Managing a Power BI POP
    • 01 Sep 2024
    • 2 Minutes to read
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    Managing a Power BI POP

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    Article summary

    <Early Access Feature>

    All Policy Orchestration Points are listed on the Orchestration Workspace. Next to the name of each POP is the vendor icon. To create a POP, you will need the following information:

    • Authentication Method: this will be set to Service Principal
    • Client ID

    Creating a Power BI POP

    To create a Power BI Policy Orchestration Point (POP):

    1. In the Orchestration Workspace, click Add Policy Orchestration Point. The Select Vendor side panel opens.

    2. Click on the Power BI logo image.png to select Power BI.

    3. In the General section:

      • Enter the Display Name. Note that this name must be unique within the Environment.
      • Enter the Description (optional).
    4. In the Associated Workspaces section, use the down arrow to access and select the Identity Workspace (required) and the Authorization Workspace (required) in which you want to manage the relevant objects discovered in the vendor tenant.

    5. In the Connection Settings section, configure the values to connect the POP defined in the Authorization Platform to Power BI:

      • Authentication Method: by default, this will be set to Service Principal
      • Client ID: as defined in Power BI
      • Client Secret: as defined in Power BI
      • Tenant: Tenant ID that Power BI will connected to
    6. Click Test Connection to test whether the Platform can connect successfully.

    Note: If the Connection fails, verify that all of the values are correct and that all other requirements and permissions have been configured correctly in the target system. Then, test the connection again.

    1. Click Create. The POP is created, automatically assigned a POP ID, and added to the list of existing POPs.

    During the creation of the POP, an initial discovery process takes place. Objects found in the third-party vendor are translated and populated in the Platform Workspaces. After discovery, the full path is used as the display name for the discovered tables on the Objects tab.

    For more details, see Microsoft Power BI.

    Switching between Modes

    In the Orchestration Workspace, you can work in Learn mode or in Manage mode. For more information, see Learn and Managed Modes.

    To switch between Learn and Manage Mode:

    1. In the Orchestration Workspace, locate the POP for which you want to switch modes. Click the three vertical dots and select Settings. A side panel opens with the POP Details displayed.
    2. In the Orchestration Settings area, select the Mode. Options are Learn or Manage.
    3. After changing the mode, click Save.

    After changing the mode, you should test the connection by clicking the Test Connection button.


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