Read data from Power BI in SSIS (Export data)

In this section we will learn how to configure and use Power BI Connector in API Source to extract data from Power BI.

1. Begin with opening Visual Studio and Create a New Project.

2. Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.

3. In the new SSIS project screen you will find the following:

   1. SSIS ToolBox on left side bar
   2. Solution Explorer and Property Window on right bar
   3. Control flow, data flow, event Handlers, Package Explorer in tab windows
   4. Connection Manager Window in the bottom
   
   Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link.

4. Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.
   

5. From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
   

6. Select New Connection to create a new connection:
   

7. Use a preinstalled Power BI Connector from Popular Connector List or press Search Online radio button to download Power BI Connector. Once downloaded simply use it in the configuration:
   

   Power BI

   

8. Proceed with selecting the desired Authentication Type. Then select API Base URL (in most cases default one is the right one). Finally, fill in all the required parameters and set optional parameters if needed. You may press a link Steps to Configure which will help set certain parameters. More info is available in Authentication section.

    User Credentials [OAuth]

   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]

   Steps how to get and use Power BI credentials : User Credentials [OAuth]
   

   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:

      
      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.
      

   5. After registering the app, copy the Application (client) ID for later:

      

   6. Copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs to use later in the configuration:

      

   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!

   
   Configuring authentication parameters
   

   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

   

9. Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.

   API Source - Power BI

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

   

10. That's it! We are done! Just in a few clicks we configured the call to Power BI using Power BI Connector.

    You can load the source data into your desired destination using the Upsert Destination, which supports SQL Server, PostgreSQL, and Amazon Redshift. We also offer other destinations such as CSV, Excel, Azure Table, Salesforce, and more. You can check out our SSIS PowerPack Tasks and components for more options. (*loaded in Trash Destination)