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Get the Report →Visualize Live Salesforce Pardot Data in the Power BI Service
Use CData Connect Cloud to connect to live Salesforce Pardot data and create custom reports in the Power BI Service through the On-Premises Gateway.
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 instant access to Salesforce Pardot data for visualizations, dashboards, and more. This article shows how to build and publish a dataset from Salesforce Pardot data in Power BI and then create reports on Salesforce Pardot data in the Power BI service.
CData Connect Cloud provides a pure SQL interface for Salesforce Pardot, allowing you to easily build reports from live Salesforce Pardot data in Power BI — with no need to replicate the data. As you build visualizations, Power BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Salesforce Pardot, leveraging server-side processing to quickly return Salesforce Pardot data.
NOTE: You can also import Salesforce Pardot data into Power BI through Connect Cloud (instead of using the on-premise gateway). Read how in the related Knowledge Base article.
Configure Salesforce Pardot Connectivity for Power BI
Connectivity to Salesforce Pardot from Power BI is made possible through CData Connect Cloud. To work with Salesforce Pardot data from Power BI, we start by creating and configuring a Salesforce Pardot connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Salesforce Pardot" from the Add Connection panel
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Enter the necessary authentication properties to connect to Salesforce Pardot.
Salesforce Pardot supports connecting through API Version, Username, Password and User Key.
- ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
- User: The Username of the Salesforce Pardot account.
- Password: The Password of the Salesforce Pardot account.
- UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
- IsDemoAccount (optional): Set to TRUE to connect to a demo account.
Accessing the Pardot User Key
The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.
- Click Create & Test
- Navigate to the Permissions tab in the Add Salesforce Pardot Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to Salesforce Pardot data from Power BI.
Connecting to Connect Cloud from Power BI
To connect to and visualize live Salesforce Pardot data in the Power BI service), install the on-premise data gateway, add a data source to the gateway from the Power BI service, and publish a dataset from Power BI Desktop to the service.
Install the On-Premises Data Gateway
The Microsoft on-premise data gateway provides secure data transfer between connected data sources and various cloud-based Microsoft tools and platforms. You can read more about the gateway in the Microsoft documentation.
You can download and install the gateway from the Power BI service:
- Log in to PowerBI.com.
- Click the Download menu and click Data Gateway.
- Follow the instructions for installation, making note of the name of the gateway.
Add Salesforce Pardot as a Data Source to the Power BI Service
Once you have installed the data gateway, you add Connect Cloud as a data source to the Power BI service:
- Log in to PowerBI.com.
- Click the Settings menu and click "Manage gateways."
- Click "ADD DATA SOURCE" and configure the connection to Connect Cloud:
- Set Data Source Name to something like ConnectCloudSalesforcePardot.
- Choose SQL Server as the Data Source Type.
- Set Server to tds.cdata.com,14333.
- Set Database to the name of your Salesforce Pardot connection (e.g. SalesforcePardot1).
- Set Authentication Method to Basic.
- Set Username to a Connect Cloud user (e.g. [email protected])
- Set Password to the PAT for the user above.
Publish a Dataset from Power BI Desktop
With the gateway installed and Connect Cloud added as a datasource to the Power BI service, you can publish a dataset from Power BI Desktop to the service.
- Open Power BI, click Get Data -> More, then select SQL Server database, and click Connect.
- Set the connection properties and click OK.
- Set Server to tds.cdata.com,14333.
- Set Database to the name of your Salesforce Pardot connection (e.g. SalesforcePardot1).
- Set Data Connectivity mode to DirectQuery*.
- In the authentication wizard, select Database, set the User name and Password properties, and click Connect.
- Select the table(s) to visualize in the Navigator dialog.
- In the Query Editor, you can customize your dataset by filtering, sorting, and summarizing Salesforce Pardot columns. Click Edit to open the query editor. Right-click a raw to filter the rows. Right-click a column header to perform options like the following:
- Change column data types
- Remove a column
- Group by columns
Power BI detects each column's data type from the Salesforce Pardot metadata reported by Connect Cloud.
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 Salesforce Pardot data. When you click Close and Apply, Power BI executes the data Retrieval query.
Otherwise, click Load to pull the data into Power BI.
- Define any relationships between the selected entities on the Relationships tab.
- Click Publish (from the Home menu) and select a Workspace.
Build Reports and Dashboards on Salesforce Pardot Data in the Power BI Service
Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:
- Log in to PowerBI.com.
- Click Workspaces and select a workspace.
- Click Create and select Report.
- Select the published dataset for the report.
- Choose fields and visualizations to add to your report.
Live Access to Salesforce Pardot Data from Cloud Applications
Now you have a direct connection to live Salesforce Pardot data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Salesforce Pardot data.
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.