Connecting to Power BI

Connecting to Power BI

Legacy Feature

The original vendor no longer supports this type of connection. Instead, use or switch to an MS Graph Connection for your Power BI integrations.

Microsoft Power BI is a business intelligence tool that enables users to visualize, analyze, and derive insights from data through interactive dashboards and reports. This connector lets you send data directly from our platform to Power BI for further analysis and display.

Adding

The Data Hub area of the platform is where you can add connections for connectors. Navigate the side menu to Data Hub > Connections.

On the Connections page:

  • Click the ADD CONNECTION button in the top-right-hand corner to bring up a list of connections.
  • Click on the Power BI option.

Authenticating

After registering your Power BI Application, you can access all the details necessary to configure the connection.

PropertyDescriptionAcquired In
Application IDThis identifies your Power BI application to Azure Active Directory. This value will be a GUID in the form:
3c8ae5a6-4869-41a9-af36-8517434d9cc0
Azure/Entra
Application SecretThis secures your Power BI application with Azure Active Directory. This value is NOT a GUID and will be in the form of:
obH8P~yMaQYvxv-JZDKUIv.N9XVe3Kc_l8Z5OaYF
Azure/Entra
Workspace IDAdd an ID for your custom Power BI workspace. Leave blank to use the default My Workspace.
Note: This can be obtained via the URL in the browser when viewing a workspace.
Power BI
Application Redirect URL (Redirect URI on Azure portal)

https://eforms.mobileform.net/oauth2/powerbicallback

Appenate

Once you’ve followed the setup guide, created your app, and set your API permissions, you can fill out all the fields associated with the Connection’s properties and then hit SAVE to view the Authorize button.

Clicking the Authorize button will authorize using the currently signed-in Microsoft account. If you prefer to use a different account, you can either log out of all presently signed-in accounts and then click this button again, or open an incognito, private browsing window to sign in with your preferred account.

Configuring Power BI API Permissions

By this point, your app should be configured on the Microsoft Azure portal. Now, add permissions for Power BI so you can authenticate correctly.

After selecting “Power BI Service” as the service for which you would like to configure API permissions, on the next screen, select “Delegated Permissions” as shown in the screenshot below:

For your Power BI connection to work, you must add explicit support for the following API permissions on the “Delegated Permissions” screen.

Power BI API Permission Requirements

API/Permission NameTypeDescription
Dataset.Read.AlDelegatedView all datasets.
Dataset.ReadWrite.AllDelegatedRead and write all datasets.
User.ReadDelegatedSign in and read the user profile.

Your permissions are set up correctly if they look like the permissions in the screenshot below:

If you’ve completed the above successfully, you are finally ready to authorize your connection on our platform.

Authorizing the Connection

On our secure web portal, after entering your Client ID and Secret, hit Save and then Authorize.

If you’ve done everything correctly, the Connection status should display Connected after authorizing.

    • Related Articles

    • Form Connector – Power BI

      This is a Premium connector that directly connects to Microsoft Power BI. Power BI is a business analytics solution that includes multiple tools and building blocks to visualize your data and share insights across your organization. Our platform ...
    • Connecting to OneDrive (Personal)

      MS Graph Connection Recommended We highly recommend connecting your Microsoft services using the Microsoft Graph integration. As the unified gateway to Microsoft 365, a single MS Graph connection securely authenticates SharePoint, OneDrive, and Excel ...
    • Connecting to SharePoint

      Authenticating a connection to SharePoint allows the two platforms to communicate. This authentication must be completed before Form Connectors (SharePoint List and SharePoint Document) can push data or Data Source Connectors can pull data. The ...
    • Connecting to FTP

      Authenticating a connection to an FTP server enables communication between the two platforms. This must be successfully added before Form Connectors can push or Data Sources can pull data. Adding The Data Hub area of the platform is where you can add ...
    • Connecting to OneDrive for Business

      MS Graph Connections Preferred We highly recommend connecting your Microsoft services using the Microsoft Graph integration. As the unified gateway to Microsoft 365, a single MS Graph connection securely authenticates SharePoint, OneDrive, and Excel ...