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 or Collibra Cloud 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
- Power BI preflight checks
- Power BI operating model
- Power BI ingestion considerations and limitations
- Power BI terminology
- Power BI asset types and domain types
- Power BI source configuration for Edge
- Power BI metadata harvesting process
- Power BI workspace filtering
- Power BI source configuration for Edge
- Supported data sources in Power BI
- Attribute-level lineage for Power BI
- Automatic stitching for technical lineage
- DAX analysis via Collibra AI
- Supported Power Query M functions
- Technical lineage admin options
- Sharing database models across data sources
- Connect to a Collibra Data Lineage service instance via OAuth authentication
- Connect to a proxy server
- Edge harvester network requirements