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Using Power BI in Dynamic Content

To connect Power BI as a data source, see Connecting to BI Tools (Tableau, Looker, Microsoft Power BI)

You can pull data from PowerBI in 2 ways:

  • From a PowerBI Report, to output a screenshot as Image DC
  • From a DAX query against a selected Semantic Model, to output data in any format

In both cases, you can leverage Matik inputs to personalize the outputs per generation.

Pulling from Reports is best if:

  • you don’t want to deal with writing DAX queries
  • AND you’re fine with outputting your Power BI data as a screenshot of a report.

Pulling from a DAX query is best if:

  • you need to output non-image format data from Power BI
  • or if you need fine-grained control over the exact format of the data that’s returned. 

Pulling from Reports

To pull from a Power BI Report:

  1. Select DC Type = Image. (Pulling from Reports is only supported for Image DC)
  2. Select Form Type = Report
  3. Select the Workspace and Report you would like to pull data from.
  4. If needed, use the Filters section to apply any desired filters. Filters are defined by:
    1. The field you want to filter on
    2. The operator
      1. IN: the field matches one of the provided values
      2. NOT IN: the field doesn’t match any of the provided values
      3. ALL: the field matches all of the provided values
    3. The value(s) to compare against. You can enter Matik inputs using &: notation. 

The resulting output will be a screenshot of the selected PowerBI report, with any configured filters applied.

💡What if you need to pull data from a PowerBI report, rather than a screenshot? Unfortunately, this is not currently supported. You must use DAX queries to pull non-screenshot data. As a workaround, you use the Power BI Windows desktop client to copy the DAX queries that power a given report. You can then paste those DAX queries into Matik to configure your DC. See this video for a step by step walkthrough. 

Unfortunately, with this workaround, the DAX query will not stay synced if changes are made to the Report setup in Power BI. However, it will allow you to pull the same data that is displayed in the Power BI report.

Pulling via DAX Queries

DAX is the query language for PowerBI. To pull data from Power BI via a DAX query:

  1. Select Form Type = Semantic Model
  2. Select the Workspace and the Semantic Model you want to pull data from.
  3. Enter your DAX query. You can reference Matik inputs with &: notation, just like in any other query-based data source. 

The DC result will be whatever is returned by the DAX query. We support all types of DC for DAX queries. 

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