Question

Power BI like capabilities

Hello community,

does anybody know if there is a solution to enable Power BI like functionality for Creatio reports? I mean the similar filtering directly on a report's page, tree-like filters, multichoice, percent calculation and etc. 

 I know about Power BI connector for Creatio, but our users request to have these capabilities directly in Creatio, because they want to analyze live data in real time. 

 

 

 

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+1 - Reporting / Dashboard  upgrade live capabilities (non AI related) above and beyond what could be done with classic UI are more than welcome 

Hello,
The Power BI Desktop Connector for Creatio is intended for data extraction and modeling in Power BI Desktop. It is not a feature that adds Power BI-like report behavior directly inside Creatio UI.

If the requirement is to analyze live data inside Creatio, native dashboards and analytics widgets can cover part of that need: charts, indicators, pivot-style views, filters, and drill-down are available for operational analytics.

Official documentation:
Dashboards and widgets:
https://academy.creatio.com/docs/8.x/no-code-customization/category/analytics

Business data(filters, folders, etc.):
https://academy.creatio.com/docs/8.x/creatio-apps/category/business-data

But for advanced BI behavior such as:

  • tree-like or hierarchical filtering,
  • rich multi-dimensional slicing,
  • advanced calculated measures,
  • percentage logic across datasets,
  • flexible self-service analytics,

this is typically beyond standard Creatio analytics and would require custom development, a Marketplace add-on for Power BI.

So the answer is: partially yes for operational real-time analytics in Creatio, but not as a full Power BI equivalent out of the box.

Artem Udachyn,

thanks for the response. Is there any plans to enrich Creatio's built-in analytics capabilities?

Artem Evdokimenko,

Unfortunately, we are not aware of any such plans at the moment. However, you can follow the product release notes for future updates.

Artem Udachyn,

Are there any plans to make connecter to Power BI  cloud, not desktop only?

+1 a solution for the the power BI conector for cloud instances is essential

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