View Reports on Real-Time Bitbucket Data in Power BI Report Server

With built-in support for ODBC on Microsoft Windows, CData ODBC Drivers provide self-service integration with self-service analytics tools, such as Microsoft Power BI. The CData ODBC Driver for Bitbucket links your Power BI reports to operational Bitbucket data. You can monitor Bitbucket data through dashboards and ensure that your analysis reflects Bitbucket data in real time by scheduling refreshes or refreshing on demand. This article details how to use the ODBC driver to create real-time visualizations of Bitbucket data in Microsoft Power BI Desktop and then publish the visualizations to Power BI Report Server.

The CData ODBC Drivers offer unmatched performance for interacting with live Bitbucket data in Power BI due to optimized data processing built into the driver. When you issue complex SQL queries from Power BI to Bitbucket, the driver pushes supported SQL operations, such as filters and aggregations, directly to Bitbucket and uses the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Bitbucket data using native Power BI data types.

Connect to Bitbucket as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC data source name (DSN). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs. To publish Power BI reports from Power BI Desktop to Power BI Report Server, you will need to install the ODBC Driver on both the client (desktop) and server machines, using the same name for the DSN on each machine.

For most queries, you must set the Workspace. The only exception to this is the Workspaces table, which does not require this property to be set, as querying it provides a list of workspace slugs that can be used to set Workspace. To query this table, you must set Schema to 'Information' and execute the query SELECT * FROM Workspaces>.

Setting Schema to 'Information' displays general information. To connect to Bitbucket, set these parameters:

• Schema: To show general information about a workspace, such as its users, repositories, and projects, set this to Information. Otherwise, set this to the schema of the repository or project you are querying. To get a full set of available schemas, query the sys_schemas table.
• Workspace: Required if you are not querying the Workspaces table. This property is not required for querying the Workspaces table, as that query only returns a list of workspace slugs that can be used to set Workspace.

Authenticating to Bitbucket

Bitbucket supports OAuth authentication only. To enable this authentication from all OAuth flows, you must create a custom OAuth application, and set AuthScheme to OAuth.

Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).

Creating a custom OAuth application

From your Bitbucket account:

1. Go to Settings (the gear icon) and select Workspace Settings.
2. In the Apps and Features section, select OAuth Consumers.
3. Click Add Consumer.
4. Enter a name and description for your custom application.
5. Set the callback URL:
   • For desktop applications and headless machines, use http://localhost:33333 or another port number of your choice. The URI you set here becomes the CallbackURL property.
   • For web applications, set the callback URL to a trusted redirect URL. This URL is the web location the user returns to with the token that verifies that your application has been granted access.
6. If you plan to use client credentials to authenticate, you must select This is a private consumer. In the driver, you must set AuthScheme to client.
7. Select which permissions to give your OAuth application. These determine what data you can read and write with it.
8. To save the new custom application, click Save.
9. After the application has been saved, you can select it to view its settings. The application's Key and Secret are displayed. Record these for future use. You will use the Key to set the OAuthClientId and the Secret to set the OAuthClientSecret.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, follow the steps below to connect to the Bitbucket DSN from Power BI Desktop:

1. Open Power BI Desktop and click Get Data -> ODBC. To start Power BI Desktop from PowerBI.com, click the download button and then click Power BI Desktop.
2. Select a System DSN in the menu (necessary to publish to a Power BI Report Server). If you know the SQL query you want to use to import, expand the Advanced Options node and enter the query in the SQL Statement box. 👁 Selecting a System DSN
   
3. Select tables in the Navigator dialog. 👁 The available tables. (NetSuite is shown.)
   

4. Click Edit to edit the query. The table you imported is displayed in the Query Editor. In the Query Editor, you can enrich your local copy of Bitbucket data with other data sources, pivot Bitbucket columns, and more. Power BI detects each column's data type from the Bitbucket metadata retrieved by the driver.

   Power BI records your modifications to the query in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote Bitbucket data. When you click Close and Apply, Power BI executes the data retrieval query.

   Otherwise, click Load to pull the data into Power BI.

Create Data Visualizations

After pulling the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Follow the steps below to create a pie chart:

1. Select the pie chart icon in the Visualizations pane.
2. Select a dimension in the Fields pane, for example, Title.
3. Select a measure in the ContentRaw in the Fields pane, for example, ContentRaw. You can modify the visualization and the data used with the following techniques:
   • Change sort options by clicking the ellipsis (...) button for the chart. Options to select the sort column and change the sort order are displayed.
   • Use both highlighting and filtering to focus on data. Filtering removes unfocused data from visualizations; highlighting dims unfocused data. Highlight fields by clicking them.
   • Apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane. To filter on the field's value, select one of the values that are displayed in the Filters pane.
   👁 A pie chart showing Entity_Name and Total from the NetSuite SalesOrder table.
   
4. Click Refresh to synchronize your report with any changes to the data and save your Power BI report to the client machine.

Upload Bitbucket Data Reports to Power BI Report Server

You can share reports based on ODBC data sources with other Power BI users in your organization using a Power BI Report Server.

1. Install and configure the ODBC Driver for Bitbucket on the report server (see the instructions above).
2. Log into the report server (typically found at http://MYSERVER/reports), click to upload a new report and select the report you just saved. 👁 Uploading the Power BI Report to Power BI Report Server using the Web Portal.
   
3. View the Bitbucket report from any machine with access to the Report Server. 👁 Viewing the published report from the Report Server.