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

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

Configure FormSite Connectivity for Power BI

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

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

2. Select "FormSite" from the Add Connection panel

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

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

   FormSite API Profile Settings

   Log into your Formsite account and visit the Admin Portal to generate or retrieve your API key. Your ServerNumber is the numeric part of your server URL and UserDirectory is your account's directory path.

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

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

Query FormSite Tables

Follow the steps below to build a query to pull FormSite 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
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your FormSite data from Power BI

Create FormSite 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 FormSite Data from Data Applications

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

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