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

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


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

Configure Oracle Connectivity for Power BI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Oracle" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Oracle.

    To connect to Oracle, you'll first need to update your PATH variable and ensure it contains a folder location that includes the native DLLs. The native DLLs can be found in the lib folder inside the installation directory. Once you've done this, set the following to connect:

    • Port: The port used to connect to the server hosting the Oracle database.
    • User: The user Id provided for authentication with the Oracle database.
    • Password: The password provided for authentication with the Oracle database.
    • Service Name: The service name of the Oracle database.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Oracle Connection page and update the User-based permissions. πŸ‘ Updating permissions

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

Query Oracle Tables

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

Create Oracle 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 Oracle Data from Data Applications

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

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