For the complete documentation index, see llms.txt. This page is also available as Markdown.

Set up the Power BI connection

Generate or enter the connection details used for Power BI syncing.

Set up the Power BI connection in Settings → Data Sync.

OutSmart can generate most connection details for you.

Connection details

The setup can include:

  • hostname

  • port

  • scheme

  • username

  • password

1

Open Data Sync

Go to Settings → Data Sync.

2

Generate the connection

Use Generate near the connection fields.

Confirm the action.

3

Review the generated values

Check the hostname, port, scheme, username, and password.

4

Save the settings

Click Save.

5

Test the connection

Run a connection test before your first sync.

You can also enter existing connection details manually.

Frequently asked questions

Do I need to remember these values?

No.

OutSmart stores them after you save.

Can I generate the connection again later?

Yes.

But first check whether existing reports still use the current connection.

What if generation fails?

First check whether the Power BI license is active.

Then try again or contact support.

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