Upravit

Sdílet prostřednictvím


Programming Power BI semantic models with the Tabular Object Model (TOM)

Applies to: SQL Server 2016 and later Analysis Services Azure Analysis Services Fabric/Power BI Premium

This article was originally created by the Power BI Customer Advisory Team (CAT) for Power BI Dev Camp, a collection of sessions, articles, and videos about advanced programming for Power BI.

Power BI Premium semantic models include the XMLA endpoint. The endpoint is significant to Power BI developers because it provides APIs to interact with the Analysis Services engine running in the Power BI Service and to directly program against Power BI models. A growing number of Power BI professionals have found that they can create, view and manage Power BI models by using pre-existing tools that use the XMLA protocol such as SQL Server Management Studio, Tabular Editor, and DAX Studio. As a .NET developer, you can now write C# code in a .NET application to create and modify models directly in the Power BI Service.

The Tabular Object Model (TOM) is a .NET library that provides an abstract layer on top of the XMLA endpoint. It allows developers to write code in terms of a intuitive programming model that includes classes like Model, Table, Column, and Measure. Behind the scenes, TOM translates the read and write operations in your code into HTTP requests executed against the XMLA endpoint.

Diagram of application to model through the XMLA endpoint.

The focus of this article is getting started with TOM and demonstrating how to write the C# code required to create and modify models while they're running in the Power BI Service. However, TOM can also be used in scenarios that do not involve the XMLA endpoint, such as when programming against a local model running in Power BI Desktop. To learn more about using TOM with Power BI Desktop, see Power BI CAT member Phil Seamark's blog series, and be sure watch the How to program datasets using the Tabular Object Model (TOM) video from the Power BI Dev Camp.

TOM represents a new and powerful API for Power BI developers that is separate and distinct from the Power BI REST APIs. While there is some overlap between these two APIs, each of these APIs includes a significant amount of functionality not included in the other. Furthermore, there are scenarios that require a developer to use both APIs together to implement a full solution.

Getting Started with the Tabular Object Model

The first thing you need to get before you can program with TOM is the URL for a workspace connection. The workspace connection URL references a specific workspace and is used to create a connection string that allows your code to connect to that Power BI workspace and the models running inside. Start by navigating to the Settings page of a Power BI workspace running in a dedicated capacity.

Link to workspace Settings.

Note

XMLA endpoint is supported for models running in a dedicated capacity only. It's not available for models running in a shared capacity. If working with models in a Power BI Premium per User capacity, you can connect as a user but you cannot connect as a service principal.

Once you navigate to the Premium tab of the Settings pane, copy the Workspace Connection URL to the clipboard.

Workspace connection string in semantic model Settings.

The next step is to create a new .NET application in which you write the C# code that programs using TOM. You can create a Web application or a Desktop application using .NET 5, .NET Core 3.1, or older versions on the .NET Framework. In this article we create a simple C# console application using the .NET 5 SDK.

Create a new console application

Begin by using the .NET CLI to create a new console application.

dotnet new console --name`

Add the Tabular Object Model NuGet package

After creating the console application, add the Microsoft.AnalysisServices.AdomdClient.NetCore.retail.amd64 NuGet package which contains the Tabular Object Model (TOM). You can install the package in a .NET 5 application by using the following .NET CLI:

dotnet add package Microsoft.AnalysisServices.NetCore.retail.amd64

Add the connection string

When your project has the NuGet package with the TOM library installed, you can then create the traditional Hello World application with TOM. The application connects to a Power BI workspace by using the Workspace Connection URL, and then enumerates through the models in the workspace and displays their names in the console window.

using System;
using Microsoft.AnalysisServices.Tabular;

class Program {
  static void Main() {

    // create the connect string
    string workspaceConnection = "powerbi://api.powerbi.com/v1.0/myorg/LearningTOM";
    string connectString = $"DataSource={workspaceConnection};";

    // connect to the Power BI workspace referenced in connect string
    Server server = new Server();
    server.Connect(connectString);

    // enumerate through models in workspace to display their names
    foreach (Database database in server.Databases) {
      Console.WriteLine(database.Name);
    }
  }
}

In this example, the connection string contains the Workspace Connection URL but no information about the user. If you run the console application with this code, the application will begin to run and then you'll be prompted with a browser-based window to log in. If you log in with a user account that has permissions to access the workspace referenced by the Workspace Connection URL, the TOM library is able to acquire an access token, connect to the Power BI Service, and enumerate through the models in the workspace.

To learn more about connecting through the XMLA endpoint, see Sematic model connectivity with the XMLA endpoint - Connecting to a Premium workspace.

Authenticating with user name and password

For development and testing scenarios where security is not as important, you can hard-code your user name and password, eliminating the need to log in interactively each time you run a program to test your code, as shown in the following code:

string workspaceConnection = "powerbi://api.powerbi.com/v1.0/myorg/YOUR_WORKSPACE";
string userId = "YOUR_USER_NAME";
string password = "YOUR_USER_PASSWORD";
string connectStringUser = $"DataSource={workspaceConnection};User ID={userId};Password={password};";
server.Connect(connectStringUser);

Authenticating with a service principal

It's also quite easy to authenticate as a service principal instead of as a user. If you've created a Microsoft Entra application with an Application ID and an application secret, you can authenticate your code to run as the service principal for the Microsoft Entra application by using the following code sample:

string workspaceConnection = "powerbi://api.powerbi.com/v1.0/myorg/YOUR_WORKSPACE";
string tenantId = "YOUR_TENANT_ID";
string appId = "YOUR_APP_ID";
string appSecret = "YOUR_APP_SECRET";
string connectStringApp = $"DataSource={workspaceConnection};User ID=app:{appId}@{tenantId};Password={appSecret};";
server.Connect(connectStringApp);

To program with TOM and access a model as a service principal, you must configure a tenant-level Power BI setting in the Power BI Admin portal. The steps for configuring Power BI to support connecting as a service principal is described in Embed Power BI content with service principal and an application secret.

Authenticating with a Microsoft Entra access token

TOM also provides flexibility when establishing a connection using a valid Microsoft Entra access token. If you have the developer skills to implement an authentication flow with Microsoft Entra ID and acquire access tokens, you can format your TOM connection string without a user name, but include the access token as the password instead, as shown in the following code sample:

public static void ConnectToPowerBIAsUser() {
  string workspaceConnection = "powerbi://api.powerbi.com/v1.0/myorg/YOUR_WORKSPACE";
  string accessToken = TokenManager.GetAccessToken();  // you must implement GetAccessToken yourself
  string connectStringUser = $"DataSource={workspaceConnection};Password={accessToken};";
  server.Connect(connectStringUser);
}

If you're acquiring a user-based access token to connect to a Power BI workspace with TOM, be sure to request the following delegated permissions when acquiring access token to ensure you have all the authoring permissions you need:

public static readonly string[] XmlaScopes = new string[] {
    "https://analysis.windows.net/powerbi/api/Content.Create",
    "https://analysis.windows.net/powerbi/api/Dataset.ReadWrite.All",
    "https://analysis.windows.net/powerbi/api/Workspace.ReadWrite.All",
};

If you've been programming with the Power BI REST API, you might recognize familiar permissions such as Content.Create, Dataset.ReadWrite.All and Workspace.ReadWrite.All. An interesting observation is that TOM uses the same set of delegated permissions as the Power BI REST API defined within the scope of the Microsoft Entra resource ID of https://analysis.windows.net/powerbi/api.

The fact that both the XMLA endpoint and the Power BI REST API share the same set of delegated permissions has its benefits. Access tokens can be used interchangeably between TOM and the Power BI REST API. Once you have acquired an access token to call into TOM to create a new model, you can use the same access token to call the Power BI REST API to set the data source credentials, as described later in this article.

One thing that tends to confuse Power BI programmers is that service principals do not use delegated permissions. Instead, when programming with TOM you configure access for a service principal by adding it to the target workspace as a member in the role of Admin or Member.

Understanding server, database, and model objects

The object model in TOM is based on a hierarchy with the top-level Server object which contains a collection of Database objects. When programing with TOM in Power BI, the Server object represents a Power BI workspace and the Database object represents a Power BI model.

Tabular object model diagram with all objects

Each Database contains a Model object which provides read/write access to the data model. The Model contains collections for the elements of a data model including DataSource, Table, Relationship, Perspective, Culture, and Role.

As shown in the Hello World code, once you call server.Connect, you can easily discover what models exist inside a Power BI workspace by enumerating through the Databases collection of the Server object as shown in the following code:

foreach (Database database in server.Databases) {
    Console.WriteLine(database.Name);
}

You can also use the GetByName method exposed by the Databases collection object to access a model by name, like this:

Database database = server.Databases.GetByName("Wingtip Sales");

It's important to distinguish between a Databaseobject and its inner Model property. You can use Database object properties to discover model attributes such as Name, ID, CompatibilityMode, and CompatibilityLevel. There's also an EstimatedSize property which makes it possible to discover how big a model has grown. Other properties include LastUpdate, LastProcessed, and LastSchemaUpdate which allow you to determine when the underlying model was last refreshed and when the model schema was lasted updated.

public static void GetDatabaseInfo(string DatabaseName) {
  Database database = server.Databases.GetByName(DatabaseName);
  Console.WriteLine("Name: " + database.Name);
  Console.WriteLine("ID: " + database.ID);
  Console.WriteLine("CompatibilityMode: " + database.CompatibilityMode);
  Console.WriteLine("CompatibilityLevel: " + database.CompatibilityLevel);
  Console.WriteLine("EstimatedSize: " + database.EstimatedSize);
  Console.WriteLine("LastUpdated: " + database.LastUpdate);
  Console.WriteLine("LastProcessed: " + database.LastProcessed);
  Console.WriteLine("LastSchemaUpdate: " + database.LastSchemaUpdate);
}

While the Database object has its own properties, it is the inner Model object of a Database object that provides you with the ability to read and write to a model's underlying data model. Here's a simple example of programming the database Model object to enumerate through its Tables collection and discover what tables are inside.

In the TOM object model, each Table object has collection objects for its partitions. columns, measures and hierarchies.

Tabular object model diagram with Table, partition, column, measure, and hierarchy

Once you've retrieved the Model object for a Database, you can access a specific table by name in the model by using the Find method of the Tables collection. Here's an example retrieving a table named Sales, and discovering its members by enumerating through the Columns collection and Measures collection:

Model databaseModel = server.Databases.GetByName("Tom Demo").Model;

Table tableSales = databaseModel.Tables.Find("Sales");

foreach (Column column in tableSales.Columns) {
  Console.WriteLine("Coulumn: " + column.Name);
}

foreach (Measure measure in tableSales.Measures) {
  Console.WriteLine("Measure: " + measure.Name);
  Console.WriteLine(measure.Expression);
}

Modifying models with TOM

In the sections above, you've seen how to access a Database object and its Model object to inspect the data model of a model running in the Power BI Service. Now it's time to program our first model update with TOM by adding a measure to a table.

The capacity you're using must be enabled for XMLA read-write. By default, the XMLA endpoint permissions setting is set to Read, so it must be explicitly set to Read Write by someone with Capacity Admin permissions. This setting can be viewed and updated in the Capacity settings page in the Admin portal.

XMLA Read Write setting in the Admin portal.

When the XMLA endpoint has been configured for read-write, you can then add a new measure named Sales Revenue to the Sales table, as shown in the following code:

Model dataset = server.Databases.GetByName("Tom Demo Starter").Model;
Table tableSales = dataset.Tables.Find("Sales");
Measure salesRevenue = new Measure();
salesRevenue.Name = "Sales Revenue";
salesRevenue.Expression = "SUM(Sales[SalesAmount])";
salesRevenue.FormatString = "$#,##0.00";
tableSales.Measures.Add(salesRevenue);
dataset.SaveChanges();

Let's take a closer look at this code. First, you create a new Measure object using the C# new operator and provide values for the Name, Expression, and FormatString. You then add the new Measure object to the Measures collection of the target Table object by calling the Add method. Finally, call the SaveChanges method of the Model object to write your changes back to the model in the Power BI Service.

Keep in mind that updates to a model are batched in memory until you call SaveChanges. Imagine a scenario where you'd like to hide every column in a table. You can start by writing a foreach loop to enumerate through all the Column objects for a table and setting the IsHidden property for each Column object to true. After the foreach loop completes, you have several column updates that are batched in memory. But it's the final call to SaveChanges that push all the changes back to the Power BI Service in a batch, as shown below:

Model dataset = server.Databases.GetByName("Tom Demo").Model;
Table tableSales = dataset.Tables.Find("Sales");

foreach (Column column in tableSales.Columns) {
  column.IsHidden = true;
}

dataset.SaveChanges();

Let's say you want to update the FormatString property for an existing column. The Columns collection exposes a Find method to retrieve the target Column object. After that, it's just a matter of setting the FormatString property and calling SaveChanges, like this:

Model dataset = server.Databases.GetByName("Tom Demo").Model;
Table tableSales = dataset.Tables.Find("Products");
Column columnListPrice = tableSales.Columns.Find("List Price");
columnListPrice.FormatString = "$#,##0.00";
dataset.SaveChanges();

TOM's ability to dynamically discover what's inside a model provides opportunities to perform updates in a generic and sweeping fashion. Imagine a scenario in which you are managing a model which has lots of tables and tens or even hundreds of columns based on the DateTime datatype. You can update the FormatString property for each DateTime column in the entire model at the same by using the following:

Database database = server.Databases.GetByName("Tom Demo Starter");
Model datasetModel = database.Model;

foreach (Table table in datasetModel.Tables) {
  foreach (Column column in table.Columns) {
    if(column.DataType == DataType.DateTime) {
      column.FormatString = "yyyy-MM-dd";
    }
  }
}

datasetModel.SaveChanges();

Refreshing models with TOM

Now let’s perform a typical model maintenance operation. As you see in the following code, it's not very complicated to start a model refresh operation by using TOM:

public static void RefreshDatabaseModel(string Name) {
  Database database = server.Databases.GetByName(Name);
  database.Model.RequestRefresh(RefreshType.DataOnly);
  database.Model.SaveChanges();
}

Just like with manual and scheduled model refresh, refreshes through the XMLA endpoint are shown in Refresh history, but with the label, Via XMLA Endpoint.

Refresh history dialog

Note

While TOM provides the ability to start a refresh operation, it cannot set data source credentials for a Power BI model. In order to refresh models with TOM, you must first set the data source credentials in Semantic model settings or by using the Power BI REST APIs.

Creating and cloning models

Imagine you have a requirement to create and clone Power BI models using code written in C#. Let’s begin by writing a reusable function named CreateDatabase that creates a new Database object, like this:

public static Database CreateDatabase(string DatabaseName) {

  string newDatabaseName = server.Databases.GetNewName(DatabaseName);
  var database = new Database() {
    Name = newDatabaseName,
    ID = newDatabaseName,
    CompatibilityLevel = 1520,
    StorageEngineUsed = Microsoft.AnalysisServices.StorageEngineUsed.TabularMetadata,
    Model = new Model() {
      Name = DatabaseName + "-Model",
      Description = "A Demo Tabular data model with 1520 compatibility level."
    }
  };

  server.Databases.Add(database);
  database.Update(Microsoft.AnalysisServices.UpdateOptions.ExpandFull);
  return database;

}

In this example, we'll start by using the GetNewNamemethod of the Databases collection object to ensure our new model name is unique within the target workspace. After that, the Database object and its Model object can be created by using the C# new operator as shown in the code below. At the end, this method adds the new Database object to the Databases collection and calls the database.Update method.

If your goal is to copy an existing model instead of creating a new one, you can use the following CopyDatabase method to clone a Power BI model by creating a new empty model and then calling CopyTo on the Model object for the source model to copy the entire data model into the newly created model.

public static Database CopyDatabase(string sourceDatabaseName, string DatabaseName) {
  Database sourceDatabase = server.Databases.GetByName(sourceDatabaseName);
  string newDatabaseName = server.Databases.GetNewName(DatabaseName);
  Database targetDatabase = CreateDatabase(newDatabaseName);
  sourceDatabase.Model.CopyTo(targetDatabase.Model);
  targetDatabase.Model.SaveChanges();
  targetDatabase.Model.RequestRefresh(RefreshType.Full);
  targetDatabase.Model.SaveChanges();
  return targetDatabase;
}

Creating a real-world model from scratch

OK, now imagine you've just created a new model from scratch and now you need to use TOM to compose a real-world data model by adding tables, columns, measures, hierarchies, and table relationships. Let's look at a code example that creates a new table that includes defined columns, adds a three-level dimensional hierarchy, and even supplies the M expression for the underlying table query:

private static Table CreateProductsTable() {

  Table productsTable = new Table() {
    Name = "Products",
    Description = "Products table",
    Partitions = {
      new Partition() {
        Name = "All Products",
        Mode = ModeType.Import,
        Source = new MPartitionSource() {
          // M code for query maintained in separate source file
          Expression = Properties.Resources.ProductQuery_m
        }
      }
    },
    Columns = {
      new DataColumn() { Name = "ProductId", DataType = DataType.Int64, SourceColumn = "ProductId", IsHidden = true },
      new DataColumn() { Name = "Product", DataType = DataType.String, SourceColumn = "Product" },
      new DataColumn() { Name = "Description", DataType = DataType.String, SourceColumn = "Description" },
      new DataColumn() { Name = "Category", DataType = DataType.String, SourceColumn = "Category" },
      new DataColumn() { Name = "Subcategory", DataType = DataType.String, SourceColumn = "Subcategory" },
      new DataColumn() { Name = "Product Image", DataType = DataType.String, 
                        SourceColumn = "ProductImageUrl", DataCategory = "ImageUrl" }
     }
  };

  productsTable.Hierarchies.Add(
    new Hierarchy() {
      Name = "Product Category",
      Levels = {
        new Level() { Ordinal=0, Name="Category", Column=productsTable.Columns["Category"] },
        new Level() { Ordinal=1, Name="Subcategory", Column=productsTable.Columns["Subcategory"] },
        new Level() { Ordinal=2, Name="Product", Column=productsTable.Columns["Product"] }
      }
  });

  return productsTable;
}

Once you've created a set of helper methods to create the tables, you can then compose them together to create a data model, like this:

Model model = database.Model;
Table tableCustomers = CreateCustomersTable();
Table tableProducts = CreateProductsTable();
Table tableSales = CreateSalesTable();
Table tableCalendar = CreateCalendarTable();
model.Tables.Add(tableCustomers);
model.Tables.Add(tableProducts);
model.Tables.Add(tableSales);
model.Tables.Add(tableCalendar);

TOM exposes a Relationships collection on the Model object which allows you to define the relationships between the tables in your model. Here's the code required to create a SingleColumnRelationship object which establishes a one-to-many relationship between the Products table and the Sales table:

model.Relationships.Add(new SingleColumnRelationship {
  Name = "Products to Sales",
  ToColumn = tableProducts.Columns["ProductId"],
  ToCardinality = RelationshipEndCardinality.One,
  FromColumn = tableSales.Columns["ProductId"],
  FromCardinality = RelationshipEndCardinality.Many
});

After you're done adding the tables and table relationship, save your work with a call to model.SaveChanges:

model.SaveChanges();

At this point, after calling SaveChanges, you should be able to see the new model created in the Power BI Service and begin using it to create new reports.

Model report in the Power BI service.

Important

Remember, you must specify data source credentials in Semantic model settings or through the Power BI REST API before you can refresh the model.

Sample project

The sample project with the C# code you've seen in this article is available here. Now it's time for you to start programming with TOM and to find ways to leverage this powerful new API in the development of custom solutions for Power BI.

See also

Semantic model connectivity with the XMLA endpoint
Troubleshoot XMLA endpoint connectivity