Power BI + Memtro

What you can do with Power BI in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Power BI tool, reads what it needs, and answers with the source cited.

• Workspaces, datasets, reports and dashboards you can access
• DAX EVALUATE queries against any dataset you have Build permission on
• Refresh history with failure reasons
• Tables and columns for push datasets

Ask it like this

Questions people ask once Power BI is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›Which datasets are in the Finance workspace and when were they last refreshed?
• ›Total sales by region for 2026 from the Sales model
• ›Did last night's refresh of the Ops dataset fail, and why?
• ›Which reports are built on the Customer 360 dataset?
• ›Top 10 products by margin this quarter

Where it fits

Teams that get the most from Power BI in Memtro, with the rest of their stack attached.

• Data and analyticsQuestions answered from the warehouse, with the SQL shownPoint Memtro at a read-only replica and anyone can ask the warehouse a question in plain English. The agent reads the schema, writes the query, runs it inside a read-only transaction, and shows its work.
• MarketingSpend, leads and reputation in one conversationAd platforms, email tools, social pages, review sites and analytics each have their own dashboard. Memtro reads them all through read-only connectors, so one question can cover what you spent, what it brought in, what customers are saying and what the CRM did with the leads.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.

Questions

Can Memtro change anything in Power BI?

No. The Power BI connector is read-only: every tool reads, searches or lists. Nothing is created, sent, updated or deleted, and the credentials you give it should be read-only too.

Who can use a Power BI connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Power BI data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect Power BI?

OAuth. Ask your admin to add the Power BI Service delegated permissions (Workspace, Dataset, Report and Dashboard Read.All) to the Memtro Entra app and enable the Dataset Execute Queries tenant setting.