What Is Dataverse and How Is It Related to Power BI?

What Is Dataverse and How Is It Related to Power BI?


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What is Dataverse?


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Dataverse (formerly Common Data Service - CDS) is a Microsoft cloud-based data platform that securely stores and manages business data for applications like Power Apps, Power Automate, and Power BI.


How Dataverse Relates to Power BI


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1. Centralized Data Storage


  • Acts as a single source of truth for organizational data (e.g., customer, sales, or inventory data).
  • Eliminates data silos by integrating with Power BI.


2. Direct Power BI Connectivity


  • In Power BI Desktop: Get Data → Dataverse connector.
  • Live connection or import modes supported.


3. Advanced Data Modeling


  • Leverage Dataverse’s pre-built tables (Contacts, Accounts) or create custom tables.
  • Use relationships defined in Dataverse directly in Power BI.


4. Row-Level Security (RLS)


  • Apply Dataverse security roles to control data access in Power BI reports.


5. Automated Data Refresh


  • Schedule refreshes to keep Power BI reports updated with Dataverse data.


Key Benefits of Using Dataverse with Power BI


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Consistency – Same data used across Power Apps, Power BI, and Dynamics 365.

Governance – Built-in compliance (GDPR, HIPAA).

Low-Code – No need for complex ETL pipelines.


Limitations


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⚠️ Requires Power BI Premium for large datasets.

⚠️ Limited to Microsoft ecosystem (no direct SQL queries).


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