Visualize Live Pipedrive 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 Pipedrive data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Pipedrive, connect to Pipedrive data from Power BI and then create reports on Pipedrive data in Power BI.
Configure Pipedrive Connectivity for Power BI
Connectivity to Pipedrive from Power BI is made possible through CData Connect AI. To work with Pipedrive data from Power BI, we start by creating and configuring a Pipedrive connection.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "Pipedrive" from the Add Connection panel
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Enter the necessary authentication properties to connect to Pipedrive.
- Click Save & Test
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Navigate to the Permissions tab in the Add Pipedrive Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to Pipedrive data from Power BI.
Query Pipedrive Tables
Follow the steps below to build a query to pull Pipedrive data into the report:
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
- Click "Sign in" and authenticate with your CData Connect AI account
- After signing in, click "Connect"
- Select tables in the Navigator dialog
- Click Load to establish the connection to your Pipedrive data from Power BI
Create Pipedrive 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 Pipedrive Data from Data Applications
With CData Connect AI you have a direct connection to Pipedrive data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Pipedrive data.
To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including Pipedrive) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.