsoft-power-bi

> Once you have configured the [Microsoft Power BI user permissions](/apps/connectors/business-intelligence/microsoft-power-bi/how-tos/set-up-microsoft-power-bi), you can establish a connection between Atlan and Microsoft Power BI.

Once you have configured the [Microsoft Power BI user permissions](https://docs.atlan.com/apps/connectors/business-intelligence/microsoft-power-bi/how-tos/set-up-microsoft-power-bi), you can establish a connection between Atlan and Microsoft Power BI.

To crawl metadata from Microsoft Power BI, review the [order of operations](https://docs.atlan.com/llms/catalog/connector-capabilities/order-workflows/llms.txt) and then complete the following steps.

## Prerequisites

Before you begin, make sure you have:

- Workflow created by a service-account user, not a personal account — see [Workflow ownership](https://docs.atlan.com/llms/connectors/microsoft-power-bi/power-bi-workflow-ownership/llms.txt)
- All three preflight checks green (after waiting out tenant-setting propagation)
- Workspace filters reviewed, no accidental allowlist
- Schedule ordered: source crawlers → Power BI crawler → Power BI miner
- Failure alerting (email/Teams/Slack webhook) configured *and test-fired*

## Create crawler workflow

To create a workflow choose Microsoft Power BI as your source:

1. In your Atlan workspace, click **Connectors** in the left sidebar.
 * If you are using the **Old UI (Classic)**, click **New Workflow** in the top navigation.

2. Click **Marketplace**.

3. Search for **Power BI Assets** and select it.

4. Click **Install**.

5. Once installation completes, click **Setup Workflow** on the same tile.

### Provide credentials

To enter your Microsoft Power BI credentials:

1. For _Authentication,_ choose the method you want to use to access Microsoft Power BI:
 - For **Service Principal** authentication, enter the _Tenant Id_, _Client Id_, and _Client Secret_ you configured when [setting up Microsoft Power BI](https://docs.atlan.com/apps/connectors/business-intelligence/microsoft-power-bi/how-tos/set-up-microsoft-power-bi). Use the **Enable Scanner APIs Only Access** toggle to control how metadata is extracted. When enabled, the crawler uses only scanner APIs. If disabled, both scanner and non-scanner APIs are used. For limitations when you use only scanner APIs, see [Capabilities & limitations](https://docs.atlan.com/llms/connectors/microsoft-power-bi/power-bi-dataflow-datasource/llms.txt).
2. At the bottom of the form, click the **Test Authentication** button to confirm connectivity to Microsoft Power BI using these details. See [Authentication](https://docs.atlan.com/llms/connectors/microsoft-power-bi/power-bi-authentication/llms.txt) for what this validates and why the secret field appears empty after saving.

3. Once successful, at the bottom of the screen click the **Next** button.

### Configure connection

To complete the Microsoft Power BI connection configuration:

1. Provide a _Connection Name_ that represents your source environment. For example, you might want to use values like `production`, `development`, `gold`, or `analytics`.

2. (Optional) To change the users able to manage this connection, change the users or groups listed under _Connection Admins_. If you don't specify any user or group, nobody can manage the connection — not even admins.

3. At the bottom of the screen, click the **Next** button to proceed.

### Configure crawler

Before running the Microsoft Power BI crawler, configure metadata extraction and advanced options. You can override the default settings for the following fields. If a workspace appears in both the include and exclude filters, the exclude filter takes precedence.

- **Include Workspaces**: Select Microsoft Power BI workspaces to include. Defaults to all workspaces when left blank. Use **Advanced Search** to filter workspaces using the following options:
 - **Contains**: Matches workspaces that contain the given substring.
 - **Starts with**: Matches workspaces that begin with the specified text.
 - **Ends with**: Matches workspaces that end with the specified text.
 - **Regex pattern**: Matches workspaces based on a regular expression.

 :::caution Include Workspaces is an allowlist
 Setting **Include Workspaces** to a few entries means *only those are crawled*. On a connection that previously crawled everything, this makes the next run look like a mass deletion (assets from all other workspaces "gone"), which trips the 80% deletion circuit breaker. Narrow scope deliberately, and expect the breaker — see [Operating Microsoft Power BI](https://docs.atlan.com/llms/connectors/microsoft-power-bi/operating-microsoft-power-bi/llms.txt).
 :::

 _All selected filters apply using an `AND` condition._
- **Exclude Workspaces**: Select workspaces to exclude. No workspaces are excluded by default. **Advanced Search** is also available for exclusion, with the same filtering options as mentioned previously.
- **Include Dashboard and Reports Regex**: Use a regular expression to include dashboards and reports based on naming patterns. Includes all by default.
- **Exclude Dashboard and Reports Regex**: Use a regular expression to exclude dashboards and reports based on naming patterns. Excludes none by default.
- **Attach Endorsements from Power BI**: Automatically certify assets endorsed in Power BI. To manually review before applying, change this setting to **Send a Request**. For more details, see [What does Atlan crawl from Microsoft Power BI?](https://docs.atlan.com/llms/connectors/microsoft-power-bi/what-does-atlan-crawl-from-microsoft-power-bi/llms.txt)
- **Enable Incremental Extraction**: Enable or disable incremental extraction on source. Enabled by default. Learn more: [Incremental extraction](https://docs.atlan.com/llms/connectors/microsoft-power-bi/incremental-extraction/llms.txt)

#### Configure advanced settings

- **Source Connections**: When your tenant has multiple connections available for the same source system that share the similar metadata, confirm the advanced options and choose the correct connections from the `Source Connections` list drop down to avoid creating duplicate lineage to such connections.
- **Enable ODBC DSN Connectivity Mapping**: Power BI provides multiple ways of connecting to a SQL source, including ODBC connectivity for building Reports and Dashboards. When datasets are populated using ODBC, provide a mapping of the DSN ( Data Source Name ) names to their appropriate database qualified names after enabling this toggle.

### Run crawler

To run the Microsoft Power BI crawler:

1. To check for any [permissions or other configuration issues](https://docs.atlan.com/llms/connectors/microsoft-power-bi/preflight-checks-for-microsoft-power-bi/llms.txt) before running the crawler, click **Preflight checks**. Get all checks green before the first crawl.

2. You can either:
 - To run the crawler once immediately, at the bottom of the screen, click the **Run** button.
 - To schedule the crawler to run hourly, daily, weekly, or monthly, at the bottom of the screen, click the **Schedule Run** button.

Once the crawler has completed running, you can see the assets in Atlan's asset page! 🎉

## See also

- [Preflight checks for Microsoft Power BI](https://docs.atlan.com/llms/connectors/microsoft-power-bi/preflight-checks-for-microsoft-power-bi/llms.txt) — what each check validates and classic failure signatures
- [What does Atlan crawl from Microsoft Power BI?](https://docs.atlan.com/llms/connectors/microsoft-power-bi/what-does-atlan-crawl-from-microsoft-power-bi/llms.txt) — full list of crawled asset types, properties, and lineage

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