Send Data to Power BI activity

An activity that sends data from the AgilePoint NX workflow database to Power BI.

Configure the Send Data to Power BI activity

To configure the Send Data to Power BI activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Power BI

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
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

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
Do one of these:
- Add an activity:
  1. In the Process Builder, in the Activity Library, open the Power BI tab.
  2. On the Power BI tab, drag the Send Data to Power BI activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Send Data to Power BI activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Field Name

Definition

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:: Specifies an optional text description for your activity.
Accepted Values:: More than one line of text.
Default Value:: None
Accepts Process Data Variables:: No

Send Data to Power BI Configuration

Specifies the data from AgilePoint database to send to Power BI.

Fields

Field Name	Definition
Power BI	Function: Specifies the access token that connects to your Power BI environment. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Power BI
Add Token	Opens this Screen: Access Token for Power BI Function of this Screen: Configure an access token to connect to Power BI.. Example: Refer to: (Example) How to Get the Access Token Credentials from Power BI
Group	Function: Specifies the name of a group in Power BI. Accepted Values: A group name from the list. Default Value: None Accepts Process Data Variables: Yes
Dataset	Function: Specifies the name of a data set in Power BI. Accepted Values: The name of a data set in Power BI. Default Value: None Accepts Process Data Variables: Yes
Table Name	Function: Specifies the name of the Power BI table where this activity puts the record. Accepted Values: A table name in Power BI. Default Value: None Accepts Process Data Variables: Yes
Create Record	Function: Specifies whether to create one record or more than one record in a Power BI table. Accepted Values: Create a Record - Creates one record. Create Multiple Records - Creates more than one record. Default Value: Create a Record
Repeating Node	Function: Specifies the repeating schema element from the Process Data > Form Data or Model Data tab. To Open this Field: In the Create Record field, select Create Multiple Records. Accepted Values: A valid repeating XML schema element. Default Value: None Accepts Process Data Variables: Yes Example: /pd:myFields/pd:PersonalDetails
Column Name	Function: Specifies the name of the Power BI column. Accepted Values: The name of a column in Power BI. Default Value: None Accepts Process Data Variables: Yes
Column Value	Function: Specifies an XPath to a single node within the specified repeating schema element. Accepted Values: A valid XPath. Default Value: None Accepts Process Data Variables: Yes Example: ${/pd:AgilePoint/pd:Products/pd:ComponentName}
Create	Function: Connects a Power BI table column to your schema.
Delete	Function: Deletes the connection in the Power BI table column.