OpenMetadata/openmetadata-docs-v1/content/v1.0.0/connectors/dashboard/powerbi/cli.md

---
title: Run PowerBI Connector using the CLI
slug: /connectors/dashboard/powerbi/cli
---

# Run PowerBI using the metadata CLI

In this section, we provide guides and references to use the PowerBI connector.

Configure and schedule PowerBI metadata and profiler workflows from the OpenMetadata UI:

- [Requirements](#requirements)
- [Metadata Ingestion](#metadata-ingestion)

## Requirements

{%inlineCallout icon="description" bold="OpenMetadata 0.12 or later" href="/deployment"%}
To deploy OpenMetadata, check the Deployment guides.
{%/inlineCallout%}

To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with
custom Airflow plugins to handle the workflow deployment.

### Python Requirements

To run the PowerBI ingestion, you will need to install:

```bash
pip3 install "openmetadata-ingestion[powerbi]"
```

## Metadata Ingestion

All connectors are defined as JSON Schemas.
[Here](https://github.com/open-metadata/OpenMetadata/blob/main/openmetadata-spec/src/main/resources/json/schema/entity/services/connections/dashboard/powerBIConnection.json)
you can find the structure to create a connection to PowerBI.

In order to create and run a Metadata Ingestion workflow, we will follow
the steps to create a YAML configuration able to connect to the source,
process the Entities if needed, and reach the OpenMetadata server.

The workflow is modeled around the following
[JSON Schema](https://github.com/open-metadata/OpenMetadata/blob/main/openmetadata-spec/src/main/resources/json/schema/metadataIngestion/workflow.json)

### 1. Define the YAML Config

This is a sample config for PowerBI:

{% codePreview %}

{% codeInfoContainer %}

#### Source Configuration - Service Connection

{% codeInfo srNumber=1 %}

**clientId**: PowerBI Client ID.

{% /codeInfo %}

{% codeInfo srNumber=2 %}

**clientSecret**: PowerBI Client Secret.

{% /codeInfo %}

{% codeInfo srNumber=3 %}

**tenantId**: PowerBI Tenant ID.

{% /codeInfo %}

{% codeInfo srNumber=4 %}

**scope**: Service scope. By default `["https://analysis.windows.net/powerbi/api/.default"]`.

{% /codeInfo %}

{% codeInfo srNumber=5 %}

**authorityUri**: Authority URI for the service.

{% /codeInfo %}

{% codeInfo srNumber=6 %}

**hostPort**: URL to the PowerBI instance.

{% /codeInfo %}

{% codeInfo srNumber=7 %}

**Pagination Entity Per Page**: Entity Limit set here will be used to paginate the PowerBi APIs. PowerBi API do not allow more than 100 workspaces to be inputed at a time. This field sets the limit of entities used for paginating the powerbi APIs. By default 100

{% /codeInfo %}

#### Source Configuration - Source Config

{% codeInfo srNumber=8 %}

The `sourceConfig` is defined [here](https://github.com/open-metadata/OpenMetadata/blob/main/openmetadata-spec/src/main/resources/json/schema/metadataIngestion/dashboardServiceMetadataPipeline.json):

- **dbServiceNames**: Database Service Names for ingesting lineage if the source supports it.
- **dashboardFilterPattern**, **chartFilterPattern**, **dataModelFilterPattern**: Note that all of them support regex as include or exclude. E.g., "My dashboard, My dash.*, .*Dashboard".
- **includeOwners**: Set the 'Include Owners' toggle to control whether to include owners to the ingested entity if the owner email matches with a user stored in the OM server as part of metadata ingestion. If the ingested entity already exists and has an owner, the owner will not be overwritten.
- **includeTags**: Set the 'Include Tags' toggle to control whether to include tags in metadata ingestion.
- **includeDataModels**: Set the 'Include Data Models' toggle to control whether to include tags as part of metadata ingestion.
- **markDeletedDashboards**: Set the 'Mark Deleted Dashboards' toggle to flag dashboards as soft-deleted if they are not present anymore in the source system.

{% /codeInfo %}

#### Sink Configuration

{% codeInfo srNumber=9 %}

To send the metadata to OpenMetadata, it needs to be specified as `type: metadata-rest`.

{% /codeInfo %}

#### Workflow Configuration

{% codeInfo srNumber=10 %}

The main property here is the `openMetadataServerConfig`, where you can define the host and security provider of your OpenMetadata installation.

For a simple, local installation using our docker containers, this looks like:

{% /codeInfo %}

{% /codeInfoContainer %}

{% codeBlock fileName="filename.yaml" %}

```yaml
source:
  type: powerbi
  serviceName: local_powerbi
  serviceConnection:
    config:
      type: PowerBI
```
```yaml {% srNumber=1 %}
      clientId: clientId
```
```yaml {% srNumber=2 %}
      clientSecret: secret
```
```yaml {% srNumber=3 %}
      tenantId: tenant
```
```yaml {% srNumber=4 %}
      # scope:
      #    - https://analysis.windows.net/powerbi/api/.default (default)
```
```yaml {% srNumber=5 %}
      # authorityURI: https://login.microsoftonline.com/ (default)
```
```yaml {% srNumber=6 %}
      # hostPort: https://analysis.windows.net/powerbi (default)
```
```yaml {% srNumber=7 %}
      # pagination_entity_per_page: 100 (default)
```
```yaml {% srNumber=8 %}
  sourceConfig:
    config:
      type: DashboardMetadata
      # dbServiceNames:
      #   - service1
      #   - service2
      # dashboardFilterPattern:
      #   includes:
      #     - dashboard1
      #     - dashboard2
      #   excludes:
      #     - dashboard3
      #     - dashboard4
      # chartFilterPattern:
      #   includes:
      #     - chart1
      #     - chart2
      #   excludes:
      #     - chart3
      #     - chart4
```
```yaml {% srNumber=9 %}
sink:
  type: metadata-rest
  config: {}
```

```yaml {% srNumber=10 %}
workflowConfig:
  openMetadataServerConfig:
    hostPort: "http://localhost:8585/api"
    authProvider: openmetadata
    securityConfig:
      jwtToken: "{bot_jwt_token}"
```

{% /codeBlock %}

{% /codePreview %}

### Workflow Configs for Security Provider

We support different security providers. You can find their definitions [here](https://github.com/open-metadata/OpenMetadata/tree/main/openmetadata-spec/src/main/resources/json/schema/security/client).

## Openmetadata JWT Auth

- JWT tokens will allow your clients to authenticate against the OpenMetadata server. To enable JWT Tokens, you will get more details [here](/deployment/security/enable-jwt-tokens).

```yaml
workflowConfig:
  openMetadataServerConfig:
    hostPort: "http://localhost:8585/api"
    authProvider: openmetadata
    securityConfig:
      jwtToken: "{bot_jwt_token}"
```

- You can refer to the JWT Troubleshooting section [link](/deployment/security/jwt-troubleshooting) for any issues in your JWT configuration. If you need information on configuring the ingestion with other security providers in your bots, you can follow this doc [link](/deployment/security/workflow-config-auth).

### 2. Run with the CLI

First, we will need to save the YAML file. Afterward, and with all requirements installed, we can run:

```bash
metadata ingest -c <path-to-yaml>
```

Note that from connector to connector, this recipe will always be the same. By updating the YAML configuration,
you will be able to extract metadata from different sources.