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Microsoft Power BI

Abstract

Connect your Symon.AI and Microsoft Power BI accounts to export your data to your Microsoft Power BI account.

Connect your Symon.AI and Microsoft Power BI accounts to export your data to your Microsoft Power BI account. This connection allows Symon.AI to write data to Microsoft Power BI.

Set up the connector to be available for use with the Export tool. You only need to set up the connection once. After the connection is set up, Symon.AI can write updates and inserts into Microsoft Power BI.

Important

Microsoft Power BI has limitations on what you can push to the data set.

Create the connection

Create the connection between Symon.AI and Microsoft Power BI. Generate a new Microsoft Power BI connection or use an existing one.

Creating a new connection
  1. In Symon.AI, go to your pipe.

  2. Add the Export tool.

  3. In the Export tool configuration section, click the Connection drop-down.

  4. From the connection drop-down, click + New connection.

  5. Create the new Microsoft Power BI connection for the Export tool.

  6. On the Connect to your Database page, enter the Connector name. Click Next.

    You are sent to the Microsoft Power BI website. Enter your Microsoft Power BI credentials and you are redirected back to Symon.AI. You can now export data to Microsoft Power BI.

Using your existing Microsoft Power BI
  1. In Symon.AI, go to your pipe.

  2. Add the Export tool.

  3. In the Export tool configuration section, click the Connection drop-down.

  4. Search for and select your existing Microsoft Power BI connection.

  5. Select the Workspace from the drop-down list.

  6. Enter a name for the export under the Data set name.

  7. Click Export now.

    Note

    The data is now available to use in the Export tool. For more information about the tool, see Export.

Error handling

The following errors may appear during the export process:

Error

Description

(error code: xxxx) message.

Export failed with a PowerBI error.