Thereforeâ„¢ Help

Configuration in Microsoft Entra ID

1.Go to the Azure portal and select 'Microsoft Entra ID'. The Azure portal can be accessed using the following link: https://portal.azure.com/#home

2.You will be taken to the Overview page for your Microsoft Entra ID tenant. Make a note of the Tenant ID. This ID is needed for setting up the integration with Microsoft Power BI in Thereforeâ„¢.

 

3.Select 'App Registration' from the menu on the left and click 'New registration'.

4.Enter a name for your application, select the Supported account types, and enter a redirect URL, if needed. Click 'Register' to proceed.

5.Make a note of the 'Application (client) ID' in the Overview section. This ID can be reviewed by selecting the application under 'App registrations' > 'All apps'. It is needed for setting up the integration with Microsoft Power BI in Thereforeâ„¢.

6.Go to 'Api permissions' and click 'Add a permission' to define permissions for the application.

7.The 'Request API permissions' dialog will open. Select 'Power BI Service'.

8.Select the appropriate permission type for your organization. In this guide, 'Delegated permissions' are used.

9.Expand the required sections and check the permissions you wish to add. Click 'Add permissions' to proceed.

 

For the application featured in this guide, the following minimum permissions were granted:

 

Delegated permissions:

 

Content

Content.Create

 

Dashboard

Dashboard.Read.All

 

Dataset

Dataset.Read.All

Dataset.ReadWrite.All

 

Report

Report.Read.All

 

Application permissions:

 

Tenant

Tenant.ReadWrite.All

This permission requires granting admin consent. To do so, add the permission and click 'Grant admin consent for <your organization>' next to 'Add a permission'.

 

Depending on how you intend to use the Power BI integration, additional permissions may be required.

10.  Select 'Certificates & secrets' and click 'New client secret' to create a secret for the application. The 'Add a client secret' dialog will open.

11.  Enter a description for the client secret and set an expiration date. We recommend using 24 months so you don’t need to update the secret too often. If the secret expires the integration will stop working so make sure you update the secret before it expires. Click the 'Add' button to proceed.

12.  Copy and save the client secret's 'Value'. It is needed for setting up the integration with Microsoft Power BI in Thereforeâ„¢. The client secret will not be accessible again after this window is closed.

13.  Go to Microsoft Entra ID > Groups and select 'New Group'.

14.  Go to Microsoft Entra ID > Groups and select the group you created. Click 'Members'.

15.  Click 'Add members'. The Add members dialog will open. Select the 'Enterprise applications' tab and check the application you created. Click the button labeled 'Select' to proceed.

16.  The application will now be listed as Service Principal.

Configuration in Microsoft Power BI

17.  Log into Microsoft Power BI as administrator and enable access by service principals. The setting can be found under: Settings > Admin Portal > Tenant settings > Developer settings > Allow service principals to use Power BI APIs. Under 'Apply to', add the security group you have created for your application in the previous step. Power BI can be accessed using the following link: https://app.powerbi.com/

18.  Select 'Workspaces' and create a new workspace or access an existing workspace. Click 'Manage Access' to open the Manage Access dialog.

19.  In the Manage Access dialog, click the button labeled 'Add people or groups' to open the 'Add people' dialog. Search for and check the application you created. Select 'Admin' from the dropdown menu. Click 'Add' to proceed.

20.  Extract the workspace ID from the URL. This ID is needed for setting up the integration with Microsoft Power BI in Thereforeâ„¢.

Configuration in the Thereforeâ„¢ Solution Designer

21.  In the Thereforeâ„¢ Solution Designer, right-click on Power BI and select 'Settings'.

22.  Enter the Tenant ID, Application (Client) ID, Client Secret, and Workspace ID.

23.  Continue by sending data to Power BI to create reports.

Tutorial: Creating Reports