Visualize Live Acumatica Data in Power BI (via CData Connect Cloud)



Use the CData Power BI Connector and CData Connect Cloud to integrate live Acumatica data into custom reports in Power BI.

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Acumatica data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Acumatica, connect to Acumatica data from Power BI and then create reports on Acumatica data in Power BI.

Configure Acumatica Connectivity for Power BI

Connectivity to Acumatica from Power BI is made possible through CData Connect Cloud. To work with Acumatica data from Power BI, we start by creating and configuring a Acumatica connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Acumatica" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Acumatica.

    Set the following connection properties to connect to Acumatica:

    • User: Set this to your username.
    • Password: Set this to your password.
    • Company: Set this to your company.
    • Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
      For example: https://acumatica.com/entity/Default/17.200.001/

    See the Getting Started guide in the CData driver documentation for more information.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Acumatica Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Acumatica data from Power BI.

Query Acumatica Tables

Follow the steps below to build a query to pull Acumatica data into the report:

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect Cloud account
  3. After signing in, click "Connect"
  4. Select tables in the Navigator dialog
  5. Click Load to establish the connection to your Acumatica data from Power BI

Create Acumatica Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to Acumatica Data from Data Applications

With CData Connect Cloud you have a direct connection to Acumatica data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Acumatica data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Acumatica) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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