# Set up Service Account for PowerBI

Setting up a **Service Account** for Power BI in Azure Entra requires multiple steps, including creating an app, assigning permissions, and configuring access. Follow this guide to complete the setup.

***

### Step 1: Register an App in Azure Entra

1. Go to the Azure Portal.  Navigate to Azure Entra ID <br>
2. Click "+ Add"  >  "App registration"\ <img src="/files/jmfupd4V0aqcREWaItrs" alt="" data-size="original">
3. Enter app registration details.\
   \
   **name:** Smaply Power Bi. connector\
   **Supported account type:** Accounts in this organizational directory only (Single tenant\
   \
   no need to set a redirect URI\
   \
   And click "Register"\
   \
   ![](/files/9laUh0mI9Aw2gVjbsKFZ)

### Step 2: Assign API Permissions

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeJL_tltOBQWbHJAIPANSO6dUULP63pSFHAxizGGa4RdfPxcn-WrTcznJYj7L477H0GnIGDfBHDGJ6Yks1xI3GUwYDDljuFHqHUtHVCf_Ca_aScPkvw4nNDy3qMSO61FxLbjZLh3g?key=QblDC7Y9WvcIuF07GXei4lyL" alt=""><figcaption></figcaption></figure>

1. Within your app, navigate to **Manage** > **API Permissions** > **Add a permission**.
2. Choose **Power BI Service**.
3. Under **Application permissions**, add:
   * `Tenant.Read.All`
4. Click **Grant admin consent for {Your Tenant Name}**.<br>

### Step 3: Create a Client Secret

1. Within your app, navigate to **Certificates & Secrets**.
2. Under **Client Secrets**, click **+ New client secret**.\
   \
   **description:**  Power Bi Smaply connector client secret\
   **expiry:** \[e.g. 12 months]<br>
3. Copy the generated **Client Secret** value, you will need it later.

### Step 4: Create a Security Group & Assign the Service Principal

1. Navigate to [Azure Groups Management](https://portal.azure.com/#view/Microsoft_AAD_IAM/GroupsManagementMenuBlade/~/Overview).
2. Create a new security group ("New Group").\
   **type**: Security\
   **name**: smaply-powerbi\
   **description**: Smaply PowerBI Connector security group\
   **members:**  assign the **Service Principal (Application).**  E.g. "Smaply Power BI Connector" from step 1

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc27fuwzslhqKp8aV7S0zjdJqdL8irtPh-QRUS1Ehc5qu41PFx7ETUKe7vxpEFHeHs3bA3JoZq5t0L7o28ZGONX3Wz2gNsD35qNUTzmTVt_d3VcfCXcwnwJyCtKnLjxCCrnZH-07g?key=QblDC7Y9WvcIuF07GXei4lyL" alt=""><figcaption></figcaption></figure>

### Step 5: Configure Power BI Admin Settings

1. Go to the [Power BI Admin Portal](https://app.powerbi.com/admin-portal/tenantSettings?experience=power-bi).
2. Open **Service Principal can use Fabric APIs** (under tenant settings)&#x20;
3. Enable **Service Principal** access.\
   \
   Apply to:\
   **Specific security groups:** type in the security group name from step4; e.g. smaply-powerbi\
   \
   Apply<br>

   <figure><img src="/files/WAeADfhTqbK2vrDnboXq" alt=""><figcaption></figcaption></figure>

### Step 6: Assign Access to PowerBI workspace

In **Power BI**, do the following for all of the Workspace that Smaply should have access to:<br>

1. Assign the **Security Group** (created in Step 4) to a workspace.\
   **Note:** your personal workspaces won't support this.\
   \
   ![](/files/fxQBV8jobpyZ5zUnqc2r)<br>

   <figure><img src="/files/Xh1uo0OIoF5zCcv1Ohjl" alt=""><figcaption></figcaption></figure>
2. Make sure you have given the service account member access to the workspace.<br>

   <figure><img src="/files/bvyMQ8YJQkcLdbudLvz2" alt=""><figcaption></figcaption></figure>
3. <mark style="color:red;">Wait</mark> <mark style="color:red;"></mark><mark style="color:red;">**30 to 60 minutes**</mark> <mark style="color:red;"></mark><mark style="color:red;">for the changes to propagate.</mark>

### Step 7: Configure Power BI in Smaply

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfwoof1mrcrqRvBWiosX3XDlcD_bPoWpH3fICZF1JOhIq1dWbAhePTR4R2Ooq5p6a8w02ZeMkAGQUu-piahcTBC5asRNMaUTS94j9s5bXFVYH9cl8pcIW4X-PubT6uw0naQ_Tx6XA?key=QblDC7Y9WvcIuF07GXei4lyL" alt=""><figcaption></figcaption></figure>

Once all configurations are in place, set up the integration in **Smaply** using from the service principal (Entra app).  You'll need:

* Tenant ID
* Client ID
* Client Secret (from step3)\
  \
  ![](/files/bmVZ5H0Y3yoULWhhxo3I)
* In Smaply **Account settings** >  **Integrations** > **Power BI**, add the details&#x20;
* Once validated, you will be able to select any workspace that you set up in step6

<figure><img src="/files/a4L7LTziEF5JnLLju3zc" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/prKPd0YcrZTULF3SmfTv" alt=""><figcaption></figcaption></figure>

Now you're ready to create your first metric with Power BI 🚀. [ Learn how.](/integrations/metrics-tools/powerbi/using-the-power-bi-integration-in-a-metric.md)


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