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

CData Power BI Connectors provide self-service integration with Microsoft Power BI. The CData API Driver for Power BI links your Power BI reports to real-time Typeform data. You can monitor Typeform data through dashboards and ensure that your analysis reflects Typeform 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 Typeform data in Microsoft Power BI Desktop.

If you are interested in publishing reports on Typeform 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 Typeform data in Power BI due to optimized data processing built into the connector. When you issue complex SQL queries from Power BI to Typeform, the connector pushes supported SQL operations, like filters and aggregations, directly to Typeform 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 Typeform data using native Power BI data types.

Connect to Typeform as a Power BI Data Source

Installing the Power BI Connector creates a DSN (data source name) called CData Power BI Typeform. 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.

Start by setting the Profile connection property to the location of the TypeForm Profile on disk (e.g. C:\profiles\TypeForm.apip). Next, set the ProfileSettings connection property to the connection string for TypeForm (see below).

TypeForm API Profile Settings

Authentication to TypeForm uses the OAuth standard.

To authenticate to TypeForm, you must first register and configure an OAuth application with TypeForm here: https://admin.typeform.com/account#/section/tokens. Your app will be assigned a client ID and a client secret which can be set in the connection string. More information on setting up an OAuth application can be found at https://developer.typeform.com/get-started/.

Note that there are several different use scenarios which all require different redirect URIs:

• CData Desktop Applications: CData desktop applications (Sync, API Server, ArcESB) accept OAuth tokens at /src/oauthCallback.rst. The host and port is the same as the default port used by the application. For example, if you use http://localhost:8019/ to access CData Sync then the redirect URI will be http://localhost:8019/src/oauthCallback.rst.
• CData Cloud Applications: CData cloud applications are similar to their desktop counterparts. If you access Connect Cloud at https://1.2.3.4/ then you should use the redirect https://1.2.3.4/src/oauthCallback.rst.
• Desktop Application: When using a desktop application, the URI https://localhost:33333 is recommended.
• Web Application: When developing a web application using the driver, use your own URI here such as https://my-website.com/oauth.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the Client Id that is specified in your app settings.
• OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
• CallbackURL: Set this to the Redirect URI you specified in your app settings.

How to Query Typeform Tables

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

1. Open Power BI Desktop and click Get Data -> Other -> CData API.
2. Select CData PowerBI Typeform 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 Typeform 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 Typeform 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 Typeform 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, Id.
3. Select a measure in the Fields pane: for example, Title.

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 Typeform data. Learn more about the CData Power BI Connectors for Typeform and download a free trial from the CData API Driver for Power BI page. Let our Support Team know if you have any questions.