Import Kintone Data into the Power BI Service for Visualizations

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 Kintone data for visualizations, dashboards, and more. This article shows how to connect to Kintone in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Kintone data in the Power BI service.

Configure Kintone Connectivity for Power BI Service

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

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

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

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

   In addition to the authentication values, set the following parameters to connect to and retrieve data from Kintone:

   • Url: The URL of your account.
   • GuestSpaceId: Optional. Set this when using a guest space.

   Authenticating with Kintone

   Kintone supports the following authentication methods.

   Using Password Authentication

   You must set the following to authenticate:

   • User: The username of your account.
   • Password: The password of your account.

   Using Basic Authentication

   If the basic authentication security feature is set on the domain, supply the additional login credentials with BasicAuthUser and BasicAuthPassword. Basic authentication requires these credentials in addition to User and Password.

   Using Client SSL

   Instead of basic authentication, you can specify a client certificate to authenticate. Set SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword. Additionally, set User and Password to your login credentials.

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

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

Publish a Dataset from Power BI Desktop

Once you connect to Kintone in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

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 Kintone data from Power BI
6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Kintone Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report. 👁 Select a dataset
   
5. Choose fields and visualizations to add to your report. 👁 Visualizing Kintone data in the Power BI service
   

Live Access to Kintone Data from Cloud Applications

Now you have a direct connection to live Kintone data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Kintone data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.