> ## Documentation Index
> Fetch the complete documentation index at: https://hebno.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems.
> Use British English (organisation, not organization).
> Every feature and integration described in these docs is available. Describe it as documented.
> Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only.
> Do not discuss commercial terms. Direct commercial questions to support@hebno.com.
> Start with /index and /get-started/quickstart.

# Power BI

> Read Power BI workspaces, reports, dashboards and semantic models in Hebno, and answer questions with live DAX queries. Hebno reads only.

The Power BI integration brings your firm's reporting into client work. Ask how Contoso Retail's like-for-like sales moved in October, which stores are outside the price band in a pricing model, or what a dashboard tile shows today, and Hebno answers from Power BI with the report or query cited. Hebno runs DAX queries live against semantic models you can access, and never writes to Power BI.

Power BI uses your existing [Microsoft 365](https://hebno.com/docs/integrations/microsoft-365.md) connection, plus a separate Power BI permission. You do not connect a separate account.

## At a glance

| | |
| - | - |
| **Connection** | Personal connection, through your Microsoft 365 account. Each member grants Power BI access for their own account. |
| **Default access** | Read only. Power BI has no write actions. |
| **Attach** | Reports, report pages, dashboards, semantic models |
| **Search** | Hebno searches Power BI when a request mentions a report, dashboard, measure, KPI or figure from your reporting |
| **Link** | A project links to one or more Power BI reports or semantic models |
| **Write** | None. Hebno reads only. |

## Before you start

You need:

* A work or school Microsoft account that can open the workspaces you want to use, with a Power BI Pro or Premium Per User licence unless the workspace is in a Premium or Fabric capacity.
* **Build** permission, or a workspace role of **Contributor** or higher, on each semantic model you want Hebno to query.
* The **Semantic Model Execute Queries REST API** tenant setting turned on by a Fabric administrator under **Admin portal → Tenant settings → Integration settings**. Without it, Hebno can list reports and dashboards but cannot query their data.
* An allowed integration. An owner or admin sets **Power BI** to **Allow** under **Admin → Connectors → Catalogue**.

Hebno requests these delegated Power BI service permissions, on the resource `https://analysis.windows.net/powerbi/api`. `User.Read`, `email`, `openid` and `offline_access` come with every Microsoft integration.

| Permission | Why Hebno needs it |
| - | - |
| `Workspace.Read.All` | List the workspaces you can open |
| `Report.Read.All` | List reports and their pages, and read report metadata |
| `Dashboard.Read.All` | List dashboards and read their tiles |
| `Dataset.Read.All` | Read semantic model tables, columns and measures, and run DAX queries through the Execute Queries API |

Hebno requests no `ReadWrite` permission for Power BI. Entra lists the resource as **Power BI Service**. A directory administrator can approve these permissions once for everyone. See the [Microsoft Entra admin guide](https://hebno.com/docs/integrations/microsoft-entra-admin.md).

## Connect Power BI

**1. Open connections**

Open **Settings → Connections** and find **Power BI** under **Analytics**. You can also type `/` in chat and choose **Power BI**.

**2. Grant access**

Select **Grant access** if your Microsoft account is connected, or **Connect** if it is not. Sign in to Microsoft and approve the Power BI permissions.

**3. Check the connection**

The row shows **Connected as** with your email address and the number of workspaces you can open.

If your organisation has enabled Power BI for everyone, you see no consent screen. See [Enable for the organisation](https://hebno.com/docs/integrations/microsoft-365.md#enable-microsoft-365-for-the-organisation).

## What Hebno reads

| Power BI object | Fields Hebno uses | Typical questions |
| - | - | - |
| **Workspace** | Name, type, your role, reports, dashboards and semantic models it contains | "Which workspaces contain the Contoso reporting?" |
| **Report** | Name, pages, owner, semantic model, last refresh, web link | "Open the Contoso weekly trading report." |
| **Dashboard** | Name, tiles, tile titles and the report or model behind each tile | "What does the pricing dashboard show for margin this week?" |
| **Semantic model** | Tables, columns, measures and their descriptions, refresh history | "Which measures do we have for basket size?" |
| **DAX query result** | Rows returned by a query Hebno writes against a model, with the query text | "What was gross margin by region in October 2026?" |

![Chat reply citing a Power BI report](https://mintcdn.com/hebno/JIjAXWoGoB3PLSSb/images/card-power-bi.png?fit=max\&auto=format\&n=JIjAXWoGoB3PLSSb\&q=85\&s=21626213dc7f71d76e061d9effe80ada)

A Power BI report attached to a chat.

To answer a figure question, Hebno reads the model's tables and measures, writes a DAX query that uses your existing measures where they exist, and runs it through the Execute Queries API. The reply cites the model and includes the query, so you can check it or paste it into Power BI Desktop. Row-level security applies to every query, so you see only the rows your role allows.

Each query returns at most 100,000 rows or 1,000,000 values, and Power BI allows 120 query requests per minute for each user. Hebno aggregates in the query rather than pulling detail rows.

Reads are live. Hebno queries Power BI when a request needs it, and figures match the model's last refresh. Results are never copied into Hebno beyond what a reply used, which is stored with the conversation as its sources.

> [!WARNING]
>
> Figures and rows a reply uses become part of the conversation. Anyone you share the conversation with can read them, even if row-level security would hide them in Power BI.

## What Hebno writes

Hebno does not write to Power BI. It does not edit reports, change semantic models, trigger refreshes, change sharing or create workspaces. To reuse a figure, ask Hebno to add it to a deliverable, such as a deck or a spreadsheet.

```mermaid theme={"system"}
sequenceDiagram
  participant You
  participant Hebno
  participant PowerBI
  You->>Hebno: What was Contoso gross margin by region in October?
  Hebno->>PowerBI: Read tables and measures in the Contoso trading model
  PowerBI-->>Hebno: Sales, Store, Date tables and a Gross Margin % measure
  Hebno->>PowerBI: Run a DAX query for October 2026 by region
  PowerBI-->>Hebno: Five rows, one per region
  Hebno-->>You: Answer with the figures, the query and a link to the model
```

## Link a project to a report

Linking marks which Power BI reports or semantic models belong to an engagement, so you can ask "how did sales move last week?" without naming the model.

1. Open the project and select **Brain**.
2. Under **Linked records**, select **Link record**, then **Power BI**.
3. Search by report or semantic model name, or paste a Power BI link, and select it.

In chats tagged to the project, Hebno queries the linked models first for any figure question. Each person still queries with their own Power BI access. See [Linked records](https://hebno.com/docs/projects/linked-records.md).

## Use Power BI in chat

* **Attach**: open the **+** menu, choose **Sources → Power BI**, and pick a workspace, then a report, dashboard or semantic model. Or type `/` and choose **Power BI**.

* **Ask**: name the report, model or measure in your request. For example:

  > From the Contoso trading model, compare like-for-like sales by region for October and September 2026.

  > Which 10 stores had the largest drop in average basket value last month? Show the DAX you used.

  > Build a chart for the steering committee deck from the margin figures in the pricing dashboard.

* **Research runs** show a **Querying Power BI** step, with a chip for each report, model or query Hebno used.

* **Agents** can query Power BI on a schedule, for example a Monday brief on weekly trading for Contoso.

## Troubleshooting

| Symptom | Fix |
| - | - |
| Reports appear but queries fail with a tenant setting message | The **Semantic Model Execute Queries REST API** setting is off. Ask a Fabric administrator to turn it on in the Admin portal. |
| A query fails with **PowerBINotAuthorizedException** | You lack **Build** permission on the semantic model. Ask the model owner to grant it, or to give you a workspace role. |
| A query returns no rows | Row-level security filters the rows for your account, or the filter matched nothing. Check the same view in Power BI. |
| A query fails with a size message | The result is over 100,000 rows or 1,000,000 values. Ask for a summary by fewer columns or a shorter period. |
| A workspace you expect is missing | You have no role in it, or it is in a capacity your licence cannot open. Ask the workspace admin. |
| Requests fail with a rate limit message | Power BI allows 120 queries per minute for each user. Wait a minute and retry. |

## Related

* [Microsoft 365](https://hebno.com/docs/integrations/microsoft-365.md)
* [Microsoft Entra admin guide](https://hebno.com/docs/integrations/microsoft-entra-admin.md)
* [Linked records](https://hebno.com/docs/projects/linked-records.md)
* [Spreadsheets](https://hebno.com/docs/deliverables/spreadsheets.md)
* [Tableau](https://hebno.com/docs/integrations/tableau.md)


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