AutoTask database for Power BI
1.3 هزار بار بازدید -
3 سال پیش
-
In this video I will
In this video I will show you how you can add an Autotask database and download data with the Autotask Power BI connector from Invantive Cloud. You do not need any technical knowledge to use our connector. This tutorial works for both PowerBI.com and Microsoft Power BI Desktop.
Don't have an account on Invantive Cloud yet? Then watch our video on how to create an account for a free 180-day trial.
Press the ‘Add Database’ button on the homepage of Invantive Cloud.
Now select ‘Autotask’ from the list of platforms.
Enter your API user name, secret and API integration code.
Your IP address must be added so that you can use Bridge Online with Power BI. Click the orange ‘Add and save’ button.
Now launch Microsoft Power BI.
Select ‘Get data’ under the ‘Home’ tab.
Look for the standard ‘OData Feed’ connector in the list of Power BI connectors.
Click on ‘Connect’.
Now go back to Invantive Cloud. Click the copy icon at ‘Bridge Online URL’.
Paste the copied URL into the window in Power BI.
Click on ‘OK’.
You must now log in with your Invantive Cloud credentials. Click on ‘Basic’.
Enter your Invantive Cloud email address and password and then press ‘Connect’.
Expand the first item. Here you can select your Autotask tables with the data you want to use in Microsoft Power BI.
When you’ve made your selection, click on ‘Load’. Depending on the size of the tables, this may take some time.
After the download is complete, you will see an overview of all your tables on the right. You can check a table to use for dashboards and reports in Power BI.
If there are any changes to your Autotask database, you can click on ‘Refresh’ at the top. This will refresh the data in your dashboard and reports and incorporate the latest changes.
You can now use your Autotask database in Power BI. If you want to use a different data connector you can find more videos on our YouTube channel showing you how to use our other connectors.
Don't have an account on Invantive Cloud yet? Then watch our video on how to create an account for a free 180-day trial.
Press the ‘Add Database’ button on the homepage of Invantive Cloud.
Now select ‘Autotask’ from the list of platforms.
Enter your API user name, secret and API integration code.
Your IP address must be added so that you can use Bridge Online with Power BI. Click the orange ‘Add and save’ button.
Now launch Microsoft Power BI.
Select ‘Get data’ under the ‘Home’ tab.
Look for the standard ‘OData Feed’ connector in the list of Power BI connectors.
Click on ‘Connect’.
Now go back to Invantive Cloud. Click the copy icon at ‘Bridge Online URL’.
Paste the copied URL into the window in Power BI.
Click on ‘OK’.
You must now log in with your Invantive Cloud credentials. Click on ‘Basic’.
Enter your Invantive Cloud email address and password and then press ‘Connect’.
Expand the first item. Here you can select your Autotask tables with the data you want to use in Microsoft Power BI.
When you’ve made your selection, click on ‘Load’. Depending on the size of the tables, this may take some time.
After the download is complete, you will see an overview of all your tables on the right. You can check a table to use for dashboards and reports in Power BI.
If there are any changes to your Autotask database, you can click on ‘Refresh’ at the top. This will refresh the data in your dashboard and reports and incorporate the latest changes.
You can now use your Autotask database in Power BI. If you want to use a different data connector you can find more videos on our YouTube channel showing you how to use our other connectors.
3 سال پیش
در تاریخ 1400/08/07 منتشر شده
است.
1,374
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