Visualize Live Basecamp Data in Power BI (via CData Connect AI)

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Power BI Connector and CData Connect AI to integrate live Basecamp 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 AI, you get access to Basecamp data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Basecamp, connect to Basecamp data from Power BI and then create reports on Basecamp data in Power BI.

Configure Basecamp Connectivity for Power BI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Basecamp" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Basecamp.

    Basecamp uses basic or OAuth 2.0 authentication. To use basic authentication you will need the user and password that you use for logging in to Basecamp. To authenticate to Basecamp via OAuth 2.0, obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with Basecamp.

    See the Getting Started section in the help documentation for a connection guide.

    Additionally, specify the AccountId connection property. This can be copied from the URL after you log in.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Basecamp Connection page and update the User-based permissions. Updating permissions

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

Query Basecamp Tables

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

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect AI account Authenticating with Connect AI
  3. After signing in, click "Connect" Connecting to Connect AI
  4. Select tables in the Navigator dialog The available tables. (Salesforce tables are shown)
  5. Click Load to establish the connection to your Basecamp data from Power BI

Create Basecamp 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.

Visualizing data in Power BI (Salesforce data is shown)

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

Live Access to Basecamp Data from Data Applications

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

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

Ready to get started?

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

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