Core-Microsoft Power BI integration

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 ingest available Core data through the Core APIs into the Power BI application to generate graphs and reports outside of Core. Check out the Power BI Documentation by Microsoft and BQE Core markdown file for more details on it.

To use Power BI with Core, follow these instructions:

  1. Download Microsoft Power BI from their Download Center and then install it on your computer.
  2. Next, download the BQE Core Power BI Connector
  3. Open this downloaded file: Power BI and then go to File > Options and settings > Options.

    Options.png

  4. On the Options screen, select Security. Under Data Extensions, enable '(Not Recommended) Allow any extension to load without validation or warning.'

    Options2.png

  5. Click OK and close Power BI.
  6. Now re-open Power BI. There should be a folder in Documents called Microsoft Power BI Desktop. If there is none, manually create it with this exact name.

    power_BI_desktop.png

  7. Within the Microsoft Power BI Desktop folder, there should be a folder called Custom Connectors. If it does not exist, manually create it with this exact name.
  8. Copy and paste the downloaded BQEDataConnector.pqx file to the Custom Connectors folder.

    custom_connectors.png

  9. Next, launch Power BI and go to File > Get Data > Other.

    get_data.png

  10. Select BQEDataConnector in the list (if it does not show up, then it is not saved in the correct Documents folder) and click Connect.
  11. Click Sign In. You will be prompted to log into Core.

    core_login.png

  12. On the Log In screen, enter your Core Email and Password. Click Log in.
  13. You are prompted to select your Core company file. Click Grant Permission.

    permission.png

  14. Next, click Connect and select a module on the left (say Client). For reference, check out the Core API Documentation > API Reference.
  15. Look at the Objects to get the fields; if they are filterable, look for [] that denotes the field can be expanded.
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