Send Data to Power BI

To send one or more records from your workflow database to a Power BI table, do the procedure in this topic.

Figure: Send Data to Power BI Configuration screen

Send Data to Power BI 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 Send Data to Power BI Send Data to Power BI icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Send Data to Power BI Configuration Send Data to Power BI Configuration icon.

Procedure

  1. On the Send Data to Power BI 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 list, select the name of a data set in Power BI.
  4. In the Table Name list, select the name of the Power BI table where this activity puts the record.
  5. In the Create Record field, select Create a Record to create a record or select Create Multiple Records to create more than one record in Power BI table.
  6. In the Repeating Node field, enter an Xpath that specifies the root of a repeating element in a schema where all the data is stored.
  7. In the Column Name field, enter the name of the column to put the data.
  8. In the Value field, enter your value, or drag a process data variable from the Process Data screen.
  9. (Optional) Click Create Create icon to add a new row to add a variable or value.