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How to setup a new flow for Power BI

Learn how to set up Power BI flows on your Flowsite workspace

Erin Clazie avatar
Written by Erin Clazie
Updated over 2 weeks ago

Steps:

1. In the Connections tab, ensure Dashpivot is connected

2. Select the Flows tab at the top & click Create Flow

3. A flow selector modal should appear with a thumbnail Dashpivot Hosted Source for PowerBI

4. Click on the flow thumbnail and a new Dashpivot Hosted Source flow will be created

5. Configure the flow by providing a Trigger time in the recurring time trigger block

6. Define the System, Workspace and Module Source

  1. Templates → Paste the Template ID into the input ​

2. Actions → This will generate a CSV of the actions from the selected workspace

7. Once done, press the "Save" button to automatically trigger the first run before inputting the access URL/username/password into Power BI

8. Next open Microsoft Power BI to finalise the link of the flow


Power BI Desktop Walkthrough:


Power BI Online Walkthrough:

Frequently Asked Questions

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