What the Microsoft Power BI integration does

Microsoft Power BI is a data or analytics platform used by analytics and operations teams to manage workspaces, reports, dashboards, datasets, and refreshes. In Beam, it becomes a controlled action point: agents can retrieve the context they need, make an approved update, and hand unusual cases to a person. The exact objects and permissions depend on the connector configuration, so use the capability evidence in the migration record when defining a workflow.

How Beam agents use Microsoft Power BI

A workflow starts with an event such as a report or dataset refresh needs routing. The agent checks workspaces, reports, dashboards, datasets, and refreshes in Microsoft Power BI, applies the workflow rule, performs the permitted update, and records the result. If the data is incomplete or the requested action falls outside the connector's permissions, the agent routes the case for review instead of guessing.

Example workflows

• When a report or dataset refresh needs routing, a Beam agent reads workspaces, reports, dashboards, datasets, and refreshes in Microsoft Power BI, updates the next record, and routes exceptions to the responsible owner.

• When a workflow request arrives, a Beam agent retrieves workspaces, reports, dashboards, datasets, and refreshes from Microsoft Power BI, applies the agreed rule, and records the outcome for analytics and operations teams.

• After a status, approval, or delivery event changes, a Beam agent checks workspaces, reports, dashboards, datasets, and refreshes in Microsoft Power BI, sends the next notification, and leaves an auditable handoff.

Operational value

• Fewer manual handoffs between Microsoft Power BI and the systems around it.

• A clearer audit trail for workspaces, reports, dashboards, datasets, and refreshes and exception handling.

• More consistent movement from a report or dataset refresh needs routing to the next owner or system.

Before you build

Confirm the supported workspaces, reports, dashboards, datasets, and refreshes, authentication scopes, and availability for your Beam workspace. Keep exception handling explicit: the agent should pause and route a case when required data or permissions are missing.