📘 Manual for Integrating Power BI with AUTOMY

Knowledge Center — Integrations

By Lily Dominguez Guerra · 2025-04-05

This manual explains how to integrate AUTOMY with Power BI by registering an application in Azure Active Directory , and how to complete the connection form inside AUTOMY to enable report consumption. 🎯 What does this integration allow? ✅ Embedding Power BI reports within AUTOMY ✅ Access control through authenticated users ✅ Dashboard consumption from automated processes ✅ Secure authentication via Microsoft Azure OAuth2 tokens 🛠️ Steps to perform the integration 1️⃣ Register an application in Azure Active Directory Go to https://portal.azure.com Navigate to Azure Active Directory > App registrations Click on New registration Fill in the following fields: Field Suggested Value Name Power BI – AUTOMY Account Type Accounts in this organizational directory Redirect URI (Optional — can be added later) Then click on Register 2️⃣ Get the required values Once the app is created, go to the Overview tab and copy the following: Value Where to find it in Azure Client ID Application (Client) ID Tenant ID Directory (Tenant) ID Next, go to Certificates & secrets > New client secret : Copy the generated value (only shown once) → this will be the Client Secret 3️⃣ Add API permissions Go to API permissions Click Add a permission Select Power BI Service Add the following permissions: Dataset.Read.All Report.Read.All Workspace.Read.All ✅ Then click Grant admin consent if required. 📄 Accessing and Completing the Form in AUTOMY Once you have all the required values from Azure, follow these steps inside AUTOMY to access the Power BI connection form: Go to Settings In the Integrations and API Connections group, click on Azure Servers and Services Click on Add Configuration From the list of options, choose Power BI Server This will open the configuration form where you must fill in the fields using the data obtained earlier from Azure. ✅ What to enter in the form: Field What to Enter Name Descriptive name for the integration (e.g., Power BI Main) Client ID Copied from Azure Client Secret Generated in Azure Username User with access to the Power BI workspace Password Password for the user above Authority URL https://login.microsoftonline.com/common/oauth2/token ✅ Fixed value Resource URL https://analysis.windows.net/powerbi/api ✅ Fixed value API URL https://api.powerbi.com/ ✅ Fixed value Embed URL Base https://app.powerbi.com/ ✅ Fixed value Redirect URL If you configured one (can be left blank if unused) Is Element Enabled? ✅ Enabled Self-Managed? ✅ Enabled 🧪 Ejemplo de configuración Field Example Value Name Power BI Main Client ID 1122abcd-3344-ef56-gh78-9911ijklmnop Client Secret kjhasd723hj2k3hjkhaskj Username user@company.com Password ******** Authority URL https://login.microsoftonline.com/common/oauth2/token Resource URL https://analysis.windows.net/powerbi/api API URL https://api.powerbi.com/ Embed URL Base https://app.powerbi.com/ Redirect URL https://automy.global/powerbi/auth (if used, can be left blank) ✅ Expected Result Once the configuration is saved: Power BI reports can be embedded and viewed directly inside AUTOMY Authentication is performed securely via Azure Users will have a seamless and secure experience