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URL: https://www.cdata.com/kb/tech/cloudant-cloud-powerbi.rst

⇱ Visualize Live Cloudant Data in Power BI (via CData Connect AI)


Visualize Live Cloudant Data in Power BI (via CData Connect AI)

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Power BI Connector and CData Connect AI to integrate live Cloudant data into custom reports in Power BI.

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

Configure Cloudant Connectivity for Power BI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Cloudant" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Cloudant.

    Set the following connection properties to connect to Cloudant:

    • : Set this to your username.
    • : Set this to your password.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Cloudant Connection page and update the User-based permissions. πŸ‘ Updating permissions

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

Query Cloudant Tables

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

Create Cloudant 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.

πŸ‘ Visualizing data in Power BI (Salesforce data is shown)

Click Refresh to synchronize your report with any changes to the data.

Live Access to Cloudant Data from Data Applications

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

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