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

Configure Procore Connectivity for Power BI

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

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

2. Select "Procore" from the Add Connection panel

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

   To connect to Procore, register an application in the Procore Developer Portal under My Apps. Add an OAuth component to the Sandbox manifest, set the Redirect URI to https://oauth.cdata.com/oauth/, then promote the manifest to Production to receive usable credentials. Then set the following:

   • OAuth Client Id: The Client ID from your Procore application.
   • OAuth Client Secret: The Client Secret from your Procore application.

   Click Sign In to complete OAuth authentication.

   For service account access, add a Data Connection component to your app instead. Enter the OAuth Client Id and Client Secret — no browser sign-in is required.

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

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

Query Procore Tables

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

Create Procore 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 Procore Data from Data Applications

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

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