How to Create Power BI Visual Reports with Real-Time Linear Data

CData Power BI Connectors provide self-service integration with Microsoft Power BI. The CData Power BI Connector for Linear links your Power BI reports to real-time Linear data. You can monitor Linear data through dashboards and ensure that your analysis reflects Linear data in real time by scheduling refreshes or refreshing on demand. This article details how to use the Power BI Connector to create real-time visualizations of Linear data in Microsoft Power BI Desktop.

If you are interested in publishing reports on Linear data to PowerBI.com, refer to our other Knowledge Base article.

Collaborative Query Processing

The CData Power BI Connectors offer unmatched performance for interacting with live Linear data in Power BI due to optimized data processing built into the connector. When you issue complex SQL queries from Power BI to Linear, the connector pushes supported SQL operations, like filters and aggregations, directly to Linear and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Linear data using native Power BI data types.

Connect to Linear as a Power BI Data Source

Installing the Power BI Connector creates a DSN (data source name) called CData Power BI Linear. This the name of the DSN that Power BI uses to request a connection to the data source. Configure the DSN by filling in the required connection properties.

You can use the Microsoft ODBC Data Source Administrator to create and configure the DSN: From the Start menu, enter "ODBC Data Sources" and select the CData PowerBI REST DSN. Ensure that you run the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit). You can also use run the ConfigureODBC.exe tool located in the installation folder for the connector.

You can authenticate to Linear with a personal API key or with OAuth 2.0. The API key is the simplest option for connecting with your own Linear account.

Authenticating with an API Key

Set the following connection properties:

• AuthScheme: Set this to APIKey.
• APIKey: A Linear personal API key.

To create a personal API key, log in to Linear, open Settings > Security & access > Personal API keys, select New API key, and create it. Copy the key immediately, because Linear shows it only once.

Authenticating with OAuth

OAuth requires a custom OAuth application registered in Linear (Settings > API > OAuth applications), which provides the OAuthClientId and OAuthClientSecret. Two flows are supported:

• Authorization code: Set AuthScheme to OAuth, InitiateOAuth to GETANDREFRESH, and provide OAuthClientId, OAuthClientSecret, and the CallbackURL defined in your application (e.g., http://localhost:33333). The driver opens Linear in your browser so you can grant access.
• Client credentials: Set AuthScheme to OAuthClient and provide OAuthClientId and OAuthClientSecret. This authenticates the application itself, with no browser interaction, and suits machine-to-machine integrations.

By default, the driver requests the read,write scopes. The driver refreshes the access token automatically when it expires.

How to Query Linear Tables

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

1. Open Power BI Desktop and click Get Data -> Other -> CData Linear.
2. Select CData PowerBI Linear in the Data Source Name menu and select a data connectivity mode:
   Select Import if you want to import a copy of the data into your project. You can refresh this data on demand.
   Select DirectQuery if you want to work with the remote data.
3. Select tables in the Navigator dialog.

4. In the Query Editor, you can customize your dataset by filtering, sorting, and summarizing Linear columns. Click Edit to open the query editor. Right-click a row to filter the rows. Right-click a column header to perform actions like the following:

   • Change column data types
   • Remove a column
   • Group by columns

   Power BI detects each column's data type from the Linear metadata retrieved by the connector.

   Power BI records your modifications to the query in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote Linear data. When you click Close and Apply, Power BI executes the data retrieval query.

   Otherwise, click Load to pull the data into Power BI.

How to Create Data Visualizations in Power BI

After pulling the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Follow the steps below to create a pie chart:

1. Select the pie chart icon in the Visualizations pane.
2. Select a dimension in the Fields pane: for example, id.
3. Select a measure in the Fields pane: for example, name.

You can change sort options by clicking the ellipsis (...) button for the chart. Options to select the sort column and change the sort order are displayed.

You can use both highlighting and filtering to focus on data. Filtering removes unfocused data from visualizations; highlighting dims unfocused data. You can highlight fields by clicking them:

You can apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane. To filter on the field's value, select one of the values that are displayed in the Filters pane.

Click Refresh to synchronize your report with any changes to the data.

At this point, you will have a Power BI report built on top of live Linear data. Learn more about the CData Power BI Connectors for Linear and download a free trial from the CData Power BI Connector for Linear page. Let our Support Team know if you have any questions.