Set up PowerBi using Microsoft account (OAuth)

This guide explains how to set up OAuth authentication for Power BI integration with Smaply.

Recommended Approach

For enterprise use cases, we recommend using a Service Account instead of OAuth. Service Accounts provide more secure and scalable access to Power BI data. However, if you prefer OAuth or have specific requirements, follow the steps below.

Prerequisites

• A Microsoft Power BI account with access to the required workspaces and datasets.

• Admin approval may be required for some organizations.

OAuth Authentication Process

1. Initiate OAuth Flow

• Click the Connect Power BI Account button in Smaply (Account settings, Integrations).

• You will be redirected to Microsoft's OAuth consent screen.

2. Grant Permissions

• Sign in with your Microsoft Power BI account.

• Review the permissions requested by Smaply:

  • Read all datasets and reports that you have access to

  • Sign you in and read your profile

  • (Optional) Consent on behalf of your organization

• Click Accept to grant access to your Power BI data.

Troubleshooting

No Workspaces Available

• Confirm that your Microsoft Power BI account has access to at least one workspace containing datasets.

Authentication Errors

• Try clearing your browser cache and cookies, then restart the process.

• If problems persist, contact your Power BI administrator to verify account permissions.

• OAuth tokens have an expiration period. Smaply will handle token refresh automatically, but ensure you don’t revoke the app’s permissions in your Microsoft account to maintain uninterrupted access.

If you need further assistance, reach out to Smaply support.