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

Configure Freshservice Connectivity for Power BI

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

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

2. Select "Freshservice" from the Add Connection panel

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

   To connect to Freshservice, obtain your API key from Profile Settings in the top-right corner of your Freshservice portal (administrator access required). Then set the following:

   • Domain: The subdomain of your Freshservice account URL. For example, if your URL is yourcompany.freshservice.com, set this to yourcompany.
   • API Key: The API key from your Freshservice Profile Settings.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Freshservice Connection page and update the User-based permissions.

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

Query Freshservice Tables

Follow the steps below to build a query to pull Freshservice 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 Freshservice data from Power BI

Create Freshservice 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 Freshservice Data from Data Applications

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

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