Power BI integration

This guide provides step-by-step instructions on creating a Power BI report using Power BI Desktop, uploading it to the cloud and registering it as an application in Smart Operations Toolkit.

Prerequisites

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.

Creating Power BI Report in Power BI Desktop using MQuery

Use MQuery as Data Source

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.

Design Your Report

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

Uploading the Report to Power BI Service

Open your web browser and go to Power BI Service.
Sign in with your Power BI account credentials.

Upload the Report

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.

Register an Application in Azure Active Directory

Sign in to Azure Portal

Go to the Azure Portal.
Sign in with your Azure account credentials.

Register a new Azure application

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.

Get a Service Principal

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.

Grant API Permissions

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.

Share the report with the Service Principal

Go to the report in Power BI Service.
Share the report with service principle(Display Name) and give admin access

Register with SOT

To register with Smart Operations Toolkit, the application has to be registered with Multi Tenant Access Control and Web Portal.

Multi Tenant Access Control registration

To register your application with Multi Tenant Access Control, please check out the Multi Tenant Access Control guide.

Web Portal registration

To register your application with Web Portal, please check out the Web Portal guide.