Power BI Report Server

Applies to: Dataedo 24.x (current) versions, Article available also for: 23.x

Power BI Report Server is a server-based reporting platform that enables the creation, management, and delivery of a wide range of reports to different audiences. Power BI Report Server allows users to create interactive, tabular, graphical, or free-form reports from various data sources, including SQL Server databases, Analysis Services, and other relational or multidimensional data sources.

Cataloging and documenting Power BI Report Server

Report catalog

Dataedo imports and catalogs reports from Power BI Report Server:

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Datasets

Dataedo imports and catalogs datasets with their queries from Power BI Report Server. The datasets are imported specifically for Paginated Reports. Currently, importing datasets for Power BI Reports is not supported:

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Data Lineage

Dataedo will identify and create data lineage on an column level from Paginated Report Datasets to Paginated Reports always for embedded and shared dataset. Lineage from Datasources to Paginated Report Datasets will be created if:

  • Datasource is SQL Server/Azure SQL/Azure Synapse Analytics
  • Parsing of SQL query in dataset succeeds

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Limitations

Lineage is created only for objects of Paginated Reports type, for objects of Power BI type lineage is not created.

Connection requirements

To connect to an Power BI Report Server, you need access to the ReportService2010.asmx web service (usually located at https://your_power_bi_report_server_address/ReportServer/ReportService2010.asmx).

Required privileges:

  • at least the Browser Role on the Power BI Report Server Home folder
  • at least the Browser Role and the Content Manager Role on Reports and Datasets

Connecting to Power BI Report Server

Power BI Report Server webservice URL

To get Report Server URL and Web Portal URL you can check them in Report Server Configuration Manager

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Connecting in Dataedo

To connect to Power BI Report Server create new documentation by clicking Add documentation and choosing New connection.

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On the connection screen choose Power BI Report Server.

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  • Report Server Web Service URL - provide an address where ReportService2010.asmx webservice is located. E.g. https://your_power_bi_report_server_address/ReportServer.
  • Web Portal URL - An address of Power BI Report Server web portal. E.g. https://your_power_bi_report_server_address/Reports.
  • Authentication - choose Windows Authentication or Standard Authentication
  • User and password - if you chose Standard Authentication provide your username and password

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Saving password

You can save password for later connections by checking Save password option. Passwords are saved in the repository database.

Importing objects

When connection was successful Dataedo will read objects and show a list of objects found. You can choose which objects to import. You can also use advanced filter to narrow down list of objects.

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Confirm list of objects to import by clicking Next.

Next screen with allow you to change default name of the documentation under with your schema will be visible in Dataedo repository.

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Click Import to start the import.

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When done close import window with Finish button.

Your Power BI Report Server has been imported to new documentation in the repository.

Importing changes

To sync any changes in the schema in Power BI Report Server and reimport any technical metadata simply choose Import changes option. You will be asked to connect to Power BI Report Server again and changes will be synced from the source.

Scheduling imports

You can also schedule metadata updates using command line files. To do it, after creating documentation use Save update command option. Downloaded file can be run in command line, what will reimport changes to your documentation.

Specification

Imported metadata

Imported Editable
Power BI Reports
  Report Description
  Script
  Columns
  Datatypes
   Nullability
   Column comments
Power BI Report Datasets (currently unavailable)
Paginated Reports
  Report Description
  Script
  Columns
  Datatypes
   Nullability
   Column comments
Paginated Report Datasets
  Dataset Description
  Script
  Columns
  Datatypes
   Nullability
   Column comments

Supported features

Feature Imported
Import comments
Write comments back
Data profiling
Reference data (import lookups)
Importing from DDL
Generating DDL
FK relationship tester

Data Lineage

Source Method
Paginated Report Datasets - object level From SQL Parsing
Paginated Report Datasets - column level From SQL Parsing
Paginated Reports - object level From XML Parsing
Paginated Reports - column level From XML Parsing