PowerBI

StagePROD
Dashboards
Charts
Owners
Tags
Datamodels
Lineage

In this section, we provide guides and references to use the PowerBI connector.

Configure and schedule PowerBI metadata and profiler workflows from the OpenMetadata UI:

If you don't want to use the OpenMetadata Ingestion container to configure the workflows via the UI, then you can check the following docs to connect using Airflow SDK or with the CLI.

OpenMetadata 0.12 or later

To deploy OpenMetadata, check the Deployment guides.

Please follow the steps mentioned here to setup the permissions required for the PowerBI connector.

To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment.

The first step is ingesting the metadata from your sources. Under Settings, you will find a Services link an external source system to OpenMetadata. Once a service is created, it can be used to configure metadata, usage, and profiler workflows.

To visit the Services page, select Services from the Settings menu.

Visit Services Page

Find Dashboard option on left panel of the settings page

Click on the 'Add New Service' button to start the Service creation.

Create a new service

Add a new Service from the Dashboard Services page

Select PowerBI as the service type and click Next.

Select Service

Select your service from the list

Provide a name and description for your service as illustrated below.

OpenMetadata uniquely identifies services by their Service Name. Provide a name that distinguishes your deployment from other services, including the other {connector} services that you might be ingesting metadata from.

Add New Service

Provide a Name and description for your Service

In this step, we will configure the connection settings required for this connector. Please follow the instructions below to ensure that you've configured the connector to read from your powerbi service as desired.

Configure service connection

Configure the service connection by filling the form

clientId: PowerBI Client ID.

To get the client ID (also know as application ID), follow these steps:

  • Log into Microsoft Azure.
  • Search for App registrations and select the App registrations link.
  • Select the Azure AD app you're using for embedding your Power BI content.
  • From the Overview section, copy the Application (client) ID.

clientSecret: PowerBI Client Secret.

To get the client secret, follow these steps:

  • Log into Microsoft Azure.
  • Search for App registrations and select the App registrations link.
  • Select the Azure AD app you're using for embedding your Power BI content.
  • Under Manage, select Certificates & secrets.
  • Under Client secrets, select New client secret.
  • In the Add a client secret pop-up window, provide a description for your application secret, select when the application secret expires, and select Add.
  • From the Client secrets section, copy the string in the Value column of the newly created application secret.

tenantId: PowerBI Tenant ID.

To get the tenant ID, follow these steps:

  • Log into Microsoft Azure.
  • Search for App registrations and select the App registrations link.
  • Select the Azure AD app you're using for Power BI.
  • From the Overview section, copy the Directory (tenant) ID.

scope: Service scope.

To let OM use the Power BI APIs using your Azure AD app, you'll need to add the following scopes:

  • https://analysis.windows.net/powerbi/api/.default

Instructions for adding these scopes to your app can be found by following this link: https://analysis.windows.net/powerbi/api/.default.

authorityUri: Authority URI for the service.

To identify a token authority, you can provide a URL that points to the authority in question.

If you don't specify a URL for the token authority, we'll use the default value of https://login.microsoftonline.com/.

hostPort: URL to the PowerBI instance.

To connect with your Power BI instance, you'll need to provide the host URL. If you're using an on-premise installation of Power BI, this will be the domain name associated with your instance.

If you don't specify a host URL, we'll use the default value of https://app.powerbi.com to connect with your Power BI instance.

Pagination Entity Per Page:

The pagination limit for Power BI APIs can be set using this parameter. The limit determines the number of records to be displayed per page.

By default, the pagination limit is set to 100 records, which is also the maximum value allowed.

Use Admin APIs:

Option for using the PowerBI admin APIs:

  • Enabled (Use PowerBI Admin APIs) Using the admin APIs will fetch the dashboard and chart metadata from all the workspaces available in the PowerBI instance.

When using the PowerBI Admin APIs there are no limitations on the Datasets that are retrieved for creating lineage information.

  • Disabled (Use Non-Admin PowerBI APIs) Using the non-admin APIs will only fetch the dashboard and chart metadata from the workspaces that have the security group of the service principal assigned to them.

When using the PowerBI Non-Admin APIs, the lineage information can only be generated if the dataset is a Push Dataset. For more information please visit the PowerBI official documentation here.

Once the credentials have been added, click on Test Connection and Save the changes.

Test Connection

Test the connection and save the Service

In this step we will configure the metadata ingestion pipeline, Please follow the instructions below

Configure Metadata Ingestion

Configure Metadata Ingestion Page

  • Name: This field refers to the name of ingestion pipeline, you can customize the name or use the generated name.
  • Dashboard Filter Pattern (Optional): Use it to control whether to include dashboard as part of metadata ingestion.
    • Include: Explicitly include dashboards by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all dashboards with names matching one or more of the supplied regular expressions. All other dashboards will be excluded.
    • Exclude: Explicitly exclude dashboards by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all dashboards with names matching one or more of the supplied regular expressions. All other dashboards will be included.
  • Chart Pattern (Optional): Use it to control whether to include charts as part of metadata ingestion.
    • Include: Explicitly include charts by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all charts with names matching one or more of the supplied regular expressions. All other charts will be excluded.
    • Exclude: Explicitly exclude charts by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all charts with names matching one or more of the supplied regular expressions. All other charts will be included.
  • Data Model Pattern (Optional): Use it to control whether to include data modes as part of metadata ingestion.
    • Include: Explicitly include data models by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all data models with names matching one or more of the supplied regular expressions. All other data models will be excluded.
    • Exclude: Explicitly exclude data models by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all data models with names matching one or more of the supplied regular expressions. All other data models will be included.
  • Database Service Name (Optional): Enter the name of Database Service which is already ingested in OpenMetadata to create lineage between dashboards and database tables.
  • Enable Debug Log (toggle): Set the 'Enable Debug Log' toggle to set the default log level to debug, these logs can be viewed later in Airflow.
  • Include Owners (toggle): Set the 'Include Owners' toggle to control whether to include owners to the ingested entity if the owner email matches with a user stored in the OM server as part of metadata ingestion. If the ingested entity already exists and has an owner, the owner will not be overwritten.
  • Include Tags (toggle): Set the 'Include Tags' toggle to control whether to include tags in metadata ingestion.
  • Include Data Models (toggle): Set the 'Include Data Models' toggle to control whether to include tags as part of metadata ingestion.
  • Mark Deleted Dashboards (toggle): Set the 'Mark Deleted Dashboards' toggle to flag dashboards as soft-deleted if they are not present anymore in the source system.

Scheduling can be set up at an hourly, daily, weekly, or manual cadence. The timezone is in UTC. Select a Start Date to schedule for ingestion. It is optional to add an End Date.

Review your configuration settings. If they match what you intended, click Deploy to create the service and schedule metadata ingestion.

If something doesn't look right, click the Back button to return to the appropriate step and change the settings as needed.

After configuring the workflow, you can click on Deploy to create the pipeline.

Schedule the Workflow

Schedule the Ingestion Pipeline and Deploy

Once the workflow has been successfully deployed, you can view the Ingestion Pipeline running from the Service Page.

View Ingestion Pipeline

View the Ingestion Pipeline from the Service Page

If there were any errors during the workflow deployment process, the Ingestion Pipeline Entity will still be created, but no workflow will be present in the Ingestion container.

  • You can then edit the Ingestion Pipeline and Deploy it again.

  • From the Connection tab, you can also Edit the Service if needed.

Workflow Deployment Error

Edit and Deploy the Ingestion Pipeline