Create Oracle Eloqua Reporting Dataflows on PowerBI.com

The CData Power BI Connector for Oracle Eloqua Reporting seamlessly integrates with the tools and wizards in Power BI, including the real-time data workflows on PowerBI.com. Follow the steps below to pull data directly into DataFlows on PowerBI.com and use the Power BI Gateway to configure automatic refresh.

Create a DSN

Installing the Power BI Connector creates a DSN (data source name) called CData Power BI Oracle Eloqua Reporting. This the name of the DSN that Power BI uses to request a connection to the data source. Configure the DSN by filling in the required connection properties.

You can use the Microsoft ODBC Data Source Administrator to create a new DSN or configure (and rename) an existing DSN: From the Start menu, enter "ODBC Data Sources." Ensure that you run the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).

Oracle Eloqua Reporting supports the following authentication methods:

• Basic authentication (User and Password)
• OAuth 2.0 code grant flow
• OAuth 2.0 password grant flow

Basic Authentication (User and Password)

To perform authentication with a user and password, specify these properties:

• AuthScheme: Basic.
• Company: The company name associated with your Oracle Eloqua Reporting account.
• User: Your login account name.
• Password: Your login password.

OAuth Authentication (Code Grant Flow)

To authenticate with the OAuth code grant flow, you must set AuthScheme to OAuth and create a custom OAuth application. For information about how to create a custom OAuth application, see the Help documentation.

Then set the following properties:

• InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
• OAuthClientId: The client Id assigned when you registered your application.
• OAuthClientSecret: The client secret that was assigned when you registered your application.
• CallbackURL: The redirect URI that was defined when you registered your application.

When you connect, the driver opens Oracle Eloqua Reporting's OAuth endpoint in your default browser. Log in and grant permissions to the application. When the access token expires, the driver refreshes it automatically.

OAuth Authentication (Password Grant Flow)

With the OAuth password grant flow, you can use your OAuth application's credentials alongside your user credentials to authenticate without the need to grant permission manually via a browser prompt. You must create an OAuth app (see the Help documentation) to use this authentication method.

Set the following properties:

• AuthScheme: OAuthPassword
• Company: The company's unique identifier.
• User: Your login account name.
• Password: Your login password.
• OAuthClientId: The client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.

Pulling Oracle Eloqua Reporting Data Directly Into Your Dataflow

With the data source configured, follow the steps below to load data from Oracle Eloqua Reporting tables into your DataFlow.

Set Up the Power BI Gateway

Follow the steps below to configure the gateway on your machine:

1. Run the CData Power BI Connector installer. If you have not already done so, download the Power BI Gateway.
2. Select the on-premises data gateway (recommended) option.
3. Sign into the gateway.
4. Name the gateway and specify a recovery key.

5. In the Connectors step, choose a folder where the gateway will look for the CData Power BI Connector. This article uses C:\Users\PBIEgwService\Documents\Power BI Desktop\Custom Connectors\. Copy the .pqx files for the CData Connector (found in C:\Users\USERNAME\Documents\Power BI Desktop\Custom Connectors\) to the folder you configured.

   NOTE: The account configured for the service (NT SERVICE\PBIEgwService) needs to be able to access the folder chosen for the gateway. If needed, you can change the service account in the Service Settings section of the gateway installer.

6. Confirm that the entry CData.PowerBI.OracleEloquaReporting is displayed in the list in the Connectors section. 👁 CData Power BI Connectors in the On-Premises Data Gateway.
   

Set up Power BI Online for a Dataflow

1. In Power BI Online, create a new workspace, which is also known as an app, if you do not already have one. Note that this is only available with Power BI Pro or higher.
2. Set up your On-Premises Gateway. The steps for this are in the Configuring the Gateway section of this article.
3. Go back to Power BI Online. In settings, go to 'Manage Gateways', and add a new data source to your Gateway
   • Enter the Data Source Name, the name that the data source will be referred to within Power BI Online
   • Select the Data Source Type, (e.g. CData Power BI Connector for Oracle Eloqua Reporting) and set the Data Source Name (e.g. CData Power BI Oracle Eloqua Reporting)
   • Set Authentication Method to "Anonymous" 👁 Configuring the connection for the gateway.
     
   • Set Privacy Level as needed
4. Click Add to finish the configuration (do not skip the test connection as it is important to know if a successful connection was made).
   
   If you would like to manage the users that have access to this data source, you can go to the Users tab.

Set up your Dataflow and pull the Oracle Eloqua Reporting data

1. In the new workspace, go to Create > Dataflow > Add New Entities.
2. Choose the ODBC data source and enter the correct connection properties.
   👁 Connect to the data source for the CData Power BI connector.
   Enter your DSN name in the ODBC connection string section, dsn=CData Power BI OracleEloquaReporting. Choose your gateway and set the authentication type to Anonymous.
3. Choose the table(s) you want to work with and click Transform data.
   If you want to make any changes to the query, you can right click on the query and click on Advanced Editor.

Configure Data Refresh on PowerBI.com

Refresh your dataflow to have the most up to date data.

• To refresh manually, open the dataflow options menu from your workspace -> Dataflows and click Refresh Now.
• To schedule refreshes, open the dataflow options menu from your workspace -> Dataflows and click Schedule Refresh. Enable the option to keep your data up to date. Specify the refresh frequency in the menus.

👁 Scheduled refresh of Dataflow.

At this point, you will have a Dataflow built on top of live Oracle Eloqua Reporting data. Learn more about the CData Power BI Connectors for Oracle Eloqua Reporting and download a free trial from the CData Power BI Connector for Oracle Eloqua Reporting page. Let our Support Team know if you have any questions.