Power BI Integration Setup Guide

🕙  2 minute read

Power BI is a analytics service from Microsoft that provides interactive visualizations and business intelligence capabilities in an easy to use interface simple enough for end users.

Integrations can only be set up by Admin users and are enabled per team. See our General Integration Information page for an overview of integrations and some recommendations when configuring new integrations.

Required Setup

Configuring with Power BI is simple and only requires logging in with the email address and password for your Power BI account. Creating the integration is like signing into your Power BI account, which is a common sign in method for different sites and services.

✅   Heads-up: If you’re logged into multiple Microsoft accounts, it’s recommended to log out of all but one account.

Create Integration

The following instructions are for creating an integration for the first time. If you already have a connection, select the integration and select Add a Connection, or see How to create a new connection for an existing integration.

  1. Select square menu icon in the top right corner and select Admin.
  2. Open the Integrations page near the bottom of the list.
  3. Select the Add an Integration button in the top right corner.
  4. Select the Power BI integration then select Add this Connection.
  5. Fill in the details. Set the integration permissions if necessary.
  6. Select Connect.
  7. If you are already signed into Power BI, you’ll be asked to authorize the connection. If you’re not signed in, you’ll just need to log in with the Power BI email address and password you wish to connect.

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  8. After logging in, Power BI will ask you to authorize the connection. Catalytic only requires specific Power BI permissions at this time. These permissions enable Pushbots to help automate mundane work in Power BI.
  9. After authorizing or logging into your Power BI account, the integration is ready to go and you’ll be returned back to Catalytic.

Get help with a problem or question

If something’s not working as expected, or you’re looking for suggestions, check through the options below.

“Need admin approval” message during setup

If you received this error, then your organization has restricted which apps and services can connect to the account. If you think this is a mistake, try logging out and logging back in with an admin account.

If you need to provide admin permissions to a user, follow the steps provided by Microsoft in the Account support article.

  1. Request your tenant admin to login to the Azure portal
  2. Select “Azure Active Directory” -> “Enterprise Applications”
  3. Search for “Power BI Community” and select it.
  4. Select Security -> Permissions -> User Consent
  5. Click ‘Grant Admin consent for '
  6. Admin will be prompted to verify the login and give consent. After providing consent, the tenant Admin will be redirected to the Community (Please take the screenshot and share with us).

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