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PowerBI

Steps to integrate your PowerBI assets with Atlan

Atlan supports integration with PowerBI, which allows you to integrate your PowerBI assets with your Atlan workspace.

๐Ÿ’ญ TL;DR

You can set up a PowerBI integration with your Atlan workspace in 4 easy steps:

  1. Select the source, aka PowerBI ๐Ÿ˜‰

  2. Provide your credentials โœ๏ธ

  3. Set up your configuration ๐Ÿ—„๏ธ

  4. Schedule automatic updates ๐Ÿ•‘

๐Ÿ”‘ Creating an Atlan Azure Active Directory application (with username/password as the credential)

STEP 1: Visit the Azure portalโ€‹

  1. Select the "Azure Active Directory".

  2. Click the "App Registrations" option in the left sidebar.

STEP 2: Create a new registration

  1. Click on "New Registration" and enter the following information:

    1. Application Name: AtlanPowerBIIntegration

    2. Supported account types: Accounts in this organizational directory ... only - Single tenant)

  2. Click on "Register" to complete the registration.

STEP 3: Add permissions

  1. Click on "API Permissions", and select "Add Permission".

  2. Search for the Power BI service, and click on "Delegated permissions". Select the permissions mentioned below.

App.Read.All
Capacity.Read.All
Dashboard.Read.All
Dataflow.Read.All
Dataset.Read.All
Gateway.Read.All
Group.Read
Group.Read.All
Metadata.View_Any
Report.Read.All
StorageAccount.Read.All
Tenant.Read.All
Workspace.Read.All
  1. Click on the "Grant Admin consent" button, which is located next to the "Add permission" button. This allows the Atlan crawler to run as a daemon without having to ask the user permission on every crawler run. Only administrators of the tenant can perform this action.

This is how the AAD application's API permission screen should look after the above changes.

AAD application API permission screen

STEP 4: Create a Client Secret

  1. On the application page, select "Certificates and Secrets".

  2. Click on "Secret" and add a description.

  3. Set the expiration to "Never".

  4. Click on "Create", and copy the secret value.

STEP 5: Get the Tenant ID and Client ID from the Azure portal

  1. On the application home page, click on the "Overview" tab in the left sidebar.

  2. From the "Essentials" section, copy the Tenant and Client ID.

๐Ÿ”‘ Creating an Atlan Azure Active Directory application (with Service Principal as the credential)

๐Ÿ‘€ Notes:

  • This method does not work with Classic Workspaces.

  • An Administrator should perform the steps below, since they will need Administrator Approval.

STEP 1: Visit the Azure portalโ€‹

  1. Select the "Azure Active Directory".

  2. Click the "App Registrations" option in the left sidebar.

STEP 2: Create a new registration

  1. Click on "New Registration" and enter the following information:

    1. Application Name: AtlanPowerBIIntegration

    2. Supported account types: Accounts in this organizational directory ... only - Single tenant)

  2. Click on "Register" to complete the registration.

STEP 3: Add permissions

  1. Click on "API Permissions", and select "Add Permission".

  2. Search for the Power BI service, and click on "Application permissions". Select the "Tenant.Read.All" permission.

  3. The Administrator will have to approve this permission.

AAD application API permission screen after approval

STEP 4: Create a Client Secret

  1. On the application page, select "Certificates and Secrets".

  2. Click on "Secret" and add a description.

  3. Set the expiration to "Never".

  4. Click on "Create", and copy the secret value.

STEP 5: Get the Tenant ID and Client ID from the Azure portal

  1. On the application home page, click on the "Overview" tab in the left sidebar.

  2. From the "Essentials" section, copy the Tenant and Client ID.

STEP 6: Create a new group

  1. Navigate to the "Groups" section in Azure Active Directory.

  2. Click on the "New group" button.

  3. Enter the details for the new group.

  4. Set the group type to "Security".

  5. Enter additional details, such as the group name and description.

  6. Click on "No members selected", and add the Azure application to the security group.

  7. Click on "Create".

Security group when adding application

STEP 7: Enable the Power BI service admin settings

  1. Go to "Tenant Setting" in PowerBI's admin portal.

  2. Enable "Allow Service Principals to user PowerBI APIs" in the Developer Settings.

  3. Add the security group you created in Azure to the specific security group section in the Developer settings. Only administrators of the tenant can perform this action.

Authorizing the security group to use the PowerBI APIs

STEP 8: Add a service principal as a workspace viewer

  1. Scroll to the workspace for which you want to enable access.

  2. Select "Workspace access" from the "More" menu.

  3. In the Access panel text box, add the security group that includes your service principal.

Allowing access to the security group

๐Ÿ“œ Prerequisites for a PowerBI integration

Before you get started with integrating your PowerBI with Atlan, you'll need some prerequisite information to help establish a connection between Atlan and your PowerBI Account:

  • Username & Password: The username and password of your PowerBI login credentials. (This will be required if you didn't use the Service Principal method.)

  • Tenant ID: Azure Tenant ID

  • Client ID: Azure AD Application ID

  • Client Secret: Azure AD Application Secret

๐Ÿš€ The step-by-step guide to integrating PowerBI with Atlan

Once you have the prerequisite information listed in the section above, please follow the steps below to establish a connection and integrate Atlan with your PowerBI

STEP 1: Selecting the source

  1. Log into your Atlan Workspace

  2. On the Home Screen, click on the "New Integration" button in the top right corner. You will see a Dialogue box with the list of sources available on your workspace

  3. Select "Power BI" from the list of options and click on "Next"

STEP 2: Providing credentials

  1. You will see an option to either select a pre-configured credential from the drop-down or to create a credential. To set up a new connection, click on the "Create Credential".

  2. You will be required to fill in your PowerBI credentials.

  3. Choose the appropriate authentication method (between Service Principal and Username/Password).

  4. Once you have filled in the details, click on "Next".

Credentials to crawl the metadata from PowerBI

STEP 3: Setting up configuration

  1. You will now be asked to filter and select which workspaces you want to bring into Atlan.

  2. Choose whether to run the crawler once or schedule it for a daily, weekly, or monthly run. You will be asked to specify the time zone to trigger the run.

  3. Click on "Create". Your connection is now set up.

Fitler workspaces to crawl from PowerBI

Congratulations! You have now integrated Atlan with your PowerBI ๐ŸŽ‰

๐Ÿ Monitoring your PowerBI integration

Once the integration setup is completed, you will be redirected to the Monitor tab for your PowerBI asset where you can monitor the progress.