Quick Start — Up and Running in 5 Minutes

Who this page is for

You know WordPress. You know Power BI. You just want the short version. If you get stuck, every step links to the full guide.

The Big Picture

Here is the whole setup on one page:

StepTaskTimeGuide
1Check your system1 minInstallation
2Install and activate the plugin1 minInstallation
3Create an Azure app and copy the keys10 minAzure AD Setup
4Get your Power BI workspace ready2 minPower BI Setup
5Run the Setup Wizard (7 steps)5 minSetup Wizard
6Trigger the first sync2–10 minSync
Total~20 min

Before You Start

Check these boxes first. They save you headaches later.

  • [ ] WordPress 6.7 or higher
  • [ ] WooCommerce 10.0 or higher (active)
  • [ ] PHP 7.4 or higher
  • [ ] HTTPS is turned on
  • [ ] HPOS is turned on (WooCommerce → Settings → Advanced → Features)
  • [ ] You have a Microsoft work or school account
  • [ ] You can sign in to the Azure portal
  • [ ] You have Power BI Pro (only if you want to embed reports)

The 5 Keys You Will Collect

Grab these before you open the Setup Wizard. Keep them in a password manager.

#KeyWhere to find it
1Client IDAzure → App registrations → Overview
2Tenant IDAzure → App registrations → Overview
3Client Secret ValueAzure → Certificates & secrets (shown only once)
4Microsoft EmailThe email you use for Power BI
5Microsoft Password (optional)Only for silent auto-refresh (no MFA)

Copy the Client Secret right away

Azure shows the Value only once. If you close the tab, you lose it. Then you have to delete the secret and make a new one.

Setup Wizard overviewThe Setup Wizard walks you through credentials, OAuth, workspace selection, and first sync.

Step-by-Step Fast Path

1. Azure AD — One Page, Six Clicks

  1. Go to portal.azure.com and sign in.
  2. Open Azure Active Directory → App registrations → + New registration.
  3. Fill in the form:
    • Name: WooCommerce Power BI Connector
    • Account type: Single tenant
    • Redirect URI: Web → https://your-domain.com/wp-admin/admin.php?page=wkpbic-setup-wizard&step=3
  4. Click Register. Copy Client ID and Tenant ID from the Overview page.
  5. Go to Certificates & secrets → + New client secret. Click Add, then copy the Value right away.
  6. Open API permissions → + Add → Power BI Service → Delegated. Check these five:
    • Dataset.ReadWrite.All
    • Workspace.ReadWrite.All
    • Report.Read.All
    • Dashboard.Read.All
    • Content.Create
  7. Click Grant admin consent. You should see green checks next to each one.
  8. (Optional) Go to Authentication → Allow public client flows → Yes. This turns on silent auto-refresh.

Need more detail? See Azure AD Setup.

2. Power BI — Get Your Workspace Ready

  1. Open app.powerbi.com and sign in with the same Microsoft account.
  2. Click Workspaces → + New workspace.
  3. Name it (for example, WooCommerce Store) and click Apply.
  4. Make sure you are Admin or Member of the workspace.

See also: Power BI Setup.

3. Plugin — Run the Setup Wizard

  1. In WordPress, go to Webkul WC Addons → Power BI Connector → Setup Wizard.
  2. Paste your Client ID, Client Secret, and Tenant ID. Click Next.
  3. Click Connect to Microsoft and accept the consent prompt.
  4. Pick the workspace you created. Click Next.
  5. Tick Orders, Products, and Customers to start small. Click Next.
  6. Watch the progress bar until you see the success message.
  7. Click Go to Dashboard.

That's it. Your data is now in Power BI.

4. Check That It Worked

Dashboard with KPIsAfter a successful sync, the Dashboard shows live KPI cards, charts, and recent sync activity.

  • Dashboard page: KPI cards should show real numbers.
  • Logs page: The latest row should say ✅ Success.
  • Power BI Service: Your workspace should contain new datasets.

What to Do Next

I want to...Go to
Build a report and show it in WordPressReports & Dashboards
Run sync every hour on its ownSync & Scheduler
Get an email when sales dropAlerts
Let my team see the reportsAccess Control
Connect a second storeSettings → WC API
Build a custom query with no codeQuery Builder

When Something Breaks