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

Configure Greenhouse Connectivity for Power BI

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

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

2. Select "Greenhouse" from the Add Connection panel

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

   You need an API key to connect to Greenhouse. To create an API key, follow the steps below:

   1. Click the Configure icon in the navigation bar and locate Dev Center on the left.
   2. Select API Credential Management.
   3. Click Create New API Key.
   • Set "API Type" to Harvest.
   • Set "Partner" to custom.
   • Optionally, provide a description.
   4. Proceed to Manage permissions and select the appropriate permissions based on the resources you want to access through the driver.
   5. Copy the created key and set APIKey to that value.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Greenhouse Connection page and update the User-based permissions.

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

Query Greenhouse Tables

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

Create Greenhouse 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 Greenhouse Data from Data Applications

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

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