Connect Power BI to Identity Manager

This guide shows how to connect Power BI to Identity Manager.

Overview

When facing a periodic need for producing specific reports, especially when a visual presentation is required, Identity Manager offers the possibility to connect to the Power BI application. Use this application to create customized reports with a vast range of display options (such as graphs, charts, matrixes, etc.) using Identity Manager's universes.

Prerequisites

• Power BI Desktop must be installed on your device.
• Identity Manager's server must be running.

Connect Power BI to Identity Manager

Connect Power BI to Identity Manager by proceeding as follows:

1. Open Power BI Desktop.

2. Click Get data either in the welcome window or in the home menu.

   

3. In the opening window, search for Identity Manager, click its plugin in the right menu, and click Connect.

   

4. Enter Identity Manager's server URL in the opening window.

   

5. In the opening window, enter the OpenIdClientof the Administrator profile. The Client Id expects the concatenation of the identifier of OpenIdClient with @ and Identity Manager's domain name. See the following example.

   

6. You can now access in the left panel the Universefrom Identity Manager configuration. Click the universe you want to expand it, and view and select the tables you want.

   

Power BI tip: to view a table, click its name. To select a table, check the box next to the table's name.

7. After you've selected all the tables you need, click Load to import data to the Power BI report. You can also click Transform data to open the query editor and make other changes in your tables, rows, and columns.

Clear the Cache

Remember to clear the cache in Power BI to ensure that all changes are considered.

Clear the cache by proceeding as follows:

1. In Power BI, click File > Options and settings > Options.

2. In the Data Load tab, click Clear Cache.