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Documentation Index

Fetch the complete documentation index at: https://soalinc.mintlify.app/llms.txt

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Only an admin can set up the PowerBI integration.

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Getting Started with Power BI

Integrate Power BI with Soal using two methods:
  1. OAuth with Soal’s managed Power BI Azure Enterprise Application (OAuth)
  2. Create and manage a Power BI Azure Enterprise Application (Azure AD App)
    • Utilize Admin APIs
    • Utilize Non-Admin APIs

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OAuth

Soal’s Power BI integration utilizes OAuth 2.0 to connect to your Power BI workspace. Here’s how to establish the connection:
  1. Navigate to Integrations on the sidebar, click New integration and choose Power BI.
  2. Go to the OAuth tab.
  3. Click Connect with OAuth. This action redirects you to a login page requesting permissions for your Power BI workspace.
  4. After successful OAuth authentication, click the Run Initial Sync button.

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Azure AD App

Follow these steps to set up Power BI Integration via Azure AD App:

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Step 1: Create an Azure AD App

  1. Open the Azure portal.
  2. Search for App registrations and click + New registration.
  3. Fill in the form with the following details:
    • Name: Soal
    • Supported account types: Accounts in this organizational directory only (Default Directory only - Single tenant)
    • Redirect URI (optional): Leave blank
  4. Click Register.
  5. Post submission, copy and save the Application ID (Client ID) and Tenant ID from the Overview tab.
  6. Click Certificates & secrets tab, then New client secret.
  7. Enter a description, specify the expiration for the client secret, and click Add.
  8. Copy and save the Client secret value.

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Step 2.1: (Only for non-admin API)

  1. Navigate to API permissions tab, click Add a permission to add necessary permissions.

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Step 2.2: (Only for admin API)

  1. Re-open the Azure portal.
  2. Search and select Azure Active Directory link.
  3. Click Groups tab, then New group.
  4. Complete the form with the following:
    • Group type: Security
    • Group name: PowerBI API Access
    • Group description: (Optional)
  5. Click Create.

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Step 2.3: (Only for admin API) Enable Power BI service admin settings

  1. Sign in to the Power BI admin portal.
  2. Ensure Tenant settings tab is open.
  3. Under Developer settings, find and open the subsection “Allow service principals to use Power BI APIs”. Select Enabled and add the security group PowerBI API Access created earlier.
  4. Repeat the above for all subsections in “Admin API settings”, enabling and adding the security group.

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Step 3: Add Azure AD app to your workspace

  1. Sign in to Power BI.
  2. Search and select the workspace, then from the More menu, choose Workspace access.
  3. Search for Soal as a member, select the entry.
  4. Choose Viewer or Contributor for Permission.
  5. Click Add and then Close.

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Step 4: Connect PowerBI API to Soal

  1. Go to Integrations in the sidebar, click New integration and select Power BI.
  2. Fill in the details from Step 1:
    • Client ID: Application ID of Azure AD.
    • Tenant ID: Identifier of tenant of organization in Azure Active AD.
    • Client Secret: Client secret of the Azure AD App.
  3. Click Connect.
note:
  • Non-admin API doesn’t support extracting tables, columns, and measures from PowerBI datasets (except for push datasets).
  • You need PowerBI Admin privileges to successfully complete the OAuth flow.