How to Create Power BI Visual Reports with Real-Time Amazon Athena Data

CData Power BI Connectors provide self-service integration with Microsoft Power BI. The CData Power BI Connector for Amazon Athena links your Power BI reports to real-time Amazon Athena data. You can monitor Amazon Athena data through dashboards and ensure that your analysis reflects Amazon Athena data in real time by scheduling refreshes or refreshing on demand. This article details how to use the Power BI Connector to create real-time visualizations of Amazon Athena data in Microsoft Power BI Desktop.

If you are interested in publishing reports on Amazon Athena data to PowerBI.com, refer to our other Knowledge Base article.

Collaborative Query Processing

The CData Power BI Connectors offer unmatched performance for interacting with live Amazon Athena data in Power BI due to optimized data processing built into the connector. When you issue complex SQL queries from Power BI to Amazon Athena, the connector pushes supported SQL operations, like filters and aggregations, directly to Amazon Athena and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Amazon Athena data using native Power BI data types.

Connect to Amazon Athena as a Power BI Data Source

Installing the Power BI Connector creates a DSN (data source name) called CData Power BI Amazon Athena. This the name of the DSN that Power BI uses to request a connection to the data source. Configure the DSN by filling in the required connection properties.

You can use the Microsoft ODBC Data Source Administrator to create and configure the DSN: From the Start menu, enter "ODBC Data Sources" and select the CData PowerBI REST DSN. Ensure that you run the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit). You can also use run the ConfigureODBC.exe tool located in the installation folder for the connector.

Authenticating to Amazon Athena

To authorize Amazon Athena requests, provide the credentials for an administrator account or for an IAM user with custom permissions: Set AccessKey to the access key Id. Set SecretKey to the secret access key.

Note: Though you can connect as the AWS account administrator, it is recommended to use IAM user credentials to access AWS services.

Obtaining the Access Key

To obtain the credentials for an IAM user, follow the steps below:

1. Sign into the IAM console.
2. In the navigation pane, select Users.
3. To create or manage the access keys for a user, select the user and then select the Security Credentials tab.

To obtain the credentials for your AWS root account, follow the steps below:

1. Sign into the AWS Management console with the credentials for your root account.
2. Select your account name or number and select My Security Credentials in the menu that is displayed.
3. Click Continue to Security Credentials and expand the Access Keys section to manage or create root account access keys.

Authenticating from an EC2 Instance

If you are using the CData Data Provider for Amazon Athena 2018 from an EC2 Instance and have an IAM Role assigned to the instance, you can use the IAM Role to authenticate. To do so, set UseEC2Roles to true and leave AccessKey and SecretKey empty. The CData Data Provider for Amazon Athena 2018 will automatically obtain your IAM Role credentials and authenticate with them.

Authenticating as an AWS Role

In many situations it may be preferable to use an IAM role for authentication instead of the direct security credentials of an AWS root user. An AWS role may be used instead by specifying the RoleARN. This will cause the CData Data Provider for Amazon Athena 2018 to attempt to retrieve credentials for the specified role. If you are connecting to AWS (instead of already being connected such as on an EC2 instance), you must additionally specify the AccessKey and SecretKey of an IAM user to assume the role for. Roles may not be used when specifying the AccessKey and SecretKey of an AWS root user.

Authenticating with MFA

For users and roles that require Multi-factor Authentication, specify the MFASerialNumber and MFAToken connection properties. This will cause the CData Data Provider for Amazon Athena 2018 to submit the MFA credentials in a request to retrieve temporary authentication credentials. Note that the duration of the temporary credentials may be controlled via the TemporaryTokenDuration (default 3600 seconds).

Connecting to Amazon Athena

In addition to the AccessKey and SecretKey properties, specify Database, S3StagingDirectory and Region. Set Region to the region where your Amazon Athena data is hosted. Set S3StagingDirectory to a folder in S3 where you would like to store the results of queries.

If Database is not set in the connection, the data provider connects to the default database set in Amazon Athena.

How to Query Amazon Athena Tables

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

1. Open Power BI Desktop and click Get Data -> Other -> CData AmazonAthena.
2. Select CData PowerBI Amazon Athena in the Data Source Name menu and select a data connectivity mode:
   Select Import if you want to import a copy of the data into your project. You can refresh this data on demand.
   Select DirectQuery if you want to work with the remote data.
3. Select tables in the Navigator dialog.

4. In the Query Editor, you can customize your dataset by filtering, sorting, and summarizing Amazon Athena columns. Click Edit to open the query editor. Right-click a row to filter the rows. Right-click a column header to perform actions like the following:

   • Change column data types
   • Remove a column
   • Group by columns

   Power BI detects each column's data type from the Amazon Athena metadata retrieved by the connector.

   Power BI records your modifications to the query in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote Amazon Athena data. When you click Close and Apply, Power BI executes the data retrieval query.

   Otherwise, click Load to pull the data into Power BI.

How to Create Data Visualizations in Power BI

After pulling the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Follow the steps below to create a pie chart:

1. Select the pie chart icon in the Visualizations pane.
2. Select a dimension in the Fields pane: for example, Name.
3. Select a measure in the Fields pane: for example, TotalDue.

You can change sort options by clicking the ellipsis (...) button for the chart. Options to select the sort column and change the sort order are displayed.

You can use both highlighting and filtering to focus on data. Filtering removes unfocused data from visualizations; highlighting dims unfocused data. You can highlight fields by clicking them:

You can apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane. To filter on the field's value, select one of the values that are displayed in the Filters pane.

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

At this point, you will have a Power BI report built on top of live Amazon Athena data. Learn more about the CData Power BI Connectors for Amazon Athena and download a free trial from the CData Power BI Connector for Amazon Athena page. Let our Support Team know if you have any questions.