How to connect Power BI

Bring any data to Power BI

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Step #1

Choose a data source

To integrate data with Power BI, you'll need to create a new data source or choose from one of the existing.

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You can click on Add to flow and you will be redirected to the Data flows window as seen in the Step #2 below.

You can also create a flow by navigating to Data Flows, clicking on New flow and selecting the source that you want.

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Step #2

Choose Power BI as the destination

Now you need to select the destination by clicking on Add Destination and choosing Power BI from the list of data destinations.

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Step #3

Configure connection in Power BI

Once the destination is chosen, the system will generate URL and HTTP parameters to connect with Power BI.

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In the Configure dashboard window navigate to Power BI folder and follow the How to connect? instructions. 

 

Sharing your report and data set with coworkers via Power BI online service

If you want to share your report and all the underlying data sets with your coworkers using the Power BI online service, you can simply do that by sharing your report.

Next, you will need to schedule an automatic refresh so that your coworkers have the correct and newest data. This can be done either in the My workspace window,

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or by clicking on Schedule refresh on the left side of the Power BI website.

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At first, you will get an error message stating that the credentials are invalid. You need to go to the Datasets' settings page and in Data source credentials click on Edit credentials.

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You can keep all the fields as they are, but you need to select Skip test connection. We want Power BI to skip this test as this is causing the problem.

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Once this is done, we can click on Sign in and set up the scheduled refresh in the Scheduled refresh part as wanted. The next refresh will work without any problem.

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