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Power BI Desktop

Version 22.0.8486

Power BI Desktop

This page outlines the steps to connect Power BI Desktop to CData Connect.

Prerequisites

Before you can configure and use Power BI Desktop with CData Connect, you must first connect a data source to your CData Connect account. See Data Model for more information.

Step 1: Installing the Connector

Follow these steps to download and install the Connector:

  1. Open the Clients page of CData Connect.

  2. In the BI and Reporting Tools section, locate Power BI Desktop and click Download.

  3. Download and run the setup file. If Power BI Desktop is running during installation, you will need to close and reopen Power BI Desktop after the installation finishes.

Step 2: Creating the Data Source Name

Follow the steps below to create the Data Source Name (DSN) configuration to authenticate to CData Connect APIs:

  1. Open the Start menu and enter ODBC Data Sources in the Search box.

  2. Choose the version of the ODBC Administrator that corresponds to your application (32-bit or 64-bit).

  3. Click the System DSN tab.

  4. Select Power BI Connect and click Configure.

  5. Enter the following information:

    • AuthScheme—select Basic.

    • URL—enter [baseurl]/rest.rsc/, substituting the base URL of your CData Connect server for [baseurl]. For example, localhost:8080 or myConnectInstance.cdata.com.

    • User—enter your CData Connect username as defined on the Users page.

    • Password—enter the Authtoken for the user.

  6. In the Misc section, enter the connection name of the data source you want to access in the Default Catalog field (e.g., Salesforce1).

  7. Click Test Connection. If the connection fails, check that you entered the login credentials correctly and try again.

  8. Click OK in the DSN Configuration window, then OK in the ODBC Data Source Administrator window.

Step 3: Connecting to CData Connect

  1. In Power BI Desktop, click Get Data to open the Get Data window.

  2. Use the search field to find CData Connect and click Connect.

  3. Enter the DSN in the Data Source Name field. By default this is Power BI Connect, but you can modify it using the ODBC Data Source Administrator.

  4. If desired, enter values in the optional Advanced fields. For more information about these fields, click here.

  5. Click OK. If prompted, enter your username and authtoken in the provided fields.

Step 4: Importing Data

After you connect to CData Connect, follow these steps to import data to Power BI Desktop:

  1. In Power BI Desktop, click Get Data and select CData Connect. The Navigator window opens.

  2. Expand the CData Connect folder, then expand the associated schema folder to see a list of available data (tables, stored procedures, or views).

  3. Check the boxes next to the data that you want to work with.

  4. Click Load or Transform Data.

    • Load instructs the connector to execute the underlying query to CData Connect.

    • Transform Data launches the Query Editor and displays a representative view of the table.

      • You can use the Query Editor to adjust the query and query results before you load the data.

      • When you are finished using the Query Editor, click Close & Apply in the navigation ribbon to apply your changes and load the data.