Power BI – Switch Dataverse Tenancy

Connecting to Dataverse with Power BI to report on the business data is becoming easier and more common. One difference with connecting to Dataverse is there are two connectors involved. One to list the available environments and the second to connect to the data. Occasionally you need to change to point to a different tenancy which means changing the first connector to switch Dataverse tenancy.

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Starting Point

When I click Dataverse on the Home ribbon the navigator shows me where I last connected. I need to connect to a different tenancy for this report.

Switch Dataverse Tenancy

You need to change the login for the Dataverse login. From the Home ribbon, click the down arrow on Transform data and select Data source settings. In the Data source settings dialog select Global permissions. Then select Dataverse and select Edit Permissions.

In the Edit Permissions dialog click on the Edit button. This will prompt you to login to the different tenancy. If you do not have a Privacy Level selected I recommend you select one, often Organizational will fit most data sources. It will depend upon your company’s policy.

Result

Now when I click on the Dataverse button I get the list of environments on the different tenancy.

The Dataverse connector is only used to populate the Dataverse Navigator window. Switching the tenancy will not break any other reports. If all you do is report from one tenancy you will never have to do this. Though I’ve been asked to explain this multiple times.