Power BI assets package

The Power BI assets package crawls Microsoft Power BI assets and publishes them to Atlan for discovery.

Will create a new connection

This should only be used to create the workflow the first time. Each time you run this method it will create a new connection and new assets within that connection — which could lead to duplicate assets if you run the workflow this way multiple times with the same settings.

Instead, when you want to re-crawl assets, re-run the existing workflow (see Re-run existing workflow below).

7.0.0 4.0.0

To crawl assets from Microsoft Power BI using the delegated user authentication:

Java Python Kotlin Raw REST API

Workflow crawler = PowerBICrawler.creator( // (1)
      client, // (2)
      "production", // (3)
      List.of(client.getRoleCache().getIdForName("$admin")), // (4)
      null,
      null
    )
    .direct() // (5)
    .delegatedUser( // (6) (7)
      "username",
      "password",
      "tenant-id-here",
      "client-id-here",
      "client-secret-here"
    )
    .directEndorsements(true)  // (8)
    .include( // (9)
      List.of("fc2923bd-cf94-2b29-9cdd-9cc2f7a4f029")
    )
    .exclude(List.of()) // (10)
    .build()  // (11)
    .toWorkflow();  // (12)
WorkflowResponse response = crawler.run(client);  // (13)

1. The PowerBICrawler package will create a workflow to crawl assets from Power BI.
2. You must provide Atlan client.
3. You must provide a name for the connection that the Snowflake assets will exist within.

4. You must specify at least one connection admin, either:

   • everyone in a role (in this example, all $admin users).
   • a list of groups (names) that will be connection admins.
   • a list of users (names) that will be connection admins.

5. Set up the crawler to extract directly from Power BI.

6. When using delegatedUser() authentication, you are required to provide the following information:

   • username for accessing Power BI.
   • password for accessing Power BI.
   • unique ID (GUID) of the Power BI tenant.
   • unique ID (GUID) of the Power BI client.
   • client secret for accessing Power BI.

7. When utilizing servicePrincipal() authentication, you must provide the following information:

   • unique ID (GUID) of the Power BI tenant.
   • unique ID (GUID) of the Power BI client.
   • client secret for accessing Power BI.

8. You can also optionally set whether to directly attach endorsements as certificates (true), or instead raise these as requests (false).

9. You can also optionally specify the list of workspaces to include in crawling. For Power BI assets, this should be specified as a list of workspaces GUIDs. (If set to null, all workspaces will be crawled.)
10. You can also optionally specify the list of workspaces to exclude from crawling. For Power BI assets, this should be specified as a list of workspaces GUIDs. (If set to null, no workspaces will be excluded.)
11. Build the minimal package object.
12. Now, you can convert the package into a Workflow object.

13. You can then run the workflow using the run() method on the object you've created. Because this operation will execute work in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

    Workflows run asynchronously

    Remember that workflows run asynchronously. See the packages and workflows introduction for details on how you can check the status and wait until the workflow has been completed.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.packages import PowerBICrawler

client = AtlanClient()

crawler = (
    PowerBICrawler( # (1)
        client=client,  # (2)
        connection_name="production", # (3)
        admin_roles=[client.role_cache.get_id_for_name("$admin")], # (4)
        admin_groups=None,
        admin_users=None,
    )
    .direct() # (5)
    .delegated_user( # (6) # (7)
        username="user",
        password="pass",
        tenant_id="tenant-id-here",
        client_id="client-id-here",
        client_secret="client-secret-here"
    )
    .direct_endorsements(True) # (8)
    .include(workspaces=["9622cbfb-9b0e-412c-9fcf-2ac1bbc1ad9e"]) # (9)
    .exclude(workspaces=[]) # (10)
    .to_workflow() # (11)
)
response = client.workflow.run(crawler) # (12)

1. Base configuration for a new Power BI crawler.
2. You must provide a client instance.
3. You must provide a name for the connection that the Power BI assets will exist within.

4. You must specify at least one connection admin, either:

   • everyone in a role (in this example, all $admin users).
   • a list of groups (names) that will be connection admins.
   • a list of users (names) that will be connection admins.

5. Set up the crawler to extract directly from Power BI.

6. When using delegated_user() authentication, you are required to provide the following information:

   • username for accessing Power BI.
   • password for accessing Power BI.
   • unique ID (GUID) of the Power BI tenant.
   • unique ID (GUID) of the Power BI client.
   • client secret for accessing Power BI.

7. When utilizing service_principal() authentication, you must provide the following information:

   • unique ID (GUID) of the Power BI tenant.
   • unique ID (GUID) of the Power BI client.
   • client secret for accessing Power BI.

8. You can also optionally set whether to directly attach endorsements as certificates (True), or instead raise these as requests (False).

9. You can also optionally specify the list of workspaces to include in crawling. For Power BI assets, this should be specified as a list of workspaces GUIDs. (If set to None, all workspaces will be crawled.)
10. You can also optionally specify the list of workspaces to exclude from crawling. For Power BI assets, this should be specified as a list of workspaces GUIDs. (If set to None, no workspaces will be excluded.)
11. Now, you can convert the package into a Workflow object.

12. Run the workflow by invoking the run() method on the workflow client, passing the created object.

    Workflows run asynchronously

    Remember that workflows run asynchronously. See the packages and workflows introduction for details on how you can check the status and wait until the workflow has been completed.

val crawler = PowerBICrawler.creator( // (1)
        client, // (2)
        "production", // (3)
        listOf(client.roleCache.getIdForName("\$admin")), // (4)
        null,
        null
    )
    .direct() // (5)
    .delegatedUser( // (6) (7)
        "username",
        "password",
        "tenant-id-here",
        "client-id-here",
        "client-secret-here"
    )
    .directEndorsements(true)  // (8)
    .include( // (9)
        listOf("fc2923bd-cf94-2b29-9cdd-9cc2f7a4f029")
    )
    .exclude(emptyList()) // (10)
    .build()  // (11)
    .toWorkflow()  // (12)
val response = crawler.run(client)  // (13)

1. The PowerBICrawler package will create a workflow to crawl assets from Power BI.
2. You must provide Atlan client.
3. You must provide a name for the connection that the Snowflake assets will exist within.

4. You must specify at least one connection admin, either:

   • everyone in a role (in this example, all $admin users).
   • a list of groups (names) that will be connection admins.
   • a list of users (names) that will be connection admins.

5. Set up the crawler to extract directly from Power BI.

6. When using delegatedUser() authentication, you are required to provide the following information:

   • username for accessing Power BI.
   • password for accessing Power BI.
   • unique ID (GUID) of the Power BI tenant.
   • unique ID (GUID) of the Power BI client.
   • client secret for accessing Power BI.

7. When utilizing servicePrincipal() authentication, you must provide the following information:

   • unique ID (GUID) of the Power BI tenant.
   • unique ID (GUID) of the Power BI client.
   • client secret for accessing Power BI.

8. You can also optionally set whether to directly attach endorsements as certificates (true), or instead raise these as requests (false).

9. You can also optionally specify the list of workspaces to include in crawling. For Power BI assets, this should be specified as a list of workspaces GUIDs. (If set to null, all workspaces will be crawled.)
10. You can also optionally specify the list of workspaces to exclude from crawling. For Power BI assets, this should be specified as a list of workspaces GUIDs. (If set to null, no workspaces will be excluded.)
11. Build the minimal package object.
12. Now, you can convert the package into a Workflow object.

13. You can then run the workflow using the run() method on the object you've created. Because this operation will execute work in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

    Workflows run asynchronously

    Remember that workflows run asynchronously. See the packages and workflows introduction for details on how you can check the status and wait until the workflow has been completed.

Create the workflow via UI only

We recommend creating the workflow only via the UI. To rerun an existing workflow, see the steps below.

Re-run existing workflow

1.9.5 4.0.0

To re-run an existing workflow for Power BI assets:

Java Python Kotlin Raw REST API

List<WorkflowSearchResult> existing = WorkflowSearchRequest // (1)
    .findByType(client, PowerBICrawler.PREFIX, 5); // (2)
// Determine which of the results is the Power BI workflow you want to re-run...
WorkflowRunResponse response = existing.get(n).rerun(client); // (3)

1. You can search for existing workflows through the WorkflowSearchRequest class.
2. You can find workflows by their type using the findByType() helper method and providing the prefix for one of the packages. In this example, we do so for the PowerBICrawler. (You can also specify the maximum number of resulting workflows you want to retrieve as results.)

3. Once you've found the workflow you want to re-run, you can simply call the rerun() helper method on the workflow search result. The WorkflowRunResponse is just a subtype of WorkflowResponse so has the same helper method to monitor progress of the workflow run. Because this operation will execute work in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

   • Optionally, you can use the rerun(client, true) method with idempotency to avoid re-running a workflow that is already in running or in a pending state. This will return details of the already running workflow if found, and by default, it is set to false

   Workflows run asynchronously

   Remember that workflows run asynchronously. See the packages and workflows introduction for details on how you can check the status and wait until the workflow has been completed.

from pyatlan.client.atlan import AtlanClient
from pyatlan.model.enums import WorkflowPackage

client = AtlanClient()

existing = client.workflow.find_by_type(  # (1)
  prefix=WorkflowPackage.POWERBI, max_results=5
)

# Determine which Power BI workflow (n)
# from the list of results you want to re-run.
response = client.workflow.rerun(existing[n]) # (2)

1. You can find workflows by their type using the workflow client find_by_type() method and providing the prefix for one of the packages. In this example, we do so for the PowerBICrawler. (You can also specify the maximum number of resulting workflows you want to retrieve as results.)

2. Once you've found the workflow you want to re-run, you can simply call the workflow client rerun() method.

   • Optionally, you can use rerun(idempotent=True) to avoid re-running a workflow that is already in running or in a pending state. This will return details of the already running workflow if found, and by default, it is set to False.

   Workflows run asynchronously

   Remember that workflows run asynchronously. See the packages and workflows introduction for details on how you can check the status and wait until the workflow has been completed.

val existing = WorkflowSearchRequest // (1)
    .findByType(client, PowerBICrawler.PREFIX, 5) // (2)
// Determine which of the results is the
// Power BI workflow you want to re-run...
val response = existing.get(n).rerun(client) // (3)

1. You can search for existing workflows through the WorkflowSearchRequest class.
2. You can find workflows by their type using the findByType() helper method and providing the prefix for one of the packages. In this example, we do so for the PowerBICrawler. (You can also specify the maximum number of resulting workflows you want to retrieve as results.)

3. Once you've found the workflow you want to re-run, you can simply call the rerun() helper method on the workflow search result. The WorkflowRunResponse is just a subtype of WorkflowResponse so has the same helper method to monitor progress of the workflow run. Because this operation will execute work in Atlan, you must provide it an AtlanClient through which to connect to the tenant.

   • Optionally, you can use the rerun(client, true) method with idempotency to avoid re-running a workflow that is already in running or in a pending state. This will return details of the already running workflow if found, and by default, it is set to false

   Workflows run asynchronously

   Remember that workflows run asynchronously. See the packages and workflows introduction for details on how you can check the status and wait until the workflow has been completed.

Requires multiple steps through the raw REST API

1. Find the existing workflow.
2. Send through the resulting re-run request.

{
  "from": 0,
  "size": 5,
  "query": {
    "bool": {
      "filter": [
        {
          "nested": {
            "path": "metadata",
            "query": {
              "prefix": {
                "metadata.name.keyword": {
                  "value": "atlan-powerbi" // (1)
                }
              }
            }
          }
        }
      ]
    }
  },
  "sort": [
    {
      "metadata.creationTimestamp": {
        "nested": {
          "path": "metadata"
        },
        "order": "desc"
      }
    }
  ],
  "track_total_hits": true
}

1. Searching by the atlan-powerbi prefix will ensure you only find existing Power BI assets workflows.

   Name of the workflow

   The name of the workflow will be nested within the _source.metadata.name property of the response object. (Remember since this is a search, there could be multiple results, so you may want to use the other details in each result to determine which workflow you really want.)

{
  "namespace": "default",
  "resourceKind": "WorkflowTemplate",
  "resourceName": "atlan-powerbi-1684500411" // (1)
}

1. Send the name of the workflow as the resourceName to rerun it.

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