Steps overview: Integrate Power BI via Edge

The following table shows the required steps for integration.

# Step Description
1 Review the preflight checks. Key considerations to help ensure successful integration, including required Edge, technical lineage, and data source-specific permissions, network requirements and more.
2 Set 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.
3 Optionally, create a new target domain for asset ingestion. You can choose one or more existing domains or create one or more new domains.
4

Create a Power BI connection.

Create a connection to allow Collibra Data Lineage to connect to and retrieve metadata from Power BI.

5

Add the Technical Lineage for Power BI capability.

Add the technical lineage capability to your Edge site. The capability allows the lineage harvester to retrieve data from your data source.
6 Synchronize the technical lineage.

You can synchronize your technical lineage manually or automatically by adding a synchronization schedule.

Helpful resources