Documentation

Troubleshooting

Solutions for common issues with Power BI Agent.

Power BI account not connected or not visible

Symptom: you see no datasets or an error about the Power BI connection.

  1. Go to Power BI and check whether your account is connected.
  2. Has the connection expired? Click Reconnect and re-authorize via Microsoft.
  3. Verify that your Microsoft account has access to the workspace in Power BI.

Dataset not visible in Claude

Symptom: you don't see the dataset when asking a question in Claude.

  1. Check whether the owner has assigned you to the dataset under Organization > Datasets > Users.
  2. Check whether the dataset is active (not deactivated).
  3. Check whether your own Power BI account has access to the dataset in Power BI (minimum role: Member).

Quota reached

Symptom: Claude reports that your quota for this period has been reached.

  • The owner can view usage under Organization > Usage.
  • Upgrade to a higher plan or increase the number of seats. See Set up subscription.

Skill not available

Symptom: an analysis you expect doesn't work or returns a generic answer.

  1. Check whether the correct skills are assigned to the dataset under Organization > Datasets > Skills.
  2. Check whether the dataset uses a recognized data model (Power BI Connector data model or Davista Power BI Template). Without a recognized model, standard skills are unavailable. You can create custom skills and assign them to the dataset.

Claude connector not working

Symptom: Power BI Agent does not appear in the + menu in Claude, or shows a connection error.

  1. Go to Claude in the portal and check whether the connector is active.
  2. Remove the connector and reconnect by following the steps on the Connect Claude page.
  3. Check that you have a Claude subscription — the free version of Claude does not support connectors.

Still having issues?

Contact us at support@davista.nl.