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

Configure Marketo Connectivity for Power BI

Connectivity to Marketo from Power BI is made possible through CData Connect AI. To work with Marketo data from Power BI, 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 Power BI.

Query Marketo Tables

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

Create Marketo 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 Marketo Data from Data Applications

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

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