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

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


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

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

Configure Kintone Connectivity for Power BI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Kintone" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. 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.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Kintone Connection page and update the User-based permissions. πŸ‘ Updating permissions

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

Query Kintone Tables

Follow the steps below to build a query to pull Kintone 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 πŸ‘ Authenticating with Connect AI
  3. After signing in, click "Connect" πŸ‘ Connecting to Connect AI
  4. Select tables in the Navigator dialog πŸ‘ The available tables. (Salesforce tables are shown)
  5. Click Load to establish the connection to your Kintone data from Power BI

Create Kintone 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.

πŸ‘ Visualizing data in Power BI (Salesforce data is shown)

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

Live Access to Kintone Data from Data Applications

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

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

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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