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URL: https://www.cdata.com/kb/tech/dataverse-cloud-powerbi-service.rst

⇱ Import Microsoft Dataverse Data into the Power BI Service for Visualizations

Import Microsoft Dataverse Data into the Power BI Service for Visualizations

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Microsoft Dataverse Data and provide access to live Microsoft Dataverse data for custom reports in the Power BI Service.

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Microsoft Dataverse data for visualizations, dashboards, and more. This article shows how to connect to Microsoft Dataverse in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Microsoft Dataverse data in the Power BI service.

About Microsoft Dataverse Data Integration

CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:

  • Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
  • Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.

CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Configure Microsoft Dataverse Connectivity for Power BI Service

Connectivity to Microsoft Dataverse from Power BI Service is made possible through CData Connect AI. To work with Microsoft Dataverse data from Power BI Service, we start by creating and configuring a Microsoft Dataverse connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Microsoft Dataverse" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Microsoft Dataverse.

    You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
    • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

    When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Microsoft Dataverse Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to Microsoft Dataverse data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Microsoft Dataverse in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
  3. After signing in, click "Connect" 👁 Connecting to Connect AI
  4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
  5. Click Load to establish the connection to your Microsoft Dataverse data from Power BI
  6. Define any relationships between the selected entities on the Relationships tab.
  7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Microsoft Dataverse Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

  1. Log in to PowerBI.com.
  2. Click Workspaces and select a workspace.
  3. Click Create and select Report.
  4. Select the published dataset for the report. 👁 Select a dataset
  5. Choose fields and visualizations to add to your report. 👁 Visualizing Microsoft Dataverse data in the Power BI service

Live Access to Microsoft Dataverse Data from Cloud Applications

Now you have a direct connection to live Microsoft Dataverse data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Microsoft Dataverse data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.