Overview

This manual is divided into several sections, each focusing on a specific aspect of the Power BI-Kognitos integration.

Introduction

The integration of Power BI with Kognitos offers a powerful and intuitive way to interact with Power BI data and functionalities. This integration enables users to perform a wide range of operations on Power BI objects, including connecting to Power BI, retrieving data, and working with Power BI objects, all through the use of Kognitos’ natural language processing capabilities. This section provides an overview of the Power BI-Kognitos integration and outlines the prerequisites for using Power BI on Kognitos.

Prerequisites for Using Kognitos with Power BI

Before you can start using Kognitos to interact with Power BI, there are several prerequisites that need to be met:

Power BI Account: You need to have an active Power BI account. If you do not have one, you can sign up for a Power BI trial account to get started.
API Access: Ensure that your Power BI account has API access enabled. API access is required for Kognitos to communicate with Power BI.
Client ID and Secret: Obtain your Power BI client ID and client secret, which are used to authenticate and authorize access to Power BI via the API. You can find these in your Power BI settings under "App registrations".
Tenant ID: Obtain your Power BI tenant ID, which is used to identify your organization within Power BI.
Workspace ID and Dataset ID: Identify the workspace and dataset you will be working with in Power BI.

Once these prerequisites are met, you are ready to start leveraging the power of Kognitos to enhance your Power BI experience, making it more accessible, efficient, and customizable.

Learning the Power BI Book (Integration)

To interact with Power BI using Kognitos, establishing a secure connection to your Power BI instance is the first critical step. This section outlines the credentials required for this connection and provides a detailed, step-by-step guide to connect successfully.

Gather Credentials: Ensure you have all the required credentials:Power BI client ID, client secret, tenant ID, workspace ID, and dataset ID
Navigate to the Department tab of Kognitos and search for Power BI
Click on + New Book button on the right of the card
Add in the credentials when you are prompted

Successful integration: Once the book has been learnt successfully, you are ready to perform various operations on Power BI. You can now fetch data, create new records, update existing ones, delete records, manage files, and more.

Working with Power BI Objects

Interacting with Power BI objects is a core functionality when integrating Power BI with Kognitos. This section covers how to fetch data, create and modify Power BI objects, and delete them when necessary.

Retrieving Data from Power BI

To fetch data from Power BI, you can use custom queries or direct commands. Below are examples of how to retrieve data using Kognitos.

Fetching Data using Custom Queries

To fetch data from Power BI using custom queries, see the example below.

get powerbi's "PO Header File"s

Fetching Data using Direct Queries

To fetch data from Power BI using direct queries, see the example below.

get powerbi's "PO Header File"s whose DOCUMENT_NUMBER is 616367

Working with Power BI Object Attributes

To retrieve specific attributes or values from a Power BI object, you can use the following commands.

Fetching Specific Attributes

get the powerbiobject's VALUE_OF_PURCHASE_ORDER

Fetching Attributes from Retrieved Objects

get powerbi's "PO Header File"s  # <---- will return powerbiobject
get the answer's VALUE_OF_PURCHASE_ORDER  # <---- the answer is powerbiobject from 1st statement.

By following these guidelines, you can effectively manage Power BI objects in Kognitos, from fetching and creating records to updating and deleting them as needed.

Glossary of Terms

API (Application Programming Interface): A set of rules and protocols for building and interacting with software applications. Power BI API allows external services like Kognitos to communicate with Power BI to retrieve or modify data.
Power BI Client ID: A unique identifier for your Power BI application, used for authentication.
Power BI Client Secret: A secret key associated with your Power BI application, used for authentication.
Power BI Tenant ID: A unique identifier for your Power BI organization.
Power BI Workspace ID: A unique identifier for a workspace within Power BI, where datasets and reports are stored.
Power BI Dataset ID: A unique identifier for a dataset within a Power BI workspace.
Power BI Object: An entity within Power BI, such as a dataset, report, or dashboard.
Power BI Record: A single data entry within a Power BI dataset.

By leveraging the capabilities of Kognitos, you can streamline your interactions with Power BI, making data management and analysis more efficient and intuitive.