Add a CDM folder to Power BI as a dataflow (Preview)

In Power BI, you can add Common Data Model (CDM) folders stored in your organization's Azure Data Lake Store Gen2 as dataflows. And once you create a dataflow from a CDM folder, you can use Power BI Desktop and the Power BI service to create datasets, reports, dashboards, and apps that are based on the data you put into CDM folders.

Dataflow from CDM folder

There are a few requirements for creating dataflows from CDM folders, as the following list describes:

The following sections describe how to create a dataflow from a CDM folder.

Authorizing users for CDM folders to create a dataflow

In order to create a dataflow from a CDM folder the following permissions must be added:

  • The user that will be accessing the CDM folder through Power BI must be listed under the Storage Blob Data Owner role of the storage account.
  • The user that will access the CDM folder through Power BI must have Read Access and Execute Access ACLs on both the CDM folder itself and any files or folders within it.

Create a dataflow from a CDM folder

To get started creating a dataflow from a CDM folder, launch the Power BI service and select a workspace from the nav pane. You can also create a new workspace, in which you can create your new dataflow.

Create a dataflow in the Power BI service

In the screen that appears, select to Create and attach as shown in the following image.

Create and attach new dataflow

The screen that appears next lets you name your dataflow, provide a description of the dataflow, and provide the path to the CDM folder in your organization's Azure Data Lake Gen2 account. Read the section in the article that describes how to get your CDM folder path.

Dataflow from CDM folder

Once you've provided the information, select Create and attach to create the dataflow.

Dataflows from CDM folders are marked with external icon when displayed in Power BI. In the next section, we describe differences between standard dataflows, and dataflows created from CDM folders.

Once permissions are properly set, as described previously in this article, you can connect to your dataflow in Power BI Desktop.

Considerations and limitations

When working with permissions to a dataflow created from a CDM folder, the process is similar to external datasources in Power BI. Permissions are managed at the data source, and not from within Power BI. Permissions must be set appropriately on the data source itself, such as a dataflow created from a CDM folder, in order to work properly with Power BI.

The following lists help clarify how dataflows from CDM folders operate with Power BI.

Power BI Pro, Premium, and Embedded workspaces:

  • Dataflows from CDM folders can't be edited
  • Permissions to read a dataflow created from a CDM folder is managed by the owner of the CDM folder, and not by Power BI

Power BI Desktop:

  • Only users who are authorized to both the workspace in which the dataflow was created and the CDM folder can access its data from the Power BI Dataflows connector

There are some additional considerations as well, described in the following list:

  • Creating dataflows from CDM folders is only available in the new workspace experience
  • Linked entities is not available for dataflows created from CDM folders

Power BI Desktop customers can't access dataflows stored in Azure Data Lake Storage Gen2 account, unless they're the owner of the dataflow or they've been explicitly authorized to the dataflow's CDM folder. Consider the following situation:

  1. Anna creates a new workspace and configures it to store dataflows from a CDM folder.
  2. Ben, who is also a member of the workspace Anna created, wants to use Power BI Desktop and the dataflow connector to get data from the dataflow Anna created.
  3. Ben receives an error because Ben wasn't added as an authorized user to the dataflow's CDM folder in the data lake.

Error attempting to use dataflow

To resolve this issue, Ben must be granted reader permissions to the CDM Folder and its files. You can learn more about how to grant access to the CDM Folder in this article.

Next Steps

This article provided guidance on how to configure workspace storage for dataflows. For additional information, take a look at the following articles:

For more information about dataflows, CDM, and Azure Data Lake Storage Gen2, take a look at the following articles:

For information about dataflows overall, check out these articles:

For more information about Azure storage, you can read these articles:

For more information about the Common Data Model, you can read its overview article:

And you can always try asking questions of the Power BI Community.