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

Configure Bullhorn CRM Connectivity for Power BI

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

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

2. Select "Bullhorn CRM" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Bullhorn CRM.

   Begin by providing your Bullhorn CRM account credentials in the following:

   • DataCenterCode: Set this to the data center code which responds to your data center. Refer to the list of data-center-specific Bullhorn API URLs: https://bullhorn.github.io/Data-Center-URLs/

   If you are uncertain about your data center code, codes like CLS2, CLS21, etc. are cluster IDs that are contained in a user's browser URL (address bar) once they are logged in.

   Example: https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp?#no-ba... indicates that the logged in user is on CLS21.

   Authenticating with OAuth

   Bullhorn CRM uses the OAuth 2.0 authentication standard. To authenticate using OAuth, create and configure a custom OAuth app. See the Help documentation for more information.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Bullhorn CRM Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Query Bullhorn CRM Tables

Follow the steps below to build a query to pull Bullhorn CRM 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 👁 Authenticating with Connect AI
   
3. After signing in, click "Connect" 👁 Connecting to Connect AI
   
4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
   
5. Click Load to establish the connection to your Bullhorn CRM data from Power BI

Create Bullhorn CRM 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 Bullhorn CRM Data from Data Applications

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

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