Push data to Power BI

CXM creates a push dataset in your Power BI workspace and loads response rows when you click Sync now. Repeat sync to load new responses incrementally.

Related: Power BI overview · Pull export

Before you start

1. Publish the survey and collect responses through a distribution channel.
2. Copy the survey short code from the survey URL or Integrations tab.
3. Sign in to app.powerbi.com at least once with the Microsoft account you will connect.

Portal steps

1. Open the survey → Design → Integrations → Power BI.
2. Expand Method 1: Push data to Power BI.
3. Click Connect Microsoft account and sign in with the Microsoft account that has access to a Power BI workspace.
4. After redirect back to CXM, select your Power BI workspace from the dropdown.
   • If the list is empty, create a workspace at app.powerbi.com, then click Refresh workspaces or reconnect your Microsoft account.
5. The dataset name is set automatically: CXM - {short_code} (table name: Responses).
6. Click Sync now. CXM saves the workspace and starts the sync.
7. Open app.powerbi.com, find the dataset in the selected workspace, and build reports.

Incremental sync

After the first successful sync, later Sync now runs only send responses created after the last sync watermark.

Troubleshooting

Symptom	What to do
No workspaces in dropdown	Create a workspace in Power BI; click Refresh workspaces or reconnect Microsoft
Syncing… never completes	Contact your platform administrator
Microsoft sign-in errors	Contact your platform administrator
Token expired	Disconnect and Connect Microsoft account again
Dataset recreated after survey changes	Expected when question columns change (schema hash changes)

Security

• The Microsoft refresh token is stored encrypted per survey integration.
• Disconnect removes the integration and tokens from CXM.
• Only users with survey permission can connect or sync Power BI for that survey.