Microsoft Power BI

Before you begin

1. Enable the pop-up window on your browser.
2. You can't connect to a personal account. Use a work or school account instead.
3. If you don't have a suitable Power BI account, you can sign up for a Microsoft 365 Developer Program account, which gives you full access to Microsoft Outlook, Microsoft SharePoint, and more that you can use for testing with watsonx Orchestrate. For more information about the Microsoft 365 Developer Program, see the Developer Program FAQ.

Connecting to Microsoft Power BI

Connect to the app according to the credential type that you or your team want to use.

If you want to connect the app to the Orchestrate Agent skill set, skill sets from AI assistants, or the Team skill set with Team credentials, refer to Managing app connections.

If you want to connect to the app to the Personal skill set ot the Team skill set with Member credentials, refer to Connecting to apps.

Configuring the connection on watsonx Orchestrate SaaS

To connect watsonx Orchestrate to Microsoft Power BI, complete the following steps:

1. Click Connect app.
2. Choose between the Admin and Non-admin user types.
3. Click Connect app. It redirects you to sign in to a Microsoft account and authorize the connection. From the authentication page:
4. Set your Microsoft account email and click Next.
5. Set your Microsoft account password and click Sign in.
6. Check the Permissions and click Accept.

After you sign in, watsonx Orchestrate connects to it automatically.

Configuring the connection on watsonx Orchestrate on-premises

1. Click Connect app.

2. Specify the following connection details:

   • Client ID: The unique identifier generated after the Microsoft Azure app registration gets mapped to the specific project requests.
   • Client secret: The client secret for the project-specific client ID.
   • Access token: The access token generated from the application client ID and client secret.
   • Refresh token: The refresh token generated from the application client ID and client secret.

3. Click Connect app.

Note: The icon indicates that the connection was successfully established.

Permissions

To connect watsonx Orchestrate to Microsoft SharePoint, you have to accept the following permission requests:

• Sign you in and read your profile: Allows you to sign in to the app with your organizational account and let the app read your profile. It also allows the app to read basic company information.
• Make API calls that require read permissions on all dataflows: Allows the app to make API calls that require read permissions on all dataflows, on your behalf.
• Make API calls that require read and write permissions on all dataflows: Allows the app to make API calls that require read and write permissions on all dataflows, on your behalf.
• Read and write all storage accounts: The app can view and edit all storage accounts registered with Microsoft Power BI that you are an admin of.
• View all Microsoft Power BI apps: The app can view all Microsoft Power BI apps you have access to.
• View all content in tenant: The app can view all content in your tenant if the signed in user is in the Global administrator or Microsoft Power BI service administrator role.
• Make API calls that require read and write permissions on all dashboards: Allows the app to make API calls that require read and write permissions on all dashboards, on your behalf.
• View all dashboards: The app can view all of your dashboards and any dashboards that you have access to.
• View all datasets: The app can view all your datasets and any datasets that you have access to.
• Read and write all datasets: The app can view and write to all your datasets and any datasets that you have access to.
• Create content: App can automatically create content and datasets for you.
• Make API calls that require read permissions on all reports: Allows the app to make API calls that require read permissions on all reports, on your behalf.
• Make API calls that require read and write permissions on all reports: Allows the app to make API calls that require read and write permissions on all reports, on your behalf.
• Read and write all content in tenant: The app can create, edit, view, and delete all content in your tenant if the signed in user is in the Global administrator or Microsoft Power BI service administrator role.
• Read and write all gateways: The app can view and edit all gateways that you are an admin of.
• View all gateways: The app can view all gateways that you are an admin of.
• Read and write all workspaces: The app can view and edit all workspaces that you have access to.
• View all workspaces: The app can view all workspaces that you have access to.
• Read and write all capacities: The app can view and edit all Microsoft Power BI Premium and Microsoft Power BI Embedded capacities that you have access to.
• View all capacities: The app can view all Microsoft Power BI Premium and Microsoft Power BI Embedded capacities that you have access to.
• Read and write user settings and state: The app can view and edit your user settings and the user-specific state associated with content you have access to.

By accepting these permissions you allow watsonx Orchestrate to use your data as specified in the Terms of Service and Privacy Statement. You can change these permissions here.

What to do next

After you connect to the app, you can use the app’s skills. For more information see, Using the chat. To know what skill you can use, see the skills and skill flow column of List of prebuilt apps, skills and skill flows.

Parent topic:

→ Connecting to apps