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Publish To Power BI Tool
The Publish to Power BI tool uses the Power BI REST API to upload a data table from your Alteryx workflow to the Power BI web application. From there you can create and share dashboards containing any number of data visualizations and reports. Re-run the macro to update the data underlying the dashboards.
This macro is not automatically installed with Alteryx Designer. To use this macro, download it from the Alteryx Analytics Gallery.
The following three files are packaged with the macro. They are required for the macro to properly authenticate with the API and should remain in the same folder location as the macro itself.
The data cannot include column names that start with numbers or contain periods.
- Dataset name: Enter the dataset name as you want it to be saved to Power BI.
- Table name: Enter the table name as you want it to be saved to Power BI.
- Operation: Select one of the following operations:
- Create New: A new dataset/table will be created. If a dataset of the same name already exists, â_2â will be appended to the dataset name. If that dataset name already exists, then an additional â_2â will be appended, and so on.
- Append: Append records to the end of an existing table. If the dataset doesnât exist, one will be created.
- Replace: Overwrite table. If the dataset doesnât exist, one will be created.
- Interactive authorization: [Default] This option prompts the user for their username and password upon running the workflow. A client ID is not required (see below). Because the authentication is interactive, workflows using this option canât be scheduled or used in a Gallery application.
If you are prompted to select an account type, you must select "Work or school account".
- Use refresh token: This option caches a ârefresh tokenâ which allows the user to re-run the workflow without the needs to re-authenticate until the refresh token expires. (Check with Microsoft for expiration policies). Uncheck this box if attempting to publish to a different Power BI account so that the user will be prompted for a different username. Unchecking this box and running the workflow will delete the cached refresh token which could be useful if the token becomes corrupted.
- Hard-coded credentials: Select this option if you will be using the macro in a Gallery application or a scheduled workflow.
- User: Enter the Power BI username.
- Password: Enter the Power BI password.
- Client ID: When using a corporate deployment of Microsoft Azure, the Alteryx application needs to be registered by your Azure administrator and a Client ID obtained from them. When using an account you setup yourself, youâll need to perform the following Azure Active Directory administration tasks to obtain the Client ID. It is recommended to get help from someone familiar with Azure Active Directory management.
- Create an Azure Active Directory tenant.
- Sign up for Power BI Service.
- Register a client app.
- Obtain a client ID.
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