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 build
Automations
Integrations
 and
Agents
 that connect Power BI across your business systems and teams.

Automations

Automations with Power BI and Tray

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 Power BI and Tray

Tray connects Power BI to the rest of your stack so datasets, reports, dashboards, and workspaces stay aligned across systems. With governed integrations, refreshes, and updates flow bi-directionally, keeping analytics current, reducing manual effort, and ensuring teams make decisions from a single source of truth.

Power BI integration capabilities

Integrate Power BI with 700 + applications plus any system with an API using our HTTP connector. These domains mirror Power BI APIs and how teams manage datasets, reports, dashboards, and workspaces across the organization.

Control when and how data updates across your environment

  • Trigger refreshes: Run dataset updates on demand or after upstream jobs complete
  • Monitor refreshes: Track success, failure, and latency from refresh history
  • Update parameters: Modify dataset parameters or credentials for dynamic pipelines
  • Retrieve governance data: Pull dataset lists, owners, and refresh schedules for visibility

Agents

Build agents with Power BI and Tray

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

  • Query approved content: Build a Power BI data source in Tray to query reports, datasets, and metadata through Power BI APIs
  • Control scope: Limit access to approved workspaces and reports for governed visibility

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, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.

Universal connectivity

  • Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
  • Custom connectors: Build custom connectors that behave like native ones
  • Connect anywhere: Cloud or on-prem systems supported

Learn more about our connectivity options

On-premises connectivity

  • Connect securely: Access on-premises systems, whether first-party or third-party
  • Meet network requirements: Connect through approved configurations that align with enterprise security policies
  • Enterprise protocols: Support multiple on-premises security standards for safe integration

Learn more about on-premises connectivity

Authentication management

  • Secure credentials: Collect and store authentications with full encryption
  • Encrypted data: Protect all data at rest and in transit
  • Role-based control: Partition credentials by workspace and access level

Learn more about authentication management

Security and governance

  • Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
  • End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes

Learn more about security and governance

Power BI: AI agents, automation, and integration | AI-ready integration & automation platform