Atlan supports integration with PowerBI, which allows you to integrate your PowerBI assets with your Atlan workspace.
You can set up a PowerBI integration with your Atlan workspace in 4 easy steps:
Select the source, aka PowerBI 😉
Provide your credentials ✍️
Set up your configuration 🗄️
Schedule automatic updates 🕑
Follow the steps below to create an Atlan Azure Active Directory.
Select the "Azure Active Directory".
Click the "App Registrations" option in the left sidebar.
Click on "New Registration" and enter the following information:
Supported account types:
Accounts in this organizational directory ... only - Single tenant)
Click on "Register" to complete the registration.
Click on "API Permissions" and select "Add Permission".
Search for the Power BI service, and click on "Delegated permissions". Select the permissions mentioned below.
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 like after the above changes.
On the application page, select "Certificates and Secrets".
Click on "Secret" and add a description.
Set expiry to "Never".
Click on "Create" and copy the secret value.
On the application home page, click on the "Overview" tab in the left sidebar.
From the "Essentials" section, copy the Tenant and Client ID.
Before you get started with integrating your PowerBI with Atlan, you'll need some prerequisite information that will help establish a connection between Atlan and your PowerBI Account:
Username & Password - The username and password of your PowerBI login credentials
Tenant ID - Azure Tenant ID
Client ID - Azure AD Application ID
Client Secret - Azure AD Application Secret
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
Log into your Atlan Workspace
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
Select "Power BI" from the list of options and click on "Next"
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".
You will be required to fill in your PowerBI credentials.
Once you have filled in the details, click on "Next".
You will now be asked to fill in the details of your PowerBI.
Chose 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.
Click on "Create". Your connection is now set up.
Congratulations! You have now integrated Atlan with your PowerBI 🎉
Once the integration setup is completed, you will be redirected to the Monitor tab for your PowerBI asset where you can monitor the progress.