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

⇱ Import MongoDB Data into the Power BI Service for Visualizations

Import MongoDB Data into the Power BI Service for Visualizations

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to MongoDB Data and provide access to live MongoDB data for custom reports in the Power BI Service.

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

About MongoDB Data Integration

Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


Configure MongoDB Connectivity for Power BI Service

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "MongoDB" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to MongoDB.

    Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

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

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

Publish a Dataset from Power BI Desktop

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

Live Access to MongoDB Data from Cloud Applications

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