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[This topic is prerelease documentation and is subject to change.]
You can use your own custom Fabric workspace and leverage a higher capacity to analyze processes with a lot more data. You're also able to customize the look and feel of the report. When using you own custom Fabric workspace, data from Power Automate Process Mining is first stored in Fabric Lakehouse where they are transformed into delta tables. A semantic model is automatically created on top of the tables to power the default report. The Power BI report connects to the data using Direct Lake mode.
Important
- This is a preview feature.
- Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.
- For more information, go to our preview terms.
Set up your workspace
To connect the workspace to the process mining capability and then customize the default report (or create a new one) you need to:
- Create and set up your Fabric workspace
- Assign admin access rights on the workspace to Process Insights service principal
- Create a Fabric Lakehouse in the connected workspace
The following sections in this article walk you through how to set up your workspace.
Check the App registration settings in AAD
Sign in to the Azure portal.
Search for azure active directory in the search bar and select Microsoft Entra ID.
Under Manage, select Users.
Select User settings and review the App registrations selection.
- If App registrations is Yes, any user can register the process mining capability as an app.
- If App registrations is No, only admins can register apps. If you're an admin, you can choose to turn this on to allow others to register the process mining capability as an app.
On the Windows taskbar, select Search.
Type powershell, and then select Run as Administrator.
Install Azure tools and register a Process Insights service principal in AAD
If you didn't do this yet, install the Azure tools.
On the Administrator: Windows PowerShell screen, type Install-Module AzureAD, and then select Enter.
When prompted to confirm installation, enter Y, and then select Enter.
Connect your Azure account by typing Connect-AzureAD, and then sign in.
Validate that you're signed in.
Register the process mining service principal by typing this command:
New-AzureADServicePrincipal -AppId dad3c6de-ed58-42ef-989f-9c0303aaeedc -DisplayName 'Process Insights Prod'
Sign in to Microsoft Power BI.
Select the ellipsis (...) > Settings > Admin portal.
Scroll down to Developer settings and do the following steps:
- Expand the dropdown menu for Embed content in apps and enable it by toggling the slider.
- Expand the dropdown menu for Allow service principals to use Power BI APIs and enable it by toggling the slider.
Return to the Power BI home page.
Create your own custom Fabric workspace
Now that you connected to the process mining capability and installed the Microsoft Azure tools, you can create your own custom Fabric workspace.
Select Workspaces > Create a Workspace.
In Advanced Options, select a Fabric capacity.
Select Apply.
In the created workspace, select Manage access.
Select Add people or groups.
Select Search for, and then add Process Insights Prod.
Assign it admin access.
Important
It's required that the service principal gets added as an admin. If you skip this step, the feature doesn't work.
Use existing Fabric workspace
You can also use an already existing Fabric workspace. In this case, please ensure that your account has at least Contributor access rights in that workspace and ensure you meet the other pre-requisites.
Create a Fabric Lakehouse
Now it's necessary to create a Fabric Lakehouse to store the delta tables for the semantic model:
- Go to your workspace.
- Select New item in the top left corner.
- In the right panel search or select Lakehouse.
- Fill in the name of your Lakehouse and ensure that the Lakehouse schemas option is unchecked (Lakehouse schemas are currently not supported). You can use a single Lakehouse for all your processes in this workspace, or you can create a new Lakehouse for each process. A separate semantic model is always created for a single process.
- Wait until the Lakehouse is successfully created.
- Lakehouse is automatically created with a default semantic model and a SQL analytics endpoint. After the process is ingested and analyzed, a new semantic model is created. The default semantic model is not used by Power Automate Process Mining.
Load your process analytics in Fabric
Load your process analytics in Fabric to start customizing your report. Take these steps:
Navigate to your Power Platform environment.
Select Process mining from the left navigation and click Start here in the Create new process section.
Fill in the process name and select the ingestion type (location of your data).
Select Continue.
Select Your Fabric workspace and then select Continue.
Select your Fabric workspace and Fabric Lakehouse from the lists and give the report a unique name in the required Report name field.
We recommend that you use a unique name. If you use a report name that already exists, the process mining capability overwrites the existing report of another process. This could lead to loss of custom reports and composite datasets of that process. After refreshing the process, if you decide to change the report name, you'll need to publish a new report.
Select Continue.
Follow the rest of the wizard steps based on the selected ingestion method.
Once the process analysis completes successfully, you can access the default report created in the workspace, newly created semantic model, and delta tables created in your Fabric Lakehouse.
Customize reports in Fabric workspace
With the powerful integration of the process mining capability with Power BI, you can customize your process reports in an attached Fabric workspace. In this example, you perform a simple customization of the Power BI report to include a card that holds or tracks one of the analytic measures.
To be able to do this, make sure you completed these steps in this article:
- Connect your Fabric workspace to the process mining capability
- Create your own custom Fabric workspace
- Load your process analytics in Fabric
After completing these steps, return to the analytics page of your process in the process mining capability.
Select Open in Power BI. If you don't see this button, make sure you completed the steps in the Load your process analytics in Fabric section in this article. This redirects you to a Power BI web screen that shows you a report of your process.
Begin customizing your report by downloading it to your local machine. To do this, select File > Download this file.
Select A copy of your report with a live connection to data online (.pbix) to download a report with a live connection.
Open the downloaded report in Power BI Desktop. Ensure you have the latest Power BI Desktop version and the preview feature Enable PBIR format is switched on.
Move the cards that hold the donuts (blue circles) for the Variants, Cases, and Activities metrics to the right by selecting and dragging each card.
On the Visualizations pane, select the card element.
A new card appears. Resize it, and then drag it to the left of the Variants donut (blue circle).
On the Data pane, expand ReportMeasures and select Self Loop %.
On the command bar, select Save.
In your process, you don't have any self loops, so you should see 0.00% in that card.
Save the report.
Go to the Home tab and then select Publish.
Select your workspace, and choose Select to publish the report to the Power BI service.
After the report successfully publishes, you can open it from the pop-out window.
You successfully customized your Power BI report. Every time you refresh your process and reopen your Power BI report, it updates your metrics and customizations. Try out Power BI and customize your reports to see and learn how they can help you analyze your process effectively.
Once this step is done, you see the report in your Fabric workspace with the report name that you entered. You can edit and save it. Your report is updated with the changes that you made with Power BI.
If you encounter issues or error messages, go to Troubleshooting.