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

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
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	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts 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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts 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	Description: Specifies the access token that connects to your Microsoft Power BI environment. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts 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	Description: Specifies the name of a group in Microsoft Power BI. Allowed Values: A group name from the list. Default Value: None Accepts Variables: Yes
Dataset	Description: Specifies the name of a data set in Microsoft Power BI. Allowed Values: The name of a data set in Power BI. Default Value: None Accepts Variables: Yes
Table Name	Description: Specifies the name of the Microsoft Power BI table where this activity puts the record. Allowed Values: A table name in Power BI. Default Value: None Accepts Variables: Yes
Create Record	Description: Specifies whether to create one record or more than one record in a Microsoft Power BI table. Allowed Values: Create a Record - Creates one record. Create Multiple Records - Creates more than one record. Default Value: Create a Record
Repeating Node	Description: 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. Allowed Values: A valid repeating XML schema element. Default Value: None Accepts Variables: Yes Example: /pd:myFields/pd:PersonalDetails
Column Name	Description: Specifies the name of the Microsoft Power BI column. Allowed Values: The name of a column in Power BI. Default Value: None Accepts Variables: Yes
Column Value	Description: Specifies an XPath to a single node within the specified repeating schema element. Allowed Values: A valid XPath. Default Value: None Accepts 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.