The Autohive Power BI integration connects your Power BI service with Autohive’s automation platform, enabling:

  • Workspace management - Access and manage Power BI workspaces with filtering and organizational hierarchy support
  • Dataset operations - List datasets, trigger refreshes, and monitor refresh history with enhanced refresh options
  • Report automation - Clone reports, export to multiple formats, refresh report data, and access data sources
  • Dashboard access - Retrieve dashboard information and access individual dashboard tiles with embed URLs
  • DAX query execution - Execute custom DAX queries against datasets for advanced data analysis
  • Selective refresh - Refresh specific tables or partitions for optimized data processing
  • Export capabilities - Export reports to PDF, PPTX, or PNG formats with status monitoring
  • Cross-workspace operations - Move and clone reports across different workspaces seamlessly

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Manage workspace

  2. Locate the Power BI Integration card and click Connect

    List of integrations in Autohive

  3. Authorize with Microsoft - you’ll be redirected to Microsoft’s authorization page for Power BI access

  4. Review and approve permissions. Autohive requests access to:

    • Read and write all datasets
    • Read and write all reports
    • Read all dashboards
    • Read and write all workspaces
    • Create Power BI content

    Ensure you approve the permissions required in order for the integration to function as expected.

  5. Confirm installation - you’ll be redirected to Autohive with “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add capabilities’ section and turn on the Power BI capability. You can choose what individual Power BI capabilities to turn on and off.
  3. Once the settings have been selected, begin prompting the agent of the workflow you’d like to achieve with Autohive and Power BI!

Available capabilities

Workspace Management

  • List Workspaces: Retrieve all Power BI workspaces with OData filtering support and customizable result limits
  • Get Workspace: Access detailed information about specific workspaces including capacity status and read-only properties
  • Workspace Filtering: Filter workspaces using OData expressions for precise workspace discovery
  • Capacity Information: View workspace capacity details including dedicated capacity status

Dataset Operations

  • List Datasets: Browse datasets in any workspace or My workspace with comprehensive metadata
  • Get Dataset: Retrieve detailed dataset information including refresh capabilities and gateway requirements
  • Refresh Dataset: Trigger dataset refreshes with basic or enhanced refresh options including selective table refresh
  • Get Refresh History: Monitor dataset refresh status with historical records and timestamps
  • Enhanced Refresh Options: Configure refresh type, commit mode, parallelism, retry behavior, and timeout settings
  • Selective Refresh: Refresh specific tables or partitions for optimized data processing and reduced refresh time
  • Incremental Refresh: Apply incremental refresh policies with custom effective dates for time-based data updates

Report Management

  • List Reports: View all reports in workspaces with web URLs, embed URLs, and associated dataset information
  • Get Report: Access detailed report information including dataset associations and metadata
  • Get Report Datasources: Retrieve data source information for paginated reports (RDL) including connection details
  • Refresh Report: Trigger dataset refresh for reports with email notification options
  • Clone Report: Duplicate reports within the same workspace or to different workspaces with dataset rebinding
  • Export Report: Export reports to PDF, PPTX, or PNG formats with asynchronous processing
  • Get Export Status: Monitor report export progress with status and completion percentage tracking

Dashboard Access

  • List Dashboards: Browse dashboards in workspaces with display names, embed URLs, and read-only status
  • Get Dashboard: Retrieve detailed dashboard information and configuration
  • Get Dashboard Tiles: Access individual dashboard tiles with embed URLs and related report/dataset associations

Advanced Data Operations

  • Execute DAX Queries: Run custom DAX queries against datasets with structured result sets
  • Query Multiple Tables: Execute multiple DAX queries simultaneously for comprehensive data analysis
  • Structured Results: Receive query results with null value handling and consistent serialization

Key features

Comprehensive Workspace Access

  • Full workspace hierarchy navigation with organizational support
  • OData filtering for advanced workspace discovery and management
  • Access to both personal “My workspace” and shared organizational workspaces
  • Workspace capacity information for resource planning and optimization

Advanced Dataset Refresh Management

  • Basic refresh with email notification options for immediate alerts
  • Enhanced refresh for Premium capacities with full control over processing parameters
  • Selective table and partition refresh for optimized data processing
  • Configurable parallelism and retry settings for reliable refresh execution
  • Timeout control for long-running refreshes up to 24 hours
  • Incremental refresh policy support with custom effective dates
  • Comprehensive refresh history tracking with status monitoring

Flexible Report Operations

  • Clone reports across workspaces with automatic or custom dataset binding
  • Export reports to multiple formats for distribution and archiving
  • Asynchronous export processing with status monitoring
  • Report data source discovery for paginated reports
  • Report-level dataset refresh with notification control

Enterprise Data Analysis

  • Execute custom DAX queries for advanced analytics and reporting
  • Multi-query execution for efficient data retrieval
  • Structured result sets with comprehensive null value handling
  • Direct dataset querying without report dependencies

Enhanced refresh capabilities

Refresh Types

  • Full: Complete refresh of all data and recalculate all columns and measures
  • ClearValues: Clear values in all tables without recalculation
  • Calculate: Recalculate columns and measures without refreshing data
  • DataOnly: Refresh data without recalculating columns and measures
  • Automatic: Power BI determines optimal refresh type based on changes
  • Defragment: Optimize table storage by defragmenting data

Commit Modes

  • Transactional: Commit all changes only when the entire refresh completes successfully
  • PartialBatch: Commit objects in batches allowing partial completion on failure

Selective Refresh Options

  • Refresh specific tables while leaving others unchanged
  • Refresh individual partitions within tables for time-based data updates
  • Combine multiple tables and partitions in a single refresh operation
  • Optimize refresh time by processing only changed data

Capacity Considerations

  • Enhanced refresh features available on Premium capacities only
  • Shared capacity limited to basic refresh with 8 refreshes per day maximum
  • Premium capacity refresh limits based on available resources and configuration
  • Timeout management for long-running refreshes with maximum 24-hour duration

Common use cases

Automated Data Refresh Workflows

  • Schedule daily dataset refreshes for up-to-date business intelligence dashboards
  • Trigger refreshes based on external data source updates or events
  • Implement selective refresh for large datasets to minimize processing time
  • Monitor refresh status and send alerts on failure for critical datasets

Report Distribution and Sharing

  • Automatically export reports to PDF for email distribution on schedule
  • Clone reports for different departments with customized data sources
  • Generate presentation-ready PPTX exports for stakeholder meetings
  • Create automated report delivery workflows based on business cycles

Cross-Workspace Management

  • Migrate reports between development, test, and production workspaces
  • Create workspace-specific report versions with appropriate dataset connections
  • Coordinate report deployment across organizational workspace hierarchy
  • Maintain consistent reporting across multiple business units and teams

Data Analysis and Querying

  • Execute scheduled DAX queries for custom data extracts and analysis
  • Generate automated data quality reports using DAX query results
  • Create custom analytics workflows combining Power BI data with external sources
  • Build data validation routines using DAX query capabilities

Dashboard and Tile Monitoring

  • Monitor dashboard tile performance and data freshness across workspaces
  • Audit dashboard usage and tile configurations for governance
  • Identify and track relationships between dashboards, reports, and datasets
  • Coordinate dashboard updates with report and dataset refresh schedules

Enterprise BI Automation

  • Implement automated testing of report and dashboard changes before deployment
  • Coordinate dataset refreshes across dependent reports and dashboards
  • Monitor refresh history and performance metrics for optimization
  • Automate workspace provisioning and report deployment for new projects

Workspace access patterns

My Workspace

All capabilities support operating on “My workspace” (personal workspace) by omitting the workspace_id parameter. This provides quick access to personal reports, datasets, and dashboards without requiring workspace ID lookup.

Shared Workspaces

Specify workspace_id parameter to access organizational workspaces including:

  • Team workspaces shared across organizational units
  • Department-specific workspaces with controlled access
  • Project workspaces for specific initiatives or programs
  • Premium capacity workspaces with enhanced features

Cross-Workspace Operations

Clone reports and move content between workspaces by specifying both source workspace_id and target_workspace_id parameters for seamless content migration and deployment workflows.

Export capabilities

Supported Export Formats

  • PDF: High-quality document format for report archiving and distribution
  • PPTX: PowerPoint presentation format for stakeholder meetings and presentations
  • PNG: Image format for embedding reports in documents and web applications

Export Workflow

  1. Initiate Export: Call export report action with desired format
  2. Receive Export ID: Use export ID for status monitoring
  3. Monitor Progress: Poll export status with percentage completion tracking
  4. Download Results: Retrieve exported file when status indicates completion

Export Considerations

  • Export operations are asynchronous and may take several minutes for complex reports
  • Large reports with many visuals may require longer processing times
  • Export status provides real-time progress updates for tracking completion
  • Failed exports include error information for troubleshooting and retry logic

DAX query execution

Query Capabilities

  • Execute any valid DAX query against accessible datasets
  • Support for multiple queries in a single request for efficient data retrieval
  • Structured result sets with consistent formatting and null value handling
  • Access to all dataset tables, columns, and measures defined in the data model

Query Examples

Simple Table Query:

  EVALUATE TOPN(10, Sales)

Filtered Query with Measures:

  EVALUATE
SUMMARIZECOLUMNS(
    Products[Category],
    "Total Sales", SUM(Sales[Amount])
)

Time-Based Analysis:

  EVALUATE
FILTER(
    Sales,
    Sales[Date] >= DATE(2024, 1, 1)
)

Query Best Practices

  • Use TOPN to limit result set size for large datasets
  • Apply filters in DAX queries to reduce data transfer and processing time
  • Test queries in Power BI Desktop before automation for syntax validation
  • Consider dataset performance and query complexity when scheduling automated queries

Refresh scheduling best practices

Shared Capacity Limits

  • Maximum 8 dataset refreshes per day on shared capacity
  • Basic refresh only with limited notification options
  • Plan refresh schedule to stay within daily limits
  • Monitor refresh history to optimize refresh timing

Premium Capacity Optimization

  • Leverage enhanced refresh features for selective table and partition refresh
  • Use parallelism settings to optimize refresh performance on premium capacity
  • Implement incremental refresh policies for large historical datasets
  • Configure appropriate timeout values based on dataset size and complexity

Refresh Monitoring

  • Check refresh history regularly for failure patterns and performance trends
  • Set up notification workflows for refresh failures requiring immediate attention
  • Monitor refresh duration to identify datasets requiring optimization
  • Track refresh request IDs for detailed troubleshooting and support requests

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Manage workspace
  2. Find the Power BI Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses Power BI API access.

Uninstall the app

From Microsoft: Go to your Microsoft 365 admin center > Azure Active Directory > Enterprise applications > Find Autohive and remove access