Microsoft Power BI is a business intelligence tool that connects data and create reports and dashboards. You can run connection-aware scans on Microsoft Power BI sources.
Objects extracted
Metadata Command Center extracts the following metadata from a Microsoft Power Bl source system:
•Report
You can't extract column-level information for reports.
Note: You can also extract metadata from reports generated by Power Query custom functions and DAX functions.
•Workspace
•Dashboard
•Datamart
•Data Set (Semantic Model)
•Tile
•Field
•PaginatedReportDataset
•Dataflow
•Dataflow Table
•Dataset Table
Note: For catalog sources created prior to the November 2024 release, you must run the catalog sources again. When you run the catalog sources again, Metadata Command Center creates a pre-processing job. The pre-processing job updates the extracted metadata to include dataset tables.
Data Analysis Expressions (DAX)
You can use Data Analysis Expressions (DAX) to generate reports. You can use the following DAX functions:
•ADDCOLUMNS
•ALL
•ALLCROSSFILTERED
•ALLEXCEPT
•ALLNOBLANKROW
•ALLSELECTED
•AVERAGE
•AVERAGEX
•CALCULATE
•CALCULATETABLE
•CALENDAR
•CALENDARAUTO
•COMBINEVALUES
•CONCATENATE
•CONCATENATEX
•CONTAINS
•CONTAINSROW
•CONVERT
•COUNT
•COUNTA
•COUNTAX
•COUNTROWS
•COUNTX
•DATATABLE
•DATE
•DATEADD
•DISTINCT
•EXCEPT
•FILTER
•GROUPBY
•HASONEFILTER
•HASONEVALUE
•IF
•ISCROSSFILTERED
•ISEMPTY
•SFILTERED
•KEEPFILTERS
•MAX
•MAXX
•MEDIAN
•MEDIANX
•MIN
•MINX
•PERCENTILEX_EXC("PERCENTILEX.EXC")
•PERCENTILEX_INC("PERCENTILEX.INC")
•PERCENTILE_EXC("PERCENTILE.EXC")
•PERCENTILE_INC("PERCENTILE.INC")
•PRODUCT
•PRODUCTX,
•RANKX
•RELATEDTABLE
•REMOVEFILTERS
•ROW
•SELECTCOLUMNS
•STDEVX_P("STDEVX.P")
•STDEV_P("STDEV.P")
•SUM
•SUMMARIZE
•SUMMARIZECOLUMNS
•SUMX
•SWITCH
•TABLE_CONSTRUCTOR
•TABLE_REFERENCE
•TOPN
•TREATAS
•UNION
•USERELATIONSHIP
•VALUES
•GENERATE
•GENERATEALL
•NATURALLEFTOUTERJOIN
•NATURALINNERJOIN
Prerequisites for configuring the Microsoft Power BI catalog source
Perform the following tasks before connecting to the Microsoft Power BI source system:
•The Secure Agent uses port 443 to connect to the internet. Enable port 443 and configure your firewall to allow traffic to pass over port 443.
•If you use service principal authentication to authenticate your organization to the Microsoft Power BI service, enable read-only access to the Power BI admin API. For information about configuring service principal for read-only admin APIs, see Knowledge Base article 000173374.
•In the Admin API settings section of the Power BI admin portal, enable the option Enhance admin APIs responses with DAX and mashup expressions.
•Whether you authenticate using the administrator privileges or a service principal, enable Preview features for your organization to extract metadata from a Microsoft Power BI source system. Additionally, enable the enhanced metadata scanning feature to extract lineage from refreshed and republished datasets in your Microsoft Power BI environment. For information about enabling Preview in Microsoft Power BI, see Knowledge Base article 000166749.
• If you plan to connect Microsoft Power BI to Microsoft Azure through a REST API with the administrator user role, perform the following tasks:
1Assign one of the following Power BI administrator privileges to the administrator user role:
▪ Microsoft 365 Global Administrator
▪ Power BI Service Administrator
2Obtain administrator access at the workspace level.
For more information about these tasks, see the Microsoft Power BI documentation.
Create a connection to Microsoft Power BI
When you configure a connection to the Microsoft Power BI source system in Administrator, you can view the connection properties for that connection on the Registration page in Metadata Command Center.
The following table describes the connection properties in the Connection Details area in Administrator:
Property
Description
Connection Name
Name of the connection.
Each connection name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -,
Maximum length is 255 characters.
Description
Description of the connection. Maximum length is 4000 characters.
Type
Type of the connection. Select Microsoft Power BI.
The following table describes the connection properties in the Microsoft Power BI Properties area in Administrator:
Property
Description
Runtime Environment
The execution platform that runs tasks. The runtime environment is either a Secure Agent or a serverless runtime environment.
The following table describes the connection properties in the Connection Section area in Administrator:
Property
Description
PowerBI Cloud Connection Mode
The Connection Mode. Choose to connect using the Administrator user option or the Service Principal option.
PowerBI Cloud URL
The URL to access the Microsoft Power BI cloud host.
Administrator User option
Specify the following properties:
Property
Description
PowerBI Cloud Client ID
The ID to connect to the Microsoft Power BI cloud host.
PowerBI Cloud Username
User name of the administrator to connect to the Microsoft Power BI cloud host.
PowerBI Cloud Password
The password of the administrator account to connect to the Microsoft Power BI cloud host.
Proxy host
Host name of the outgoing proxy server.
Proxy port
Port number of the outgoing proxy server.
Proxy username
Name of the authenticated user of the proxy server. This is required if the proxy server requires authentication.
Proxy password
Password for the authenticated user. This is required if the proxy server requires authentication.
Service Principal option
Use the service principal authentication method for national clouds in the United States. If you use other national clouds, refer to the tutorial on how to embed Power BI content into your application for national or regional clouds in the Microsoft Power BI documentation.
Specify the following properties:
Property
Description
PowerBI Cloud Auth URL
URL for user authentication.
PowerBI Cloud Scope
Parameter that the endpoint uses to authenticate the user.
PowerBI Cloud Client ID
The ID to connect to the Microsoft Power BI cloud host.
PowerBI Cloud Tenant ID
Name of the Azure Active Directory tenant.
PowerBI Cloud Client Secret
The client secret key to complete OAuth Authentication in the Azure Active Directory.
Proxy host
Host name of the outgoing proxy server.
Proxy port
Port number of the outgoing proxy server.
Proxy username
Name of the authenticated user of the proxy server. Required if the proxy server requires authentication.
Proxy password
Password for the authenticated user. Required if the proxy server requires authentication.
Configuration parameters for metadata extraction
In the Configuration Parameters area, enter configuration parameters.
Note: Click Show Advanced to view all configuration parameters.
The following table describes the properties that you can enter:
Parameter
Description
Include personal workspaces
Advanced parameter. Indicate whether you want to extract metadata from personal workspaces in Microsoft Power BI.
The default option is No.
Workspaces modified since
Advanced parameter. Include workspaces modified in the last specified number of days. Specify the number of days between 1 and 30.
Expert parameters
This property appears when you click Show Advanced. Use expert parameters when it is recommended by Informatica Global Customer Support.
Referenced source systems
If the source system references another source system, create a connection assignment in Metadata Command Center to view data lineage with endpoints. To create a connection assignment, create a connection based on the referenced source system, and then assign the connection to the catalog source.
Note: You can view the lineage with reference objects without creating a connection assignment. After connection assignment, you can view the actual objects.
You can assign the following source systems as endpoint catalog sources:
Source system
Object class type
Microsoft SQL Server
Database
Microsoft Azure Synapse
Database
Databricks
Database
Teradata Database
Database
Snowflake
Database
Oracle
Database
Amazon Redshift
Database
SAP HANA Database
Database
Microsoft Fabric Data Warehouse
Database
Microsoft Fabric Data Lakehouse
Database
Microsoft Azure Data Lake Storage Gen2
Container
Amazon S3
Bucket
Note: Effective in the April 2024 release, when you assign reference connections to endpoint objects for a Microsoft Power BI catalog source, Metadata Command Center creates new connection names for databases. If you performed connection assignments at the schema level before the April 2024 release, you might see duplicate assets when you run the catalog source job again. Select Delete in the Metadata Change Option and run the catalog source job again to ensure that the post processing job assigns new connections at the database level.
Rules and guidelines
Consider the following rules and guidelines when you use the Microsoft Power BI catalog source:
•You can't extract column-level information for reports.
•For more information on metadata scanning, considerations, and limitations, refer to the latest Microsoft documentation.