Enter client credentials in Power BI or Excel when connecting to the Analytics Service

VSTS

In general, the order of authentication options should be the following (in order from most secure to least secure): Azure Active Directory (AAD) then Personal Access Tokens (PATs).

Note

Feature availability: The Analytics Marketplace extension is available to all VSTS accounts. Installing it provides several advanced widgets, access to the OData feed and Power BI integration.

If you are looking for information about the Azure Analysis Services, see Azure Analysis Services.

Azure Active Directory (AAD)

"Azure Active Directory" is also known as "Organizational Credential" in Power BI Desktop. You can use it in PowerBI.com through OAuth selection when configuring data refresh.

When connecting with Power BI Desktop you will be prompted to enter your credentials for the data source. Click Organizational account as shown here:

Organizational account prompt

Choose the Sign in button and you will be prompted to enter your AAD credentials. After that, you're done.

To change an existing URL to use AAD instead of a PAT or AAC, see Change authentication credentials later in this topic.

Publish to PowerBI.com

After you have created the model and loaded it with data you can publish it to Power BI. When using AAD, make sure to select the oAuth2 option.

Create a Personal Access Token

Why use a Personal Access Token over an Alternate Access Credential? For these three reasons:

  • As part of good password management, these tokens automatically expire so you don't have to remember to change your password
  • Since PATs are a generated password, you won't use a common password as part of your AAC, which means a more limited surface area for attack
  • If you need to provide a diagnostic trace and forget to replace the value, you can simply revoke the credential thereby maintaining secure access to VSTS.
  1. Log in to VSTS, open your user profile menu, and select Security.

    User Profile, My Security menu option

  2. Enter the required information:

    • Add a description
    • Set the expiration period
    • Select the account
    • Choose Selected scopes
    • Check the Analytics (read)

      And, then choose Create Token.

      Create personal access token

  3. Copy the token that displays. If you navigate away from the page, you won't be able to retrieve it later.

    Copy Personal Access Token dialog

  4. If you need to revoke a token, simply navigate to this page and choose the Revoke link. That token will immediately be denied access to VSTS.

    These tokens are your identity. When used, the token is acting as you. Keep your tokens secret and treat them like your password. To help keep your token more secure, consider using credential managers so that you don't have to enter your credentials every time you push.

Enter credentials within a client

Both Power BI and Excel work using Power Query when accessing OData, therefore the authentication mechanism, including the various authentication screens are identical. This walkthrough is done using Power BI Desktop, however it also applies to Excel.

  1. Open Power BI Desktop.

  2. Choose Get Data.

  3. Click OData Feed (or More>Other>OData Feed).

  4. Enter the URL for the OData endpoint and click OK.

    OData Feed URL

  5. In the authentication dialog, click Basic, enter your credentials, and then click Connect:

    • If you are using an AAC, enter your username and password
    • If you are using a PAT, enter a text string, such as "test" or "user" for the username and enter the token in the password field.

      Authentication information

Change authentication credentials

If you receive an access denied message, you may need to change your authentication credentials. Power Query caches your credential information so you only have to enter it once. However, Personal Access Tokens expire and you may need to update or change your authentication information.

Update credentials in Power BI Desktop

  1. Open Power BI Desktop.

  2. Click File > Options and Settings > Data Source Settings. Select the correct URL to the OData Feed and click Edit.

    Data source settings

  3. In the next Data Source Settings dialog, click the Edit button under the Credentials setting.

    Data source settings, 2nd dialog

  4. Edit the credentials as noted above, click Save, then Done, then Close.

Update credentials in Excel

  1. Open Excel and click the Data tab.

  2. Click New Query > Data Source Settings...

    Excel, Open Data source settings

  3. Select the correct URL to the OData Feed and click Edit.

    Excel, Data source settings

  4. In the next Data Source Settings dialog, click the Edit button under the Credentials setting.

    Data source settings, 2nd dialog

  5. Edit the credentials as noted above, click Save, then Done, then Close.