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Configuration

docs/quick-ingestion-guides/powerbi/configuration.md

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Configuring Your Power BI Connector to DataHub

Now that you have created a DataHub-specific Microsoft Entra application with the relevant access to Power BI in the prior step, it's now time to set up a connection via the DataHub UI.

Configure Secrets

  1. Within DataHub, navigate to the Ingestion tab in the top, right corner of your screen
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:::note If you do not see the Ingestion tab, please contact your DataHub admin to grant you the correct permissions :::

  1. Navigate to the Secrets tab and click Create new secret.
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  1. Create a secret to store the Entra app's Client Secret value

This will securely store your client secret value.

  • Enter a name like POWER_BI_CLIENT_SECRET - we will use this later to refer to the client secret
  • Enter the client secret
  • Optionally add a description
  • Click Create
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Configure Recipe

  1. Navigate to the Sources tab and click Create new source
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  1. Choose Power BI
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  1. Enter details into the Power BI Recipe

    You need to set minimum 3 field in the recipe:

    a. tenant_id: Use the Directory (tenant) ID from your Microsoft Entra application.

    b. client_id: Use the Application (client) ID from your Microsoft Entra application.

    c. client_secret: Use the secret POWER_BI_CLIENT_SECRET with the format "${POWER_BI_CLIENT_SECRET}".

    d. environment: (Optional) Specify the Power BI environment to connect to. Use 'commercial' for commercial Power BI (default) or 'government' for Power BI Government Community Cloud (GCC).

Optionally, use the workspace_id_pattern field to filter for specific workspaces.

config:
     ...
     workspace_id_pattern:
        allow:
          - "258829b1-82b1-4bdb-b9fb-6722c718bbd3"

Your recipe should look something like this:

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After completing the recipe, click Next.

Schedule Execution

Now it's time to schedule a recurring ingestion pipeline to regularly extract metadata from your Power BI instance.

  1. Decide how regularly you want this ingestion to run-- day, month, year, hour, minute, etc. Select from the dropdown
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  1. Ensure you've configured your correct timezone
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  1. Click Next when you are done

Finish Up

  1. Name your ingestion source, then click Save and Run
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You will now find your new ingestion source running

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Validate Ingestion Runs

  1. View the latest status of ingestion runs on the Ingestion page
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  1. Click the plus sign to expand the full list of historical runs and outcomes; click Details to see the outcomes of a specific run
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  1. From the Ingestion Run Details page, pick View All to see which entities were ingested
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  1. Pick an entity from the list to manually validate if it contains the detail you expected
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Congratulations! You've successfully set up Power BI as an ingestion source for DataHub!