Power BI Dataset to an SFTP Server by COZYROC

Our integration solution facilitates the extraction of data from a Power BI dataset and securely sends it to a designated SFTP server. This process ensures that the latest insights generated in Power BI are made available in an external system, enabling data sharing, collaboration, or further analysis.

Setup Guide

Execute Data Analysis Expressions (DAX) queries against the provided dataset. The dataset must reside in My Workspace or another workspace.

This integration will establish a connection between Power BI and the SFTP Server. Once the connection is established, the integration will then pull the queried data from the desired Power BI dataset specified in the parameter Dataset Name. The integration will then generate a CSV file for queried data and send it to the SFTP Server. If the parameter Compression is set to true, the CSV file will be compressed and uploaded to an SFTP Server. The loaded file will be named DatasetName_currentDate.

To run this integration and connect Power BI to the SFTP Server, you need to configure the parameters that are mentioned below.

Power BI

• Token File Required. Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here regarding how to generate the token file.
• Dataset Name Required. Provide the valid Power BI dataset name.
• Query Required. Specify a valid DAX query.
• Compression Optional. Set to true to zip the files.

SFTP

• Server Host Required. Specify the name or IP address of the SFTP server.
• Port Required. Specify the port number.
• Username Required. Specify a username to access the SFTP server.
• Password Required. Specify a password to access the SFTP server.
• Destination Folder Required. Specify the path to the destination folder ending with a trailing slash.