Import Confluence 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 Cloud, you get access to Confluence data for visualizations, dashboards, and more. This article shows how to connect to Confluence in CData Connect Cloud, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Confluence data in the Power BI service.

Configure Confluence Connectivity for Power BI Service

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

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Confluence through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Connect to Confluence from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Confluence" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Confluence.

   Obtaining an API Token

   An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Connect Using a Confluence Cloud Account

   To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):

   • User: The user which will be used to authenticate with the Confluence server.
   • APIToken: The API Token associated with the currently authenticated user.
   • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

   Connect Using a Confluence Server Instance

   To connect to a Server instance, provide the following:

   • User: The user which will be used to authenticate with the Confluence instance.
   • Password: The password which will be used to authenticate with the Confluence server.
   • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Confluence Connection page and update the User-based permissions.

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

Publish a Dataset from Power BI Desktop

Once you connect to Confluence in Connect Cloud, 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 Cloud and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect Cloud account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your Confluence 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 Confluence 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 Confluence Data from Cloud Applications

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