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By combining Alteryx and Microsoft Power BI, organizations can streamline and accelerate the process of preparing and analyzing data. This provides a faster way to deliver an end-to-end experience for data access, preparation, analysis, visualization and consumption — delivering deeper business insight faster with a more complete set of data.
With the new macro connecting to Power BI within Alteryx is even easier!
Depending upon your intentions with the Power BI tool you may need to sign up for Power BI and Microsoft Azure or just Power BI. If you are only using Power BI independently then Option 1 will be fine, however if you have corporate deployment of Microsoft Azure then Option 2 would be best.
This option is ideal if you would like to manipulate your data in Alteryx and then use the visualization methods inside Power BI. This set up is perfect if you are not looking to manage users or connect to local or network directories.
This option if for a cooperate deployment who utilize the Microsoft Azure. To use the Alteryx application it needs to be registered by your Azure administrator and a Client ID obtained from them. When using an account you setup yourself, you'll need to perform the following Azure Active Directory administration tasks to obtain the Client ID. It is recommended to get help from someone familiar with Azure Active Directory management, however the links below give good step by steps guides on how to set this up.
You can now drag the macro onto the canvas and use it to upload your modified data to Power BI.
Step 2: Configuration – Dataset Name
Enter the dataset name as you want it to appear in Power BI
Step 3: Configuration – Table Name
Enter that table name as you want it appear in Power BI
Step 4: Operation
Create New: This will create a new dataset/table. If the dataset already appears it will append ‘_2” to the dataset name.
Append: This will append records to the existing table. (Dataset name has to be exact)
Replace: This will overwrite the existing table. (Dataset name has to be exact)
Step 5: Advanced Tab
Interactive authorization: This option will prompt the user for their username and password for Power BI. If you are looking to schedule this workflow or upload to the Gallery please choose ‘Hard-coded credentials’ because the interactive authentication will not be able to retrieve the client ID.
Refresh token: This option caches a ‘refresh token’ which allows the user to re-run the workflow without the needs to re-authenticate until the refresh token expires. (Check with Microsoft for expiration policies). Uncheck this box if attempting to publish to a different Power BI account so that the user will be prompted for a different username. Unchecking this box and running the workflow will delete the cached refresh token which could be useful if the token becomes corrupted.
Hard-coded credentials: Please enter your Power BI Username; Password; and client ID. To obtain. This is the ideal choice if you are looking to schedule or run this workflow on the gallery.
Step 6: Run the workflow!
You can now run the workflow and Publish to Power BI.
Tips and Tricks
Our best practice is to select ‘Work or school account’
Power BI has about a 2GB limit in the cloud, so clean it up now and then.
Publish to Power BI (2) Tool #2: The external program "PBIGetAccessToken.exe" returned an error code: -532462766.
This error is related to write permissions when writing out the access token. This error should be fixed in the latest release on the Macro District
As the Tips and Tricks mentioned please select ‘Work or school account’ and enter your credentials. This will prompt a new permissions window. Please hit ‘Accept’ and you should be able to write out the access token correctly.
If you continue to get this error please run Alteryx as Administrator.
Error: Publish to Power BI (48): Tool #4: The type initializer for 'Microsoft.IdentityModel.Clients.ActiveDirectory.AuthenticationContext' threw an exception.
Please check your .NET Framework (the easiest way to find out is probably to navigate to your installed programs via control panel), this tool requires a .NET 4.5 framework.
[Publish to Power BI (1) Tool #4: Loading an assembly required for interactive user authentication failed. Make sure assembly 'Microsoft.IdentityModel.Clients.ActiveDirectory.WindowsForms, Version=188.8.131.52, Culture=neutral, PublicKeyToken=31bf3856ad364e35' exists]
This issue occurs when one of the dependent files (Microsoft.IdentityModel.Clients.ActiveDirectory.WindowsForms.dll) is missing or corrupt. Re-installing the tool should resolve this issue.
Power BI API error….HTTP/1.1 400 (‘error”(code…….
Open PBIX from Power BI webapp, then try to use macro to append/replace dataset of same name as PBIX results in error. The solution is to use a different dataset name.
This is a bug in our JSON Build tool please do not have fields containing a period
The browser based authentication dialog failed to complete. Reason: The download has failed (the connection was interrupted)
Please enable TLS in IE advanced settings within internet options.
Authentication failed: Refresh Token is malformed or invalid
The refresh token is corrupted, please delete the refresh token in the same folder of the macro or uncheck refresh token in macro interface.
An Array can’t be at the top level
This is a bug with our JSON build tool please do not start with a number
If you continue to have problems with the Power BI Macro please contact Alteryx Support.