Power BI and Tray

Power BI turns data into dashboards, but it doesn’t control when or how those dashboards update across systems. Tray connects Power BI with data pipelines, collaboration tools, and IT systems so refreshes, alerts, and permissions flow together. Tray’s universal connector extends beyond Power BI’s native automation options, enabling governed workflows that refresh datasets, notify teams, and keep reporting consistent.

With Tray, you can
Build Agents
that can take action, build powerful
Automations
and set up
Integrations

Build

Build agents with Tray and Power BI

Tray agents interact with Power BI through secure, scoped APIs to surface dashboards, share reports, or check refresh status across systems. Teams can also build their own data sources when deeper Power BI context is needed.

Give agents the context they need to act confidently.

  • Build a Power BI data source in Tray to query approved reports and metadata through Power BI APIs.
  • Extend how agents access, summarize, and share insights while keeping access governed.

Automations

Automations with Tray and Power BI

From trigger to action, Tray automates how Power BI connects to the rest of your environment. Refresh completions, failures, or permission changes can start workflows that update systems, notify teams, or open review steps. Tray keeps workflows reliable through timestamps, status checks, and API-managed retries so every refresh or alert runs in sequence and under governance. Workflows can include logic, branching, and approvals to manage Power BI actions alongside your other IT and data systems.

Integrations

Integrations with Tray and Power BI

Power BI integration capabilities

Integrate Power BI with 700 + applications plus any system with an API using our HTTP connector. Everything you need to automate and manage Power BI reporting comes out of the box.

Integrations defined here can also serve as agent tools in Tray Merlin Agent Builder, enabling Power BI actions to run safely within governed, multi-step workflows.

Control when and how data updates across your environment.

  • Trigger dataset refreshes on demand or after upstream jobs completeMonitor refresh history and status for success, failure, or latency
  • Update dataset parameters or credentials for dynamic pipelines
  • Retrieve dataset lists, owners, and refresh schedules for governance

FAQs

Yes. Workflows can trigger dataset refreshes directly through the Power BI API or in response to external data events.

What comes standard with Tray

Whether your systems are in the cloud or on-premises, Tray lets you connect to them, automate processes, and deploy agents to take action across your technology stack. Security teams can trust that all connections are managed securely and access is properly governed.

Universal connectivity

  • 700+ prebuilt connectors plus a universal HTTP connector for any REST API.
  • Build custom connectors that behave like native ones.
  • Connect to cloud or on-prem systems.

Learn more about our connectivity options

On-premises connectivity

  • Connect to on-premises systems using Tray, whether they are first-party or third-party.
  • Work around firewalls and SSO providers with flexible connection methods.
  • Support a range of on-premises security protocols to enable secure integration.

Learn more about on-premises connectivity

Authentication management

  • Collect and store sensitive authentications securely with Tray.
  • Encrypt all data at rest to ensure maximum security.
  • Partition authentications into secure workspaces with role-based access control to restrict access.

Learn more about authentication management

Security and governance

  • SOC 2 Type II, GDPR, CCPA, HIPAA.
  • Encryption in transit and at rest, detailed audit logs, and least-privilege access via scoped connections and OAuth scopes.

Learn more about security and governance