Microsoft Power BI

Version:

2023.1

Last modified: July 31, 2023

Connection Type	Alteryx Tool (available from the Alteryx Community)
Driver Details	A Microsoft Power BI account must be created.
Type of Support	Write

Release Notes

Version	Description
v3.3.1	Added support for certificates which contain special characters.
v3.3.0	Compatible with Alteryx Designer and Server 2021.4.2 Patch 4, 2022.1 Patch 2 and later. Compatible with AMP engine only. Added support for DCM. DCM is required for running this connector on Alteryx Server. FIPS capable. SSL/TLS validation is now performed against Windows Certificate Store.
v3.2.0	Authentication occurs using user's browser instead of embedded CEF in Designer to comply with modern security policies like Conditional Access. The login session is valid for 6 months (instead of 24 hours in the previous versions) which is more suitable for scheduling. Compatible with Alteryx Designer version 2021.3.4 and later.
v3.1.0	Added option to use Service Principal. Added option to disable SSL validation (not recommended, debugging purposes only). Fixed blank screen issue when authenticating in Designer 2021.3.2.54175. Please note that you also need to update to Designer 21.3.3.63061 or later.
v3.0.0	Built-in multitenant Azure App with an option to use custom Azure App Supports multiple table inputs Keeps existing dataset and its structure with updating/overwriting data User can select which workspace to work with Proxy support Compatible with Alteryx Designer version 2021.2.2 and later
v2.1.3	Removed pre-packaged virtual environment configuration in support of .yxi installer enhancements made for Designer 2020.2.
v2.1.2	Add/correct the metadata search tags to both the config.xml in the yxi package and the tool’s configuration xml files. Fix issue with request-oauthlib version conflicts with oathlib version 2.0.6 at runtime.
v2.1.1	Tool metainfo update.
v2.1.0	Added support for selecting a data set and table from a populated dropdown.
v2.0.0	The new YXI Power BI Output Connector with the following improvements from existing macro. Adds support for selecting Power BI workspaces other than “My Workspace”. Updates UX to match other YXI Connectors. Name changed to Power BI Output.
v1.0.0 (deprecated)	Initial release.

Alteryx Tools Used to Connect

Link

Microsoft Power BI Output Tool

See Microsoft's Push datasets limitations for limitations and additional details.

Due to Power BI API limitation, Designer can't write DateTime values. Convert the DateTime values to strings before uploading the dataset to Power BI.

Desktop Automation (Scheduler) is not supported by this connector.

Data Connection Manager

Power BI Output version 3.3.0 and later supports Data Connection Manager for an easier and a safer storage of your credentials. Create a connection to Power BI and easily reuse the stored credentials in workflows that include Power BI Output. Alteryx Server requires stored credentials to successfully run the published workflows.

Enable AMP Engine

Make sure you have the AMP engine enabled for the workflows which contain the Power BI Output tool version 3.3.0 and later.

Custom API Application Setup

For more information on how to build and manage an application using the Microsoft Azure cloud services, refer to the Azure documentation.

Go to  Microsoft Azure
Sign in with your Microsoft Azure Active Directory account.
On the Home screen use Search, or go to the upper left corner menu to open the Azure Active Directory service.
Open App registrations in the left menu.
Select + New registration.
Specify the Name of the app.
Choose desired account type – both Single-tenant and Multi-tenant are allowed.
In the Redirect URI section
1. For Power BI Output version 3.1.0 and earlier: Select Single-page application (SPA) from the dropdown menu and set the two URLs:
  1. https://cef.alteryx.com/designer/oauthcallback
  2. https://login.live.com/oauth20_desktop.srf
2. For Power BI Output version 3.2.0 and later: Select Web-page application (WPA) from the dropdown menu and set the URL:
  - http://localhost/
Select Register.
The Application (client) ID is your Client ID.
The Directory (tenant) ID is your Tenant ID.
Now proceed to Certificates & secrets and add New client secret.
Copy the Value as it won't be accessible again once you leave the page–this is your Secret ID.
Go to API permissions and add these Delegated permissions:
1. Microsoft Graph
  1. Offline_access
  2. Openid
  3. User.Read
  4. email
  5. profile
2. Power BI Service
  1. Dataset.ReadWrite.All
  2. Workspace.Read.All
To use service principal (app-only authentication) proceed to Certificates & secrets and add New client secret. Copy the Value as it won't be accessible again once you leave the page – this is your Client Secret.
To use the custom API application...
1. Create an Azure security group and add the Power BI app registration (service principal) to it.
2. In the Power BI Admin Portal, go to Tenant Settings > Developer Settings. Turn on the option to Allow service principals to use Power BI APIs and add the security group under Apply to.
3. Add the Power BI app registration to your workspace access as a member. For more details, see the Power BI documentation.

Now you can use this app in your Alteryx SharePoint Files connector. To authenticate login, you will need your User Name, Password, Client ID, and Client Secret ID and Tenant ID provided with application registration.

For more information, visit Microsoft portal.