VOOZH about

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

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


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

Configure Couchbase Connectivity for Power BI

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

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

    To connect using the Login method, set User, Password, and Server to the credentials for the account and the address of the server you want to connect to.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Couchbase Connection page and update the User-based permissions. πŸ‘ Updating permissions

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

Query Couchbase Tables

Follow the steps below to build a query to pull Couchbase 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 Couchbase data from Power BI

Create Couchbase 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 Couchbase Data from Data Applications

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

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

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

Free Trial