Power BI Connector for Azure Data Factory (Pipeline)

Connect to your Power BI account and retrieve data, refresh datasets, etc.

In this article you will learn how to quickly and efficiently integrate Power BI data in Azure Data Factory (Pipeline) without coding. We will use high-performance Power BI Connector to easily connect to Power BI and then access the data inside Azure Data Factory (Pipeline).

Let's follow the steps below to see how we can accomplish that!

Download Documentation

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Power BI using Azure Data Factory (Pipeline) we first need to create a DSN (Data Source) which will access data from Power BI. We will later be able to read data using Azure Data Factory (Pipeline). Perform these steps:

  1. Download and install ODBC PowerPack.

  2. Open ODBC Data Sources (x64):

    Open ODBC Data Source
  3. Create a User data source (User DSN) based on ZappySys API Driver:

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
    • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
    Azure Data Factory (Pipeline) uses a Service Account, when a solution is deployed to production environment, therefore for production environment you have to create and use a System DSN.
  4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Power BI" from the list of Popular Connectors. If "Power BI" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

    PowerBiDSN
    Power BI
    ODBC DSN Template Selection
  5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    Power BI authentication

    Use delegated access (User Credentials) whenever you want to let a signed-in user work with their own resources or resources they can access. Whether it's an admin setting up policies for their entire organization or a user deleting an email in their inbox, all scenarios involving user actions should use delegated access. [API reference]

    Follow these simple steps below to create Microsoft Entra ID application with delegated access:

    WARNING: If you are planning to automate processes, we recommend that you use a Application Credentials authentication method. In case, you still need to use User Credentials, then make sure you use a system/generic account (e.g. automation@my-company.com). When you use a personal account which is tied to a specific employee profile and that employee leaves the company, the token may become invalid and any automated processes using that token will start to fail.
    1. Navigate to the Azure Portal and log in using your credentials.
    2. Access Microsoft Entra ID.
    3. Register a new application by going to App registrations and clicking on New registration button:

      Start new app registration in Microsoft Entra ID
      INFO: Find more information on how to register an application in Graph API reference.
    4. When configuration window opens, configure these fields:

      • Supported account type
        • Use Accounts in this organizational directory only, if you need access to data in your organization only.
      • Redirect URI:
        • Set the type to Public client/native (mobile & desktop).
        • Use https://zappysys.com/oauth as the URL.
      Register app in Microsoft Entra ID
    5. After registering the app, copy the Application (client) ID for later:

      Copy client ID of Microsoft Entra ID app
    6. Copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs to use later in the configuration:

      Copy Auth and Token URLs in Microsoft Entra ID app
    7. Now go to SSIS package or ODBC data source and use the copied values in User Credentials authentication configuration:

      • In the Authorization URL field paste the OAuth authorization endpoint (v2) URL value you copied in the previous step.
      • In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
      • In the Client ID field paste the Application (client) ID value you copied in the previous step.
      • In the Scope field use the default value or select individual scopes, e.g.:
        • offline_access
        • https://analysis.windows.net/powerbi/api/Workspace.Read.All
        • https://analysis.windows.net/powerbi/api/Dataset.Read.All
        • https://analysis.windows.net/powerbi/api/Dataset.ReadWrite.All
    8. Press Generate Token button to generate Access and Refresh Tokens.
    9. Click Test Connection to confirm the connection is working.
    10. Optional step. Choose Default Workspace from the drop down menu.
    11. Choose Default Dataset from the drop down menu.
    12. Done! Now you are ready to use the API Connector!
    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to User Credentials [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Press Generate Token button to generate the tokens.
    5. Finally, hit OK button:
    PowerBiDSN
    Power BI
    User Credentials [OAuth]
    https://api.powerbi.com/v1.0/myorg
    Required Parameters
    Authorization URL Fill-in the parameter...
    Token URL Fill-in the parameter...
    Client ID Fill-in the parameter...
    Scope Fill-in the parameter...
    Default Dataset (select after generating tokens) Fill-in the parameter...
    Optional Parameters
    Client Secret
    Redirect URI (must match App Redirect URI)
    Default Workspace (Keep Empty for My Workspace - select after generating tokens)
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503
    RetryCountMax 20
    RetryWaitTimeMs 1000
    RetryMultiplyWaitTime True
    Login options
    ODBC DSN OAuth Connection Configuration

  6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

    ZappySys API Driver - Power BI
    Connect to your Power BI account and retrieve data, refresh datasets, etc.
    PowerBiDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in Azure Data Factory (Pipeline) to retrieve data from Power BI. Hit OK button to use this query in the next step.

    SELECT * 
    FROM Workspaces
    WHERE Id='aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee'
    Configure table/endpoint parameters in ODBC data source based on API Driver
    Some parameters configured in this window will be passed to the Power BI API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.
  8. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Azure Data Factory (Pipeline):

    ZappySys API Driver - Power BI
    Connect to your Power BI account and retrieve data, refresh datasets, etc.
    PowerBiDSN
    SELECT * 
    FROM Workspaces
    WHERE Id='aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee'
    API ODBC Driver-based data source data preview
    You can also access data quickly from the tables dropdown by selecting <Select table>.
    A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Power BI API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Power BI servers).
  9. Click OK to finish creating the data source.

Video Tutorial

Read data in Azure Data Factory (ADF) from ODBC datasource (Power BI)

  1. Sign in to Azure Portal

    • Open your browser and go to: https://portal.azure.com

    • Enter your Azure credentials and complete MFA if required.

    • After login, go to Data factories.

    Azure Portal
  2. Under Azure Data Factory Resource - Create or select the Data Factory you want to work with.

    Select the Data Factory
  3. Inside the Data Factory resource page, click Launch studio.

    Launch Azure Data Factory Studio
  4. Create a New Integration Runtime (Self-Hosted):

    • In Azure Data Factory Studio, go to the Manage section (left menu).

    • Under Connections, select Integration runtimes.

    • Click + New to create a new integration runtime.

    Create new Self-Hosted integration runtime
  5. Select Azure, Self-Hosted option:

    Create new Self-Hosted integration runtime
  6. Select Self-Hosted option:

    Create new Self-Hosted integration runtime
  7. Set a name, we will use OnPremisesRuntime:

    Set a name for IR
  8. Download and install Microsoft Integration Runtime.

    Download and install Microsoft Integration Runtime
  9. Launch Integration Runtime and copy/paste Authentication Key from Integration Runtime configuration in Azure Portal:

    Copy/paste Authentication Key
  10. After finishing registering the Integration Runtime node, you should see a similar view:

    Check Integration Runtime node status
  11. Go back to Azure Portal and finish adding new Integration Runtime. You should see it was successfully added:

    Integration Runtime status
  12. Create a New Linked service:

    • In the Manage section (left menu).

    • Under Connections, select Linked services.

    • Click + New to create a new Linked service based on ODBC.

    Add new Linked service
  13. Select ODBC service:

    Add new ODBC service
  14. Configure new ODBC service. Use the same DSN name we used in the previous step and copy it to Connection string box:

    PowerBiDSN
    DSN=PowerBiDSN
    Configure new ODBC service
  15. For created ODBC service create ODBC-based dataset:

    Add new ODBC dataset
  16. Go to your pipeline and add Copy data connector into the flow. In Source section use OdbcDataset we created as a source dataset:

    Set source in Copy data
  17. Then go to Sink section and select a destination/sink dataset. In this example we use precreated AzureBlobStorageDataset which saves data into an Azure Blob:

    Set sink in Copy data
  18. Finally, run the pipeline and see data being transferred from OdbcDataset to your destination dataset:

    Run the flow

Executing SQL queries using Lookup activity

If you need to execute commands in Power BI instead of retrieving data, use the Lookup activity for that purpose. Use this approach when you want data to be changed on the Power BI side, but you don't need the data on your side (a "fire-and-forget" scenario).

Perform these simple steps to accomplish that:

  1. Go to your pipeline in Azure Data Factory

  2. Find Lookup activity in the Activities pane

  3. Then drag-and-drop the Lookup activity onto your pipeline canvas

  4. Click Settings tab

  5. Select OdbcDataset in the Source dataset field

  6. Finally, enter your SQL query in the Query text box:

SELECT * FROM create_push_dataset WITH ( "Definition" = 'abcd-1234-definition' )
Configuring Lookup activity in ADF pipeline to perform a command in Power BI

Centralized data access via Data Gateway

In some situations, you may need to provide Power BI data access to multiple users or services. Configuring the data source on a Data Gateway creates a single, centralized connection point for this purpose.

This configuration provides two primary advantages:

  • Centralized data access
    The data source is configured once on the gateway, eliminating the need to set it up individually on each user's machine or application. This significantly simplifies the management process.
  • Centralized access control
    Since all connections route through the gateway, access can be governed or revoked from a single location for all users.
Data Gateway
Local ODBC
data source
Simple configuration
Installation Single machine Per machine
Connectivity Local and remote Local only
Connections limit Limited by License Unlimited
Central data access
Central access control
More flexible cost

If you need any of these requirements, you will have to create a data source in Data Gateway to connect to Power BI, and to create an ODBC data source to connect to Data Gateway in Azure Data Factory (Pipeline).

Let's not wait and get going!

Creating Power BI data source in Gateway

In this section we will create a data source for Power BI in Data Gateway. Let's follow these steps to accomplish that:

  1. Search for gateway in Windows Start Menu and open ZappySys Data Gateway Configuration:

    Opening Data Gateway
  2. Go to Users tab and follow these steps to add a Data Gateway user:

    • Click Add button
    • In Login field enter username, e.g., john
    • Then enter a Password
    • Check Is Administrator checkbox
    • Click OK to save
    Data Gateway - Adding User
  3. Now we are ready to add a data source:

    • Click Add button
    • Give Datasource a name (have it handy for later)
    • Then select Native - ZappySys API Driver
    • Finally, click OK
    PowerBiDSN
    ZappySys API Driver
    Data Gateway - Adding data source
  4. When the ZappySys API Driver configuration window opens, configure the Data Source the same way you configured it in ODBC Data Sources (64-bit), in the beginning of this article.

  5. Very important step. Now, after creating or modifying the data source make sure you:

    • Click the Save button to persist your changes.
    • Hit Yes, once asked if you want to restart the Data Gateway service.

    This will ensure all changes are properly applied:

    ZappySys Data Gateway - Save Changes
    Skipping this step may result in the new settings not taking effect and, therefore you will not be able to connect to the data source.

Creating ODBC data source for Data Gateway

In this part we will create ODBC data source to connect to Data Gateway from Azure Data Factory (Pipeline). To achieve that, let's perform these steps:

  1. Open ODBC Data Sources (x64):

    Open ODBC Data Source
  2. Create a User data source (User DSN) based on ODBC Driver 17 for SQL Server:

    ODBC Driver 17 for SQL Server
    Create new User DSN for ODBC Driver 17 for SQL Server
    If you don't see ODBC Driver 17 for SQL Server driver in the list, choose a similar version driver.
  3. Then set a Name of the data source (e.g. Gateway) and the address of the Data Gateway:

    GatewayDSN
    localhost,5000
    ODBC driver for SQL Server - Setting hostname and port
    Make sure you separate the hostname and port with a comma, e.g. localhost,5000.
  4. Proceed with authentication part:

    • Select SQL Server authentication
    • In Login ID field enter the user name you used in Data Gateway, e.g., john
    • Set Password to the one you configured in Data Gateway
    ODBC driver for SQL Server - Selecting SQL Authentication
  5. Then set the default database property to PowerBiDSN (the one we used in Data Gateway):

    PowerBiDSN
    ODBC driver for SQL Server - Selecting database
  6. Continue by checking Trust server certificate option:

    ODBC driver for SQL Server - Trusting certificate
  7. Once you do that, test the connection:

    ODBC driver for SQL Server - Testing connection
  8. If connection is successful, everything is good:

    ODBC driver for SQL Server - Testing connection succeeded
  9. Done!

We are ready to move to the final step. Let's do it!

Accessing data in Azure Data Factory (Pipeline) via Data Gateway

Finally, we are ready to read data from Power BI in Azure Data Factory (Pipeline) via Data Gateway. Follow these final steps:

  1. Go back to Azure Data Factory (Pipeline).

  2. Create a New Linked service:

    • In the Manage section (left menu).

    • Under Connections, select Linked services.

    • Click + New to create a new Linked service based on ODBC.

    Add new Linked service
  3. Select ODBC service:

    Add new ODBC service
  4. Configure new ODBC service. Use the same DSN name we used in the previous step and copy it to Connection string box:

    GatewayDSN
    DSN=GatewayDSN
    Configure new ODBC service
  5. Read the data the same way we discussed at the beginning of this article.

  6. That's it!

Now you can connect to Power BI data in Azure Data Factory (Pipeline) via the Data Gateway.

If you are asked for authentication details, use Database authentication or SQL Authentication option and enter credentials you used when configuring Data Gateway, e.g. john and your password.

Actions supported by Power BI Connector

Learn how to perform common Power BI actions directly in Azure Data Factory (Pipeline) with these how-to guides:

Conclusion

In this article we showed you how to connect to Power BI in Azure Data Factory (Pipeline) and integrate data without any coding, saving you time and effort.

We encourage you to download Power BI Connector for Azure Data Factory (Pipeline) and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Power BI Connector for Azure Data Factory (Pipeline) Documentation

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