Build Visualizations of Live Highrise Data in Power BI (through CData Connect)



Use CData Connect to create a virtual database for Highrise data and build custom reports in Power BI.

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 (on-premise or in the cloud), you get access to Highrise data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a virtual database for Highrise, connect to Highrise data into Power BI and then create reports on Highrise data in Power BI.

Create a Virtual SQL Database for Highrise 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 "Highrise" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Highrise.

    Highrise uses the OAuth authentication standard. To authenticate to Highrise, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Highrise. You will also need to set the AccountId to connect to data.

    See the "Getting Started" section in the help documentation for a guide to using OAuth.

  4. Click Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to and visualize Highrise from Power BI.

Query Highrise Tables

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

  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 (Highrise1)
  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

Create Highrise 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.

SQL Access to Highrise Data from Data Applications

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

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources (including Highrise) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and download a free trial.

Ready to get started?

Learn more or sign up for a free trial:

CData Connect Server