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

Configure Klipfolio Connectivity for Power BI

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

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

2. Select "Klipfolio" from the Add Connection panel

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

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

   Klipfolio API Profile Settings

   In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

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

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

Query Klipfolio Tables

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

Create Klipfolio 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 Klipfolio Data from Data Applications

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

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