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

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

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Power BI Connector and CData Connect AI to integrate live Salesforce Pardot 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 Salesforce Pardot data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Salesforce Pardot, connect to Salesforce Pardot data from Power BI and then create reports on Salesforce Pardot data in Power BI.

Configure Salesforce Pardot Connectivity for Power BI

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

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

    Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

    • ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
    • User: The Username of the Salesforce Pardot account.
    • Password: The Password of the Salesforce Pardot account.
    • UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
    • IsDemoAccount (optional): Set to TRUE to connect to a demo account.

    Accessing the Pardot User Key

    The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

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

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

Query Salesforce Pardot Tables

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

Create Salesforce Pardot 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.

👁 Visualizing data in Power BI (Salesforce data is shown)

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

Live Access to Salesforce Pardot Data from Data Applications

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

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