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

Follow the steps below to create an Atlan Azure Active Directory.

STEP 1: Visit the Azure portalโ€‹

  • Select the "Azure Active Directory".

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

STEP 2: Create a new registration

  • Click on "New Registration" and enter the following information:

    • Application Name: AtlanPowerBIIntegration

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

  • Click on "Register" to complete the registration.

STEP 3: Add permissions

  • 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.


AAD application API permission screen

STEP 4: Create a Client Secret

  • 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.

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

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

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

๐Ÿ“œ Prerequisites for PowerBI integration

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

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 "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. 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, 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.

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.