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How to Integrate OpenAI with Microsoft Power BI

January 24, 2025

Discover step-by-step guidance to seamlessly integrate OpenAI with Microsoft Power BI, enhancing data analytics and visualization capabilities.

How to Connect OpenAI to Microsoft Power BI: a Simple Guide

 

Integrate OpenAI with Microsoft Power BI

 

  • Ensure you have an OpenAI API key. You'll need to sign up on the OpenAI website to obtain an API key. Keep this key handy as it will be required later in the process.

    •  

  • Download and install the Power BI Desktop application if you haven't already. Make sure your Power BI version is up-to-date to avoid compatibility issues.

    •  

  • Set up a server or environment to handle API requests. This could be a cloud function, a simple Flask application, or any HTTP server that can process API requests and send responses back to Power BI.

 

Create a Custom Connector for Power BI

 

  • Download the Power Query SDK in Visual Studio to aid in building and debugging custom connectors for Power BI.

    •  

  • Create a new Data Connector project within Visual Studio.

    •  

  • Implement your API call. Here is a template to start off with:

 

section OpenAIConnector;

[DataSource.Kind="OpenAI", Publish="OpenAI.Publish"]
shared OpenAI.Query = (prompt as text) =>
  let
    body = Json.FromValue([prompt=prompt]),
    result = Web.Contents("https://api.openai.com/v1/engines/davinci-codex/completions", 
    [
      Headers = [#"Authorization" = "Bearer <Your_OpenAI_API_Key>", #"Content-Type" = "application/json"],
      Content = Text.ToBinary(Json.FromValue(body))
    ]),
    jsonResult = Json.Document(result)
  in
    jsonResult;

OpenAI = [
    Label = "OpenAI via Custom Connector"
];

OpenAI.Publish = [
    Beta = true,
    Category = "AI"
];

 

  • Replace <Your_OpenAI_API\_Key> with your actual OpenAI API key.

    •  

  • Build and deploy your data connector. Follow instructions from Microsoft on how to sign and distribute your data connector within your organization.

 

Connect Power BI to the OpenAI API

 

  • Open Power BI Desktop, and navigate to Get Data > More > Other, where you'll find your custom connector.

    •  

  • Choose your custom connector, and authenticate if your connector requires it.

    •  

  • Once connected, test your data feed by executing a query that sends a prompt to OpenAI and receives a response. This will populate your Power BI with data from the OpenAI API.

 

Visualize Data in Power BI

 

  • Use Power BI's visualization tools to model, analyze, and visualize the data returned from the OpenAI API.

    •  

  • Implement filters, custom metrics, and set up dashboards to make the data intuitive and actionable.

 

Troubleshoot Common Issues

 

  • If you encounter connection errors, verify your API key and network access permissions.

    •  

  • Ensure your custom connector is built and imported correctly into Power BI.

    •  

  • Refer to Power BI logs for any specific error messages if the data doesn’t appear as expected.

 

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How to Use OpenAI with Microsoft Power BI: Usecases

 

OpenAI and Power BI for Enhanced Data Insights

 

  • Objective: Leverage the power of OpenAI's language models and Microsoft Power BI to streamline data analysis and derive actionable insights from complex datasets.

    •  

  • Data Aggregation: Use Power BI to gather, cleanse, and prepare datasets from various sources such as databases, spreadsheets, and cloud services.

    •  

  • Natural Language Processing (NLP): Apply OpenAI's language models to process and interpret unstructured data, such as customer feedback, online reviews, or social media comments, transforming text into structured insights.

    •  

  • Relationship Discovery: Utilize OpenAI for identifying novel patterns and relationships that might not be apparent through traditional BI tools, such as sentiment trend shifts or emerging customer needs.

    •  

  • Predictive Analysis: Integrate OpenAI’s capabilities to enhance predictive analytics within Power BI by incorporating advanced forecasting techniques and evolving datasets.

    •  

  • Conversational Analytics: Develop chatbots using OpenAI that can be deployed within Power BI dashboards to allow users to interact and obtain insights using natural language queries, making data interaction more intuitive.

    •  

  • Visualization Enhancements: Use the findings and summaries generated by OpenAI to create more informed and impactful data visualizations in Power BI, aiding stakeholders in better decision-making processes.

    •  

 

import openai

def extract_insights(data):
    response = openai.Completion.create(
      engine="text-davinci-003",
      prompt=f"Analyze the following data to generate insights: {data}",
      max_tokens=1000
    )
    return response.choices[0].text

data = "Customer feedback and sales data here"
insights = extract_insights(data)
print(insights)

 

 

Integrating OpenAI with Power BI for Enhanced Business Intelligence

 

  • Objective: Combine the strengths of OpenAI's advanced language processing with Microsoft Power BI’s analytics to unlock new dimensions of business intelligence, making data-driven decisions more impactful and insightful.

    •  

  • Data Consolidation: Use Power BI to import and harmonize data from diverse sources like ERP systems, CRM databases, web APIs, and flat files.

    •  

  • Text Analysis: Employ OpenAI's NLP capabilities to convert unstructured text data, such as emails, policy documents, or chat logs, into structured analytics, enhancing the depth of insight obtainable from non-quantitative data.

    •  

  • Anomaly Detection: Implement OpenAI to identify unusual patterns or anomalies in large datasets which may indicate significant shifts in market trends or internal inefficiencies that require strategic attention.

    •  

  • Advanced Forecasting: Integrate OpenAI into Power BI’s forecasting models to improve accuracy by accounting for exponential trends and non-linear patterns which traditional models might miss.

    •  

  • Interactive Data Narratives: Use OpenAI to craft compelling narratives and explanations for complex datasets, transforming raw data into stories that can efficiently convey insights to non-technical stakeholders through Power BI dashboards.

    •  

  • Augmented Competitor Analysis: Gather and analyze public data about competitors using OpenAI for language understanding, then visualize comparative insights within Power BI to support strategic planning and market positioning.

    •  

 

import openai

def generate_narrative(data):
    response = openai.Completion.create(
      engine="gpt-3.5-turbo",
      prompt=f"Convert the following data into a narrative suitable for business analysis: {data}",
      max_tokens=1500
    )
    return response.choices[0].text

business_data = "Complex analytical data about market trends and equity ratios"
narrative = generate_narrative(business_data)
print(narrative)

 

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Troubleshooting OpenAI and Microsoft Power BI Integration

1. How do I connect OpenAI API to Power BI?

 

Set Up OpenAI API Key

 

  • Sign up on the OpenAI website and generate an API key from your account's settings.

    •  

  • Take note of this API key; you'll need it for authorization.

 

Create a Power BI Query

 

  • Open Power BI Desktop and navigate to "Home" → "Get Data" → "Blank Query."

    •  

  • In the "Advanced Editor," write a M query to call the API.

 


let  
    apiKey = "<Your_OpenAI_API_Key>",  
    url = "https://api.openai.com/v1/engines/davinci-codex/completions",  
    headers = [ "Content-Type" = "application/json", "Authorization" = "Bearer " & apiKey ],  
    body = Json.FromValue([ prompt = "Translate this text to French", max_tokens = 60 ]),  
    response = Web.Contents(url, [ Headers = headers, Content = body ]),  
    json = Json.Document(response)  
in  
    json

 

Visualize API Data

 

  • Convert the JSON data structure to a Table format.

    •  

  • Use Power BI’s visualization tools to display the results.

 

2. What to do if OpenAI data doesn't refresh in Power BI?

 

Diagnose the Issue

 

  • Verify your data connection settings in Power BI. Ensure that the API endpoint, query, and credentials for fetching OpenAI data are correct.

    •  

  • Check network connectivity. Ensure Power BI service can access OpenAI servers and that no firewalls or proxies are blocking the connection.

 

Refresh Data Sources

 

  • In Power BI, go to the Home tab, click Refresh to manually refresh data. If this fixes the issue, consider setting up a scheduled refresh.

    •  

  • For scheduled refresh issues, check the Schedule Refresh settings in the Power BI Service to ensure they are correctly configured.

 

Use Power Query Diagnostics

 

  • Enable diagnostics in Power Query to trace requests and help identify issues. Go to Transform Data > Tools > Diagnostics > Start Diagnostics.

 

Debugging Errors

 

  • Review error messages in the Power BI logs. Adjust API request parameters or authentication as required.

 

import openai

response = openai.Completion.create(
  engine="text-davinci-002",
  prompt="Elaborate on Power BI troubleshooting",
  max_tokens=150
)

print(response.choices[0].text.strip())

 

Reach Out for Support

 

  • If issues persist, contact OpenAI or Power BI support for further assistance, providing them with diagnostic details.

 

3. How can I visualize OpenAI-generated insights in Power BI dashboards?

 

Integrate OpenAI with Power BI

 

  • Use OpenAI's API to generate insights from your data. Apply transformations to the raw data to suit your dashboard goals.

    •  

  • Save responses in a suitable format (CSV, JSON), compatible with Power BI.

 

Prepare Data

 

  • Use Power BI Desktop to load formatted data. Establish connections using "Get Data" and choose your format.

    •  

  • Clean and model the data in Power Query Editor for better visual insights.

 

Create Visualizations

 

  • Utilize Power BI's rich visualization tools: bar charts, line graphs, and pie charts to create impactful visuals from OpenAI insights.

    •  

  • Drag and drop the data fields onto the Visualizations pane for dynamic, interactive visuals.

 

Deploy Dashboards

 

  • Publish your completed dashboard to Power BI Service for sharing and collaboration.

    •  

  • Utilize Power BI apps to provide access, ensuring stakeholders benefit from OpenAI-generated insights.

 


# Sample API Call to OpenAI
import openai
openai.api_key = 'YOUR_API_KEY'
response = openai.Completion.create(
  engine="text-davinci-003",
  prompt="Analyze sales data trends.",
  max_tokens=100
)

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