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PowerBI

There are 2 sources that provide integration with PowerBI

Source ModuleDocumentation

powerbi

This plugin extracts the following:

  • Power BI dashboards, tiles and datasets
  • Names, descriptions and URLs of dashboard and tile
  • Owners of dashboards Read more...

powerbi-report-server

Use this plugin to connect to PowerBI Report Server. It extracts the following:

Metadata that can be ingested:

  • report name
  • report description
  • ownership(can add existing users in DataHub as owners)
  • transfer folders structure to DataHub as it is in Report Server
  • webUrl to report in Report Server

Due to limits of PBIRS REST API, it's impossible to ingest next data for now:

  • tiles info
  • datasource of report
  • dataset of report

Next types of report can be ingested:

  • PowerBI report(.pbix)
  • Paginated report(.rdl)
  • Mobile report
  • Linked report Read more...

Module powerbi​

Certified

Important Capabilities​

CapabilityStatusNotes
Descriptions✅Enabled by default
Extract Ownership✅Disabled by default, configured using extract_ownership
Platform Instance✅Enabled by default

This plugin extracts the following:

  • Power BI dashboards, tiles and datasets
  • Names, descriptions and URLs of dashboard and tile
  • Owners of dashboards

Configuration Notes​

  1. Refer Microsoft AD App Creation doc to create a Microsoft AD Application. Once Microsoft AD Application is created you can configure client-credential i.e. client_id and client_secret in recipe for ingestion.

  2. Enable admin access only if you want to ingest dataset, lineage and endorsement tags. Refer section Admin Ingestion vs. Basic Ingestion for more detail.

    Login to PowerBI as Admin and from Admin API settings allow below permissions

    • Allow service principals to use read-only admin APIs
    • Enhance admin APIs responses with detailed metadata
    • Enhance admin APIs responses with DAX and mashup expressions

Concept mapping​

PowerBIDatahub
DashboardDashboard
Dataset's TableDataset
TileChart
Report.webUrlChart.externalUrl
WorkspaceContainer
ReportDashboard
PageChart

If Tile is created from report then Chart.externalUrl is set to Report.webUrl.

Lineage​

This source extract table lineage for tables present in PowerBI Datasets. Lets consider a PowerBI Dataset SALES_REPORT and a PostgreSQL database is configured as data-source in SALES_REPORT dataset.

Consider SALES_REPORT PowerBI Dataset has a table SALES_ANALYSIS which is backed by SALES_ANALYSIS_VIEW of PostgreSQL Database then in this case SALES_ANALYSIS_VIEW will appear as upstream dataset for SALES_ANALYSIS table.

You can control table lineage ingestion using extract_lineage configuration parameter, by default it is set to true.

PowerBI Source extracts the lineage information by parsing PowerBI M-Query expression.

PowerBI Source supports M-Query expression for below listed PowerBI Data Sources

  1. Snowflake
  2. Oracle
  3. PostgreSQL
  4. Microsoft SQL Server
  5. Google BigQuery

Native SQL query parsing is supported for Snowflake and Amazon Redshift data-sources and only first table from FROM clause will be ingested as upstream table. Advance SQL construct like JOIN and SUB-QUERIES in FROM clause are not supported.

For example refer below native SQL query. The table OPERATIONS_ANALYTICS.TRANSFORMED_PROD.V_UNIT_TARGET will be ingested as upstream table.

let
  Source = Value.NativeQuery(
    Snowflake.Databases(
      "sdfsd788.ws-east-2.fakecomputing.com", 
      "operations_analytics_prod", 
      [Role = "OPERATIONS_ANALYTICS_MEMBER"]
    ){[Name = "OPERATIONS_ANALYTICS"]}[Data], 
    "select #(lf)UPPER(REPLACE(AGENT_NAME,\'-\',\'\')) AS Agent,#(lf)TIER,#(lf)UPPER(MANAGER),#(lf)TEAM_TYPE,#(lf)DATE_TARGET,#(lf)MONTHID,#(lf)TARGET_TEAM,#(lf)SELLER_EMAIL,#(lf)concat((UPPER(REPLACE(AGENT_NAME,\'-\',\'\'))), MONTHID) as AGENT_KEY,#(lf)UNIT_TARGET AS SME_Quota,#(lf)AMV_TARGET AS Revenue_Quota,#(lf)SERVICE_QUOTA,#(lf)BL_TARGET,#(lf)SOFTWARE_QUOTA as Software_Quota#(lf)#(lf)from OPERATIONS_ANALYTICS.TRANSFORMED_PROD.V_UNIT_TARGETS#(lf)#(lf)where YEAR_TARGET >= 2020#(lf)and TEAM_TYPE = \'foo\'#(lf)and TARGET_TEAM = \'bar\'", 
    null, 
    [EnableFolding = true]
  ), 
  #"Added Conditional Column" = Table.AddColumn(
    Source, 
    "Has PS Software Quota?", 
    each 
      if [TIER] = "Expansion (Medium)" then
        "Yes"
      else if [TIER] = "Acquisition" then
        "Yes"
      else
        "No"
  )
in
  #"Added Conditional Column"

Use full-table-name in from clause. For example dev.public.category

M-Query Pattern Supported For Lineage Extraction​

Lets consider a M-Query which combine two PostgreSQL tables. Such M-Query can be written as per below patterns.

Pattern-1

let
Source = PostgreSQL.Database("localhost", "book_store"),
book_date = Source{[Schema="public",Item="book"]}[Data],
issue_history = Source{[Schema="public",Item="issue_history"]}[Data],
combine_result  = Table.Combine({book_date, issue_history})
in
combine_result

Pattern-2

let
Source = PostgreSQL.Database("localhost", "book_store"),
combine_result  = Table.Combine({Source{[Schema="public",Item="book"]}[Data], Source{[Schema="public",Item="issue_history"]}[Data]})
in
combine_result

Pattern-2 is not supported for upstream table lineage extraction as it uses nested item-selector i.e. {Source{[Schema="public",Item="book"]}[Data], Source{[Schema="public",Item="issue_history"]}[Data]} as argument to M-QUery table function i.e. Table.Combine

Pattern-1 is supported as it first assign the table from schema to variable and then variable is used in M-Query Table function i.e. Table.Combine

Extract endorsements to tags​

By default, extracting endorsement information to tags is disabled. The feature may be useful if organization uses endorsements to identify content quality.

Please note that the default implementation overwrites tags for the ingested entities, if you need to preserve existing tags, consider using a transformer with semantics: PATCH tags instead of OVERWRITE.

Admin Ingestion vs. Basic Ingestion​

PowerBI provides two sets of API i.e. Basic API and Admin API.

The Basic API returns metadata of PowerBI resources where service principal has granted access explicitly on resources whereas Admin API returns metadata of all PowerBI resources irrespective of whether service principal has granted or doesn't granted access explicitly on resources.

The Admin Ingestion (explain below) is the recommended way to execute PowerBI ingestion as this ingestion can extract most of the metadata.

Admin Ingestion: Service Principal As Admin in Tenant Setting and Added as Member In Workspace​

To grant admin access to the service principal, visit your PowerBI tenant Settings.

If you have added service principal as member in workspace and also allowed below permissions from PowerBI tenant Settings

  • Allow service principal to use read-only PowerBI Admin APIs
  • Enhance admin APIs responses with detailed metadata
  • Enhance admin APIs responses with DAX and mashup expressions

PowerBI Source would be able to ingest below listed metadata of that particular workspace

  • Lineage
  • PowerBI Dataset
  • Endorsement as tag
  • Dashboards
  • Reports
  • Dashboard's Tiles
  • Report's Pages

If you don't want to add a service principal as a member in your workspace, then you can enable the admin_apis_only: true in recipe to use PowerBI Admin API only.

Caveats of setting admin_apis_only to true:

  • Report's pages would not get ingested as page API is not available in PowerBI Admin API
  • PowerBI Parameters would not get resolved to actual values while processing M-Query for table lineage

Basic Ingestion: Service Principal As Member In Workspace​

If you have added service principal as member in workspace then PowerBI Source would be able ingest below metadata of that particular workspace

  • Dashboards
  • Reports
  • Dashboard's Tiles
  • Report's Pages

CLI based Ingestion​

Install the Plugin​

pip install 'acryl-datahub[powerbi]'

Starter Recipe​

Check out the following recipe to get started with ingestion! See below for full configuration options.

For general pointers on writing and running a recipe, see our main recipe guide.

source:
  type: "powerbi"
  config:
    # Your Power BI tenant identifier
    tenant_id: a949d688-67c0-4bf1-a344-e939411c6c0a

    # Azure AD Application identifier
    client_id: foo
    # Azure AD App client secret
    client_secret: bar
    
    # Ingest elements of below PowerBi Workspace into Datahub
    workspace_id_pattern:
      allow:
        - 4bd10256-e999-45dd-8e56-571c77153a5f
      deny:

    # Enable / Disable ingestion of ownership information for dashboards
    extract_ownership: true
    
    # Enable/Disable extracting workspace information to DataHub containers
    extract_workspaces_to_containers: true
    
    # Enable / Disable ingestion of endorsements.
    # Please notice that this may overwrite any existing tags defined to ingested entities!
    extract_endorsements_to_tags: false
    
    # Optional -- This mapping is optional and only required to configure platform-instance for upstream tables
    # A mapping of PowerBI datasource's server i.e host[:port] to data platform instance.
    # :port is optional and only needed if your datasource server is running on non-standard port.
    # For Google BigQuery the datasource's server is google bigquery project name
    server_to_platform_instance:
        ap-south-1.snowflakecomputing.com:
          platform_instance: operational_instance
          env: DEV
        oracle-server:1920:
          platform_instance: high_performance_production_unit
          env: PROD
        big-query-sales-project:
          platform_instance: sn-2
          env: QA

    # Need admin_api, only ingest workspace that are modified since...
    modified_since: "2023-02-10T00:00:00.0000000Z"

    ownership:
        # create powerbi user as datahub corpuser, false will still extract ownership of workspace/ dashboards
        create_corp_user: false
        # use email to build user urn instead of powerbi user identifier
        use_powerbi_email: true
        # remove email suffix like @acryl.io
        remove_email_suffix: true
        # only ingest user with certain authority
        owner_criteria: ["ReadWriteReshareExplore","Owner","Admin"]
    # wrap powerbi tables (datahub dataset) under 1 powerbi dataset (datahub container)
    extract_datasets_to_containers: true
    # only ingest dataset that are endorsed, like "Certified"
    filter_dataset_endorsements: 
      allow:
        - Certified
      
    # extract powerbi dashboards and tiles
    extract_dashboards: false
    # extract powerbi dataset table schema
    extract_dataset_schema: true


sink:
  # sink configs

Config Details​

Note that a . is used to denote nested fields in the YAML recipe.

FieldDescription
client_id ✅
string
Azure app client identifier
client_secret ✅
string
Azure app client secret
tenant_id ✅
string
PowerBI tenant identifier
admin_apis_only
boolean
Retrieve metadata using PowerBI Admin API only. If this is enabled, then Report Pages will not be extracted. Admin API access is required if this setting is enabled
Default: False
convert_lineage_urns_to_lowercase
boolean
Whether to convert the urns of ingested lineage dataset to lowercase
Default: True
convert_urns_to_lowercase
boolean
Whether to convert the PowerBI assets urns to lowercase
Default: False
extract_dashboards
boolean
Whether to ingest PBI Dashboard and Tiles as Datahub Dashboard and Chart
Default: True
extract_dataset_schema
boolean
Whether to ingest PBI Dataset Table columns and measures
Default: False
extract_datasets_to_containers
boolean
PBI tables will be grouped under a Datahub Container, the container reflect a PBI Dataset
Default: False
extract_endorsements_to_tags
boolean
Whether to extract endorsements to tags, note that this may overwrite existing tags. Admin API access is required is this setting is enabled
Default: False
extract_independent_datasets
boolean
Whether to extract datasets not used in any PowerBI visualization
Default: False
extract_lineage
boolean
Whether lineage should be ingested between X and Y. Admin API access is required if this setting is enabled
Default: True
extract_ownership
boolean
Whether ownership should be ingested. Admin API access is required if this setting is enabled. Note that enabling this may overwrite owners that you've added inside DataHub's web application.
Default: False
extract_reports
boolean
Whether reports should be ingested
Default: True
extract_workspaces_to_containers
boolean
Extract workspaces to DataHub containers
Default: True
modified_since
string
Get only recently modified workspaces based on modified_since datetime '2023-02-10T00:00:00.0000000Z', excludePersonalWorkspaces and excludeInActiveWorkspaces limit to last 30 days
native_query_parsing
boolean
Whether PowerBI native query should be parsed to extract lineage
Default: True
platform_instance
string
The instance of the platform that all assets produced by this recipe belong to
scan_batch_size
integer
batch size for sending workspace_ids to PBI, 100 is the limit
Default: 1
scan_timeout
integer
timeout for PowerBI metadata scanning
Default: 60
workspace_id_as_urn_part
boolean
Highly recommend changing this to True, as you can have the same workspace nameTo maintain backward compatability, this is set to False which uses workspace name
Default: False
env
string
The environment that all assets produced by this connector belong to
Default: PROD
filter_dataset_endorsements
AllowDenyPattern
Filter and ingest datasets which are 'Certified' or 'Promoted' endorsement. If both are added, dataset which are 'Certified' or 'Promoted' will be ingested . Default setting allows all dataset to be ingested
Default: {'allow': ['.*'], 'deny': [], 'ignoreCase': True}
filter_dataset_endorsements.allow
array(string)
filter_dataset_endorsements.deny
array(string)
filter_dataset_endorsements.ignoreCase
boolean
Whether to ignore case sensitivity during pattern matching.
Default: True
ownership
OwnershipMapping
Configure how is ownership ingested
Default: {'create_corp_user': True, 'use_powerbi_email': Fa...
ownership.create_corp_user
boolean
Whether ingest PowerBI user as Datahub Corpuser
Default: True
ownership.dataset_configured_by_as_owner
boolean
Take PBI dataset configuredBy as dataset owner if exist
Default: False
ownership.owner_criteria
array(string)
ownership.remove_email_suffix
boolean
Remove PowerBI User email suffix for example, @acryl.io
Default: False
ownership.use_powerbi_email
boolean
Use PowerBI User email to ingest as corpuser, default is powerbi user identifier
Default: False
server_to_platform_instance
map(str,PlatformDetail)
server_to_platform_instance.key.platform_instance
string
DataHub platform instance name. To generate correct urn for upstream dataset, this should match with platform instance name used in ingestion recipe of other datahub sources.
server_to_platform_instance.key.env
string
The environment that all assets produced by DataHub platform ingestion source belong to
Default: PROD
workspace_id_pattern
AllowDenyPattern
Regex patterns to filter PowerBI workspaces in ingestion
Default: {'allow': ['.*'], 'deny': [], 'ignoreCase': True}
workspace_id_pattern.allow
array(string)
workspace_id_pattern.deny
array(string)
workspace_id_pattern.ignoreCase
boolean
Whether to ignore case sensitivity during pattern matching.
Default: True
stateful_ingestion
StatefulStaleMetadataRemovalConfig
PowerBI Stateful Ingestion Config.
stateful_ingestion.enabled
boolean
The type of the ingestion state provider registered with datahub.
Default: False
stateful_ingestion.ignore_new_state
boolean
If set to True, ignores the current checkpoint state.
Default: False
stateful_ingestion.ignore_old_state
boolean
If set to True, ignores the previous checkpoint state.
Default: False
stateful_ingestion.remove_stale_metadata
boolean
Soft-deletes the entities present in the last successful run but missing in the current run with stateful_ingestion enabled.
Default: True

Code Coordinates​

  • Class Name: datahub.ingestion.source.powerbi.powerbi.PowerBiDashboardSource
  • Browse on GitHub

Module powerbi-report-server​

Incubating

Important Capabilities​

CapabilityStatusNotes
Extract Ownership✅Enabled by default

Use this plugin to connect to PowerBI Report Server. It extracts the following:

Metadata that can be ingested:

  • report name
  • report description
  • ownership(can add existing users in DataHub as owners)
  • transfer folders structure to DataHub as it is in Report Server
  • webUrl to report in Report Server

Due to limits of PBIRS REST API, it's impossible to ingest next data for now:

  • tiles info
  • datasource of report
  • dataset of report

Next types of report can be ingested:

  • PowerBI report(.pbix)
  • Paginated report(.rdl)
  • Mobile report
  • Linked report

Configuration Notes​

See the

  1. Microsoft Grant user access to a Report Server doc
  2. Use your user credentials from previous step in yaml file

Concept mapping​

Power BI Report ServerDatahub
Paginated ReportDashboard
Power BI ReportDashboard
Mobile ReportDashboard
Linked ReportDashboard
Dataset, DatasourceN/A

CLI based Ingestion​

Install the Plugin​

pip install 'acryl-datahub[powerbi-report-server]'

Starter Recipe​

Check out the following recipe to get started with ingestion! See below for full configuration options.

For general pointers on writing and running a recipe, see our main recipe guide.

source:
  type: powerbi-report-server
  config:
    # Your Power BI Report Server Windows username
    username: username
    # Your Power BI Report Server Windows password
    password: password
    # Your Workstation name
    workstation_name: workstation_name
    # Your Power BI Report Server host URL, example: localhost:80
    host_port: host_port
    # Your alias for Power BI Report Server host URL, example: local_powerbi_report_server
    server_alias: server_alias
    # Workspace's dataset environments, example: (PROD, DEV, QA, STAGE)
    env: DEV
    # Your Power BI Report Server base virtual directory name for reports
    report_virtual_directory_name: Reports
    #  Your Power BI Report Server base virtual directory name for report server
    report_server_virtual_directory_name: ReportServer
    # Enable/Disable extracting ownership information of Dashboard
    extract_ownership: True
    # Set ownership type
    ownership_type: TECHNICAL_OWNER


sink:
  # sink configs

Config Details​

Note that a . is used to denote nested fields in the YAML recipe.

FieldDescription
host_port ✅
string
Power BI Report Server host URL
password ✅
string
Windows account password
report_server_virtual_directory_name ✅
string
Report Server Virtual Directory URL name
report_virtual_directory_name ✅
string
Report Virtual Directory URL name
username ✅
string
Windows account username
extract_ownership
boolean
Whether ownership should be ingested
Default: True
graphql_url
string
[deprecated] Not used
ownership_type
string
Ownership type of owner
Default: NONE
platform_name
string
Default: powerbi
platform_urn
string
Default: urn:li:dataPlatform:powerbi
server_alias
string
Alias for Power BI Report Server host URL
Default:
workstation_name
string
Workstation name
Default: localhost
env
string
The environment that all assets produced by this connector belong to
Default: PROD
chart_pattern
AllowDenyPattern
Default: {'allow': ['.*'], 'deny': [], 'ignoreCase': True}
chart_pattern.allow
array(string)
chart_pattern.deny
array(string)
chart_pattern.ignoreCase
boolean
Whether to ignore case sensitivity during pattern matching.
Default: True
report_pattern
AllowDenyPattern
Default: {'allow': ['.*'], 'deny': [], 'ignoreCase': True}
report_pattern.allow
array(string)
report_pattern.deny
array(string)
report_pattern.ignoreCase
boolean
Whether to ignore case sensitivity during pattern matching.
Default: True

Code Coordinates​

  • Class Name: datahub.ingestion.source.powerbi_report_server.report_server.PowerBiReportServerDashboardSource
  • Browse on GitHub

Questions

If you've got any questions on configuring ingestion for PowerBI, feel free to ping us on our Slack.