Power BI

Power BI is a platform for unified, scalable self-service, and enterprise business intelligence (BI).

Prerequisites for Integrating with Power BI

To connect Validio to your Power BI instance,

  1. Register a Microsoft Entra application for Validio. You will need the Application (client) ID, client secret key, and Directory (tenant) ID from this application. This application is the service account you will reference to create a PowerBI credential in Validio. For more information, refer to Microsoft documentation.
  2. Create a Microsoft Entra security group and add your registered application as a member.
  3. In your Power BI Admin portal, ensure that you have permissions to access and read data from the relevant workspaces. You should have the following settings:
    • In Tenant settings, enable “Service principals can use Fabric APIs” and apply it to the relevant security groups.
    • In Workspaces, add the Microsoft Entra application as a Member to the relevant workspace.

Add a Power BI Credential

To add a Power BI credential in Validio,

  1. Navigate to Credentials, and click + New Credential.
  2. Under Namespace, select a namespace to define where resources will be created and who can access it.
  3. Under Credential Type, select Power BI.
  4. Fill in the Configuration parameters for the credential. For more information, see Power BI Credential Parameters.
  5. (Optional) Click Test credential to validate that Validio can successfully access the Power BI account. If validation fails, check that you provided the correct parameter values.
  6. Click Create credential.

Validio will automatically start fetching data and you will be able to view Power BI assets and their relationships in the Catalog and Lineage pages.

Power BI Credential Parameters

FieldDescription
NamespaceDefines where the credential will be created.
NameThe identifier used to reference the credential within Validio.
Client IDThe client ID of your Azure registered application.
Client SecretThe client secret of your Azure registered application.
Tenant IDThe tenant ID of your Azure registered application.

View Power BI Assets in Catalog

To view the Power BI assets in Catalog, navigate to Catalog and select the BI Tools tab.

The Power BI assets are listed and organized by Name, Type, Date, and Tags. To view more information about each asset, click on the row to open the details panel.

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BI Tool Assets and Sources

Validio BI tool integrations are only credentials, and you cannot use them to create sources or convert their assets to sources.

For more information, see About Data Catalog.

View Power BI Relationships in Lineage

To view the Power BI assets in Lineage, navigate to Lineage . You can also open Lineage directly for an asset by clicking on the asset in the BI Tools list and clicking on the View in Lineage button in the side panel.

For more information, see About Data Lineage.

Browser Extension Support

If you have the Validio Browser Extension installed, you can easily access data quality and lineage information directly from your Power BI workflow. The extension will automatically detect when you are in a Power BI dashboard or asset view and provide a link to the corresponding entry in Validio's Data Catalog page.