CORE-Microsoft Power BI integration

Overview

CORE allows you to integrate with Microsoft Power BI. Power BI is a business intelligence service by Microsoft wherein you can track your business analytics and create reports and dashboards on it. It is a powerful tool that connects your various data sources and turns them into meaningful, centralized, visual and interactive insights for your business. You can download Microsoft Power BI from the Download Center and then install it on your computer.

To get your CORE data into Power BI, you need to use the BQE CORE connector, which is powered by CORE Public APIs. The Power BI connector is available directly through the Microsoft Power BI app. Using this connector, you can ingest available CORE data through the CORE APIs into the Power BI application to generate graphs and reports outside of CORE. This connector gives you the ability to seamlessly import your raw CORE data into the Power BI application, as well as transform it into meaningful, centralized, visual and interactive insights for your business. Check out the Power BI Documentation by Microsoft for details and visit the Power BI Forum to learn more about this powerful connector.

Notes

  • Although the connector is powered by CORE Public APIs, it does not give you access to all the models and properties (i.e., fields) available through our APIs. However, most of them are available, and more models and properties will be available in the future.
    Check out the API models and properties that are not available through the connector at present.
    • Company, Global Settings, and all HR models
    • customFields property in Account, Bill, Check, Credit Card, Deposit, General Journal, Purchase Order, and Vendor Credit models
    • reimbursable, term, and termId properties in Bill model
    • type property in Client model
    • size property in Document model
    • dateOfBirth and utilizationTarget properties in Employee model
    • miscellaneousAmount and type properties in Invoice model
    • accountSplits and memo properties in Payment model
    • budgetName, completedOn, estimateId, estimateName, expenseContract, and serviceContract properties in Project model
    • compensationTime and wudMultiplier properties in Time Entry model
    • dateOfBirth, expenseAccount, expenseAccountId, and utilizationTarget properties in Vendor model
  • When loading TimeEntry data, the connector only retrieves the entries of the last one month if you do not provide an explicit Date value in the Where filter. You need to provide a date range in the Where filter if you want to retrieve the entries of dates other than the last one month. For example, use date > '2022-01-01' if you want to retrieve entries from the beginning of the year 2022. Check CORE Help Center for more details.

Basic Tasks

Connect Power BI with CORE

Get Data from CORE

Connect Power BI with CORE

To connect CORE and Microsoft Power BI, follow these steps:

  1. Open the Power BI Desktop app.
  2. Browse to the File tab > Get data and click Get data to get started to launch the Get Data dialog.
  3. Select All or Other on the left and look for BQE CORE in the list. If you cannot find BQE CORE, check to make sure you are on the latest version of Power BI.

    power_bi_get_data.png

  4. Click Connect. You are prompted to connect to a third-party service; click Continue.
  5. On the BQE CORE > CORE Login dialog, click Sign in.

    bqe_connector_signin.png

  6. You will be prompted to log into CORE.

    bqe_core_login.png

  7. On the Log In screen, enter your CORE Email and Password. Click Login. The BQE CORE connector remembers your credentials in the future.
  8. You are prompted to select your CORE company file. Click Grant Permission.

    permission.png

  9. Next, click Connect on the dialog. This opens the Navigator screen where you can access your CORE data.

Get Data from CORE

After you have connected CORE and Microsoft Power BI, the Navigator screen opens up. To start using this feature, you need to get the data from CORE into Power BI.

To do so, follow these steps:

  1. On the Navigator screen, select a CORE module on the left (say TimeEntry). You can also click on a module name to preview its data, provided Enable data previews is selected under Display Options. This loads the model data from your CORE database into a table.

    power_bi_navigator.png
  2. On the right panel, apply the Where and Expand filters, if needed. These work exactly like the filters supported by CORE APIs. You can also use operators with them. The Where filter allows you to retrieve a subset of the data based on a condition (e.g., costRate=100) and the Expand filter allows you to retrieve nested properties in the model (e.g., address in the Employee model). Check CORE API Documentation for more details.
  3. Click Load to load the data into Power BI. Alternatively, click Transform to modify the data in Power BI.

You can now use the data to build your own reports and dashboards. Check out the Power BI Documentation by Microsoft for details.

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