diff --git a/src/assets/images/integrate/card-logos/powerbi.png b/src/assets/images/integrate/card-logos/powerbi.png new file mode 100644 index 00000000..920f37dd Binary files /dev/null and b/src/assets/images/integrate/card-logos/powerbi.png differ diff --git a/src/content/docs/integrate/bi-vizualization/power-bi.mdx b/src/content/docs/integrate/bi-vizualization/power-bi.mdx index e1ec739f..a99fa1ff 100644 --- a/src/content/docs/integrate/bi-vizualization/power-bi.mdx +++ b/src/content/docs/integrate/bi-vizualization/power-bi.mdx @@ -1,67 +1,109 @@ --- -title: "Integrate Power BI with Tiger Cloud" -description: "Create interactive reports and dashboards to analyze and share insights from your data" -integrationCategory: "bi-vizualization" -integrationPlatforms: ["aws", "azure", "self-hosted"] -integrationIndustry: ["manufacturing", "healthcare", "energy"] -keywords: ["business intelligence","data visualization","dashboards","reporting","power bi integration","analytics","odbc"] -integrationCardLogo: "power-bi.png" +title: Integrate Power BI with Tiger Data +description: Create interactive reports and dashboards to analyze and share insights from your data. +integrationCategory: bi-vizualization +integrationPlatforms: [aws, azure, self-hosted] +integrationIndustry: [manufacturing, healthcare, energy] +keywords: [business intelligence, data visualization, dashboards, reporting, power bi integration, analytics] +integrationCardLogo: powerbi.png sidebar: - label: "Power BI" + label: Power BI --- import * as C from "@constants"; - -import IntegrationPrereqs from '@partials/_prereqs-cloud-and-self.mdx'; -import ConnectionDetails from '@partials/_prereqs-connection-details.mdx'; import { Prerequisites } from "@components/Prerequisites"; import { NumberedList, NumberedItem } from "@components/NumberedList"; +import IntegrationPrereqs from "@partials/_prereqs-cloud-or-self.mdx"; +import ConnectionDetails from "@partials/_prereqs-connection-details.mdx"; +import { RelatedContentCards, RelatedContentCard } from "@components/RelatedContentCards"; [Power BI](https://www.microsoft.com/en-us/power-platform/products/power-bi/) is a business analytics tool for visualizing data, creating interactive reports, and sharing insights across an organization. -This page explains how to integrate Power BI with {C.CLOUD_LONG} using the {C.PG} ODBC driver, so that you can build interactive reports based on the data in your {C.SERVICE_LONG}. +This page shows you how to connect Power BI to {C.COMPANY} using the built-in {C.PG} connector, so that you can build interactive reports based on the data in your service or database. + +In this integration guide, you: + +- Connect Power BI to your service or database. +- Import data and verify that it loads. - -- [Power BI Desktop](https://www.microsoft.com/en-us/power-platform/products/power-bi/downloads) installed on your Microsoft Windows machine. -- The [{C.PG} ODBC driver](https://www.postgresql.org/ftp/odbc/releases/) installed. +- [Power BI Desktop](https://www.microsoft.com/en-us/power-platform/products/power-bi/downloads) installed. Power BI Desktop has bundled the Npgsql data provider since December 2019, so no separate driver installation is needed for current versions. -## Add your service as an ODBC data source +## Connect to your service or database from Power BI -Use the {C.PG} ODBC driver to connect Power BI to {C.CLOUD_LONG}. +Power BI connects to your service or database with the built-in {C.PG} connector. - - On your Windows machine, search for and select `ODBC Data Sources`. + + + In Power BI Desktop, click `Get data`, select the `Database` category, choose `PostgreSQL database`, then click `Connect`. + + + + + In the `PostgreSQL database` dialog, use your [connection details](/integrate/find-connection-details) to enter the **Server** (your `host`, optionally with `:port`) and the **Database** name (your `dbname`). + + Select `Import` to load a copy of the data into Power BI, or `DirectQuery` to query your service or database live, then click `OK`. + + + + + On the `Database` tab, enter your `user` and `password` from your connection details, then click `Connect`. + + If you are prompted that the connection isn't encrypted, set up SSL on your service or database for an encrypted connection, or click `OK` to continue without encryption. + - - 1. Under `User DSN`, click `Add`. - 1. Choose `PostgreSQL Unicode` and click `Finish`. - 1. Use your [connection details](/integrate/find-connection-details) to configure the data source. - 1. Click `Test` to ensure the connection works, then click `Save`. + + + In `Navigator`, select the tables you want, then click `Load` to import them, or `Transform Data` to shape the data first. + + The selected tables appear in the `Data` pane. + -## Import the data from your service into Power BI +## Verify the integration -Establish a connection and import data from your {C.SERVICE_LONG} into Power BI: +To confirm Power BI is working with your service or database: - - 1. Open Power BI, then click `Get data from other sources`. - 1. Search for and select `ODBC`, then click `Connect`. - 1. In `Data source name (DSN)`, select the {C.CLOUD_LONG} data source and click `OK`. - 1. Use your [connection details](/integrate/find-connection-details) to enter your `User Name` and `Password`, then click `Connect`. + + + In the `Data` pane, expand one of the tables you loaded and confirm its columns and rows match your service or database. - After connecting, `Navigator` displays the available tables and schemas. - - 1. Select the tables to import and click `Load`. The `Data` pane shows your imported tables. - 1. To visualize your data and build reports, drag fields from the tables onto the canvas. + + + On the report canvas, drag fields from a table onto a visual. + + The visual renders with data from your service or database, confirming that Power BI can read your data. + -You have successfully integrated Power BI with {C.CLOUD_LONG}. +You have successfully integrated Power BI with {C.COMPANY}. + +## Troubleshooting + +- **The {C.PG} connector is missing:** update to a current version of Power BI Desktop, which bundles the Npgsql provider. Older versions require a separate [Npgsql](https://github.com/npgsql/npgsql/releases) installation. +- **Connection fails over a gateway:** if you publish to the Power BI service, configure the {C.PG} connector on an on-premises or virtual network data gateway that can reach your service or database. + +For other connectivity and authentication issues, see [Troubleshoot {C.CLOUD_LONG} integrations](/integrate/troubleshooting). + +## Next steps + + + + +