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MarkLogic and Microsoft Power BI integration

Plan how MarkLogic and Microsoft Power BI should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Event or activity reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving the proposed event or activity table in MarkLogic or Microsoft Power BI Refresh History needs a defined result in the other system.

  1. Start with the proposed event or activity table in MarkLogic and Microsoft Power BI Refresh History. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve the related customer, user, or transaction identity without assuming the event ID is the entity ID.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyDeliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between MarkLogic and Microsoft Power BI
MarkLogic recordMicrosoft Power BI recordRecord matchingField ownership
Proposed event or activity tableProposed table; choose its name and schema.Reporting datasetRefresh HistoryProposed record; confirm Stacksync object support.Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key.Decide whether the destination stores an immutable history or only a current-state summary.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

MarkLogic

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Documents
  • Collections
  • Semantic Triples
  • TDE Views
  • Document Metadata & Properties
  • Databases & Forests
Confirm support for this record type and the direction you need.

Discuss MarkLogic requirements

Microsoft Power BI

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Datasets (Semantic Models)
  • Reports
  • Dashboards and Tiles
  • Dataflows
  • Datasources and Gateways
  • Refresh History
Confirm support for this record type and the direction you need.

Discuss Microsoft Power BI requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementMarkLogicMicrosoft Power BI
Integration interfaceREST API (Client API), plus SQL/ODBC access over TDE views and Java/Node client librariesPower BI REST API, including the Execute Queries (DAX) endpoint and admin scanner APIs; a read-write XMLA endpoint is available on Premium, Premium-Per-User, and Fabric capacity.
AuthenticationConfirm the credentials, API plan, and permissions required for MarkLogic.Confirm the credentials, API plan, and permissions required for Microsoft Power BI.
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessConfirm with StacksyncConfirm with Stacksync
Write accessConfirm with StacksyncConfirm with Stacksync

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

MarkLogic
Integration interface
REST API (Client API), plus SQL/ODBC access over TDE views and Java/Node client libraries
Authentication
Confirm the credentials, API plan, and permissions required for MarkLogic.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the MarkLogic account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for MarkLogic, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for MarkLogic and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Microsoft Power BI
Integration interface
Power BI REST API, including the Execute Queries (DAX) endpoint and admin scanner APIs; a read-write XMLA endpoint is available on Premium, Premium-Per-User, and Fabric capacity.
Authentication
Confirm the credentials, API plan, and permissions required for Microsoft Power BI.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Microsoft Power BI account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Microsoft Power BI, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Microsoft Power BI and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare MarkLogic and Microsoft Power BI access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

MarkLogic setup checklist
  • Identify the MarkLogic account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for MarkLogic, including read/write support, authentication, and initial-load limits.
Microsoft Power BI setup checklist
  • Identify the Microsoft Power BI account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Microsoft Power BI, including read/write support, authentication, and initial-load limits.
Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the MarkLogic and Microsoft Power BI planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

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Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Reporting dataset

Proposed event or activity table in MarkLogic (choose its name) / Refresh History

Plan a event or activity dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

MarkLogic
Your database schema
Microsoft Power BI
Object support to establish
Record identity
Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key.
Field ownership
Decide whether the destination stores an immutable history or only a current-state summary.

Fields to include

  • Source event ID
  • Event type
  • Occurred-at time
  • Related record ID
  • Payload version
Record dependencies
Resolve the related customer, user, or transaction identity without assuming the event ID is the entity ID.
Validation
Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.
Recovery
Identify side effects already completed before replaying an event; use the agreed deduplication key.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Proposed event or activity table in MarkLogic (choose its name) / Refresh History to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your MarkLogic and Microsoft Power BI record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Proposed event or activity table in MarkLogic (choose its name) / Refresh History, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when MarkLogic and Microsoft Power BI need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time MarkLogic / Microsoft Power BI migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Event or activity reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Proposed event or activity table in MarkLogic (choose its name) or Refresh History record needs a defined result in the other system.

  1. Start with MarkLogic Proposed event or activity table in MarkLogic (choose its name) and Microsoft Power BI Refresh History. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve the related customer, user, or transaction identity without assuming the event ID is the entity ID.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.

If it fails: Identify side effects already completed before replaying an event; use the agreed deduplication key.

Define an explicit handoff between MarkLogic and Microsoft Power BI

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A business event involving Documents or Document Metadata & Properties needs a defined response involving Refresh History or Activity Events (Audit Log).

  1. Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
  2. Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
  3. Assign an approval owner and a duplicate-detection rule before running an action. Use a custom workflow only after its endpoint support is confirmed.

Expected result: An example input has an unambiguous destination and expected result; repeated delivery produces only the intended change.

If it fails: Resolve missing identity or ambiguous business meaning before retrying; route unsupported operations to the implementation owner.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Proposed event or activity table in MarkLogic (choose its name) / Refresh History

Test case

Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.

Expected result

The expected event or activity relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated event or activity change

Investigate

Inspect MarkLogic Proposed event or activity table in MarkLogic (choose its name) and Microsoft Power BI Refresh History, their IDs, and the destination error.

Next action

Identify side effects already completed before replaying an event; use the agreed deduplication key.

A record type or update is unavailable

Investigate

Check the MarkLogic and Microsoft Power BI connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between MarkLogic and Microsoft Power BI

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

MarkLogic Microsoft Power BI Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Microsoft Power BI.

Microsoft Power BI MarkLogic Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in MarkLogic.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

MarkLogic and Microsoft Power BI integration FAQ

Next step

Plan your integration with an engineer

Walk through your MarkLogic and Microsoft Power BI records, field mappings, and requirements with an integration engineer.