Add Microsoft Power Bi to your AI agent
Microsoft Power BI is a business analytics service that provides interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.
- Things your agent can do in Microsoft Power Bi
- 116
Things your AI can do in Microsoft Power Bi
Your FormWise AI can handle any of these in Microsoft Power Bi — on its own, without you needing to click a button.
Add Dashboard to Workspace
Creates a new empty dashboard in the specified workspace. Use this action when you need to create a new dashboard in a Power BI workspace. The API call can be called by a service principal profile. Requires the Workspace.ReadWrite.All scope. Note: The created dashboard will be empty and can be populated with tiles afterward using other APIs.
Get Reports From App
Returns a list of reports from the specified app. Use this action when you need to retrieve all reports that belong to a specific Power BI app. This is useful for exploring app contents, finding specific reports within apps, or managing app resources. Required Scope: Report.ReadWrite.All or Report.Read.All Limitations: Service principal authentication isn't supported.
Assign Workspace to Capacity
Assigns the specified workspace to the specified capacity. Use this action when you need to assign a Power BI workspace to a dedicated capacity or unassign My workspace from a capacity by providing an empty GUID (00000000-0000-0000-0000-000000000000). This operation is typically performed by Fabric administrators to manage workspace capacity assignments. Note: The user must have appropriate permissions (Capacity.ReadWrite.All or workspace admin rights).
Cancel Dataset Refresh in Workspace
Cancels the specified refresh operation for the specified dataset from the specified workspace. Use this action when you need to cancel an in-progress dataset refresh operation within a specific Power BI workspace. This is useful for stopping long-running refreshes that are no longer needed or that appear to be stuck. Note that only refresh operations with status of Unknown or Queued can be canceled. Once a refresh has started processing, it cannot be cancelled. This action is irreversible - once a refresh is successfully cancelled, it cannot be resumed and must be triggered again manually. Required Scope: Dataset.ReadWrite.All
Clone Report in Workspace
Clones the specified report from the specified workspace. Use this action when you need to duplicate a Power BI report within the same workspace or to a different workspace. If the dataset for a cloned report resides in two different workspaces or in My workspace, then a share is required. The API returns the cloned report with a new ID. Required Scope: Report.ReadWrite.All
Clone Report
Clones the specified report from My workspace. If the dataset for a cloned report resides in two different workspaces or in My workspace, then a shared dataset is created. Use when you need to duplicate a report within My workspace or to another workspace. This is useful for creating backup copies of reports, testing modifications without affecting the original, or preparing reports for different audiences. Required Scope: Report.ReadWrite.All
Create Goal Value Check-in
Creates a new goal value check-in for a Power BI scorecard goal. Use this action when you need to record a new value check-in for a specific goal within a Power BI scorecard. This action allows you to update the current value, target, status, trend, and forecast of a goal. The timestamp is required and represents the UTC time of the check-in. Required Scope: Dataset.ReadWrite.All
Create Workspace
Creates a new workspace in Power BI. Use this action when you need to create a new Power BI workspace to organize reports, dashboards, datasets, and other Power BI content. This API call can be called by a service principal profile. Requires the Workspace.ReadWrite.All scope. Note: The created workspace will be empty and may require additional configuration such as assigning capacity or adding members.
Create Push Dataset
Creates a new dataset on My workspace in Power BI. Use this action when you need to create a new push dataset to store and manage data that can be pushed programmatically via the Power BI REST API. This API call only supports push datasets (Push, Streaming, or PushStreaming mode). This action is irreversible once the dataset is created. The dataset name must be unique within the workspace.
Create Scorecard
Creates a new scorecard in the specified Power BI workspace. Use this action when you need to create a new scorecard to track business objectives and key results in a specific Power BI workspace. Scorecards help organizations monitor progress toward goals with customizable metrics, status rules, and reporting. Requires the Dataset.ReadWrite.All scope. This action is irreversible once the scorecard is created. The scorecard name must be unique within the workspace.
Create Temporary Upload Location
Creates a temporary blob storage upload location for importing large Power BI .pbix files that are between 1 GB and 10 GB in size. Use this action when you need to upload a large Power BI .pbix file (between 1 GB and 10 GB) to the organization. The temporary upload location provides a shared access signature (SAS) URL where the file can be uploaded before being imported into Power BI. After uploading to the temporary location, you would use the regular import API to complete the import process. This action creates an upload location at the organization level (myorg), not a specific workspace. To upload to a specific workspace, use CreateTemporaryUploadLocationInGroup instead. Required Scope: Workspace.ReadWrite.All
Create Temporary Upload Location
Creates a temporary blob storage upload location for importing large Power BI .pbix files that are between 1 GB and 10 GB in size. Use this action when you need to upload a large Power BI .pbix file (between 1 GB and 10 GB) to a workspace. The temporary upload location provides a shared access signature (SAS) URL where the file can be uploaded before being imported into Power BI. After uploading to the temporary location, you would use the regular import API to complete the import process. Required Scope: Workspace.ReadWrite.All
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Delete Dashboard
Deletes the specified dashboard from My workspace. Use this action when you need to permanently remove a dashboard from a user's Power BI workspace. This action is irreversible — once deleted, the dashboard and all its content cannot be recovered. Required Scope: Dashboard.ReadWrite.All
Delete Dataflow
Deletes the specified dataflow from Power BI data prep storage, including its definition file and model. Use this action when you need to permanently remove a dataflow from a Power BI workspace. This action is irreversible — once deleted, the dataflow and all its associated data cannot be recovered. Permissions: The user must have administrator rights or the caller must be a service principal.
Delete Dataset
Deletes the specified dataset from My workspace. Use this action when you need to permanently remove a dataset from a user's Power BI workspace. This action is irreversible — once deleted, the dataset and all its associated data cannot be recovered. Required Scope: Dataset.ReadWrite.All
Delete Dataset from Workspace
Deletes the specified dataset from the specified workspace. Use this action when you need to permanently remove a dataset from a specific Power BI workspace. This action is irreversible — once deleted, the dataset and all its associated data cannot be recovered. This API call can be called by a service principal profile. Required Scope: Dataset.ReadWrite.All
Delete Goal
Deletes a goal from a scorecard by goal ID. Use this action when you need to permanently remove a goal from a Power BI scorecard. This action is irreversible — once deleted, the goal and its associated data cannot be recovered. Required Scope: Dataset.ReadWrite.All
Delete Goal Note by ID
Deletes a goal value check-in note by its unique identifier. Use this action when you need to remove a specific check-in note from a goal value in Power BI goals. This action is irreversible — once deleted, the note cannot be recovered. Required Scope: Dataset.ReadWrite.All
Delete Goal Status Rules
Removes status rule definitions from a goal. Use this action when you need to remove all status rules from a specific goal within a Power BI scorecard. This action is irreversible — once deleted, the status rules and their configuration cannot be recovered. Required Scope: Dataset.ReadWrite.All
Delete Pipeline User
Removes user permissions from the specified deployment pipeline. Use this action when you need to revoke a user's access to a deployment pipeline. This action is irreversible — once removed, the user loses access to the pipeline. Required Scope: Pipeline.ReadWrite.All
Delete Report from Workspace
Deletes the specified report from the specified workspace. Use this action when you need to permanently remove a report from a specific Power BI workspace. This action is irreversible — once deleted, the report and all its content cannot be recovered. This API call can be called by a service principal profile. Required Scope: Report.ReadWrite.All
Delete Rows from Dataset Table
Deletes all rows from the specified table within the specified dataset from My workspace. Use this action when you need to clear all data from a specific table within a Power BI push dataset. This action is irreversible — once deleted, the rows cannot be recovered. This operation is commonly used to reset test data or prepare a table for fresh data ingestion. Required Scope: Dataset.ReadWrite.All
Delete Rows from Dataset Table in Workspace
Deletes all rows from the specified table within the specified dataset from the specified workspace. Use this action when you need to clear all data from a specific table within a Power BI push dataset in a specific workspace. This action is irreversible — once deleted, the rows cannot be recovered. This operation is commonly used to reset test data or prepare a table for fresh data ingestion in a workspace context. Required Scope: Dataset.ReadWrite.All
Delete Scorecard By ID
Deletes a scorecard by its ID from the specified workspace. Use this action when you need to permanently remove a scorecard from a Power BI workspace. This action is irreversible — once deleted, the scorecard and all its data cannot be recovered. Required Scope: Dataset.ReadWrite.All
Delete Workspace
Deletes the specified workspace. Use this action when you need to permanently remove a Power BI workspace. This action is irreversible — once deleted, the workspace and all its content (reports, dashboards, datasets) cannot be recovered. Required Scope: Workspace.ReadWrite.All
Discover Gateways for Dataset
Returns a list of gateways that the specified dataset from the specified workspace can be bound to. Use this action when you need to discover which on-premises data gateways are available to bind a dataset to for refresh and data source connections. This API call is only relevant for datasets that have at least one binding to an on-premises data source. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Execute DAX Queries
Executes Data Analysis Expressions (DAX) queries against the provided dataset in My workspace. Use this action when you need to run DAX queries to retrieve or analyze data from a Power BI dataset. This endpoint supports complex DAX queries with multiple EVALUATE statements and includes features for Row-Level Security (RLS), culture-specific formatting, and custom data injection. The response is returned in Apache Arrow format and contains the query results in a columnar format. Use pyarrow or similar libraries to parse the response. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All Important: This API is only available for datasets hosted on a capacity. Datasets with live connections to Azure Analysis Services or on-premises models are not supported. There's a limit of 120 query requests per minute per user.
Execute DAX Queries on Dataset
Executes Data Analysis Expressions (DAX) queries against the specified Power BI dataset. Use this action when you need to run DAX queries to retrieve data, perform calculations, or analyze data directly from a Power BI dataset. DAX query errors (such as syntax errors or invalid references) will result in an error response. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Execute Subscription
Executes the Subscription specified by the Id. Use this action when you need to manually trigger a Power BI email subscription to run immediately instead of waiting for its scheduled frequency. This is useful for testing subscriptions, generating reports on-demand, or forcing an unscheduled distribution of a report. Note: The API returns 204 No Content on success with an empty body.
Generate Dashboard Embed Token
Generates an embed token to view or edit the specified dashboard from the specified workspace. Use this action when you need to generate an embed token to embed a Power BI dashboard in your application. The token allows you to embed the dashboard with the specified access level. You can also configure row-level security (RLS) by providing identities. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Generate Embed Token for Power BI
Generates an embed token for multiple reports, datasets, and target workspaces. Use this action when you need to generate an embed token to embed Power BI reports, dashboards, or visuals in your application. Reports and datasets do not have to be related. The token can include identities for row-level security (RLS) and single sign-on (SSO) data sources.
Generate Report Embed Token in Group
Generates an embed token to view or edit the specified report from the specified workspace. Use this action when you need to generate an embed token to embed a Power BI report in your application. The token allows you to control the access level (View, Edit, or Create) for the embedded report. You can also configure row-level security (RLS) by providing identities, customize the token lifetime, and enable the allowSaveAs option for saving embedded reports as new reports. Required Scope: Report.ReadWrite.All or Report.Read.All
Generate Dataset Embed Token in Group
Generates an embed token based on the specified dataset from the specified workspace. Use this action when you need to generate an embed token to embed Power BI reports or dashboards using a specific dataset from a workspace in your application. The token allows you to control the access level (View, Edit, or Create) for the embedded content. You can also configure row-level security (RLS) by providing identities, and customize the token lifetime. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Available Feature By Name
Returns the specified available feature for the user by name. Use this action when you need to check the availability and status of a specific Power BI feature, such as embedTrial. This API call doesn't require any scopes. Note: The featureName path parameter should be URL-encoded if it contains special characters.
Get Capacities
Returns a list of Power BI capacities that the authenticated user has access to. Use this action to retrieve information about all available capacities in the organization, including their state, SKU, region, and access permissions. This is useful for admin operations and capacity management tasks. Permissions: Requires one of the following scopes: Capacity.Read.All or Capacity.ReadWrite.All. This API call can be called by a service principal profile.
Get Dashboard from My Workspace
Returns the specified dashboard from My workspace. Use when you need to retrieve details about a specific dashboard from the current user's personal workspace in Power BI. This is useful for getting dashboard metadata, embed URLs, or user permissions. Required Scope: Dashboard.ReadWrite.All or Dashboard.Read.All
Get Dashboards
Returns a list of dashboards from the specified workspace. Use this action when you need to retrieve all dashboards within a Power BI workspace. This is useful for exploring workspace contents, finding specific dashboard IDs, or managing dashboard resources. Permissions: This API call can be called by a service principal profile.
Get DataSet Data
Gets the query results for the specified DataSet. Use when you need to retrieve the actual data values from a Power BI DataSet, such as for exporting data, generating reports outside of Power BI, or performing data analysis on dataset contents. This action executes a query against the dataset and returns the column definitions and row data. Use the optional parameters to filter or customize the query results.
Get DataSets from Power BI
Gets an array of DataSet CatalogItems from Power BI. Use when you need to retrieve all available datasets from the Power BI service, including their metadata such as creation date, modified date, owner, and dataset-specific properties like query timeout and parameters. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Dataflows
Returns a list of all dataflows from the specified workspace. Use this action when you need to retrieve all dataflows within a specific Power BI workspace. This is useful for inventory, monitoring, or managing dataflows within a workspace. This API call can be called by a service principal profile. Required Scope: Dataflow.Read.All or Dataflow.ReadWrite.All
Get Dataset
Returns the specified dataset from My workspace. Use this action when you need to retrieve details about a specific Power BI dataset in your workspace, including its configuration, permissions, and relationships to other artifacts like dataflows and tables. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Dataset to Dataflows Links
Returns a list of upstream dataflows for datasets from the specified workspace. Use this action when you need to retrieve the relationships between datasets and their upstream dataflows in a Power BI workspace for dependency analysis or lineage tracking. This API call can be called by a service principal profile.
Get Dataset Users
Returns a list of principals that have access to the specified dataset. Use this action when you need to retrieve the list of users or service principals who have been granted access to a specific Power BI dataset. This is useful for auditing dataset permissions, managing access control, or understanding who can view or modify the dataset. Note: When user permissions to a dataset have been recently updated, the new permissions might not be immediately available.
Get Dataset Users In Group
Returns a list of principals that have access to the specified dataset within a workspace. Use this action when you need to retrieve the list of users or service principals who have been granted access to a specific Power BI dataset within a workspace. This is useful for auditing dataset permissions, managing access control, or understanding who can view or modify the dataset in a group context. Note: When user permissions to a dataset have been recently updated, the new permissions might not be immediately available.
Get Dataset in Workspace
Returns the specified dataset from the specified workspace. Use this action when you need to retrieve details about a specific Power BI dataset in a workspace, including its configuration, permissions, and relationships to other artifacts like dataflows and tables. Permissions: This API call can be called by a service principal profile. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Datasets from My Workspace
Returns a list of datasets from My workspace. Use when you need to retrieve all datasets available in the authenticated user's personal workspace, including their configuration and metadata. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Datasources for Dataset
Returns a list of data sources for the specified dataset from My workspace. Use when you need to retrieve all data source connections configured for a specific Power BI dataset, such as when auditing data sources, troubleshooting refresh issues, or understanding dataset dependencies. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Datasources for Dataset in Workspace
Returns a list of data sources for the specified dataset from the specified workspace. Use when you need to retrieve all data source connections configured for a specific Power BI dataset within a workspace, such as when auditing data sources, troubleshooting refresh issues, or understanding dataset dependencies. This API call can be called by a service principal profile. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Gateway
Returns the specified gateway. Use this action when you need to retrieve details about a specific Power BI gateway, including its status, type, and public key for encryption. Permissions: The user must have gateway admin permissions. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Gateway Datasources in Group
Returns a list of gateway data sources for the specified dataset from the specified workspace. Use this action when you need to retrieve all gateway data source connections configured for a specific Power BI dataset within a workspace. This is useful for auditing data source configurations, troubleshooting refresh issues, or understanding dataset dependencies. This API is deprecated - use Get Datasources In Group instead.
Get Gateways
Returns a list of gateways for which the user is an admin. Use this action when you need to retrieve all Power BI gateways that you have administrative permissions for. This is useful for monitoring gateway status, managing data sources, or administering on-premises data gateway configurations. Gateway admin permissions are required to access this endpoint.
Get Goal Value By ID
Reads a goal value check-in by a UTC date timestamp. Use this action when you need to retrieve a specific goal value check-in from a Power BI scorecard. This is useful for tracking historical goal values, reviewing notes on goal progress, or analyzing trends. The timestamp must be provided in UTC format (e.g., 2024-05-12T00:00:00Z). Required Scope: Dataset.Read.All or Dataset.ReadWrite.All
Get Goals from Scorecard
Returns a list of goals from a scorecard. Use this action when you need to retrieve all goals defined within a Power BI scorecard. This is useful for understanding the organizational objectives and key results (OKRs) tracked in Power BI, finding specific goal IDs, or monitoring progress against targets. This API call can be called by a service principal profile. Required Scope: Dataset.Read.All or Dataset.ReadWrite.All
Get Goals Refresh History
Reads refresh history of a connected goal. Use this action when you need to retrieve the refresh history for a specific Power BI goal to monitor refresh performance, identify failed refreshes, or audit refresh operations on goals. This endpoint is part of the Power BI Goals (Preview) API. Required Scope: Dataset.Read.All or Dataset.ReadWrite.All Note: This is a preview API and may be subject to changes.
Get Goals Status Rules
Returns status rules of a goal. Use this action when you need to retrieve the status rules configuration for a specific Power BI goal within a scorecard. Status rules determine how goal status is calculated based on conditions (e.g., if actual value > 50% of target, status is "On track"). This action supports reading both simple expression-based conditions and complex field comparison conditions. Required Scope: Dataset.Read.All or Dataset.ReadWrite.All
Get Group Users
Returns a list of users that have access to the specified workspace. Use this action when you need to retrieve the list of users or service principals who have been granted access to a specific Power BI workspace. This is useful for auditing workspace permissions, managing access control, or understanding who can view or modify the workspace contents. Permissions: This API call can be called by a service principal profile.
Get Groups
Returns a list of workspaces the user has access to. Use this action when you need to retrieve all Power BI workspaces (groups) that the authenticated user has access to. This is useful for listing available workspaces, finding specific workspace IDs, or managing workspace resources. This API call can be called by a service principal profile. Required Scope: Workspace.Read.All or Workspace.ReadWrite.All
Get Groups Capacity Assignment Status
Gets the status of the assignment-to-capacity operation for the specified workspace. Use this action when you need to check the current status of a workspace assignment operation to a capacity. This is useful for monitoring long-running workspace migrations or diagnosing failed assignments. Required Scope: Workspace.Read.All or Workspace.ReadWrite.All
Get Import
Returns the specified import from My workspace. Use this action when you need to retrieve details about a specific import in your Power BI workspace, including its status, associated datasets, and reports. This is useful for tracking import operations, checking whether an import succeeded or failed, and identifying related artifacts. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Imports in Workspace
Returns a list of imports from the specified workspace. Use this action when you need to retrieve all imports in a Power BI workspace to monitor import status, list imported datasets and reports, or check for failed imports. This API can be called by a service principal profile with appropriate workspace permissions.
Get Imports from My Workspace
Returns a list of imports from My workspace. Use this action when you need to retrieve all imports in the authenticated user's personal workspace, including their status, associated datasets, and reports. This is useful for monitoring import operations, checking import completion status, or listing imported content in your workspace. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Linked Report History Snapshot
Gets requested HistorySnapshot item specified by HistoryId of the LinkedReport specified by Id. Use this action when you need to retrieve a specific history snapshot for a Power BI LinkedReport. History snapshots capture the state of a report at a particular point in time and can be used for auditing, versioning, or recovery purposes. This is a read-only operation that returns snapshot metadata including creation date, snapshot ID, and size information.
Get Report Page
Returns the specified page within the specified report from the specified workspace. Use this action when you need to retrieve details about a specific page within a Power BI report. This is useful for exploring report structure, getting page metadata, or identifying the order of pages in a report. Permissions: This API call can be called by a service principal profile.
Get Pages from Report
Returns a list of pages within the specified report from the specified workspace. Use this action when you need to retrieve all pages in a Power BI report to understand the report structure, navigate between pages, or manage report content. This API call can be called by a service principal profile. Required Scope: Report.ReadWrite.All or Report.Read.All
Get Pages from Report in My Workspace
Returns a list of pages within the specified report from My workspace. Use this action when you need to retrieve all pages in a Power BI report that belongs to your personal workspace. This is useful for understanding the report structure, navigating between pages, or managing report content. Required Scope: Report.ReadWrite.All or Report.Read.All
Get Dataset Parameters
Returns a list of parameters for the specified dataset from **My workspace**. Use this action when you need to retrieve all parameter definitions and their current values for a Power BI dataset, including whether each parameter is required, its data type, and any suggested values. This is useful for auditing dataset configuration, understanding data source connections, or preparing to update parameter values. Required Scope: Dataset.Read
Get Dataset Parameters in Workspace
Returns a list of parameters for the specified dataset from the specified workspace. Use this action when you need to retrieve all parameter definitions and their current values for a Power BI dataset within a specific workspace, including whether each parameter is required, its data type, and any suggested values. This is useful for auditing dataset configuration, understanding data source connections, or preparing to update parameter values in a workspace context. This API call can be called by a service principal profile with appropriate workspace permissions. Required Scope: Dataset.Read.All or Dataset.ReadWrite.All
Get Query Scale Out Sync Status
Returns the query scale-out sync status for the specified dataset from the specified workspace. Use this action when you need to check the synchronization status of read-only replicas for a dataset that supports query scale-out. This includes information about commit versions, active read timestamps, and the current sync status. This API call can be called by a service principal profile. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Refresh Execution Details In Group
Returns execution details of a refresh operation for the specified dataset from the specified workspace. Use this action when you need to retrieve detailed information about a dataset refresh operation within a workspace, including timing, status, errors, and any retry attempts. This is useful for monitoring refresh operations, troubleshooting failed refreshes, and auditing refresh history. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Refresh History for Dataset
Returns the refresh history for the specified dataset from My workspace. Use when you need to retrieve the refresh history of a specific Power BI dataset to monitor refresh performance, identify failed refreshes, or audit refresh operations. Power BI retains between 20-60 available refresh history entries depending on the number of refreshes in the last 3 days. The most recent 60 entries are kept if they are all less than 3 days old. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All Note: OneDrive refresh history isn't returned by this endpoint.
Get Dataset Refresh Schedule
Returns the refresh schedule for the specified dataset from My workspace. Use when you need to retrieve the current refresh schedule configuration for a dataset, including the days, times, and notification settings. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Refresh Schedule In Group 2
Returns the refresh schedule for the specified dataset from the specified workspace. Use this action when you need to retrieve the current refresh schedule configuration for a dataset within a specific Power BI workspace, including the days, times, and notification settings. This action is read-only and idempotent. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All Note: This API can be called by a service principal profile.
Get Refreshable For Capacity
Returns the specified refreshable for the specified capacity that the user has access to. Use this action when you need to retrieve details about a specific refreshable item (dataset) within a capacity, including refresh history, schedules, and status. Power BI retains a seven-day refresh history for each dataset, up to a maximum of sixty refreshes. Required Scope: Capacity.Read.All or Capacity.ReadWrite.All
Get refreshables for all capacities
Returns a list of refreshables for all capacities that the user has access to. Use when you need to retrieve information about datasets and dataflows that have refresh schedules or refresh history across all Power BI capacities. Power BI retains a seven-day refresh history for each dataset, up to a maximum of sixty refreshes. This action is useful for monitoring refresh performance, identifying failed refreshes, and auditing refresh schedules across the organization.
Get Report Page From My Workspace
Returns the specified page within the specified report from My workspace. Use this action when you need to retrieve details about a specific page within a Power BI report in your personal workspace. This is useful for exploring report structure, getting page metadata, or identifying the order of pages in a report. Required Scope: Report.ReadWrite.All or Report.Read.All
Get Report from My Workspace
Returns the specified report from My workspace. Use this action when you need to retrieve details about a specific Power BI report from your personal workspace, including its metadata, embed URL, ownership information, and associated dataset. Required Scope: Report.ReadWrite.All or Report.Read.All
Get Reports
Gets an array of Report CatalogItems from Power BI. Use this action when you need to retrieve all reports available in the Power BI service. This is useful for browsing the report catalog, finding specific reports, or auditing available resources. The endpoint supports OData query parameters for filtering, sorting, and pagination. Required Scope: Report.Read.All or Report.ReadWrite.All Note: This endpoint uses the v2.0 Power BI Report Server API path.
Get Reports From My Workspace
Returns a list of reports from My workspace. Use this action when you need to retrieve all reports from your personal Power BI workspace. This also returns shared reports and reports from shared apps. This is useful for exploring your personal workspace contents, finding specific report IDs, or managing report resources. Required Scope: Report.ReadWrite.All or Report.Read.All Note: Service principal authentication isn't supported.
Get Resources
Gets an array of Resource catalog items. Use this action when you need to retrieve all Power BI resources from the catalog. This is useful for exploring available resources, finding specific resource IDs, or managing resource content. Note: This endpoint uses the Power BI REST API (cloud service).
Get Scorecard By ID
Returns a scorecard with the specified ID. Use this action when you need to retrieve details about a specific Power BI scorecard within a workspace, including its goals, metrics, and configuration. This action supports optional OData expansion for including related data like goals, goal values, aggregations, and notes in the response. Required Scope: Dataset.Read.All or Dataset.ReadWrite.All
Get Scorecards
Returns a list of scorecards from a workspace. Use this action when you need to retrieve all scorecards within a Power BI workspace. This is useful for exploring workspace goals, finding specific scorecard IDs, or managing scorecard resources. Required Scope: Dataset.Read.All or Dataset.ReadWrite.All
Get Tables in Dataset
Returns a list of tables within the specified dataset from My workspace. Use this action when you need to retrieve the schema, columns, measures, and other structural metadata of tables within a Power BI dataset. This is useful for understanding the data model, exploring available fields, or preparing to write DAX expressions. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All
Get Tables in Dataset within Workspace
Returns a list of tables within the specified dataset from the specified workspace. Use when you need to retrieve the schema, columns, measures, and other structural metadata of tables within a Power BI dataset in a specific workspace. This is useful for understanding the data model, exploring available fields, or preparing to write DAX expressions. Required Scope: Dataset.ReadWrite.All or Dataset.Read.All Note: This API only supports push datasets.
Get Tiles from My Workspace Dashboard
Returns a list of tiles within the specified dashboard from My workspace. Use this action when you need to retrieve all tiles (visualizations) from a specific dashboard in My workspace. Supported tiles include datasets and live tiles that contain an entire report page. This is useful for understanding what content exists in a dashboard or for enumerating dashboard elements. Required Scope: Dashboard.Read.All or Dashboard.ReadWrite.All
Get Tiles from Workspace Dashboard
Returns a list of tiles within the specified dashboard from the specified workspace. Use this action when you need to retrieve all tiles (visualizations) from a specific dashboard within a Power BI workspace. Supported tiles include datasets and live tiles that contain an entire report page. This is useful for understanding what content exists in a dashboard or for enumerating dashboard elements. Required Scope: Dashboard.Read.All or Dashboard.ReadWrite.All
Get Workspace
Returns a specified workspace (group). Use this action when you need to retrieve details about a specific Power BI workspace, including its name, capacity configuration, storage settings, and Log Analytics workspace integration. Permissions: This API call can be called by a service principal profile. Required Scope: Workspace.Read.All or Workspace.ReadWrite.All
Trigger Query Scale Out Sync in Workspace
Triggers a query scale-out sync of read-only replicas for the specified dataset from the specified workspace. Use this action when you need to manually synchronize read-only replicas for a dataset in a specific Power BI workspace. This is typically used for maintenance or to ensure all replicas are synchronized before performing administrative operations. The sync operation ensures that read-only replicas have the latest data from the primary dataset. This API call can be called by a service principal profile. Required Scope: Dataset.ReadWrite.All
Move Power BI Scorecard Goals
Moves goals within the scorecard. Changes their ranks and parents. Use when you need to reorganize the goal hierarchy in a Power BI scorecard, such as reordering goals within the same parent, moving a goal to a different parent, or repositioning a goal among its siblings. Required Scope: Dataset.ReadWrite.All
Patch Goal Note
Updates a goal value check-in note by ID. Use this action when you need to update the content of an existing goal check-in note in Power BI goals. This action modifies the note body while preserving other note metadata like timestamps and IDs. This is useful for correcting errors, adding additional context, or updating progress notes on goals. Required Scope: Dataset.ReadWrite.All
Patch Goal Value By ID
Updates a goal value check-in by a UTC date timestamp. Use this action when you need to update the value, status, target, or other properties of a specific goal value check-in within a Power BI scorecard. This allows you to record progress updates for goals at specific timestamps. Requires the Dataset.ReadWrite.All scope. Required Scope: Dataset.ReadWrite.All
Patch Scorecard By ID
Updates a scorecard by its ID. Use this action when you need to modify properties of an existing Power BI scorecard, such as updating its name, description, permissions, or associated settings. This action requires the Dataset.ReadWrite.All scope. This action is idempotent - calling it multiple times with the same parameters will have the same effect. Required Scope: Dataset.ReadWrite.All
Create Push Dataset in Workspace
Creates a new push dataset in the specified Power BI workspace. Use this action when you need to create a new push dataset in a specific workspace to store and manage data that can be pushed programmatically via the Power BI REST API. This API call only supports push datasets (Push, Streaming, or PushStreaming mode). This action is irreversible once the dataset is created. The dataset name must be unique within the workspace.
Grant Dataset User Permissions
Grants the specified user's permissions to the specified dataset. Use this action when you need to assign access rights to a Power BI dataset for a specific user, group, or app. This is useful for managing dataset permissions and controlling who can access or interact with the dataset. Note: When user permissions to a dataset have been recently updated, the new permissions might not be immediately available.
Grant Dataset User Permissions In Group
Grants the specified user's permissions to the specified dataset in a workspace. Use this action when you need to assign access rights to a Power BI dataset for a specific user, group, or app within a workspace context. This is useful for managing dataset permissions and controlling who can access or interact with the dataset. Note: When user permissions to a dataset have been recently updated, the new permissions might not be immediately available. Required Scope: Dataset.ReadWrite.All
Post Goal
Adds a new goal to a Power BI scorecard. Use this action when you need to create a new goal within an existing scorecard to track objectives, KPIs, or other metrics. Goals can be organized in a parent-child hierarchy and support various formatting options for dates and values. Requires the Dataset.ReadWrite.All scope. Note: The goal will be created with default values that may need to be updated via additional API calls for detailed configuration.
Post Goal Note
Adds a new note to a goal value check-in for a Power BI scorecard goal. Use this action when you need to add a note or comment to a specific goal value check-in within a Power BI scorecard. This allows you to provide additional context or explanations for goal progress updates. The timestamp parameter identifies the specific goal value check-in to attach the note to. Required Scope: Dataset.ReadWrite.All
Add Rows to Dataset Table in Workspace
Adds new data rows to the specified table within the specified dataset from the specified workspace. Use this action when you need to push new data rows into a Power BI push dataset table. This action is idempotent — pushing the same rows multiple times will add duplicate data. The dataset must be a push dataset (Push, Streaming, or PushStreaming mode) with the Add Rows API enabled. Required Scope: Dataset.ReadWrite.All
Post Goal Status Rules
Creates or updates status rules of a goal in Power BI. Use this action when you need to define custom status rules that automatically set a goal's status based on conditions such as current value, threshold comparisons, or state values. The defaultOutput is used when no rule conditions are met. Required Scope: Dataset.ReadWrite.All
Update Table Schema
Updates the metadata and schema for the specified table within the specified dataset from My workspace. Use this action when you need to modify the schema or metadata of an existing table in a Power BI push dataset. This includes updating columns, adding measures, or changing table properties. The table must already exist in the dataset. This action is idempotent - calling it multiple times with the same parameters will have the same effect. Required Scope: Dataset.ReadWrite.All
Update Table Schema in Workspace
Updates the metadata and schema for the specified table within the specified dataset from the specified workspace. Use this action when you need to modify the schema or metadata of an existing table in a Power BI push dataset within a workspace. This includes updating columns, adding measures, or changing table properties. The table must already exist in the dataset. This action is idempotent - calling it multiple times with the same parameters will have the same effect. Required Scope: Dataset.ReadWrite.All
Rebind Report to Dataset
Rebinds the specified report from the specified workspace to the specified dataset. Use this action when you need to change which dataset a Power BI report uses. This is useful for migrating reports to different datasets, connecting reports to updated data sources, or consolidating multiple reports under a single dataset. If the target dataset resides in a different workspace than the report, a shared dataset will be automatically created in the report's workspace. Required Scope: Report.ReadWrite.All
Trigger Dataset Refresh in Workspace
Triggers a refresh for the specified dataset from the specified workspace. Use this action when you need to manually trigger a dataset refresh in a Power BI workspace. An enhanced refresh is triggered only if a request payload other than notifyOption is set (e.g., when specifying specific tables, commit mode, or timeout). Note: This action is asynchronous - it initiates the refresh and returns immediately. Use GetRefreshHistory or GetRefreshExecutionDetails to monitor the refresh status. Required Scope: Dataset.ReadWrite.All This action is not destructive - it initiates a refresh operation that can be monitored and cancelled if needed.
Generate Report Embed Token for Create in Group
Generates an embed token to allow report creation in the specified workspace based on the specified dataset. Use this action when you need to generate an embed token to create a new Power BI report within a specific workspace. The token is based on a dataset and allows programmatic report creation through the Power BI API. You can configure row-level security (RLS) by providing identities, and customize the token lifetime. Required Scope: Report.ReadWrite.All or Report.Read.All
Set Linked Report Cache Options
Replaces the CacheOption's content for a given LinkedReport using the provided definition. Use this action when you need to configure or update the cache settings for a Power BI linked report. This includes setting the execution type (Live, Cache, or Snapshot) and optionally configuring cache expiration. This action is idempotent - calling it multiple times with the same parameters will have the same effect. Required Scope: Report.ReadWrite.All
Take Over Dataset
Transfers ownership over the specified dataset to the current authorized user. Use this action when you need to take over ownership of a dataset in a Power BI workspace. This is useful when the original owner has left the organization or is unavailable, and another user needs to manage the dataset. This API call can be called by a service principal profile. Required Scope: Dataset.ReadWrite.All
Take Over Paginated Report Ownership
Transfers ownership of the data sources for the specified paginated report (RDL) to the current authorized user. Use this action when you need to take ownership of a paginated report's data sources in a Power BI workspace. This is useful when the previous owner is no longer available or you need administrative control over the report's data connections. This operation affects all data sources associated with the report. Required Scope: Report.ReadWrite.All
Trigger Query Scale Out Sync
Triggers a query scale-out sync of read-only replicas for the specified dataset from My workspace. Use this action when you need to manually synchronize read-only replicas for a dataset that supports query scale-out. This is typically used for maintenance or to ensure all replicas are synchronized before performing administrative operations. The sync operation ensures that read-only replicas have the latest data from the primary dataset. Required Scope: Dataset.ReadWrite.All
Update Dataset
Updates the properties for the specified dataset from My workspace. Use this action when you need to modify dataset settings such as query scale-out configuration or storage mode. The user must be the dataset owner to perform this operation. This action is idempotent - calling it multiple times with the same parameters will have the same effect. Required Scope: Dataset.ReadWrite.All
Update Dataset In Workspace
Updates the properties for the specified dataset from the specified workspace. Use this action when you need to modify dataset settings in a workspace, such as configuring query scale-out settings or changing the storage mode. The user must be the dataset owner to perform this operation. This action is idempotent - calling it multiple times with the same parameters will have the same effect. Required Scope: Dataset.ReadWrite.All
Update Paginated Report Data Sources
Updates the data sources of the specified paginated report (RDL) from the specified workspace. Use this action when you need to update the connection details (server, database) for one or more data sources in a Power BI paginated report within a specific workspace. This is useful for migrating paginated reports between environments (e.g., from development to production) or updating connection strings without republishing the report. [!IMPORTANT] Both the original data source and the new data source must have the exact same schema. Important notes: - Only supports paginated reports (RDL). - Both the original and new data sources must have the exact same schema. - Changing the data source type is not supported. - Open Database Connectivity (ODBC) data sources are not supported. - The user must be the data source owner. Required scope: Reports.ReadWrite.All
Patch Goal By ID
Updates a goal by its ID within a Power BI scorecard. Use this action when you need to modify properties of an existing goal in a Power BI scorecard, such as updating its name, description, dates, permissions, or associated settings. This action requires the Dataset.ReadWrite.All scope. This action is idempotent - calling it multiple times with the same parameters will have the same effect. Required Scope: Dataset.ReadWrite.All
Update Dataset Parameters in Workspace
Updates the parameters values for the specified dataset from the specified workspace. Use this action when you need to change one or more parameter values in a Power BI dataset that resides in a specific workspace. This is commonly used after updating underlying data sources or to modify dataset configuration without redeploying. [!NOTE] We recommend using enhanced dataset metadata with this API call.
Update Refresh Schedule
Updates the refresh schedule for the specified dataset from My workspace. Use this action when you need to configure or modify the automatic refresh schedule for a Power BI dataset, such as enabling/disabling scheduled refresh, setting refresh days and times, or configuring failure notifications. A request that disables the refresh schedule should contain no other changes. This action is idempotent. Required Scope: Dataset.ReadWrite.All
Update Refresh Schedule In Group
Updates the refresh schedule for the specified dataset from the specified workspace. Use this action when you need to configure or modify the automatic refresh schedule for a Power BI dataset within a workspace, such as enabling/disabling scheduled refresh, setting refresh days and times, or configuring failure notifications. A request that disables the refresh schedule should contain no other changes. This action is idempotent. Required Scope: Dataset.ReadWrite.All
Update Report Content
Updates the content of the specified report from **My workspace** with the content of a specified source report. Use this action when you need to replace the content of a report in My workspace with content from another report. The target report must be in My workspace. The source report can be from My workspace or another workspace (in which case a share is required). This operation overwrites the target report's content while keeping its ID, name, and other properties. Required Scope: Report.ReadWrite.All
Update Workspace
Updates the properties for the specified workspace. Use this action when you need to modify workspace settings such as renaming the workspace or changing the default dataset storage format. This action can be called by a service principal profile with appropriate permissions. This action is idempotent - calling it multiple times with the same parameters will have the same effect. Required Scope: Workspace.ReadWrite.All
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Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
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Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Microsoft Power Bi is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Microsoft Power Bi, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Microsoft Power Bi for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Microsoft Power Bi work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Microsoft Power Bi to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Microsoft Power Bi in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Microsoft Power Bi.
- 3
Hit "Connect"
Click "Connect Microsoft Power Bi" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Microsoft Power Bi
Build a quick AI Agent (it's like writing instructions, not code), and pick the Microsoft Power Bi actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Microsoft Power Bi for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Microsoft Power Bi workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
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- Google Gemini
Questions other Microsoft Power Bi users had before signing up
Do I need to know how to code?
Not even a little. If you can use Microsoft Power Bi today, you can set this up. You'll connect Microsoft Power Bi, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Microsoft Power Bi login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Microsoft Power Bi or delete everything any time.
What happens when Microsoft Power Bi updates their app?
We handle it. When Microsoft Power Bi adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Microsoft Power Bi takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Microsoft Power Bi — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Microsoft Power Bi on FormWise
Microsoft Power BI is a business analytics service that provides interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.
Connect Microsoft Power Bi once and your FormWise AI gets 116 things it can do inside it. That means your AI can handle the Microsoft Power Bi work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Microsoft Power Bi? Take a look at powerbi.microsoft.com.
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Stop doing the Microsoft Power Bi work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
