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

Configure Marketo Connectivity for Power BI Service

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

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

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

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

   Both the REST and SOAP APIs are supported and can be chosen by using the Schema property.

   For the REST API: The OAuthClientId, OAuthClientSecret, and RESTEndpoint properties, under the OAuth and REST Connection sections, must be set to valid Marketo user credentials.

   For the SOAP API: The UserId, EncryptionKey, and SOAPEndpoint properties, under the SOAP Connection section, must be set to valid Marketo user credentials.

   See the "Getting Started" chapter of the help documentation for a guide to obtaining these values.

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

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

Publish a Dataset from Power BI Desktop

Once you connect to Marketo 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 Marketo 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 Marketo 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 Marketo data in the Power BI service
   

Live Access to Marketo Data from Cloud Applications

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