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            Power BI Dataflow for Oracle Fusion: Steps to Connect Using BI Connector and Automate Refresh

            Modified on Fri, 14 Aug at 3:35 AM

            COMMENT: Need help navigating the support articles? Go to Get Started

             

            COMMENT: Before publishing: insert annotated screenshots at the [SCREENSHOT] markers (Steps 2, 5, 7, 9, 11). The next-step link is wired to article 8000130463.

             

            Before you start

            • The BI Connector is installed and activated on the Gateway Server. If not, start with Server Edition installation and activate the license.

            • A BI Connector Data Source and Table already created on the Gateway Server. If not, set up your Data Source and Table first: BI Publisher Data Models or Analysis & OTBI Reports.

               

              Using a clustered Gateway setup? Install and activate BI Connector on all Gateways in the cluster, with exactly the same BI Connector Data Source and Table configuration replicated on each.

              The Reason — Power BI can route the refresh request to any Gateway in the cluster randomly and hence, all the Gateways in the cluster must have the same BI Connector setup to eliminate the chances of random refresh failures.
            • Access to create a connection to the Gateway Data Source, or an existing connection to the required data source.

            • The right Power BI license (see below).

               

              License — Incremental refresh needs at least a Power BI Premium Per User (PPU) license.

             

            Part A — Create the Dataflow in Power BI

            Step 1 — Log in and open your workspace

            Log in to Power BI and open the workspace where you want to create the Dataflow.

             

            Step 2 — Create a new Dataflow Gen1

            Click + New item at the top left. Search for Dataflow, select Dataflow Gen1, then click No, create a Dataflow Gen1.

            COMMENT: [SCREENSHOT 1: Power BI workspace with the + New item button and the Dataflow Gen1 selection]

             

            Step 3 — Add new tables

            Under the Define new tables card, click Add new tables.

             

            Step 4 — Choose the BI Connector connector

            Search for BI Connector and select it.

             

            Step 5 — Enter the Data Source and connect

            Enter the name of your BI Connector Data Source (case sensitive). If a connection already exists, Power BI picks it up automatically. If not, create one on the same screen: choose Basic authentication and enter your credentials.

            COMMENT: [SCREENSHOT 2: Connection screen showing the BI Connector Data Source name field and Basic authentication credentials]

             

            Note — For JWT authentication, enter the Client Secret as the password. Use the same Service Account username that the BI Connector Data Source uses on the Gateway Server, or the JWT connection will not work.

             

            Step 6 — Select the table

            Click Next. Expand the database on the left, then select the schema and the table you want.

             

            Step 7 — Transform and rename if needed

            Click Transform Data. Avoid transformations here and perform them downstream when connecting to this dataflow in Power BI Desktop for dashboarding. 

            COMMENT: [SCREENSHOT 3: Navigator with the database expanded, schema and table selected, and the Transform Data button]

             

            Note — Some BI Publisher Data Model table names exceed the character limit allowed for a dataflow table name. If needed, edit and trim the Name field on the right side.

             

            Step 8 — Save the Dataflow

            Click Save and Close, then give the Dataflow a name.

             

            Part A complete! Your Dataflow is created. Continue to Part B to refresh it and schedule automated refreshes.

             

            Part B — Refresh and schedule the Dataflow

            Step 9 — (Optional) Set up incremental refresh

            If you need incremental refresh, click the incremental icon (the right-most icon shown next to the table name on the right). Select the date column, set your incremental requirements, and save.

            COMMENT: [SCREENSHOT 4: Table row on the right showing the incremental refresh icon and the incremental settings dialog]

             

            Step 10 — Run the first refresh

            Click Refresh now. Go to the workspace and wait for the refresh to complete.

             

            Step 11 — Schedule automated refreshes

            Once the refresh is done, click the ⋯ (three dots) on the Dataflow and select Settings. Under the Refresh section, set up the schedule for automated refreshes and click Apply.

            COMMENT: [SCREENSHOT 5: Dataflow context menu with Settings open, showing the Refresh section and scheduled refresh options]

             

            What would you like to do next?

            What's your goal?Go to
            Use a pre-built dashboard from the BI Connector teamPlug-n-play your Fusion data with a Power BI dashboard
            Build a dashboard from this DataflowConnect Power BI Desktop and build a dashboard
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