Power BI

Power BI (opens new window) is a Microsoft business analytics platform that offers interactive visualizations and business intelligence tools. It enables users to create reports and dashboards.

API version

The Power BI connector uses the Power BI REST API v1.0 (opens new window).

Prerequisites

Complete the following steps before you establish a connection to Power BI:

• Register an Application in Azure portal
• Generate a client ID (application ID)
• Generate a client secret
• Assign API permissions
• Retrieve a tenant ID (for single-tenant accounts)

After you complete these prerequisites, proceed to connect to Power BI on Workato.

Register an application in Azure portal

Complete the following steps to register an application in Azure portal:

1

Go to the Microsoft Entra admin center (opens new window) and sign in with your Azure admin credentials.

2

Go to Microsoft Entra ID (formerly Azure Active Directory) in the left-hand menu.

3

Click App registrations.

4

Click New registration.

5

Enter the following details:

• Name: Enter a unique name for your application.
• Supported Account Type: Choose Single Tenant (only your organization) or Multi-Tenant (multiple organizations).
• Redirect URI: Optional. Enter https://www.workato.com/oauth/callback

6

Click Register to create the app.

Generate a client ID (application ID)

Complete the following steps to generate a client ID (application ID):

1

Go to the Overview page after the app is registered.

2

Copy the Application (client) ID. This is your Client ID. Refer to the Set up Power BI Embedded (opens new window) article for more information.

Generate a client secret

1

Go to Certificates & secrets.

2

Click New client secret in the Client secrets section.

3

Provide a Description and choose an Expiration period, such as 6 months, 1 year, or 2 years.

4

Click Add to generate the client secret.

5

Copy and save the client secret value immediately. You can't view it later.

Power BI Certificate

Assign API Permissions

Complete the following steps to assign API permissions for Power BI:

1

Go to API permissions.

2

Click Add a permission and select Power BI Service.

3

Select the required permissions, such as App.Read.All and Dataset.ReadWrite.All.

4

Click Add permissions, then "Grant admin consent" if required.

Retrieve a tenant ID (for single-tenant accounts)

Complete the following steps to retrieve your tenant ID: Complete the following steps to retrieve your tenant ID:

1

Open Microsoft Entra ID, then select Overview.

2

Copy the Directory (tenant) ID. This is your tenant ID.

Power BI Tenant ID

Connect to Power BI in Workato

The Power BI connector supports OAuth 2.0 authentication. Choose one of the following authentication methods based on your Power BI setup:

Power BI Connection

Complete the following steps to connect Power BI using OAuth 2.0 Authorization Code:

1

Enter a unique Connection name to identify the connected instance.

2

Select OAuth2 Authorization code as the Auth type.

3

Enter the Client ID used for authentication with Power BI.

4

Provide the Client secret required for authentication with Power BI.

5

Specify the API version to use.

6

Select the registered Account type in Power BI.

7

Optional. Enter the Tenant ID for authentication if you plan to use a single tenant account.

Complete the following steps to connect Power BI using OAuth 2.0 client credentials:

1

Enter a unique Connection name to identify the connected instance.

2

Select OAuth2 Client credentials as the Auth type.

3

Enter the Client ID used for authentication.

4

Enter the Client secret used for authentication.

5

Specify the API version to use.

6

Enter the Tenant ID. This can be in GUID format or a friendly name format.