Power BI

Integrate Validio with Power BI to track metadata and lineage for your reports, semantic models, and dataflows.

The Power BI integration lets Validio track metadata and lineage for your Power BI reports, semantic models, and dataflows. 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 automatically starts fetching data. BI tool credentials are always enabled for catalog, so there is no catalog option to configure. You can view Power BI assets and their relationships on the Catalog and Lineage pages.

Power BI Credential Parameters

FieldDescription
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 and Lineage

Validio adds the discovered Power BI assets to Data Catalog and Data Lineage.

To find your Power BI assets, navigate to Catalog > Assets and apply the Type filter for the Power BI asset types:

  • PowerBI Report
  • PowerBI Semantic Model
  • PowerBI Dataflow

Click an asset row to open the information sidebar, or click the asset name to open the asset details page. To open the lineage graph anchored on that asset, click View asset lineage in the sidebar.

📘

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 Catalog Assets and Using 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.


Did this page help you?