Send Data to MS Power BI activity

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

Configure the MS Send Data to Power BI activity

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

Examples

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

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
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?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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 App Explorer screen, do one of these:
- Open a Process.
- Create a Process.
In Process Builder, in the Activity Library, open the MS Power BI tab.
On the MS Power BI tab, drag the Send Data to MS Power BI activity onto your process.

General Configuration

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

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

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 MS Power BI Configuration

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

Send Data to Power BI Configuration screen — Figure: Send Data to MS Power BI Configuration screen

Fields

Field Name	Definition
MS Power BI	Function: Specifies the access token that connects to your Microsoft 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 Microsoft Power BI
Create	Opens this Screen: Access Token for Microsoft Power BI Function of this Screen: Configure an access token to connect to Microsoft Power BI.. Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Power BI
Group	Function: Specifies the name of a group in Microsoft 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 Microsoft 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 Microsoft 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 Microsoft 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 Microsoft 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 Microsoft Power BI table column to your process schema.
Delete	Function: Deletes the connection in the Microsoft Power BI table column.