Tag: powerbi

  • How to Connect Power BI to Power Automate: Running DAX Queries

    How to Connect Power BI to Power Automate: Running DAX Queries

    In a world of AI, Fabric Apps and all fancy things popping up at the moment, I have a need to go a little more back to basics. So in the first part of a bit of a series of what I’m building at the moment, this is how to connect Power BI to Power Automate: Running DAX Queries.


    Power Automate gives us simple ways to connect into a semantic model and pull data, but how do you pull the data you actually need?


    Let’s start with connecting everything up and getting all the pre-reqs in place!

    Power BI Workspace

    First of all make sure you have a Power BI report (open still in PBI Desktop), uploaded into a workspace with a connected semantic model. You will also need to ensure the account you are going into Power Automate with has permissions into the workspace.

    • Power BI report uploaded to workspace
    • Connected semantic model
    • User account has permissions on the workspace
    • Have the Power BI report open in PBI Desktop

    PowerAutomate

    Now into Power Automate at:

    https://make.powerautomate.com

    • Into My Flows / New Flow
    • Then depending on choice the type (I have chosen Scheduled Cloud Flow)
    • Give your flow a name and if following my Scheduled Cloud Flow add in a Schedule
    • Select the Plus under Recurrence, which opens the Add an Action tab And search for “Power BI”

    Which should give you these options:

    The option we need here is:

    It will possibly ask you to sign in with an account (make sure to use one that has access to the Power BI workspace from earlier).

    This should now give you this!

    Next is as simple as choosing the Workspace and Dataset we want to use by using the various dropdowns. The main area we want to focus on is the Query Text.

    Back into PowerBI Desktop

    Best way now is to jump back into Power BI Desktop (make sure you have the same report open as what is uploaded to the workspace).

    • Open Optimize and then Performance Analyzer
    • Start Recording
    • Refresh Visuals
    • Select the visual we are wanting to export and you should see a Copy Query button / Run in DAX Query View

    Select “Run in DAX Query View” and you will be able to see the raw DAX and the output it produces. For example, in my test data I get the below:

    Now remember that Query Text field back in Power Automate? Copy the query from Power BI straight into that box!

    And there we go, we now have Power Automate running DAX queries against your model, ready to be used in a number of ways!

    A Bit Extra

    Let’s just add some extra actions so we can extract that data and test through an email!

    • Add a “Data Operations” action and then select Dynamic Content to add the data coming from Power BI.
    • Add a “Send an Email V2” action, and fill in some relevant details such as To, Subject. Select Body and again choose Dynamic Content, but this time the output from the Data Operation.

    Great! So let’s now save and test!

    Into Outlook, and here it is body of an email!

    Looks a little basic, but that’s a problem for another time!

    Thanks for reading through! Any questions, feel free to reach out!

    But this is going to form the basis for a number of things we can do, whether that’s Power Automate, Copilot Studio, AI actions

    Lots!

  • Search for PowerBI parameters with PowerShell

    Search for PowerBI parameters with PowerShell

    Thanks for bearing with me! First blog post of 2026, lets just say I have been busy! To start us off, I have another PowerShell script I put together the end of last year, a way to search for PowerBI parameters with PowerShell.

    When running:

    • multiple workspaces
    • with multiple reports
    • all with multiple parameters

    Sometimes, it seems you need an easy solution to find where you have set parameters to specific items.

    My use case for example, I have a number of reports pointing to a specific data source. When migrating that data source I wanted to discover which reports where still attached so this script made it super simple!

    This PowerShell script, similar to a few of my others will loop through all the PowerBI workspaces you have access to, and at the same time loop through every report and parameter, logging where it finds the defined parameter as it goes.

    The parameters endpoint for every dataset makes it simple to find this information and we can simply loop through each. It will naturally log results in a custom object showing the:

    • Workspace Name
    • Report Name
    • Parameter Name
    • Current Parameter Value
    • Dataset ID

    This is one is a real simple one, just change the searchValue to the actual value of the parameter itself you want to discover, for example

    Parameter Name : Source

    Parameter Value : SQLDB1

    So in this case we search for SQLDB1

    So hopefully this will help you! It certainly saved a huge amount of time for me! code below!

    Connect-PowerBIServiceAccount
    
    # The value you are searching for
    $SearchValue = "Domain"
    
    $workspaces = Get-PowerBIWorkspace -All
    
    Write-Host "Starting Scan" -ForegroundColor Yellow
    
    
    $Results = $workspaces | ForEach-Object -Parallel {
        $Target = $using:SearchValue
        $workspace = $_
        
        try {
            # Get reports in this workspace
            $Reportlist = Get-PowerBIReport -WorkspaceId $workspace.Id
            
            foreach ($Report in $Reportlist) {
                if (-not $Report.DatasetId) { continue }
    
                # Fetch parameters for the dataset
                $Url = "https://api.powerbi.com/v1.0/myorg/groups/$($workspace.Id)/datasets/$($Report.DatasetId)/parameters"
                $resp = Invoke-PowerBIRestMethod -Url $Url -Method Get
                $params = (ConvertFrom-Json $resp).value
    
                foreach ($p in $params) {
                    if ($p.currentValue -eq $Target) {
                        
                        Write-Host "[MATCH] Workspace: $($workspace.Name)" -ForegroundColor Cyan
                        Write-Host "        Report:    $($Report.Name)" -ForegroundColor White
                        Write-Host "        Parameter: $($p.name)" -ForegroundColor Green
    
    
                        # Collect in Object
                        [PSCustomObject]@{
                            Workspace     = $workspace.Name
                            Report        = $Report.Name
                            ParameterName = $p.name
                            ParameterValue = $p.currentValue
                            DatasetId     = $Report.DatasetId
                        }
                    }
                }
            }
        } catch {
            # Skip datasets that cannot be accessed
        }
    } -ThrottleLimit 8
    
    if ($Results) {
        $Results | Out-GridView -Title "Search Results: Parameter Value '$SearchValue'"
    } else {
        Write-Host "No reports found with parameter value: $SearchValue" -ForegroundColor Red
    }
  • Prevent scheduled refresh from being disabled due to inactivity

    Prevent scheduled refresh from being disabled due to inactivity

    When you use scheduled refresh in the Power BI service, it pauses if nobody accesses the report or dataset for 60 days. That’s fine from a load perspective, but if you want your datasets to always have the latest data and be available on demand, you’ll need to stop that from happening.

    Now there are some manual approaches such as creating a Subscription on each dataset within the service UI, but if we are putting our reports out at scale that just isn’t viable. So what we can do is build a PowerShell script that will loop through each of our datasets and prevent scheduled refresh from being disabled due to inactivity.

    The best way to achieve this is to trigger activity on the dataset. I do this by querying a table and column I know exist and discarding the result.

    For the full script, scroll down, but I’ll cover what it does and what bits you can change.

    When building the script, permissions can make it harder to directly access certain tables with PowerShell. If we know the exact name of the tables to try and a column within them then we access it directly.

    Firstly within this part of the code, choose a table within your dataset. When I was building I was checking for a couple of tables that had the same column name.

    #Select which tables exist in the datasets
    $tablesToTry = @(
        "######",
        "######"
    )

    Next, pick a column to query. I used [id] in my example.

    #Column to try within the tables
    $columnSuffix = "####"

    Lastly I had certain named datasets I wanted to query and some I wanted to exclude so that can be covered in this part of the code

    #Dataset names to include or exclude - blank returns all, separate with | for multiple
    $include = ""
    $exclude = ""

    Connect to Power BI

    The script starts by connecting to your Power BI account using:

    Connect-PowerBIServiceAccount
    

    If the connection fails, it stops and logs a warning. Once connected, the script can access all workspaces and datasets your account has permission to see.

    Gather Workspaces and Datasets

    It retrieves all your workspaces using:

    Get-PowerBIWorkspace -All
    

    Then, for each workspace, it lists all datasets. You can filter which datasets to include or exclude with simple patterns. For example:

    $include = "Sales|Finance"
    $exclude = "Test"
    

    Test Tables and Columns

    For each dataset, the script loops through a list of tables you specify:

    $tablesToTry = @("Orders", "Customers")
    $columnSuffix = "id"
    

    It builds a DAX query for each table/column combination, using TOPN to return a small sample. This keeps the load low while confirming the table exists and is accessible.

    Example query generated for the “Orders” table:

    EVALUATE
    TOPN(10, 'Orders', 'Orders'[id], DESC)

    Execute Queries via REST API

    The script runs the queries using the Power BI REST API:

    Invoke-PowerBIRestMethod -Url "datasets/$($dataset.Id)/executeQueries" -Method Post
    
    • If the query succeeds, it logs the dataset and table in $successfulDatasets and prints the rows.
    • If it fails, it captures the error and logs it in $failedDatasets for troubleshooting later.

    Trigger Report Usage

    For each dataset, the script looks for reports linked to it:

    Get-PowerBIReport -WorkspaceId $workspace.Id | Where-Object { $_.DatasetId -eq $dataset.Id }
    

    If a report is linked, the script exports it to PDF and discards the file. The export counts as usage and keeps the dataset active.

    Invoke-PowerBIRestMethod -Url "reports/$($report.Id)/ExportTo" -Method Post -Body (@{ format = "PDF" } | ConvertTo-Json)
    

    Logging and Results

    At the end, the script prints three tables:

    • ✅ Successfully queried datasets
    • ❌ Datasets that failed
    • 📊 Datasets where usage was triggered

    # ============================
    # POWERBI Trigger Usage
    # James Mounsey-Moran
    # ============================
    
    
    # ============================
    # CONFIGURATION
    # ============================
    
    
    #Select which tables exist in the datasets
    $tablesToTry = @(
        "######",
        "######"
    )
    
    
    #Column to try within the tables
    $columnSuffix = "####"
    
    #Dataset names to include or exclude - blank returns all, separate with | for multiple
    $include = ""
    $exclude = ""
    
    
    
    # ============================
    
    $daxQueryTemplate = @"
    EVALUATE
    TOPN(10, {0}, {1}, DESC)
    "@
    
    $failedDatasets     = @()
    $successfulDatasets = @()
    $usageTriggered     = @()
    
    # ============================
    # CONNECT TO POWER BI SERVICE
    # ============================
    try {
        Connect-PowerBIServiceAccount -ErrorAction Stop
    }
    catch {
        Write-Warning "Failed to connect to Power BI Service: $($_.Exception.Message)"
        return
    }
    
    # ============================
    # GET ALL WORKSPACES
    # ============================
    try {
        $workspaces = Get-PowerBIWorkspace -All -ErrorAction Stop
    }
    catch {
        Write-Warning "Failed to retrieve workspaces: $($_.Exception.Message)"
        return
    }
    
    foreach ($workspace in $workspaces) {
        Write-Output "`nProcessing workspace: $($workspace.Name) ($($workspace.Id))"
    
        try {
              $datasets = Get-PowerBIDataset -WorkspaceId $workspace.Id -ErrorAction Stop |
        Where-Object {
            (-not $include -or $_.Name -match "(?i)$include") -and
            (-not $exclude -or $_.Name -notmatch "(?i)$exclude")
        }
        }
        catch {
            Write-Warning "Failed to list datasets in workspace $($workspace.Name): $($_.Exception.Message)"
            continue
        }
    
        if ($datasets.Count -eq 0) {
            Write-Output "  No  datasets found. Skipping."
            continue
        }
    
        foreach ($dataset in $datasets) {
            Write-Output "  Processing dataset: $($dataset.Name) ($($dataset.Id))"
    
            $queriedSuccessfully = $false
            $tableErrors = @()
    
            foreach ($tableName in $tablesToTry) {
            $quotedTable = "'$tableName'"
            $columnName  = "$quotedTable[$columnSuffix]"
            $daxQuery    = [string]::Format($daxQueryTemplate, $quotedTable, $columnName)
    
                Write-Output "    Trying DAX: $daxQuery"
                try {
                    $response = Invoke-PowerBIRestMethod `
                        -Url "datasets/$($dataset.Id)/executeQueries" `
                        -Method Post `
                        -Body (@{
                            queries = @(@{ query = $daxQuery })
                            serializerSettings = @{ includeNulls = $true }
                        } | ConvertTo-Json -Depth 5) `
                        -ErrorAction Stop
    
                    $json = $response | ConvertFrom-Json
                    Write-Output "    ✅ Query successful for table $tableName."
                    $json.results[0].tables[0].rows | Format-Table
    
                    $queriedSuccessfully = $true
                    $successfulDatasets += [PSCustomObject]@{
                        Workspace = $workspace.Name
                        Dataset   = $dataset.Name
                        DatasetId = $dataset.Id
                        Table     = $tableName
                        Timestamp = Get-Date
                    }
    
                    break
                }
                catch {
                    $fullMsg = $_.Exception.ToString()
                    if ($fullMsg -match '"value":\s*"([^"]+)"') {
                        $errorMessage = $matches[1]
                    }
                    else {
                        $errorMessage = $_.Exception.Message
                    }
    
                    Write-Warning "    ❌ Failed for table $tableName $errorMessage"
                    $tableErrors += "Table $tableName $errorMessage"
                }
            }
    
            if (-not $queriedSuccessfully) {
                Write-Warning "  Could not query dataset $($dataset.Name) with any table."
                $failedDatasets += [PSCustomObject]@{
                    Workspace = $workspace.Name
                    Dataset   = $dataset.Name
                    DatasetId = $dataset.Id
                    Error     = ($tableErrors -join "; ")
                    Timestamp = Get-Date
                }
            }
    
            # ============================
            # REGISTER USAGE (EXPORT REPORT)
            # ============================
            try {
                $reports = Get-PowerBIReport -WorkspaceId $workspace.Id | Where-Object { $_.DatasetId -eq $dataset.Id }
                if ($reports.Count -gt 0) {
                    $report = $reports[0]  # just pick the first linked report
                    Write-Output "    Triggering usage via ExportTo on report: $($report.Name) ($($report.Id))"
    
                    $null = Invoke-PowerBIRestMethod `
                        -Url "reports/$($report.Id)/ExportTo" `
                        -Method Post `
                        -Body (@{ format = "PDF" } | ConvertTo-Json -Depth 3) `
                        -ErrorAction Stop
    
                    Write-Output "    ✅ Usage registered for dataset $($dataset.Name) via report $($report.Name)."
                    $usageTriggered += [PSCustomObject]@{
                        Workspace = $workspace.Name
                        Dataset   = $dataset.Name
                        Report    = $report.Name
                        Timestamp = Get-Date
                    }
                }
                else {
                    Write-Warning "    ⚠️ No report found linked to dataset $($dataset.Name). Cannot register usage."
                }
            }
            catch {
                Write-Warning "    ❌ Failed to trigger usage for dataset $($dataset.Name): $($_.Exception.Message)"
            }
        }
    }
    
    # ============================
    # REPORT SUCCESSFUL DATASETS
    # ============================
    if ($successfulDatasets.Count -gt 0) {
        Write-Output "`n✅ Successfully queried datasets:"
        $successfulDatasets | Format-Table -AutoSize
    }
    
    # ============================
    # REPORT FAILED DATASETS
    # ============================
    if ($failedDatasets.Count -gt 0) {
        Write-Output "`n❌ Datasets failed to query:"
        $failedDatasets | Format-Table -AutoSize
    }
    
    # ============================
    # REPORT USAGE REGISTRATION
    # ============================
    if ($usageTriggered.Count -gt 0) {
        Write-Output "`n📊 Usage registered for datasets:"
        $usageTriggered | Format-Table -AutoSize
    }
    else {
        Write-Output "`n⚠️ No usage registrations were made."
    }
    

    Once this is running, you won’t need to worry about refresh being paused after 60 days. The script keeps everything ticking over by simulating activity, so your datasets stay active and ready whenever you need them.