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Import Sugar CRM Data into the Power BI Service for Visualizations

Use the CData Cloud Hub to create an OData feed for Sugar CRM 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 the CData Cloud Hub, you get access to Sugar CRM data for visualizations, dashboards, and more. This article shows how to use the CData Cloud Hub to generate an OData feed for Sugar CRM, import Sugar CRM data into Power BI and then create reports on Sugar CRM data in the Power BI service.

NOTE: You can also use the on-premise data gateway and the SQL interface in Cloud Hub to connect to Sugar CRM data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Sugar CRM Data

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

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

    The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

    You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

    Additionally, specify the URL to the SugarCRM account.

    Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

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

Connecting to the Cloud Hub from Power BI

To import and visualize your Sugar CRM data in the Power BI service, add a Cloud Hub API user, add Sugar CRM OData endpoints in the Cloud Hub, and create & publish a dataset from Power BI Desktop to the service.

Add a Cloud Hub User

Create a User to connect to Sugar CRM from Power BI through Cloud Hub.

  1. Click Users -> Add
  2. Configure a User.
  3. Click Save Changes and make note of the Authtoken for the new user.
  4. Click Database and select the Sugar CRM virtual database.
  5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Add Sugar CRM OData Endpoints in Cloud Hub

After connecting to Sugar CRM, create OData Endpoints for the desired table(s).

  1. Click OData -> Tables -> Add Tables.
  2. Select the Sugar CRM database.
  3. Select the table(s) you wish to work with and click Next.
  4. (Optional) Edit the table definition to select specific fields and more.
  5. Save the settings.

Publish a Dataset from Power BI Desktop

With OData endpoints added to the Cloud Hub, you can create a dataset in Power BI descktop using OData connectivity and publish the dataset to the Power BI service.

  1. Open Power BI, click Get Data -> More, then select OData feed, and click Connect.
  2. Set URL to the Base URL of your Cloud Hub instance (e.g.: https://www.cdatacloud.net/myinstance/api.rsc) and click OK.
  3. Set User name and Password to user name and Authtoken from above.
  4. Select the full Base URL (https://www.cdatacloud.net/myinstance/api.rsc) as the level to apply the settings to/
  5. Select the table(s) to visualize in the Navigator dialog.
  6. Click Load to pull the data into Power BI.
  7. Define any relationships between the selected entities on the Relationships tab.
  8. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Sugar CRM 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 Sugar CRM Data from Cloud Applications

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

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.