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

To get the access token credentials from Power BI, do the procedure in this topic.

Prerequisites

  • One of these account types:
    • Power BI Pro
    • Power BI Premium

Good to Know

  • OAuth 2.0 access tokens require a 2-way exchange of credentials between AgilePoint NX and the external service. This means that you must get the credentials from the third-party service to paste in the AgilePoint NX access token, and get the redirect URI from AgilePoint NX to paste in the external service. This requires you to open both the AgilePoint NX access token and the third-party service at the same time, so you can copy and paste from one screen to the other.

    This topic shows the suggested procedure for Power BI. The exact procedure for your access token depends on whether you already have a connection (usually called an app) configured in the external service.

  • This topic gives one example. The procedure may vary depending on your configuration and account settings in the third-party service.
  • 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?

Step 1: Start Creating an Access Token in AgilePoint NX

First, create a new access token in AgilePoint NX for Power BI.

How to Start

Procedure

  1. In AgilePoint NX, open the access token configuration screen for Power BI.

    Power BI Global Access Token screen

    Do not configure the access token credentials.

    Keep the access token configuration screen open in AgilePoint NX, but do not save it.

Step 2: Create an App for Power BI

Next, create an app in Power BI.

How to Start

  1. In a new web browser tab, go to https://dev.powerbi.com/Apps.
  2. On the Register your application for Power BI screen, click Sign in.

    Register your application for Power BI screen
  3. Sign in to your Power BI account.
  4. After successful sign in, click Next.

    Register your application for Power BI screen

Procedure

  1. On the Register your application section, in the Application Name field, enter an application name.

    AgilePoint recommends you use an application name associated with your AgilePoint NX app or the way you want to use the application in AgilePoint NX.


    Register your application for Power BI screen
  2. In the Application Type field, select your application type.

    For AgilePoint NX apps, this value will often be Server-side web applications, but it depends how your app is used.

    For more information, refer to the Power BI documentation in Third-Party Vendor Documentation.


    Register your application for Power BI screen
  3. In AgilePoint NX, on the Power BI Access Token Configuration screen, in the Reply URL field, copy the value.

    AgilePoint NX Power BI Access Token screen
  4. In Power BI, on the Register your application section, in the Home Page URL field, paste the Reply URL value from AgilePoint NX.

    AgilePoint NX Sales Invoice App screen
  5. In the Redirect URL field, paste the Reply URL value from AgilePoint NX.

    Register your application for Power BI screen
  6. In the API access section, select Select all.

    Register your application for Power BI screen
  7. Click Register.

    Register your application for Power BI screen

    This screen shows the Application ID and Application secret.


    Register your application for Power BI screen

Step 3: Copy the Power BI App Credentials

Next, copy the Power BI app credentials to your AgilePoint NX access token.

How to Start

  1. In one web browser tab, open the app you created in Power BI.

    For more information, refer to Create an App for Power BI.

  2. In a different web browser tab, in AgilePoint NX, open the Power BI access token configuration screen.

Procedure

  1. In Power BI, on the Success screen, in the Application ID field, click Copy.

    Success screen
  2. In AgilePoint NX, on the Power BI Access Token Configuration screen, in the Application ID field, paste the Application ID value from Power BI.

    Power BI Access Token screen
  3. In Power BI, on the Success screen, in the Application secret field, click Copy.

    Success screen
  4. In AgilePoint NX, on the Power BI Access Token Configuration screen, in the Key field, paste the Application secret value from Power BI.

    Power BI Access Token screen

Step 4: Complete the AgilePoint NX Access Token

Next, complete the AgilePoint NX access token configuration for Power BI.

How to Start

  1. In AgilePoint NX, open the Power BI access token configuration screen.

Procedure

  1. In AgilePoint NX, on the Power BI Access Token Configuration screen, in the Token Name field, enter a name for the access token.

    Power BI Access Token screen
  2. Click Get OAuth2 Access Token.

    Power BI Access Token screen

    The Premission requested screen opens in a new tab or window in your web browser.


    Permission Requested screen
  3. On the Premission requested screen, click Accept.

    Permission Requested screen

    The Power BI access token screen shows the OAuth 2.0 access token in the OAuth 2.0 Access Token field.


    Power BI Access Token screen
  4. Click Done.

    OneDrive Access Token screen