Power BI (Cloud)

This document outlines the integration with the Power BI Cloud connector, enabling efficient data management through features such as crawling, report preview, and lineage building (both automatic and manual). It also ensures secure authentication via Credential Manager.

Overview

Connector Details

Connector Category	Report System
OvalEdge Release Connector Version	Release6.3.X
Connectivity [How OvalEdge connects to Power BI Cloud ]	REST APIs
OvalEdge Releases Supported (Available from)	Release3.0
Power BI Cloud Versions	1.1.6513.3500 - 1.22.9153.7886

The Power BI Cloud connector has been validated with the mentioned "Verified Power BI Cloud Versions" and is expected to be compatible with other supported Power BI Cloud versions. If there are any issues with validation or metadata crawling, please submit a support ticket for investigation and feedback.

Connector Features

Feature	Availability
Crawling	✅
Delta Crawling	✅
Profiling	❌
Query Sheet	❌
Report Preview	✅
Auto Lineage	✅
Manual Lineage	✅
Secure Authentication via Credential Manager	✅
Data Quality	❌
DAM (Data Access Management)	❌
Bridge	✅

Metadata Mapping

The following objects are crawled from Power BI Cloud and mapped to the corresponding UI assets.

Source Object	Source Attribute	OvalEdge Attribute	OvaEdge Category	OvalEdge Type
Workspaces	Workspace	Report Group	Reports	Workspaces
Workspaces	Workspace description	source description	description	Workspaces
Reports	Reports Name	Report Name	Reports	Reports
Reports	Report description	source description	description	Reports
Reports	Report Type	type	Reports	Reports
Report Columns	-	-	-	Report Columns
Dataset	Dataset Name	Dataset Name	Reports	Dataset
Dataset	Dataset Description	source description	description	Dataset
Dataset	Dataset Type	type	Reports	Dataset
Pages	Page Name	Report Name	Reports	Pages
Pages	Page description	source description	Reports	Pages
Pages	Page type	type	Reports	Pages
Visuals	Visual Name	Report Name	Reports	Visuals
Visuals	Visual type	type	Reports	Visuals

Set up a Connection

Prerequisites

The following are the prerequisites to establish a connection:

Service Account User Permissions

It is recommended to use a separate service account to establish the connection to the data source, configured with the following minimum set of permissions.

👨‍💻Who can provide these permissions? These permissions are typically granted by the Power BI Cloud administrator, as users may not have the required access to assign them independently.

Objects	Access Permission
Connector Validation	Service Principal with Admin API Access or Service User with Admin rights
Crawling	Service Principal with Admin API Access or Service User with Admin rights
Lineage	Service Principal with Admin API Access or Service User with Admin rights
Delta Crawl	Service Principal with Admin API Access or Service User with Admin rights
Semantic Model / Dataset	Service Principal with Admin API Access or Service User with Admin rights
Report	Service Principal with Admin API Access or Service User with Admin rights
Pages	Service Principal with Admin API Access or Service User with Admin rights
Visuals	Service Principal with Admin API Access or Service User with Admin rights

Connection Configuration Steps

Users are required to have the Connector Creator role in order to configure a new connection.

1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for Power BI, and complete the required parameters.

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name	Description
Connector Type	By default, "PowerBI Cloud" is displayed as the selected connector type.
Server Type*	From the dropdown list options (powerbionpremise/powerbicloud), select powerbicloud.
Authentication*	Power BI Cloud supports two types of authentication. Username and Password Service Principal

Username and Password

Field Name	Description
Credential Manager*	Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on your selection. Supported Credential Managers: OE Credential Manager AWS Secrets Manager HashiCorp Azure Key Vault
License Add Ons	Auto Lineage Supported Data Quality Not Supported Data Access Not Supported Select the checkbox for Auto Lineage Add-On to build data lineage automatically.
PBIX/PBIT Source*	Enter the PBIX/PBIT Source. It has two options. Local Drive One Drive
Connector Name*	Enter a unique name for the Power BI Cloud connection (Example: "PowerBICloud").
Connector Environment	Select the environment (Example: PROD, STG) configured for the connector.
Connector Description	Enter a brief description of the connector.
One Drive Connection*	Provide the OneDrive connector ID. Note: This field gets populated if the PBIX/PBIT Source is selected as OneDrive.
OneDrive Folder Name	Provide the OneDrive folder Name. Note: This field gets populated if the PBIX/PBIT Source is selected as OneDrive.
Client Id*	A unique identifier generated during app registration in Azure AD is used to authenticate the app in Power BI.
Client Secret*	A confidential key is generated during app registration and used to authenticate the app securely.
Tenant	An organization that owns and manages the Microsoft cloud instance (e.g., organization.onmicrosoft.com)
Tenant Id*	A unique identifier for the Azure AD instance is used to authenticate the app within the tenant.
Username*	Enter the service account username set up to access the Power BI Cloud (Example: "oesauser").
Password*	Enter the password associated with the service account user (Example: "password").
Files Path*	Provide the server file path to temporarily store exported PBIX files.
Premium reports(Y/N)	Select the Premium Report option. When the option is Yes, the user can crawl the report's dataset, and when the premium option is selected as NO, the user can only view the report.
Okta Enabled(Y/N)	If Okta is enabled for the given service user, enter ‘Y’; otherwise, enter ‘N’.
Read From NFS(Y/N)	To retrieve reports directly from the folder without connecting to the Power BI service, enter 'Y'; otherwise, enter 'N’.
Crawl Hidden Pages(Y/N)	To crawl the hidden pages, enter ‘Y’; otherwise, enter 'N’.
Plugin Open In PowerBI Apps(Y/N)	To open the reports using Apps in Power BI, enter ‘Y’. Else enter ‘N’. Note: Reports will open via apps if available; otherwise, they'll open through workspaces.
Proxy Enabled*	Select Yes to route API calls through a proxy server. Select No to bypass the proxy and connect directly.

Service Principal

Default Governance Roles

Default Governance Roles*	Select the appropriate users or teams for each governance role from the drop-down list. All users configured in the security settings are available for selection.

Admin Roles

Admin Roles*	Select one or more users from the drop-down list for Integration Admin and Security & Governance Admin. All users configured in the security settings are available for selection.

No of Archive Objects

No Of Archive Objects*	This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive. Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.

Bridge

Select Bridge*	If applicable, select the bridge from the drop-down list. The drop-down list displays all active bridges that have been configured. These bridges facilitate communication between data sources and the system without requiring changes to firewall rules.

1. After entering all connection details, the following actions can be performed:

   1. Click Validate to verify the connection.

   2. Click Save to store the connection for future use.

   3. Click Save & Configure to apply additional settings before saving.

2. The saved connection will appear on the Connectors home page.

Manage Connector Operations

Crawl

To perform crawl operations, users must be assigned the Integration Admin role.

The Crawl/Profile button allows users to select one or more schemas for crawling.

1. Navigate to the Connectors page and click Crawl/Profile.

2. Select the schemas to be crawled.

3. The Crawl option is selected by default.

4. Click Run to collect metadata from the connected source and load it into the Data Catalog.

5. After a successful crawl, the information appears in the Data Catalog > Report / Report Column tab.

The Schedule checkbox allows automated crawling and profiling at defined intervals, from a minute to a year.

1. Click the Schedule checkbox to enable the Select Period drop-down.

2. Select a time period for the operation from the drop-down menu.

3. Click Schedule to initiate metadata collection from the connected source.

4. The system will automatically execute the crawl operation at the scheduled time.

Other Operations

The Connectors page provides a centralized view of all configured connectors, along with their health status.

Managing connectors includes:

• Connector Health: Displays the current status of each connector using a green icon for active connections and a red icon for inactive connections, helping to monitor the connectivity with data sources.

• Viewing: Click the Eye icon next to the connector name to view connector details, including databases, tables, columns, and codes.

Nine Dots Menu Options:

To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.

• Edit Connector: Update and revalidate the data source.

• Validate Connector: Check the connection's integrity.

• Settings: Modify connector settings.

  • Crawler: Configure data extraction.

  • Access Instructions: Add notes on how data can be accessed.

  • Business Glossary Settings: Manage term associations at the connector level.

  • Lineage: Configure Server Dialects for source code parsing and Connector Priority for table lineage connection.

  • Others: Configure notification recipients for metadata changes.

• Build Lineage: Automatically build data lineage using source code parsing.

• Delete Connector: Remove a connector with confirmation.

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