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Celonis Product Documentation

Microsoft Power BI (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With Microsoft Power BI modules in Celonis platform, you can manage the apps, dashboards, and reports in your Microsoft Power BI account.

To use the Microsoft Power BI modules, you must have a Microsoft Power BI account. You can create an account at signup.microsoft.com/create-account/signup.

Refer to the Microsoft Power BI API documentation for a list of available endpoints.

Connect Microsoft Power BI to Celonis platform

To establish the connection in Celonis platform:

  1. Log in to your Celonis platform account, add a Microsoft Power BI module to your Action Flow, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and enter your custom app client credentials. For more information, refer to the Microsoft Power BI custom credentials documentation.

    If requested, use the following Redirect URI when creating your custom app:

    https://auth.redirect.celonis.cloud/oauth/cb/microsoft-power-bi

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your Action Flow and add more Microsoft Power BI modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Permissions Information for Microsoft Power BI

  • Add/Delete Rows in a Dataset Table: Dataset.ReadWrite.All, Workspace.Read.All

  • Create a Connection: Offline_access, User.Read, Openid

  • Copy a Report: Report.Read.All, Workspace.Read.All, Content.Create

  • Create a Dashboard: Dashboard.Read.All, Content.Create, Workspace.Read.All

  • Create a Dataset: Dataset.ReadWrite.All, Workspace.Read.All

  • Delete a Dataset: Dataset.ReadWrite.All, Workspace.Read.All

  • Delete a Report: Report.ReadWrite.All, Workspace.Read.All

  • Get a Dashboard: Dataset.Read.All, Workspace.Read.All

  • Get a Dashboard Tile: Dashboard.Read.All, Workspace.Read.All

  • Get a Dataset: Dataset.Read.All, Workspace.Read.All

  • Get an App: App.Read.All

  • Get an App’s Dashboard: Dashboard.Read.All, App.Read.All

  • Get an App’s Report: Report.Read.All, App.Read.All

  • Get a Report: Report.Read.All, App.Read.All

  • List Apps: App.Read.All

  • List App’s Dashboards: Dashboard.Read.All, App.Read.All

  • List App’s Reports: Report.Read.All, App.Read.All

  • List Dashboards: Dashboard.Read.All, Workspace.Read.All

  • List Dashboard Tiles: Dashboard.Read.All, Workspace.Read.All

  • List Datasets: Dataset.Read.All, Workspace.Read.All

  • List Dataset Users: Dataset.Read.All, Workspace.Read.All, Tenant.Read.All

  • List Reports: Report.Read.All, Workspace.Read.All

  • Make an API Call: Dataset.ReadWrite.All, Workspace.ReadWrite.All, Dashboard.ReadWrite.All, Report.ReadWrite.All, Capacity.ReadWrite.All, Dataflow.ReadWrite.All, App.Read.All

  • Refresh a Dataset: Dataset.ReadWrite.All, Workspace.Read.All

  • Watch Apps: App.Read.All

Build Microsoft Power BI Action Flows

After connecting the app, you can perform the following actions:

Dashboard

  • List Dashboards

  • List Dashboard Tiles

  • Get a Dashboard

  • Get a Dashboard Tile

  • Create a Dashboard

Report

  • List Reports

  • Get a Report

  • Copy a Report

  • Delete a Report

Dataset

  • List Datasets

  • List Dataset Users

  • Get a Dataset

  • Create a Dataset

  • Add/Delete Rows in a Dataset Table

  • Refresh a Dataset

  • Delete a Dataset

App

  • Watch Apps

  • List Apps

  • List App's Reports

  • List App's Dashboards

  • Get an App

  • Get an App Report

  • Get an App's Dashboard

Other

  • Make an API Call