From ed5293b96c4794e46d6b1df574f49e2ae55655de Mon Sep 17 00:00:00 2001 From: Ro'e Katz Date: Thu, 29 Aug 2024 20:07:10 +0300 Subject: [PATCH 1/2] Add power bi docs --- docs/cloud/integrations/bi/power-bi.mdx | 49 +++++++++++++++++++------ 1 file changed, 38 insertions(+), 11 deletions(-) diff --git a/docs/cloud/integrations/bi/power-bi.mdx b/docs/cloud/integrations/bi/power-bi.mdx index 4274b5175..6f650872c 100644 --- a/docs/cloud/integrations/bi/power-bi.mdx +++ b/docs/cloud/integrations/bi/power-bi.mdx @@ -2,14 +2,41 @@ title: "Power BI" --- - - - -} -> - Click for details - \ No newline at end of file +After you connect Power BI, Elementary will automatically and continuously extend the lineage to the report/dashboard level. +This will provide you end-to-end data lineage to understand your downstream dependencies, called exposures. + +### Create & authorize a Service Principal + +Elementary makes use of a service principal secret to authenticate with the Power BI API on your behalf. +Please follow the [official guide by Microsoft](https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-service-principal) for creating and authorizing a service principal for Power BI. +Make sure you're going through all steps up until but not including "Step 5 - Embed your content" (Which isn't currently our goal). +Also make sure that the security group you've created is allowed access to every relevant Workspace in your account. +Do NOTICE - "My Workspace" isn't accessible by service principals and thus can't be analyzed with our product. + + +### Allow Power BI's Admin API +Go to Power BI's Admin portal -> Tenant Settings -> Admin API settings +Enable the following features, and apply at least for the Service principal's security group (created on the last step): +- `Service principals can access read-only admin APIs` +- `Enhance admin APIs responses with detailed metadata` +- `Enhance admin APIs responses with DAX and mashup expressions` + +Those features will allow Elementary to get all required info for computing the data lineage graph. + +### Connecting Looker to Elementary + +Navigate to the **Account settings > Environments** and choose the environment to which you would like to connect Elementary. +Choose the Power BI connection and provide the following details to validate and complete the integration. + +- **Tenant:** Your Microsoft tenant which is usaully your company's domain. e.g. `my-company.com` +- **Client ID**: The client ID of the new Microsoft Entra app you've created on the first step. +- **Client Secret:** The new client secret you've created on the first step. + + +### Limitations + +- Due to service principal limitations - we cannot analyze the default "My Workspace" Workspace. +- The lineage currently doesn't apply to the following entities: (But would be in the future) + - Paginated Reports + - Dataflows + - Datamarts From 622af5124ee182ce34223eb8a1f72173cede524b Mon Sep 17 00:00:00 2001 From: Ro'e Katz Date: Fri, 30 Aug 2024 12:40:12 +0300 Subject: [PATCH 2/2] fixup! Add power bi docs --- docs/cloud/integrations/bi/power-bi.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/cloud/integrations/bi/power-bi.mdx b/docs/cloud/integrations/bi/power-bi.mdx index 6f650872c..e16244bfa 100644 --- a/docs/cloud/integrations/bi/power-bi.mdx +++ b/docs/cloud/integrations/bi/power-bi.mdx @@ -23,7 +23,7 @@ Enable the following features, and apply at least for the Service principal's se Those features will allow Elementary to get all required info for computing the data lineage graph. -### Connecting Looker to Elementary +### Connecting Power BI to Elementary Navigate to the **Account settings > Environments** and choose the environment to which you would like to connect Elementary. Choose the Power BI connection and provide the following details to validate and complete the integration.