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

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

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

About HubSpot Data Integration

CData provides the easiest way to access and integrate live data from HubSpot. Customers use CData connectivity to:

  • Access HubSpot without worrying about API updates or changes.
  • Access custom objects and fields in HubSpot with no extra configuration steps involved.
  • Use SQL stored procedures to perform functional operations like uploading or downloading attachments, inserting engagements, and creating or deleting custom objects or fields.

Users frequently integrate HubSpot with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate HubSpot data to databases or data warehouses.

To learn about how other customers are using CData's HubSpot solutions, check out our blog: Drivers in Focus: Simplified HubSpot Connectivity.


Getting Started


Configure HubSpot Connectivity for Power BI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "HubSpot" from the Add Connection panel
    3. 👁 Selecting a data source
  3. HubSpot uses OAuth to authenticate. Click "Sign in" to authenticate with HubSpot. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add HubSpot Connection page and update the User-based permissions. 👁 Updating permissions

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

Query HubSpot Tables

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

Create HubSpot 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 HubSpot Data from Data Applications

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

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