About setting up Power BI

Before you start the Power BI integration process, you have to perform a number of tasks in Power BI and Microsoft Azure.

These tasks, which are performed outside of Collibra, are needed to enable the lineage harvester to reach your Power BI application and collect its metadata. Because these tasks are performed outside of Collibra, it is possible that the content changes without us knowing. We strongly recommend that you carefully read the source documentation.

Be sure to review the Power BI ingestion considerations and limitations.

Task Description
Authenticate Power BI You have to authenticate access Power BI metadata. Your authentication method - username and password, or service principal - determines how you retrieve the metadata.
Register Power BI in Microsoft Azure and set permissions You have to register Power BI in Microsoft Azure and set the necessary permissions, to ensure that Edge (or the deprecated CLI lineage harvester) can reach Power BI and harvest the metadata.

Prepare for Power BI source configuration.

The Source configuration field in the Power BI Edge capability allows you map the names of the harvested server, database and schema; and configure workspace filtering. Be sure to review the following topics:
Create a cloud security group and add your Power BI application as a member of that group. For complete information on creating a security group and adding members, see Microsoft's documentation.
Ensure that the required connections can be made.
  • The Edge or CLI lineage harvester (deprecated) must be able to connect to the following URLs:
    • https://login.microsoftonline.com:443
    • https://api.powerbi.com:443
    • The URL of your Power BI tenant, which you have to specify in the API URL field in the Edge capability, or in tenantDomain property if you're using the CLI lineage harvester.
    		•

    Supported Power BI subscriptions

    You need one of the following subscriptions to ingest Power BI metadata in Data Catalog. The metadata collected by the lineage harvester (deprecated) is the same, regardless of your subscription.

    • Power BI Pro.
    • Power BI Premium.
    • Power BI Premium Per User.