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

Configure DocuSign Connectivity for Power BI

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

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

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

3. Enter the necessary authentication properties to connect to DocuSign.

   To connect to DocuSign, set the following connection properties:

   • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
   • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

   Authenticating to DocuSign

   DocuSign uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information. 👁 Configuring a connection (Salesforce is shown)
   

4. Click Save & Test
5. Navigate to the Permissions tab in the Add DocuSign Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Query DocuSign Tables

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

Create DocuSign 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 DocuSign Data from Data Applications

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

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