Power BI integration

Microsoft Power BI: reports, dashboards, datasets, workspaces, refresh

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Overview

Microsoft Power BI is the dominant Microsoft BI + analytics platform. The Automize Power BI connector covers reports, dashboards, datasets, workspaces, refreshes.

  • Regions: Multi-region SaaS.
  • Plans: Per-user Pro + Premium capacity.

Setting up the connection

Auth type: OAuth 2.0 (Authorization Code).

  1. Entra ID → App registration → Power BI Service API delegated permissions.
  2. In Automize → Settings → Connectors → Power BI. Paste credentials.

Find your credentials at https://app.powerbi.com/.


Rate limits

~120 req/min per user.


Data model

BI primitives:

    Workspace ─┬─ Reports ─── Pages
               ├─ Dashboards ─── Tiles
               ├─ Datasets ─── Tables
               └─ Dataflows + Refresh History

Available operations

27 operations available. Click any row to jump to its detail.

OperationCategoryWhat it does
Add RowsGeneralAdd rows to a table in a push dataset
Clone ReportGeneralClone a report
Create WorkspaceGeneralCreate a new workspace
Delete DatasetGeneralDelete a dataset
Delete ReportGeneralDelete a report
Delete RowsGeneralDelete all rows from a table in a push dataset
Delete WorkspaceGeneralDelete a workspace
Execute QueriesGeneralExecute DAX queries against a dataset
Export ReportGeneralExport a report to file
Get DashboardGeneralGet dashboard details
Get DatasetGeneralGet dataset details
Get Export FileGeneralDownload the exported report file
Get Export StatusGeneralGet the status of a report export
Get GatewayGeneralGet gateway details
Get Refresh HistoryGeneralGet refresh history for a dataset
Get ReportGeneralGet report details
Get WorkspaceGeneralGet workspace details
List CapacitiesGeneralList available capacities
List DashboardsGeneralList dashboards in a workspace
List DataflowsGeneralList dataflows in a workspace
List DatasetsGeneralList datasets in a workspace
List GatewaysGeneralList all gateways
List ReportsGeneralList reports in a workspace
List TilesGeneralList tiles in a dashboard
List WorkspacesGeneralList all workspaces
Refresh DataflowGeneralTrigger a dataflow refresh
Refresh DatasetGeneralTrigger a dataset refresh

Operations

Add Rows

Add rows to a table in a push dataset

ParameterRequiredTypeDescription
Group Id group_idYestext
Dataset Id dataset_idYestext
Table Name table_nameYestext

Clone Report

Clone a report

ParameterRequiredTypeDescription
Group Id group_idYestext
Report Id report_idYestext

Create Workspace

Create a new workspace

No input parameters.


Delete Dataset

Delete a dataset

ParameterRequiredTypeDescription
Group Id group_idYestext
Dataset Id dataset_idYestext

Delete Report

Delete a report

ParameterRequiredTypeDescription
Group Id group_idYestext
Report Id report_idYestext

Delete Rows

Delete all rows from a table in a push dataset

ParameterRequiredTypeDescription
Group Id group_idYestext
Dataset Id dataset_idYestext
Table Name table_nameYestext

Delete Workspace

Delete a workspace

ParameterRequiredTypeDescription
Group Id group_idYestext

Execute Queries

Execute DAX queries against a dataset

ParameterRequiredTypeDescription
Group Id group_idYestext
Dataset Id dataset_idYestext
Queries queriesNotext
Serializersettings serializerSettingsNotext

Export Report

Export a report to file

ParameterRequiredTypeDescription
Group Id group_idYestext
Report Id report_idYestext

Tips

  • Export to PDF/PPTX/PNG. Async – poll for download URL.

Get Dashboard

Get dashboard details

ParameterRequiredTypeDescription
Group Id group_idYestext
Dashboard Id dashboard_idYestext

Get Dataset

Get dataset details

ParameterRequiredTypeDescription
Group Id group_idYestext
Dataset Id dataset_idYestext

Get Export File

Download the exported report file

ParameterRequiredTypeDescription
Group Id group_idYestext
Report Id report_idYestext
Export Id export_idYestext

Get Export Status

Get the status of a report export

ParameterRequiredTypeDescription
Group Id group_idYestext
Report Id report_idYestext
Export Id export_idYestext

Get Gateway

Get gateway details

ParameterRequiredTypeDescription
Gateway Id gateway_idYestext

Get Refresh History

Get refresh history for a dataset

ParameterRequiredTypeDescription
Group Id group_idYestext
Dataset Id dataset_idYestext

Tips

  • Recent refresh attempts + their status.

Get Report

Get report details

ParameterRequiredTypeDescription
Group Id group_idYestext
Report Id report_idYestext

Get Workspace

Get workspace details

ParameterRequiredTypeDescription
Group Id group_idYestext

List Capacities

List available capacities

No input parameters.


List Dashboards

List dashboards in a workspace

ParameterRequiredTypeDescription
Group Id group_idYestext

List Dataflows

List dataflows in a workspace

ParameterRequiredTypeDescription
Group Id group_idYestext

List Datasets

List datasets in a workspace

ParameterRequiredTypeDescription
Group Id group_idYestext

List Gateways

List all gateways

No input parameters.


List Reports

List reports in a workspace

ParameterRequiredTypeDescription
Group Id group_idYestext

Tips

  • Per workspace.

List Tiles

List tiles in a dashboard

ParameterRequiredTypeDescription
Group Id group_idYestext
Dashboard Id dashboard_idYestext

List Workspaces

List all workspaces

No input parameters.

Tips

  • User's workspaces. Pages via top + skip.

Refresh Dataflow

Trigger a dataflow refresh

ParameterRequiredTypeDescription
Group Id group_idYestext
Dataflow Id dataflow_idYestext

Refresh Dataset

Trigger a dataset refresh

ParameterRequiredTypeDescription
Group Id group_idYestext
Dataset Id dataset_idYestext

Tips

  • Trigger dataset refresh. Async – returns request ID.

FAQ

Pro vs Premium?
Pro: per-user, content sharing limited to other Pro users. Premium: capacity-based, free viewers.

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