Power BI pre-configuration steps using Tenant ID

The following are the pre-configuration steps involved in establishing Power BI connection using Tenant ID:

1. Register an application in the Azure AD (Active Directory) portal.
2. Establish workspace access from the Power BI portal to the Azure portal registered application.
3. Check the User.Read (Microsoft Graph) from the API permissions of the registered application in the Azure portal.
4. Enable ‘Tenant Settings’ to allow service principals to use Power BI APIs.

1. Register an application in the Azure AD (Active Directory) portal:

• Login to Azure web portal.
• Let’s click the Azure Active Directory option.

• The user is navigated to the Azure Active Directory session page.
• Click App registrations from the left menu options.

• Now, click + New Registration option.

• The user is navigated to the Register an application session page.
• Let’s add RD Power BI For Document under the Name text field.
• Let’s select the second radio button option for the Supported account types.
• Click the Register button.

• This action generates Application (client) ID, Object ID, and Directory (tenant) ID.

Note: Application (client) ID, Object ID, and Directory (tenant) ID are blurred due to confidential data.

• Click the Add a certificate or secret from the Client credentials option.

• Click the + New client secret option.

• This action displays an Add a client secret sliding screen on the right side of the page.
• Let’s add RD Secret under the Description text field.
• Select 24 months from the ‘Expires’ drop-down list.
• Click the Add button.

• This action adds the Value (Client secret).

Note: ‘Client secret’ and Object ID’ are blurred due to confidential data.

2. Establish workspace access from the Power BI portal to the Azure portal registered application:

• Let’s login to the Power BI web portal.
• Click the Workspaces from the left menu options to display all the workspaces.
• Let’s click Rightdata Power BI workspace.

• The user is navigated to Rightdata Power BI workspace session page.
• Click the Access option.

• An Access (Rightdata Power BI) sliding screen is displayed on the right side of the page.

Note: The user can search either by the registered ‘Azure Application Name’ or ‘AppID.’

• Let’s select RD Power BI For Document registered Azure Application.
• Select Member as a drop-down list.
• Click the Add button.

• This action gives workspace (Rightdata Power BI) access to the registered Azure Application (RD Power BI For Document).

Note: In a similar way, the user can give multiple workspace(s) access to any registered Azure Application(s).

• Finally, the user can use these parameters (client_id, client_secret, and Tenant_id) to establish a Power BI profile connection within the application.

Note: The user has to checkbox the ‘Use Tenant id’ to establish the Power BI profile connection using the above parameters.

Note: ‘Tenant_id’ is blurred due to confidential data.

3. Check the User.Read (Microsoft Graph) from the API permissions of the registered application in the Azure portal:

• Login to Azure web portal.
• Click the API Permissions from the left menu options for the created Azure Application (RD Power BI For Document).
• Expand Microsoft Graph (1).

Path: Home > Rightdata, Inc. > RD Power BI For Document > API Permissions > Microsoft Graph (1) > User.Read

4. Enable ‘Tenant Settings’ to allow service principals to use Power BI APIs:

• Login to the Power BI web portal.
• Click the horizontal ellipsis (…) option.
• Hover on Settings.
• Click the Admin Portal.

Path: … > Settings > Admin Portal

• The user is navigated to the Admin portal session page.
• Click the Tenant settings.
• Scroll down to Developer settings within Tenant settings.
• Expand Allow service principals to use Power BI APIs and enable it.

Path: Admin portal > Tenant settings > Developer settings > Allow service principals to use Power BI APIs > Enabled