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

Configure Planio Connectivity for Power BI

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

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

2. Select "Planio" from the Add Connection panel

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

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

   Planio API Profile Settings

   Enable the REST API in Planio Administration Settings, then go to My Account > API Access Key and click Show to reveal your API key. Your subdomain is the prefix of your Planio account URL.

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

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

Query Planio Tables

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

Create Planio 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 Planio Data from Data Applications

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

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