datahub/docs/quick-ingestion-guides/powerbi/configuration.md

---
title: Configuration
---

# Configuring Your PowerBI Connector to DataHub

Now that you have created a DataHub specific Azure AD app with the relevant access in [the prior step](setup.md), it's now time to set up a connection via the DataHub UI.

## Configure Secrets

1. Within DataHub, navigate to the **Ingestion** tab in the top, right corner of your screen

<p align="center">
  <img width="75%" alt="Navigate to the &quot;Ingestion Tab&quot;" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/common/common_ingestion_ingestion_button.png"/>
</p>

:::note
If you do not see the Ingestion tab, please contact your DataHub admin to grant you the correct permissions
:::

2. Navigate to the **Secrets** tab and click **Create new secret**.

<p align="center">
   <img width="75%" alt="Secrets Tab" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/common/common_ingestion_secrets_tab.png"/>
</p>

3. Create a client id secret

This will securely store your PowerBI `Application (client) ID` within DataHub

- Enter a name like `POWER_BI_CLIENT_ID` - we will use this later to refer to the `Application (client) ID`
- Enter the `Application (client) ID`
- Optionally add a description
- Click **Create**

<p align="center">
   <img width="70%" alt="Application (client) ID" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-client-id-secret.png"/>
</p>

4. Create a secret to store the Azure AD Client Secret

This will securely store your client secret"

- Enter a name like `POWER_BI_CLIENT_SECRET` - we will use this later to refer to the client secret
- Enter the client secret
- Optionally add a description
- Click **Create**

<p align="center">
   <img width="70%" alt="Azure AD app Secret" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-client-secret.png"/>
</p>

## Configure Recipe

1.  Navigate to the **Sources** tab and click **Create new source**

  <p align="center">
    <img width="75%" alt="Click &quot;Create new source&quot;" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/common/common_ingestion_click_create_new_source_button.png"/>
  </p>

2.  Choose PowerBI

  <p align="center">
    <img width="70%" alt="Select PowerBI from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-source-window.png"/>
  </p>

3.  Enter details into the PowerBI Recipe

    You need to set minimum 3 field in the recipe:

    a. **tenant_id:** This is the unique identifier (GUID) of the Azure Active Directory instance. Tenant Id can be found at: PowerBI Portal -> Click on `?` at top-right corner -> Click on `About PowerBI`

    <p align="center">
      <img width="70%" alt="Select PowerBI from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-portal-about-setting-window.png"/>
    </p>

    On `About PowerBI` window copy `ctid`:

    <p align="center">
      <img width="70%" alt="copy ctid" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-portal-about-window.png"/>
    </p>

    b. **client_id:** Use the secret POWER_BI_CLIENT_ID with the format "${POWER_BI_CLIENT_ID}".

    c. **client_secret:** Use the secret POWER_BI_CLIENT_SECRET with the format "${POWER_BI_CLIENT_SECRET}".

Optionally, use the `workspace_id_pattern` field to filter for specific workspaces.

    config:
         ...
         workspace_id_pattern:
            allow:
              - "258829b1-82b1-4bdb-b9fb-6722c718bbd3"

Your recipe should look something like this:

<p align="center">
  <img width="70%" alt="tenant id" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-recipe-window.png"/>
</p>

After completing the recipe, click **Next**.

## Schedule Execution

Now it's time to schedule a recurring ingestion pipeline to regularly extract metadata from your PowerBI instance.

1. Decide how regularly you want this ingestion to run-- day, month, year, hour, minute, etc. Select from the dropdown

<p align="center">
    <img width="75%" alt="schedule selector" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/common/common_ingestion_set_execution_schedule.png"/>
</p>

2. Ensure you've configured your correct timezone
<p align="center">
    <img width="75%" alt="timezone_selector" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/common/common_ingestion_set_execution_timezone.png"/>
</p>

3. Click **Next** when you are done

## Finish Up

1. Name your ingestion source, then click **Save and Run**
<p align="center">
  <img width="75%" alt="Name your ingestion" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-source-window.png"/>
</p>

You will now find your new ingestion source running

<p align="center">
  <img width="75%" alt="ingestion_running" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-running.png"/>
</p>

## Validate Ingestion Runs

1. View the latest status of ingestion runs on the Ingestion page

<p align="center">
  <img width="75%" alt="ingestion succeeded" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-succeeded.png"/>
</p>

2. Click the plus sign to expand the full list of historical runs and outcomes; click **Details** to see the outcomes of a specific run

<p align="center">
  <img width="75%" alt="ingestion_details" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-history.png"/>
</p>

3. From the Ingestion Run Details page, pick **View All** to see which entities were ingested

<p align="center">
  <img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-detail.png"/>
</p>

4. Pick an entity from the list to manually validate if it contains the detail you expected

<p align="center">
  <img width="75%" alt="ingestion_details_view_all" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/guides/powerbi/powerbi-ingestion-assets.png"/>
</p>

**Congratulations!** You've successfully set up PowerBI as an ingestion source for DataHub!