Connect Microsoft Power BI to Streamline and Create Datasets

Integrating your Microsoft Power BI data with Streamline enables you to build dynamic workflows powered by your analytics environment. This guide walks you through connecting a Power BI data source and creating datasets you can use across your projects.

Note: This article is specific to Microsoft Power BI. If you're connecting a different data source, check our Data Source Library for platform-specific instructions.

Prerequisites

Before you begin, ensure the following:

• You have access to your organization's Power BI account and relevant workspaces.
• You have permissions to access and read Power BI datasets or reports.
• Admin approval is granted if your organization uses security restrictions on external integrations.

If you're unsure, check with your Power BI or IT administrator.

Part 1: Connect to a Power BI Data Source

Step 1: Go to the Integrations Page

From your dashboard, navigate to the Integrations tab on the left.
 

Click + New Connection at the top or centre of the page. 

Step 2: Select Microsoft Power BI as Your Integration Type

In the pop-up window, choose Microsoft Power BI from the list of supported platforms.

Tip: Choose a name that helps team members quickly identify the data source’s purpose or workspace.

Step 3: Give your connection a recognizable name & description (e.g., Sales Reports Power BI, Marketing Dashboard).

Tip: Choose a name that helps team members quickly identify the data source’s purpose or workspace.

Step 4: Authenticate with Power BI

You'll be prompted to enter in your account information, including: Client ID, Secret, Username, Password & Tenant ID.

Security Tip: Use organizational accounts and follow your company’s credential management best practices.

Step 5: Select Your Database & Schema 

Once authenticated, you'll be asked to:

• Select a Database
• Choose a specific Schema available in that Database

Step 6: Finalize the Connection

Click Connect to complete the integration. Your Power BI connection will now appear in the Integrations list.

Step 7: Explore Your Power BI Data

Once connected:

• Visit the Data Catalog to explore available datasets and fields.
• Use filters or search to find specific data elements.
• The Entity View shows dataset tables; the Data Field View shows columns with metadata like field type.

Part 2: Create and Manage a Dataset from Power BI

Once your Power BI connection is active, you can start organizing your data into reusable datasets for workflows.

Step 1: Access the Datasets Section

Navigate to Datasets from the left-hand panel.
Click + Create New Dataset.

Step 2: Define Dataset Basics

• Give your dataset a clear name.
• Select your Power BI data source.
• Choose a Primary Entity (table) from your dataset.
• Assign a label to make internal data more user-friendly.
  Example: Use “Revenue Summary” instead of tbl_rev_summary.

Step 3: Configure Field Access

• Review each field (column) and configure access settings if needed.
• When ready, click Create to save the dataset.

Optional: Create a Dataset Directly from the Data Catalog

• In the Data Catalog, select an entity (table) and click New Dataset from Entity.
• Customize the dataset by choosing fields or updating classifications.

Optional: Add Related Entities

Want to enrich your dataset?

• Click Add Related Entity while creating your dataset.
• Related Power BI tables can be linked based on relationships defined in Power BI.
• Add as many related entities as needed before finalizing.

Optional: Edit an Existing Dataset

To make changes:

• Go to Datasets, locate the dataset, and click Edit.
• You can:
  • Add/remove related entities
  • Change labels or field types
  • Update data access settings
• Click Next & Update to save changes.

Troubleshooting Tips

If you encounter issues, try the following:

• Login errors: Make sure you're using the correct Microsoft account with access to the workspace.
• No datasets listed: Confirm you have access to datasets in the selected workspace.
• Permissions denied: Check with your admin to approve third-party access for Power BI.
• Data not loading: Ensure your dataset is published and not in a personal workspace.

Performance Tips

• Use filters in Power BI to reduce dataset size before importing into Streamline.
• Only include necessary fields to optimize workflow speed.
• Regularly audit datasets for relevance and usage.

Summary

By connecting your Microsoft Power BI account and building tailored datasets, you can make business intelligence data easily accessible and actionable within Streamline. 

Need help? Check out our articles or contact Support.