Power BI

Connect to your users' Power BI accounts

Setup Guide

You can find your Power BI application credentials by visiting your Microsoft Azure Portal.

You'll need the following information to set up your Power BI app with Paragon Connect:

• Client ID

• Client Secret

• Scopes Requested

Prerequisites

• A Microsoft Azure account

Add the Redirect URL to your Power BI app

Paragon provides a redirect URL to send information to your app. To add the redirect URL to your Power BI app:

1. Copy the link under "Redirect URL" in your integration settings in Paragon. The Redirect URL is:

https://passport.useparagon.com/oauth

2. Log in to the Microsoft Azure Portal using your Microsoft account.

3. Navigate to All Services > App Registrations and select your application.

4. Select Authentication from the sidebar.

5. Under Platform configurations, press the "Add a platform" button.

6. Select the Web platform.

7. Paste the Redirect URL from Step 1 under Redirect URIs.

8. Press the Save button at the top of the page.

Generate a Client Secret

Since Power BI does not automatically provide you with a Client Secret for your application, we'll need to make one. To get your Client Secret:

1. Navigate to Manage > Certificates & secrets in the sidebar.

2. Under Client Secrets, press the + New client secret button.

3. Name your client credentials and select an expiry that works best for your application. Press Add to create your credentials.

4. Copy the displayed Client Secret under the Value column.

Note: You will need to periodically create new and update your Client Secret as they expire for all Microsoft integrations.

Add your Power BI app to Paragon

1. Select Power BI from the Integrations Catalog.

2. Under Integrations > Connected Integrations > {YOUR_APP} > Settings, fill out your credentials from the end of Step 1 in their respective sections:

• Client ID: Found under Essentials > Application (client) ID on your Microsoft Azure Portal app page.

• Client Secret:

  1. Log in to the Microsoft Azure Portal.

  2. Navigate to Manage > Certificates & secrets in the sidebar.

  3. Under Client Secrets, press the + New client secret button.

  4. Name your client credentials and select an expiry that works best for your application.

  5. Press Add to create your credentials.

  6. Copy the displayed Client Secret under the Value column.

• Permissions: Select the scopes you've requested for your application.

Press the blue "Connect" button to save your credentials.

Note: You should only add the scopes you've requested in your application page to Paragon.

Connecting to Power BI

Once your users have connected their Power BI account, you can use the Paragon SDK to access the Power BI API on behalf of connected users.

See the Power BI REST API documentation for their full API reference.

Any Power BI API endpoints can be accessed with the Paragon SDK as shown in this example:

// You can find your project ID in the Overview tab of any Integration

// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);

// List Datasets
await paragon.request("powerbi", "myorg/datasets", {
    method: "GET"
});

// List Reports by ID
await paragon.request("powerbi", "myorg/reports/{reportId}", {
    method: "GET"
});

// Query Accounts by number of employees
await paragon.request("microsoftDynamics", "/accounts?$filter=Microsoft.Dynamics.CRM.Between(PropertyName='numberofemployees',PropertyValues=["5","2000"])”
    method: "GET"
});

Building Power BI workflows

Once your Power BI account is connected, you use the Power BI Request step to access any of Power BI API endpoints without the authentication piece.

When creating or updating records in Power BI, you can reference data from previous steps by typing {{ to invoke the variable menu.