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“œ Prerequisites for PowerBI Integration

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

  • Username & Password - The username and password of your PowerBI login credentials

  • Tenant ID

  • Client ID

  • Client Secret

๐Ÿš€ The step-by-step guide to integrate 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 "Glue" 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 dropdown 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. Below is an example of the credentials required: Username Password

    Tenant ID

    Client ID

    Client Secret

  3. 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 fill in the details of your PowerBI.

  2. Chose whether to run the crawler once or schedule it for a Daily, a Weekly, or a Monthly run. You would be asked to specify the time zone to trigger the run.

  3. Click on "Create". Your connection is now created.

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.