Steps overview: Integrate Power BI via Edge

Tip You can set up this integration in the unified integrations experience (in preview). This feature is in public preview and applies to metadata, AI, SAP, and lineage integrations. In one guided flow, you select an Edge site, create the connection, add the integration, and configure it. To get started, in the banner on the Integration configuration tab, click Try the new Integrations page. For more information, go to About the unified integrations experience (in preview).

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 Collibra Data Lineage to retrieve lineage information 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