Power BI integration

Power BI Desktop installed on your machine.

An Azure subscription.

Access to Power BI Service (Power BI Pro).

Module creation permissions in Smart Operations Toolkit.

Launch Power BI Desktop on your machine.

Go to Home > Get Data.

Select Blank Query to open the Power Query Editor.

In the Power Query Editor, go to Home > Advanced Editor.

Enter your MQuery code in the Advanced Editor and click Done.

Transform and shape your data as required using the Power Query Editor.

Once done, click Close & Apply to load the data into Power BI.

Use the available fields to create visuals and design your report as needed.

Save your report.

Open your web browser and go to Power BI Service.

Sign in with your Power BI account credentials.

Click on Workspaces and select the workspace where you want to upload the report.

Click New > Upload a file.

Select Local File and choose the Power BI report (.pbix) file you saved earlier.

Click Open to upload the file to the Power BI Service.

Go to the Azure Portal.

Sign in with your Azure account credentials.

Navigate to Azure Active Directory > App registrations.

Click on New registration.

Enter a name for your application.

Choose the supported account types (My Organization only).

Click Register to create the application.

After registration, navigate to Certificates & secrets.

Click on New client secret and enter a description and expiration period.

Click Add and note down the client secret value. This is your service principal.

Go to API permissions in your registered application.

Click Add a permission.

Select Power BI Service and choose the necessary permissions (Dataset.ReadWrite.All and Report.ReadWrite.All).

Click Add permissions.

Ensure to Grant admin consent for the permissions.

Go to the report in Power BI Service.

Share the report with service principle(Display Name) and give admin access