Video Tutorial - Integrate Power BI data in SSIS
This video covers following and more so watch carefully. After watching this video follow the steps described in this article.
- How to download / install required driver for
Power BI integration in SSIS - How to configure connection for
Power BI - Features about
API Source (Authentication / Query Language / Examples / Driver UI) - Using
Power BI Connection in SSIS
Prerequisites
Before we perform steps listed in this article, you will need to make sure following prerequisites are met:- SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft site).
- Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
- Make sure ZappySys SSIS PowerPack is downloaded and installed (download it). Check Getting started section for more information.
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.
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Begin with opening Visual Studio and Create a New Project.
Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.
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In the new SSIS project screen you will find the following:
- SSIS ToolBox on left side bar
- Solution Explorer and Property Window on right bar
- Control flow, data flow, event Handlers, Package Explorer in tab windows
- 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. -
Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.
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From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
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Select New Connection to create a new connection:
-
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 -
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.
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.- Navigate to the Azure Portal and log in using your credentials.
- Access Microsoft Entra ID.
-
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. -
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.
- Use
-
Supported account type
-
Redirect URI:
- Set the type to
Public client/native (mobile & desktop)
. - Use
https://zappysys.com/oauth
as the URL.
- Set the type to
-
After registering the app, copy the Application (client) ID for later:
-
Copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs to use later in the configuration:
-
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
-
- Press Generate Token button to generate Access and Refresh Tokens.
- Click Test Connection to confirm the connection is working.
- Optional step. Choose Default Workspace from the drop down menu.
- Choose Default Dataset from the drop down menu.
- Done! Now you are ready to use the API Connector!
Configuring authentication parameters
Power BIUser Credentials [OAuth]https://api.powerbi.com/v1.0/myorgRequired 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 -
Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.
API Source - Power BIConnect to your Power BI account and retrieve data, refresh datasets, etc. -
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)
Write data to Power BI using SSIS (Import data)
In this section we will learn how to configure and use Power BI Connector in the API Destination to write data to Power BI.
Video tutorial
This video covers following and more so watch carefully. After watching this video follow the steps described in this article.
- How to download SSIS PowerPack for
Power BI integration in SSIS - How to configure connection for
Power BI - How to write or lookup data to
Power BI - Features about SSIS API Destination
- Using
Power BI Connector in SSIS
Step-by-step instructions
In upper section we learned how to read data, now in this section we will learn how to configure Power BI in the API Source to POST data to the Power BI.
-
Read the data from the source, being any desired source component. In example we will use ZappySys Dummy Data Source component.
-
From the SSIS Toolbox drag and drop API Destination (Predefined Templates) on the Data Flow Designer surface and connect source component with it, and double click to edit it.
-
Select New Connection to create a new connection:
API Destination - Power BIConnect to your Power BI account and retrieve data, refresh datasets, etc. -
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 -
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.
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.- Navigate to the Azure Portal and log in using your credentials.
- Access Microsoft Entra ID.
-
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. -
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.
- Use
-
Supported account type
-
Redirect URI:
- Set the type to
Public client/native (mobile & desktop)
. - Use
https://zappysys.com/oauth
as the URL.
- Set the type to
-
After registering the app, copy the Application (client) ID for later:
-
Copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs to use later in the configuration:
-
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
-
- Press Generate Token button to generate Access and Refresh Tokens.
- Click Test Connection to confirm the connection is working.
- Optional step. Choose Default Workspace from the drop down menu.
- Choose Default Dataset from the drop down menu.
- Done! Now you are ready to use the API Connector!
Configuring authentication parameters
Power BIUser Credentials [OAuth]https://api.powerbi.com/v1.0/myorgRequired 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 -
Select the desired endpoint, change/pass the properties values, and go to the Mappings tab to map the columns.
API Destination - Power BIConnect to your Power BI account and retrieve data, refresh datasets, etc. -
Finally, map the desired columns:
API Destination - Power BIConnect to your Power BI account and retrieve data, refresh datasets, etc. -
That's it; we successfully configured the POST API Call. In a few clicks we configured the Power BI API call using ZappySys Power BI Connector
Load Power BI data into SQL Server using Upsert Destination (Insert or Update)
Once you read data from the desired source, now let's see how to Load Power BI data in SQL Server using Upsert Destination. Upsert Destination can Merge/Synchronize data from source to target for Microsoft SQL Server, PostgreSql and Redshift. It supports very fast Bulk Upsert (Update or Insert) operation along and Bulk delete.
-
From the SSIS toolbox drag and drop Upsert Destination on the dataflow designer surface
Connect our Source component to Upsert Destination
-
Double click on Upsert Destination component to configure it.
-
Select the desired Microsoft SQL Server/PostgreSql/Redshift Target Connection or click NEW to create new connection. Select Target Table or click NEW to create new table based on source columns.
Configure SSIS Upsert Destination Connection - Loading data (REST / SOAP / JSON / XML /CSV) into SQL Server or other target using SSIS -
Set Action to Upsert => (insert if not matching in target else update). Select Target Connection and Target Table. Check on Insert and Update. Click on Map All to Mappings all columns and check on Only Primary Key columns.
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Click on OK to save Upsert Destination settings UI.
-
That's it. Run the SSIS Package and it will read the data from the Power BI and load the data in the SQL Server/PostgreSql/Redshift using Upsert Destination.
Deploy and schedule SSIS package
After you are done creating SSIS package, most likely, you want to deploy it to SQL Server Catalog and run it periodically. Just follow the instructions in How to design, debug, deploy, schedule SSIS Package (In SQL Agent and Catalog) article to see how to do it.
Advanced topics
Actions supported by Power BI Connector
Power BI Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.Parameter | Description |
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Id |
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Parameter | Description |
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WorkspaceId |
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Parameter | Description |
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Id |
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WorkspaceId |
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Parameter | Description | ||||
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Definition |
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WorkspaceId |
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Id |
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WorkspaceId |
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Id |
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WorkspaceId |
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DatasetId |
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WorkspaceId |
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TableName |
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DatasetId |
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WorkspaceId |
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TableName |
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DatasetId |
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WorkspaceId |
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DaxFilter |
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TableName |
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DatasetId |
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WorkspaceId |
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TableName |
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DatasetId |
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WorkspaceId |
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Parameter | Description | ||||
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DAX query |
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DatasetId |
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WorkspaceId |
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Url |
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Body |
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IsMultiPart |
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Filter |
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Headers |
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Parameter | Description |
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Url |
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IsMultiPart |
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Filter |
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Headers |
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Conclusion
In this article we discussed how to connect to Power BI in SSIS and integrate data without any coding. Click here to Download Power BI Connector for SSIS and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
Download Power BI Connector for SSIS
Documentation
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How to connect Power BI in SSIS?
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How to load Power BI data in SSIS?
How to import Power BI data in SSIS?
How to pull Power BI data in SSIS?
How to push data to Power BI in SSIS?
How to write data to Power BI in SSIS?
How to POST data to Power BI in SSIS?
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