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askFinz

Connect Power BI to find the report that answers the question, and what its measures mean

Bring Power BI into askFinz Knowledge so every dashboard, dataset, and report is searchable and citable in plain language. Coming soon.

A Power BI estate has the same problem as a document estate: too many reports, no way to tell which is authoritative, and three dashboards that answer the same question differently. The hardest part is not reading a chart — it is finding out that the chart exists, and what its measure actually counts. The Power BI connector is part of askFinz Knowledge, which is still rolling out; here is what it will do, and what it will not.

Find the report that answers a question

Describe what you want to know and get the dashboard or report that covers it, named and linked, instead of scrolling a workspace list.

Read what a measure means, not just its name

Report and measure descriptions are where "net revenue" is defined. Searching those makes the difference between two similar-looking numbers explainable.

Tell the authoritative report from the copy

ONE RECORD’S FIELDSWHAT IT BECOMESWHAT THAT LETS YOU ASKName, title, referencethe short columnsText you can matchby meaning, not spelling“the renewal we agreed in March”Notes, descriptions, commentsthe long columnsText you can quoteanswers cite the record“why was this one discounted?”Status, owner, date, amountthe typed columnsA filter you narrow bykept as a value, not prose“only the ones still open”Keys, tokens, passwordscolumns that hold a secretskipped on the way in — never stored, never searchable
What a report contributes. Names and descriptions become searchable text; owner, workspace and refresh date stay filters you can narrow by.

Owner, workspace and last refresh stay structured, so "the finance-owned one, refreshed this week" narrows properly. It is also the fastest way to find the three near-duplicate dashboards that should have been one, before someone builds a fourth.

YOUR TOOLSWHAT CROSSESASKFINZDocuments you chooseonly the folders you pickTheir permissionswho could already see itEverything elsenever requested, never readread, on a schedule you setcarried across unchangedstays where it isIndexed for searchfindable in every workspaceSame permissionsno one gains accessAnswers that cite itback to the original file
Report and dataset descriptions cross. The underlying data behind a report is not copied, and nothing is written back.

What is read, and what is never rebuilt

What crosses, and what stays in Power BI

Comes in

Read

names and descriptions of dashboards, reports, datasets and measures in the workspaces you select.

Goes back

Written back

none

nothing. No reports, datasets or refreshes are changed or triggered.

Kept

Stored

a searchable copy of that text, plus a link back to the report.

Out of scope

Never read

workspaces you did not select, and row-level data behind a report.

What you will be granting

Read-only access to the workspaces an administrator chooses, honouring the workspace roles Power BI already enforces.

Setting it up

Planned — not available yet

What connecting it will look like once the connector arrives.

  1. 01

    An administrator authorises the askFinz app for the tenant.

  2. 02

    Choose the workspaces to include.

  3. 03

    Set the refresh interval for re-reading names and descriptions.

Limits, honestly

  • Metadata, not measurements. What becomes searchable is what the report is and what it means — not the figures inside it.
  • One-way and read-only. No refresh is ever triggered on your behalf.
  • Row-level security is respected by not reading the data at all.
  • Paginated reports and dataflows are out of scope for now.
  • A report with no description contributes little; the connector cannot invent one.
A glimpse of the workspace

Dashboards and their definitions, searchable next to everything else.

charts.askfinz.ai · Q4 overview Live

Fields

revenue
orders
region
month
margin %
Drag onto chart

Revenue

€1.24M

+12.4%

Orders

8,932

+5.1%

Avg. margin

31.8%

+0.6pt

Revenue by month
Margin trend
8 rows · region × revenue × marginShare ↗