Forum Discussion
Power BI Documentation
- 1 year ago
Hi Vivek_BI
There isn’t currently a built-in feature in Power BI that automatically documents all data source details (server name, database, query text) into a table. However, you can achieve something similar using a combination of built-in tools and external scripts:
1. Get Data Source Details in Power BI Desktop
- File >> Options and Settings >> Data Source Settings will show each source and connection type.
- Model View >> Properties can display the source details for each table.
- In Power Query, right-click a query >> Advanced Editor to see the exact M code (including the connection and query text).
2. Export Metadata via External Tools
- DAX Studio >> Advanced >>Export Metrics will produce a CSV with all tables, measures, and columns including source table names (for imported sources).
- Tabular Editor can read the model metadata and export it as JSON or CSV.
- The TOM (Tabular Object Model) via PowerShell or C# scripts can programmatically extract data source and query definitions from the PBIX file.
3. Automating Documentation
- You can build a PowerShell script (or use the Power BI REST API with Get Datasources In Group) to pull dataset connection info from the Power BI Service automatically and store it in a table for reference.
- For on-premises or gateway sources, the Get-PowerBIDatasource cmdlet in the MicrosoftPowerBIMgmt module can also retrieve server/database info.
Hi Vivek_BI
There isn’t currently a built-in feature in Power BI that automatically documents all data source details (server name, database, query text) into a table. However, you can achieve something similar using a combination of built-in tools and external scripts:
1. Get Data Source Details in Power BI Desktop
- File >> Options and Settings >> Data Source Settings will show each source and connection type.
- Model View >> Properties can display the source details for each table.
- In Power Query, right-click a query >> Advanced Editor to see the exact M code (including the connection and query text).
2. Export Metadata via External Tools
- DAX Studio >> Advanced >>Export Metrics will produce a CSV with all tables, measures, and columns including source table names (for imported sources).
- Tabular Editor can read the model metadata and export it as JSON or CSV.
- The TOM (Tabular Object Model) via PowerShell or C# scripts can programmatically extract data source and query definitions from the PBIX file.
3. Automating Documentation
- You can build a PowerShell script (or use the Power BI REST API with Get Datasources In Group) to pull dataset connection info from the Power BI Service automatically and store it in a table for reference.
- For on-premises or gateway sources, the Get-PowerBIDatasource cmdlet in the MicrosoftPowerBIMgmt module can also retrieve server/database info.