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Get the Report →Import ServiceNow Data into the Power BI Service for Visualizations
Use CData Connect Cloud to connect to ServiceNow Data and provide access to live ServiceNow data for 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 access to ServiceNow data for visualizations, dashboards, and more. This article shows how to connect to ServiceNow in CData Connect Cloud, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on ServiceNow data in the Power BI service.
About ServiceNow Data Integration
CData simplifies access and integration of live ServiceNow data. Our customers leverage CData connectivity to:
- Get optimized performance since CData uses the REST API for data and the SOAP API for schema.
- Read, write, update, and delete ServiceNow objects like Schedules, Timelines, Questions, Syslogs and more.
- Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
- Securely authenticate with ServiceNow, including basic (username and password), OKTA, ADFS, OneLogin, and PingFederate authentication schemes.
Many users access live ServiceNow data from preferred analytics tools like Tableau, Power BI, and Excel, and use CData solutions to integrate ServiceNow data with their database or data warehouse.
Getting Started
Configure ServiceNow Connectivity for Power BI Service
Connectivity to ServiceNow from Power BI Service is made possible through CData Connect Cloud. To work with ServiceNow data from Power BI Service, we start by creating and configuring a ServiceNow connection.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to ServiceNow through Connect Cloud.
- Navigate to the Users page and click Invite Users
- Enter the new user's email address and click Send to invite the user
- You can review and edit users from the Users page
Connect to ServiceNow from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "ServiceNow" from the Add Connection panel
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Enter the necessary authentication properties to connect to ServiceNow.
ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, you will need to register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, you will need to specify the Instance, Username, and Password connection properties.
See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.
- Click Create & Test
- Navigate to the Permissions tab in the Add ServiceNow Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to ServiceNow data from the Power BI service.
Publish a Dataset from Power BI Desktop
Once you connect to ServiceNow in Connect Cloud, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
- Click "Sign in" and authenticate with your CData Connect Cloud account
- After signing in, click "Connect"
- Select tables in the Navigator dialog
- Click Load to establish the connection to your ServiceNow data from Power BI
- Define any relationships between the selected entities on the Relationships tab.
- Click Publish (from the Home menu) and select a Workspace.
Build Reports and Dashboards on ServiceNow 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:
- Log in to PowerBI.com.
- Click Workspaces and select a workspace.
- Click Create and select Report.
- Select the published dataset for the report.
- Choose fields and visualizations to add to your report.
Live Access to ServiceNow Data from Cloud Applications
Now you have a direct connection to live ServiceNow data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating ServiceNow data.
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.