Power BI
Connect Power BI so agents can query datasets, refresh and deliver reports, and push data
Connect Microsoft Power BI and agents can work your BI estate: answer questions straight from your datasets, refresh and export reports, and even build push datasets that live dashboards read from.
Prerequisites
- A Microsoft work account with a Power BI license (Pro or Premium-backed workspaces for most API operations).
- Access to the workspaces you want agents to use — agents see exactly what the connected account sees.
Connecting
Open the Integrations hub (avatar → Integrations) and find the Power BI card.
Choose Connect and sign in with your Microsoft work account.
Verify with a read-only ask: "list my Power BI workspaces" or "what reports are in the Sales workspace?".
What agents can do
| Area | Examples |
|---|---|
| Explore | List workspaces, apps, reports, dashboards, tiles, datasets, and data sources |
| Query | Run DAX queries against a dataset and answer questions from the results |
| Reports | Export a report (for delivery by email or chat), clone or rebind reports, walk report pages |
| Refresh | Trigger dataset refreshes, check refresh history, get and set refresh schedules |
| Parameters | List and set dataset parameters |
| Push data | Create push datasets and stream rows into them for live dashboards |
A common pattern is scheduled delivery: a schedule that has an agent refresh a dataset, export the report, and send it to a channel or mailbox every Monday morning.
Agents answer data questions by querying the dataset directly — you can ask "what were the top 5 products by revenue last quarter?" without opening a report.
Troubleshooting
- Reconnect from the card's menu if operations start failing — expired tokens are the usual cause.
- 404s on a workspace or dataset usually mean the connected account lost access in Power BI — fix it there first.
Related pages
- Integrations hub
- Schedules — recurring report delivery