> ## Documentation Index
> Fetch the complete documentation index at: https://docs.datafold.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Power BI

> Include Power BI entities in Data Explorer and column-level lineage.

## Overview

Our Power BI integration can help you visualize column-level lineage dependencies between warehouse tables and Power BI entities using [Data Explorer](/data-explorer/how-it-works). Datafold supports the following Power BI entity types:

* Tables (with Columns)
* Reports (with Fields)
* Dashboards

## Choose your authentication method

Datafold supports two authentication methods for Power BI. Choose the one that best fits your organization's needs. Key difference:

* <strong>Delegated auth</strong> uses your user's identity, is tied to your account and permissions, also requiring you to be a <strong>Power Platform Administrator</strong>;
* <strong>Service Principal</strong> is an independent application identity that doesn't depend on any user, but can be a bit more complicated to setup.

<Tabs>
  <Tab title="Delegated (User OAuth)">
    ### Set up the integration

    <Steps>
      <Step title="Open Microsoft 365 admin center">
        Navigate to [**Microsoft 365 admin center** -> **Active users**](https://admin.microsoft.com/#/users) and choose the user that Datafold will authenticate under.

        <Frame>
          <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/microsoft-admin-user.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=38be66f2206263532520e4dc5ccd56a9" width="2056" height="915" data-path="images/power-bi/microsoft-admin-user.png" />
        </Frame>

        As highlighted in the screenshot above, this user should have the **Power Platform Administrator** role assigned to it.
      </Step>

      <Step title="If the role is missing, assign it">
        Click **Manage roles**, enable the **Power Platform Administrator** role, and save changes.

        <Frame>
          <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/microsoft-role.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=10a2d7a38614008498702ea653240b45" width="2056" height="915" data-path="images/power-bi/microsoft-role.png" />
        </Frame>
      </Step>

      <Step title="Configure Power BI API">
        Navigate to [Power BI Admin Portal](https://app.powerbi.com/admin-portal/tenantSettings?experience=power-bi) and enable the following two settings:

        * Enhance admin APIs responses with detailed metadata
        * Enhance admin APIs responses with DAX and mashup expressions

        <Frame>
          <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/admin-portal.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=947277d450e3507854f041e1dc1bf924" width="2060" height="1179" data-path="images/power-bi/admin-portal.png" />
        </Frame>
      </Step>

      <Step title="Create Power BI integration in Datafold">
        In the Datafold app, navigate to **Settings** -> **BI & Data Apps**, and click **+ Add new integration**. Choose **Power BI** from the list.

        <Frame>
          <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/create.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=b19abe212823cc0404644d16668aa588" width="2056" height="915" data-path="images/power-bi/create.png" />
        </Frame>
      </Step>

      <Step title="Fill in the name for your new integration">
        ...and then **Save**.

        <Frame>
          <img src="https://mintcdn.com/datafold/qH5vFV99qD-5khom/images/power-bi/new-integration-delegated.png?fit=max&auto=format&n=qH5vFV99qD-5khom&q=85&s=196ffe47f065efe282c31431bf577629" width="2696" height="1046" data-path="images/power-bi/new-integration-delegated.png" />
        </Frame>

        On clicking **Save**, the system will redirect you to Power BI.
      </Step>

      <Step title="Sign in to Power BI">
        ...if not already signed in.

        <Frame>
          <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/sign-in.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=9bb6c26dca422fdc86ee250477dc0d5c" width="2056" height="915" data-path="images/power-bi/sign-in.png" />
        </Frame>
      </Step>

      <Step title="Grant permissions to Datafold">
        Allow the Datafold integration to use Power BI. Depending on the roles configured for your user in the Admin center, you may require a confirmation from a **Global Administrator**. Follow the steps in the wizard.

        <Frame>
          <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/consent.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=6a1ad1535bbf09d220fb5c2783e1d6aa" width="2060" height="1179" data-path="images/power-bi/consent.png" />
        </Frame>
      </Step>

      <Step title="Integration is ready">
        You will be redirected back to Datafold and see a message that Power BI is successfully connected.

        <Frame>
          <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/success.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=756557c082662c5834d34daa351ddc60" width="2056" height="915" data-path="images/power-bi/success.png" />
        </Frame>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Service Principal">
    ### Set up the integration

    <Steps>
      <Step title="Create a Microsoft Entra ID App Registration">
        1. Go to [Microsoft Entra admin center - New Registration](https://entra.microsoft.com/?l=en.en-us#view/Microsoft_AAD_RegisteredApps/CreateApplicationBlade/quickStartType~/null/isMSAApp~/false)
        2. Configure the application:
           * **Name**: `Datafold Power BI Integration` (or similar)
           * **Supported account types**: "Accounts in this organizational directory only"
           * **Redirect URI**: Leave blank (not needed for Service Principal)

        <Frame>
          <img src="https://mintcdn.com/datafold/qH5vFV99qD-5khom/images/power-bi/service-principal/register-an-application.png?fit=max&auto=format&n=qH5vFV99qD-5khom&q=85&s=e1944be09e095f08af049fcc7ee3671c" width="2696" height="1046" data-path="images/power-bi/service-principal/register-an-application.png" />
        </Frame>

        3. Click **Register**
        4. Note the **Application (client) ID** and **Directory (tenant) ID** from the Overview page
      </Step>

      <Step title="Create a Client Secret">
        1. In the App Registration, go to **Certificates & secrets**
        2. Click **New client secret**
        3. Add a description (e.g., "Datafold integration") and choose an expiration period
        4. Click **Add**

        <Frame>
          <img src="https://mintcdn.com/datafold/qH5vFV99qD-5khom/images/power-bi/service-principal/certificates-and-secrets.png?fit=max&auto=format&n=qH5vFV99qD-5khom&q=85&s=f0f35b46b7c6d692f7737c5261412c9d" width="2696" height="1046" data-path="images/power-bi/service-principal/certificates-and-secrets.png" />
        </Frame>

        5. **Important**: Copy the secret **Value** immediately—it won't be shown again
      </Step>

      <Step title="Create a Security Group">
        1. Go to [Microsoft Entra admin center - Groups](https://entra.microsoft.com/?l=en.en-us#view/Microsoft_AAD_IAM/AddGroupBlade)
        2. Click **New group**
        3. Configure:
           * **Group type**: Security
           * **Group name**: `Power BI Service Principals` (or similar)
           * **Group description**: "Service principals allowed to access Power BI APIs"
           * **Membership type**: Assigned
        4. In the **Members** section, click **Add members**
        5. Search for and add your App Registration (by name or Client ID)

        <Frame>
          <img src="https://mintcdn.com/datafold/qH5vFV99qD-5khom/images/power-bi/service-principal/new-group.png?fit=max&auto=format&n=qH5vFV99qD-5khom&q=85&s=77ccc8b428b414d0a904d7eea4e86f24" width="2696" height="1046" data-path="images/power-bi/service-principal/new-group.png" />
        </Frame>

        6. Click **Create**
      </Step>

      <Step title="Configure Power BI Admin Portal">
        1. Go to [Power BI Admin Portal](https://app.powerbi.com/admin-portal/tenantSettings)
        2. Navigate to **Tenant settings**
        3. Enable these settings and apply them to your security group (or to the whole organization, as you see fit):

        * **Allow service principals to use Power BI APIs**
        * **Allow service principals to use read-only admin APIs**
        * **Enhance admin APIs responses with detailed metadata**
        * **Enhance admin APIs responses with DAX and mashup expressions**

        <Frame>
          <img src="https://mintcdn.com/datafold/qH5vFV99qD-5khom/images/power-bi/service-principal/power-bi-admin-api-settings.png?fit=max&auto=format&n=qH5vFV99qD-5khom&q=85&s=e490901f5013423f0e9e996bec7d86ea" width="2696" height="1046" data-path="images/power-bi/service-principal/power-bi-admin-api-settings.png" />
        </Frame>
      </Step>

      <Step title="Grant Workspace Access">
        You must explicitly grant access to each workspace you want Datafold to sync:

        1. Open the Power BI workspace you want to sync
        2. Click **Access** (or the gear icon -> Manage access)

        <Frame>
          <img src="https://mintcdn.com/datafold/qH5vFV99qD-5khom/images/power-bi/service-principal/manage-access.png?fit=max&auto=format&n=qH5vFV99qD-5khom&q=85&s=25cc38c99e8da06fd3eb81caf97013fd" width="2696" height="1046" data-path="images/power-bi/service-principal/manage-access.png" />
        </Frame>

        3. Add your App Registration as an **Admin** or **Member**
        4. Repeat for each workspace you want Datafold to access
      </Step>

      <Step title="Configure Datafold">
        1. Go to Datafold -> **Settings** -> **BI & Data Apps**
        2. Click **+ Add new integration** -> **Power BI**
        3. Select **Service Principal** as the authentication type
        4. Enter the credentials:
           * **Client ID**: The Application (client) ID from Step 1
           * **Client Secret**: The secret value from Step 2
           * **Tenant ID**: The Directory (tenant) ID from Step 1

        <Frame>
          <img src="https://mintcdn.com/datafold/qH5vFV99qD-5khom/images/power-bi/service-principal/new-integration-service-principal.png?fit=max&auto=format&n=qH5vFV99qD-5khom&q=85&s=461a583185c280df56a716c310aef123" width="2696" height="1046" data-path="images/power-bi/service-principal/new-integration-service-principal.png" />
        </Frame>

        5. Click **Save**
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Verify the integration

<Steps>
  <Step title="Power BI integration needs some time to sync">
    You can check out **Jobs** -> **BI & Data Apps** for the status of the sync job.

    <Frame>
      <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/jobs.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=a1288e76fb558f0c37875a812f1bc119" width="2056" height="915" data-path="images/power-bi/jobs.png" />
    </Frame>

    See [Tracking Jobs](/integrations/bi-data-apps/tracking-jobs) for more details.
  </Step>

  <Step title="Power BI entities are now searchable">
    When the sync is complete, you will see Power BI entities in **Data Explorer**.

    <Frame>
      <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/data-explorer.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=4d97fd3f9b6da71c68b07af43723c3e5" width="2056" height="915" data-path="images/power-bi/data-explorer.png" />
    </Frame>
  </Step>

  <Step title="Lineage is now available">
    <Frame>
      <img src="https://mintcdn.com/datafold/9DgdnO4sVNte36u-/images/power-bi/lineage.png?fit=max&auto=format&n=9DgdnO4sVNte36u-&q=85&s=ab5d1896b8ccfa79e156cec7a604b6bb" width="2056" height="915" data-path="images/power-bi/lineage.png" />
    </Frame>
  </Step>
</Steps>

## Need help?

If you have any questions about our Power BI integration, please reach out to our team via Slack, in-app chat, or email us at [support@datafold.com](mailto:support@datafold.com).
