Visualize Live Magento Data in the Power BI Service

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CData Connect



Use CData Connect Cloud to create a virtual SQL Server database for Magento data and create custom reports in the Power BI Service.

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 Cloud, you get instant access to Magento data for visualizations, dashboards, and more. This article shows how to build and publish a dataset from Magento data in Power BI and then create reports on Magento data in the Power BI service.

CData Connect Cloud provides a pure SQL interface for Magento, allowing you to easily build reports from live Magento data in Power BI — with no need to replicate the data. As you build visualizations, Power BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Magento, leveraging server-side processing to quickly return Magento data.

NOTE: You can also import Magento data into Power BI through Connect Cloud (instead of using the on-premise gateway). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Magento Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Cloud and click Databases.
  2. Select "Magento" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Magento.

    Magento uses the OAuth 1 authentication standard. To connect to the Magento REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Magento system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

    You will also need to provide the URL to your Magento system. The URL depends on whether you are using the Magento REST API as a customer or administrator.

    • Customer: To use Magento as a customer, make sure you have created a customer account in the Magento homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Magento system.

    • Administrator: To access Magento as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

      If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

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

Connecting to Connect Cloud from Power BI

To connect to and visualize live Magento data in the Power BI service), install the on-premises data gateway, add a data source to the gateway from the Power BI service, and publish a dataset from Power BI Desktop to the service.

Install the On-Premises Data Gateway

The Microsoft on-premises data gateway provides secure data transfer between connected data sources and various cloud-based Microsoft tools and platforms. You can read more about the gateway in the Microsoft documentation.

You can download and install the gateway from the Power BI service:

  1. Log in to PowerBI.com.
  2. Click the Download menu and click Data Gateway.
  3. Follow the instructions for installation, making note of the name of the gateway.

Add Magento as a Data Source to the Power BI Service

Once you have installed the data gateway, you add Connect Cloud as a data source to the Power BI service:

  1. Log in to PowerBI.com.
  2. Click the Settings menu and click "Manage gateways."
  3. Click "ADD DATA SOURCE" and configure the connection to Connect Cloud:

    • Set Data Source Name CloudHub_Magento.
    • Choose SQL Server as the Data Source Type.
    • Set Server to the address of your Connect Cloud instance (i.e.: myinstance.cdatacloud.net).
    • Set Database to the name of your virtual Magento database (i.e.: magentodb).
    • Set Authentication Method to Basic.
    • Set Username and Password to Connect Cloud credentials.

Publish a Dataset from Power BI Desktop

With the gateway installed and Connect Cloud added as a datasource to the Power BI service, you can publish a dataset from Power BI Desktop to the service.

  1. Open Power BI, click Get Data -> More, then select SQL Server database, and click Connect.
  2. Set the connection properties and click OK.
    • Set Server to the address of your Connect Cloud instance (i.e.: myinstance.cdatacloud.net).
    • Set Database to the name of your virtual Magento database (i.e.: magentodb).
    • Set Data Connectivity mode to DirectQuery*.
    * DirectQuery enables live query processing and real-time visualizations of Magento data.
  3. In the authentication wizard, select Database, set the User name and Password properties, and click Connect.
  4. Select the table(s) to visualize in the Navigator dialog.
  5. In the Query Editor, you can customize your dataset by filtering, sorting, and summarizing Magento 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 Magento metadata reported by Connect Cloud.

    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 Magento data. When you click Close and Apply, Power BI executes the data retrieval query.

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

  6. Define any relationships between the selected entities on the Relationships tab.
  7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Magento Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

  1. Log in to PowerBI.com.
  2. Click Workspaces and select a workspace.
  3. Click Create and select Report.
  4. Select the published dataset for the report.
  5. Choose fields and visualizations to add to your report.

SQL Access to Magento Data from Cloud Applications

Now you have a direct connection to live Magento data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Magento data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect Cloud.