VOOZH about

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

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

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

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Power BI Connector and CData Connect AI to integrate live Elasticsearch 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 Elasticsearch data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Elasticsearch, connect to Elasticsearch data from Power BI and then create reports on Elasticsearch data in Power BI.

About Elasticsearch Data Integration

Accessing and integrating live data from Elasticsearch has never been easier with CData. Customers rely on CData connectivity to:

  • Access both the SQL endpoints and REST endpoints, optimizing connectivity and offering more options when it comes to reading and writing Elasticsearch data.
  • Connect to virtually every Elasticsearch instance starting with v2.2 and Open Source Elasticsearch subscriptions.
  • Always receive a relevance score for the query results without explicitly requiring the SCORE() function, simplifying access from 3rd party tools and easily seeing how the query results rank in text relevance.
  • Search through multiple indices, relying on Elasticsearch to manage and process the query and results instead of the client machine.

Users frequently integrate Elasticsearch data with analytics tools such as Crystal Reports, Power BI, and Excel, and leverage our tools to enable a single, federated access layer to all of their data sources, including Elasticsearch.

For more information on CData's Elasticsearch solutions, check out our Knowledge Base article: CData Elasticsearch Driver Features & Differentiators.


Getting Started


Configure Elasticsearch Connectivity for Power BI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Elasticsearch" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Elasticsearch.

    Set the Server and Port connection properties to connect. To authenticate, set the User and Password properties, PKI (public key infrastructure) properties, or both. To use PKI, set the SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword properties.

    The data provider uses X-Pack Security for TLS/SSL and authentication. To connect over TLS/SSL, prefix the Server value with 'https://'. Note: TLS/SSL and client authentication must be enabled on X-Pack to use PKI.

    Once the data provider is connected, X-Pack will then perform user authentication and grant role permissions based on the realms you have configured.

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

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

Query Elasticsearch Tables

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

Create Elasticsearch 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.

👁 Visualizing data in Power BI (Salesforce data is shown)

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

Live Access to Elasticsearch Data from Data Applications

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

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