In order to allow for more in depth reporting outside the built-in features of OneView Rock Solid offers a connector to Microsoft's Power BI. Microsoft's Power BI provides powerful tools for coming up with custom reports and dashboards that can be shared in your organization.
Configuring OneView Connector for Power BI
Configuring your OneView CRM with Power BI is fairly straight forward. This article assumes that you have downloaded/licenses Power BI and have extensive experience working with data and building reports. That being said, here’s a list of requirements:
- Power BI Installed: https://powerbi.microsoft.com/en-us/downloads/
- A Power BI License: https://powerbi.microsoft.com/en-us/pricing/
- Power BI Experience
- OneView CRM Enterprise Edition (this Add-On is not available for the Essentials edition)
Let’s get started!
1. Launch Power BI. You should be greeted with a startup screen like this:
2. Click “Get data from another source ->”. You should see a popup like this:
3. Search for “web”, click the item labeled “Web” and then click the “Connect” button.
This will bring up another popup like this:
4. Type the following URL into the textbox and then click “OK”.
(If you are on .us or .ca you will need to change the URL to match)
It may take a few seconds, but this will bring up another popup like this:
5. Select “Basic” on the left menu and then enter your email and password into the textboxes and then click the “Connect” button.
If you use SSO to log into the OneView console, you will need to use your OneLink Username/Password to connect.
NOTE: If you are using OneView as a Single Sign On user, please reference this article on how to get your OneView password.
Once you’ve connected to the URL, you should see a screen like this:
6. Click the “Home” tab and then the “Advanced Editor” button.
7. This will bring up a popup like this:
8. Using the attached to this KBA "power-bi-advanced-query.txt"
Copy everything after the comma and paste over what is shown. (circled and highlighted below) Click the “Done” button.
9. That’s it! You should see a screen like this with all the data as individual rows.