Microsoft Power BI and Microsoft OneNote Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically log Microsoft Power BI report insights into Microsoft OneNote. Latenode's visual editor makes it easy, letting teams share data stories. Scale affordably and adapt to any reporting need.

Microsoft Power BI + Microsoft OneNote integration

Connect Microsoft Power BI and Microsoft OneNote in minutes with Latenode.

Start for free

Automate your workflow

Swap Apps

Microsoft Power BI

Microsoft OneNote

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Microsoft Power BI and Microsoft OneNote

Create a New Scenario to Connect Microsoft Power BI and Microsoft OneNote

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Power BI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Power BI or Microsoft OneNote will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Microsoft OneNote, and select the appropriate trigger to start the scenario.

Add the Microsoft Power BI Node

Select the Microsoft Power BI node from the app selection panel on the right.

+
1

Microsoft Power BI

Configure the Microsoft Power BI

Click on the Microsoft Power BI node to configure it. You can modify the Microsoft Power BI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Microsoft Power BI

Node type

#1 Microsoft Power BI

/

Name

Untitled

Connection *

Select

Map

Connect Microsoft Power BI

Sign In
โต

Run node once

Add the Microsoft OneNote Node

Next, click the plus (+) icon on the Microsoft Power BI node, select Microsoft OneNote from the list of available apps, and choose the action you need from the list of nodes within Microsoft OneNote.

1

Microsoft Power BI

โš™

+
2

Microsoft OneNote

Authenticate Microsoft OneNote

Now, click the Microsoft OneNote node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft OneNote settings. Authentication allows you to use Microsoft OneNote through Latenode.

1

Microsoft Power BI

โš™

+
2

Microsoft OneNote

Node type

#2 Microsoft OneNote

/

Name

Untitled

Connection *

Select

Map

Connect Microsoft OneNote

Sign In
โต

Run node once

Configure the Microsoft Power BI and Microsoft OneNote Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Microsoft Power BI

โš™

+
2

Microsoft OneNote

Node type

#2 Microsoft OneNote

/

Name

Untitled

Connection *

Select

Map

Connect Microsoft OneNote

Microsoft OneNote Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

โต

Run node once

Set Up the Microsoft Power BI and Microsoft OneNote Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

โš™

6

AI Anthropic Claude 3

โš™

+
7

Microsoft OneNote

1

Trigger on Webhook

โš™

2

Microsoft Power BI

โš™

โš™

3

Iterator

โš™

+
4

Webhook response

Save and Activate the Scenario

After configuring Microsoft Power BI, Microsoft OneNote, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the Microsoft Power BI and Microsoft OneNote integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and Microsoft OneNote (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Power BI and Microsoft OneNote

Microsoft Power BI + Microsoft OneNote + Microsoft Teams: When a Power BI report is updated, the automation retrieves the report and appends its summary to a specified OneNote notebook section. Then, a notification is sent to a Microsoft Teams channel, informing the team about the updated report and providing a link to the OneNote page.

Microsoft OneNote + Microsoft Power BI + Microsoft Excel: When a new note (page) is created in a specific section of OneNote, the automation retrieves the page content. This content is then used to create a dataset in Power BI and a new row in an Excel table for archival purposes.

Microsoft Power BI and Microsoft OneNote integration alternatives

About Microsoft Power BI

Use Power BI in Latenode to automate report generation and data analysis. Trigger report refreshes based on real-time events, then use Latenode to share insights across your team via Slack, email, or other apps. Automate your analytics pipeline and react faster, without manual Power BI updates. Latenode adds scheduling and distribution.

About Microsoft OneNote

Automate OneNote tasks within Latenode: create notes from new leads, log support tickets, or archive data. Use Latenode to trigger actions based on OneNote updates, populate notebooks with data from other apps, and manage your information flow automatically. This avoids manual copy/paste and keeps your notes synchronized across systems.

See how Latenode works

FAQ Microsoft Power BI and Microsoft OneNote

How can I connect my Microsoft Power BI account to Microsoft OneNote using Latenode?

To connect your Microsoft Power BI account to Microsoft OneNote on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Power BI and click on "Connect".
  • Authenticate your Microsoft Power BI and Microsoft OneNote accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically document Power BI report updates in OneNote?

Yes, you can! Latenode's visual editor makes it easy to trigger OneNote updates whenever your Power BI reports change, ensuring your team stays informed with real-time data insights.

What types of tasks can I perform by integrating Microsoft Power BI with Microsoft OneNote?

Integrating Microsoft Power BI with Microsoft OneNote allows you to perform various tasks, including:

  • Automatically creating meeting agendas with the latest Power BI data.
  • Generating summary reports in OneNote based on Power BI dashboards.
  • Logging data anomalies detected in Power BI within a OneNote notebook.
  • Sharing key performance indicators from Power BI in team collaboration OneNote pages.
  • Archiving historical Power BI reports as OneNote pages for auditing.

How secure is my Microsoft Power BI data when using Latenode?

Latenode employs enterprise-grade security measures to protect your data, including encryption and access controls, ensuring a secure integration environment.

Are there any limitations to the Microsoft Power BI and Microsoft OneNote integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Power BI reports may require adjustments for optimal OneNote formatting.
  • Real-time data updates depend on the Power BI refresh rate.
  • Very large Power BI datasets might impact workflow execution speed.

Try now