Documenting and cataloging Power BI
Catalog and documentation
Dataedo imports reports, datasets, dashboards and dataflows available in a selected workspace.
Reports and Dashboards
Reports in Dataedo Web
Datasets and Dataflows
Datasets and Dataflows in Dataedo Web
On the overview page, you will see basic information about the report such as report url, name, and embed url which can you can use to embed the report. You will also be able to peek at the documented report in a live embed view from Power Bi Service.
Visualisations and fields
During the import process, Dataedo will document the following report's elements: - Pages - Visuals - Visuals fields
On the following, sample report which was created and is property of obviEnce, you can see a few pages, while currently active is Market Share. I also highlighted a visual with generated title - % Unit Market Share YOY Change by Rolling Period and Region. It uses three fields Rolling Period, % Unit Market Share YOY Change, and Region.
That report will be documented by Dataedo in the following way:
- Market Share page - field no. 2 with data type Page
- % Unit Market Share YOY Change by Rolling Period and Region - the field no. 7 under Market Share Page.
- Used fields - all fields under visual.
Datasets and Dataflows
The overview tab contains basic information regarding the dataset.
Dataedo will document all tables, columns and measures in a dataset in the hierarchical form:
Dataedo will identify and create data lineage from Dataset to Report always, for any mode of the dataset (Import, Direct Query, Live connection). Lineage from Datasources to Dataset will be created if:
- Datasource was documented in Dataedo. The documentation has to reside in the same repository as the Power BI Documentation
- Datasource is MS SQL Server, MS Analysis Services, PostgreSQL or MySQL
Currently, Dataedo automatically creates the lineage on an object and column level for most popular datasources (MS SQL Server, MS Analysis Services, MySQL, PostgreSQL)
Descriptions, aliases and custom fields
When technical metadata is imported users will be able to edit descriptions of each object and element, provide meaningful aliases (titles), and document everything with additional custom fields.
You can link a Business Glossary term to any Power Bi object.
Lookups / Reference data
You will be able to build Lookups for columns in Power Bi reports and datasets and feed them with distinct values from a column.
You will be able to run classification on Power Bi reports and datasets in the repository in a search of columns containing potentially sensitive data. All built-in functions are supported.
Importing changes and schema change tracking
To import changes from Power Bi Service and update metadata in Dataedo simply use the Import changes option. All changes in reports and datasets will be shown under the schema change tracking tab.
Changes to descriptions in Dataedo Desktop and Web Catalog are tracked and saved in the repository.
Share in Web Catalog or export to HTML, PDF or Excel
Documentations can be exported by sharing it in web catalog or generating HTML, PDF or Excel.
How to Connect to Power Bi
To document the Power Bi workspace, you need to have at least Viewer access to the workspace. To verify it, simply open app.powerbi.com service, and see if the workspace to be documented is available to browse.
Documenting Dataset is available for Pro and Premium workspaces.
To connect to Power Bi select Add source -> New connection. On the connectors list select Power BI Reports and Datasets.
- Workspaces - you can provide a workspace name by simply typing it or clicking Sign In button to log in to your Power Bi account and list available workspaces.
- Premium Workspace checkbox - check this box if you have any problem with importing your workspace (this is an alternative method of connecting to Power Bi), available when your workspace has premium capacity.
- XMLA Endpoint - if you have checked Premium Workspace, you will also see this box where you need to place the Endpoint. For instructions on how to get this value, see Connection Requirements.
- Document only report pages - in case of timeouts, you can check this box. Dataedo will document only reports' pages, which should help avoid timeouts during the import process.
After clicking the Sign In button to load workspaces you will need to authenticate and let Dataedo connect to your Power Bi Instance.
First, select the account on the Microsoft authentication screen:
Then, if it's your first use of Dataedo, you need to accept the license agreement and give the required permissions to Dataedo.
After accepting the agreement you will see a list of workspaces:
Click Connect and go through the import process.
Dataedo reads following metadata from Power Bi Workspace.
|Reports and Dashboards||✅||✅|
|Visualizations and fields||✅||✅|
|Datasets and Dataflows||✅||✅|
|Last updated time||✅|