Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Microsoft Power BI to Sana to explore your workspaces, reports, dashboards, and datasets. Query data with DAX, export reports as PDF or PPTX, manage dataset refreshes, and push rows to streaming datasets without leaving Sana.

In summary, the connector has the following key characteristics:

Category: Analytics
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List workspaces

List reports

List datasets

Run DAX queries

Export reports

Refresh datasets

Push data to datasets

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft Power BI. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Add rows to push dataset

Execute dax query

Export report

Get refresh history

Get reports

Get reports by id

List dashboards

List datasets

List reports

List workspaces

Refresh dataset

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Microsoft Power BI.

Trigger

Dataset Refresh Completed

Dataset Refresh Failed

New Dataset Refresh Created

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
offline_access	Keep the Power BI connection active and refresh tokens without repeated sign-in.
App.Read.All	Read all Power BI apps the user can access.
Dashboard.Read.All	Read all dashboards and their tiles.
Workspace.Read.All	List and read all accessible workspaces and their contents.
Dataset.ReadWrite.All	Read and modify datasets, including triggering refreshes.
Report.Read.All	Read reports and related metadata.
Report.ReadWrite.All	Create, copy, and update reports.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Microsoft Power BI in the list of available connectors

Scroll to the Available connectors section and locate Microsoft Power BI.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Microsoft Power BI card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Microsoft Power BI and approve the requested scopes

You'll be redirected to Microsoft Power BI to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Microsoft Power BI account. Click Continue to complete the setup and start using the connector.

Known limitations

Reading reports: The connector can list reports and read metadata about them, but cannot read the actual data inside a report.