Visualize Live Epicor Kinetic Data in Power BI (via CData Connect Cloud)

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 Epicor Kinetic data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Epicor Kinetic, connect to Epicor Kinetic data from Power BI and then create reports on Epicor Kinetic data in Power BI.

Configure Epicor Kinetic Connectivity for Power BI

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Epicor Kinetic" from the Add Connection panel
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 Create & Test
5. Navigate to the Permissions tab in the Add Epicor Kinetic Connection page and update the User-based permissions.

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

Query Epicor Kinetic Tables

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

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 Epicor Kinetic data from Power BI

Create Epicor Kinetic 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.

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

Live Access to Epicor Kinetic Data from Data Applications

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

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Epicor Kinetic) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.