Import Epicor Kinetic 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 Server, you get access to Epicor Kinetic data for visualizations, dashboards, and more. This article shows how to use the CData Connect Server to generate an OData feed for Epicor Kinetic, import Epicor Kinetic data into Power BI and then create reports on Epicor Kinetic data in the Power BI service.

NOTE: You can also use the on-premise data gateway and the SQL interface in Connect Server to connect to Epicor Kinetic data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Epicor Kinetic Data

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

1. Login to Connect Server and click Connections.
2. Select "Epicor Kinetic" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Epicor Kinetic.

   To successfully connect to your ERP instance, you must specify the following connection properties:

   • Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
   • ERPInstance: the name of your ERP instance.
   • User: the username of your account.
   • Password: the password of your account.
   • Service: the service you want to retrieve data from. For example, BaqSvc.

   In addition, you may also set the optional connection properties:

   • ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
   • ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
   • Company: Required if you set the ApiVersion to v2.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to Connect Server from Power BI

To import and visualize your Epicor Kinetic data in the Power BI service, add a Connect Server API user, add Epicor Kinetic OData endpoints in Connect Server, and create & publish a dataset from Power BI Desktop to the service.

Add a Connect Server User

Create a User to connect to Epicor Kinetic from Power BI through Connect Server.

1. Click Users -> Add
2. Configure a User.
3. Click Save Changes and make note of the Authtoken for the new user.
4. Click Database and select the Epicor Kinetic virtual database.
5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Publish a Dataset from Power BI Desktop

With the Epicor Kinetic connection configured in Connect Server, you can create a dataset in Power BI desktop using SQL Server connectivity and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Other -> SQL Server and click "Connect"
2. Set Server to the address and port of your CData Connect instance (localhost:8033 by default) and set Database to the name of the virtual database you just created (epicorKinetic1)
3. Use "Database" authentication, enter the credentials for a CData Connect user and click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to import the data into 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 Epicor Kinetic 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.

SQL Access to Epicor Kinetic Data from Applications

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

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect Server.