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

Configure Klaviyo Connectivity for Power BI

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

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

2. Select "Klaviyo" from the Add Connection panel

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

   To authenticate to Klaviyo, provide an API Key. You can generate or view your API keys under 'My Account'

   1. Navigate to 'Settings' > 'API Keys'
   2. Click 'Create API Key'.
   3. Name your API key and choose the desired scopes.

   To connect in your CData solutions, set API Key to your Klaviyo API key.

   If you wish to use OAuth authentication, refer to the Help documenation.

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

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

Query Klaviyo Tables

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

Create Klaviyo 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 Klaviyo Data from Data Applications

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

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