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Power BI Connector Setup
Power BI Connector Setup
Updated over a week ago

Welcome to the Power BI Connector Setup guide!

In this article, we will cover the following:

  • Authenticating Power BI in Savant

  • Connecting Data from Power BI

  • Publishing Data to Power BI

Authenticating Power BI in Savant

Before starting the authentication process, ensure that you have all of the following in with regards to Power BI:

  • Valid Power BI username and password

  • Premium license* and workspace

  • Generated reports

  • Self-generated dataset

*NOTE: A Premium Per User (PPU) license is not sufficient to use the export report API

After confirming the above are in place, open separate tabs in your browser for Savant and Power BI and login to both.

In Savant, click on "Data" in the top menu, and toggle to the "Systems" option in the upper left of the page. Click the "New System" button.

This will take you to a page with a list of all available connected systems in Savant. Scroll or search among the selections for Power BI and select the icon, then click "Next".

On the next step, click the "Authenticate" button, which will redirect you to a Microsoft login page.

Enter your Microsoft username and password to log in. This will load the following pop-up window:

In the pop-up window, click "Accept".

On the next page, set the customize the name of your system and then hit the "Confirm" button.

Your new Power BI system is now authenticated in Savant!

Connecting Data from Power BI

If you are working within an analysis, on the top left side of your canvas, click the Add Dataset button shown below, and select your Power BI connection.

If you are not currently within an analysis, you can add your connection by navigating to Data and selecting New Dataset. Select your authenticated Power BI system from the list of available options and click Next.

In the Configure Dataset section, you will see drop-down menus for Schema and Object.

Schema refers to a Power BI dataset and Object refers to Power BI tables. Select the dataset and table that you want to use for your Savant dataset and click Next.

Lastly, give a name and description to your new dataset and click Confirm.

Your Power BI system is now added as a dataset within your analysis!

Publishing Data to Power BI

Power BI is not writeable as a destination in Savant.

Additional Resources

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