Power BI is Microsoft's Business Intelligence Tool, and ProspectSoft's Power BI Apps are a quick and easy way to get started with using Power BI to analyse the data in your Prospect Solution.

Before you begin you must have a Power BI online account (powerbi.microsoft.com) and a Prospect CRM account and have authority to generate Personal Access Tokens (PAT's).

If you do not know how to create a PAT (Personal Access Token) please see our corresponding article. 

Once you have a PAT, connecting Power BI to Prospect CRM is pretty straight forwards.

  1. If you haven't already done so, log into your Power BI Online Account (not the Power BI Desktop App, but your online account at https://app.powerbi.com)

2. Click Get Data at the bottom of the left hand navigation pane.

3. Locate the Services box and click "Get"

4. Search the available Apps for "Prospect CRM" to find all the content packs currently available, locate the one you want and click "Get it now". Note: Microsoft is transitioning from Content Packs to Apps, to get the latest versions, choose those where the title ends in "preview" - i.e. those called "Prospect CRM .... (Preview)"

NOTE: the new Prospect Apps for Power BI can also be installed from these direct links: 

Prospect CRM Customer Service Dashboard
Prospect CRM Sales Pipeline Dashboard

5. Power BI then prompts you to install the the app. Once the App is installed you may need to locate it either via "Apps" or "Workspaces" in the Power BI menu. Once you have opened the App you will be offered the option to "Explore with sample data" or "Connect your data". 

6. We suggest you start just by exploring the sample data as this allows you to see the dashboards and reports even if you don't yet have suitable data in your own data set.

6. If you would like to connect to your own dataset, then navigate to "Apps" in the Power BI menu, and then click on your app. This will re-open the welcome screen where you can choose to "Connect your data". This opens a screen where you can enter connection details to the Prospect OData service. The URL is already set for you enter the login details. Prospect doesn't allow anonymous access to your data (phew!) so choose "Basic" (note - the term "Basic" doesn't relate to the level of security - merely the method of authentication). Choose "Basic" and then enter your login email address as the username, and your PAT (generated above) as the password. Please view our Generating PAT Token (Personal Access Token) article on how to get your PAT token. You CANNOT use your standard Prospect password on this screen - we don't allow that as we don't want you sharing your own password with third parties, even with Microsoft. Using a PAT token keeps your password secret and also allows you to revoke the PAT any time you choose.

6. If you have accurately copied and pasted your PAT, clicking "Sign In" will (not surprisingly) connect to the Prospect OData service and build your dashboards.

7. If, for any reason your PAT was incorrect, it runs out (if you enabled it only for a limited period) or if you revoke it, you can simply create a new PAT token and update the credentials. 

Changing the OData Authentication Credentials
 
There are times you may have entered the wrong credentials or want to change the credentials at a later point in time.  To update the credentials do the following:

  • Under Settings, click on the Datasets tab. Prospect datasource on the left.
  • Under Data source credentials click on Edit credentials for OData. Here you can update the  credentials used. Be sure to select Basic for the Authentication method.
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