Create a Dataset

To create a dataset in Power BI, do the procedure in this topic.

Figure: Create Dataset Configuration screen

Create Dataset Configuration screen

Examples

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Power BI Power BI icon tab.
      2. On the Power BI Power BI icon tab, drag the Create Dataset Create Dataset icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Create Dataset Configuration Create Dataset Configuration icon.

Procedure

  1. On the Create Dataset Configuration screen, in the Power BI list, select your Power BI access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Power BI.

  2. In the Group list, select the name of a group in Power BI.
  3. In the Dataset Name field, enter a name for your dataset.
  4. In the Table Name field, enter a table name.
  5. To create columns for your table, click Create Columns Create Columns icon.
  6. In the Column Name field, enter a name for your column.
  7. In the Data Type list, select the data type for your column.
  8. (Optional) Click Create Create icon to add a new row to add a variable or value.
  9. To connect the response to a process data variable, complete this field as necessary:
    Field Name Definition

    Store Response Dataset ID in this Variable

    Function:
    Specifies the process data variable that stores your dataset ID from Power BI.
    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces or special characters.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?