Introduction
Connect Microsoft Power BI to Sana to explore your workspaces, reports, dashboards, and datasets. Query data with DAX, export reports as PDF or PPTX, manage dataset refreshes, and push rows to streaming datasets without leaving Sana. In summary, the connector has the following key characteristics:
Category: Analytics
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List workspaces |
List reports |
List datasets |
Run DAX queries |
Export reports |
Refresh datasets |
Push data to datasets |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft Power BI. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add rows dataset table |
Add rows to push dataset |
Cancel refresh |
Create dataset |
Execute dax query |
Export report |
Get dataset refresh |
Get refresh history |
Get reports |
Get reports by id |
List dashboards |
List datasets |
List reports |
List workspaces |
Refresh dataset |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
offline_access | Keep the Power BI connection active and refresh tokens without repeated sign-in. |
App.Read.All | Read all Power BI apps the user can access. |
Dashboard.Read.All | Read all dashboards and their tiles. |
Workspace.Read.All | List and read all accessible workspaces and their contents. |
Dataset.ReadWrite.All | Read and modify datasets, including triggering refreshes. |
Report.Read.All | Read reports and related metadata. |
Report.ReadWrite.All | Create, copy, and update reports. |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Microsoft Power BI in the list of available integrations
Scroll to the Available integrations section and locate Microsoft Power BI.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Microsoft Power BI and approve the requested scopes
You'll be redirected to Microsoft Power BI to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Microsoft Power BI account. Click Continue to complete the setup and start using the connector.
Known limitations
Reading reports: The connector can list reports and read metadata about them, but cannot read the actual data inside a report.