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

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

Configure Lakebase Connectivity for Power BI

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

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

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

3. Enter the necessary authentication properties to connect to Lakebase. To connect to Databricks Lakebase, start by setting the following properties:
   • DatabricksInstance: The Databricks instance or server hostname, provided in the format instance-abcdef12-3456-7890-abcd-abcdef123456.database.cloud.databricks.com.
   • Server: The host name or IP address of the server hosting the Lakebase database.
   • Port (optional): The port of the server hosting the Lakebase database, set to 5432 by default.
   • Database (optional): The database to connect to after authenticating to the Lakebase Server, set to the authenticating user's default database by default.

   OAuth Client Authentication

   To authenicate using OAuth client credentials, you need to configure an OAuth client in your service principal. In short, you need to do the following:

   1. Create and configure a new service principal
   2. Assign permissions to the service principal
   3. Create an OAuth secret for the service principal

   For more information, refer to the Setting Up OAuthClient Authentication section in the Help documentation.

   OAuth PKCE Authentication

   To authenticate using the OAuth code type with PKCE (Proof Key for Code Exchange), set the following properties:

   • AuthScheme: OAuthPKCE.
   • User: The authenticating user's user ID.

   For more information, refer to the Help documentation.

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

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

Query Lakebase Tables

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

Create Lakebase 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.

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

Live Access to Lakebase Data from Data Applications

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

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