Now that you've generated your PAT, we can look at how to connect Power BI to your Prospect CRM data. If you haven't already generated your PAT please click here to follow our how-to guide.
Step 1: Download Power BI Desktop App
If you haven't already done so, download the Power BI Desktop App from https://powerbi.microsoft.com/en-us/desktop/.
Step 2: Get Data
Open Power BI Desktop, and click 'Get Data' from the ribbon bar.
Step 3: Choose OData Feed
Choose 'OData Feed' as the type of data that you wish to retrieve.
Step 4: Enter HTTPS URL
Power BI then asks for the URL for your OData service. Enter this as HTTPS://api-batch-v1.prospect365.com (make sure you enter HTTPS and not HTTP, as without that your connection will be rejected...after all, no-one wants their customer data transmitted over the Internet without it being encrypted!).
Step 5: Authenticate
On the next screen, Power BI asks you how you want to authenticate. Prospect doesn't allow anonymous access to your data (phew!), so choose 'Basic'. Please note: the term 'Basic' doesn't relate to the level of security - merely the method of security. i.e. we're going to use a highly secure password, rather than Windows authentication or other methods or identity management.
On this screen, enter your log in email address in the 'User name' field, and your PAT in the 'Password' field. You CANNOT use your standard Prospect password on this screen - we don't allow that as we don't want you sharing your underlying password, even with Microsoft. Use the PAT token you generated earlier, so that even if you set it to never expire, you can still go back and revoke the PAT any time you choose.
Step 6: You're Connected!
If you've accurately copied and pasted your PAT into the 'Password' field, clicking connect will (not surprisingly) connect your Power BI app to the Prospect OData service and let you start navigating and accessing your Prospect data!
WARNING: At the bottom of the OData Navigator window (shown above) there's a 'Load' and an 'Edit' button. On any decent sized dataset do NOT use the "Load" button. This causes Power BI to load the entire dataset without any filters. Instead, choose 'Edit'. This opens a preview and allows you to add data filters in order to reduce the data being loaded to a sensible amount.
That's it! You're now connected to the Prospect OData service. You can go ahead and create Power BI queries, reports and dashboards!
Obviously, there's a wealth of knowledge and advice out there on Power BI (just ask Google or Bing). But, if you want some instant gratification, download one of our content packs from the Power BI store here. Or, contact our Customer Success Team and ask them about our Consultancy Services and how we can help you get the reporting and analysis you want.