Import Close Data into the Power BI Service for Visualizations

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 Close data for visualizations, dashboards, and more. This article shows how to connect to Close in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Close data in the Power BI service.

Configure Close Connectivity for Power BI Service

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Close" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Close.

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

   Close API Profile Settings

   Locate your API key through Close's Settings menu under Your API Keys and create a new key if needed.

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

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

Publish a Dataset from Power BI Desktop

Once you connect to Close in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

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
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your Close data from Power BI

6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Close 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:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

Live Access to Close Data from Cloud Applications

Now you have a direct connection to live Close data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Close data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.