PowerBI | Community Creatio

Importing tables into Power BI

API

Import

Raí

14:08 Feb 24, 2025

I need to import the tables into Power BI. I've tried using the 'Connector' and I've also tried using the API. And yes, I did everything according to the documentation.

When trying to use the 'Connector', I used the "Creatio.GetBigData" instruction, which according to the documentation is appropriate...MoreLess

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Microsoft Power BI Desktop connector for Creatio do not work

Raí

18:45 Feb 18, 2025

Hello,
I'm having trouble with the Connector for Power BI. I'm getting an error and can't import the "Activity" and "Order" tables. See the screenshot.

Can you helpe me?

2 comments

Oleksandra

21:58 Feb 19, 2025

Hello,

After analyzing the error you have, we can state that it is related to the fact that you have more than 20k records in your table...MoreLess

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Setting Up a Gateway for Power BI Service

8.0

00:40 Jan 16, 2025

Hello, Community!

We are using Power BI Desktop to develop reports, which are then published to the Power BI Web version. However, we would like to set up a data gateway to connect to Creatio, which is hosted in a cloud environment.

We found this post https://community.creatio.com/questions/how-configure-gateway-power-bi-service-creatio...MoreLess

10 comments

10:39 Jan 17, 2025

Hello Inês,

Could you please provide an exact description of the issues that occurred?

13:31 Jan 17, 2025

Oleksandr Bilousko,

Hello,

I share the steps that are being carried out:

1. On my OnPremisses machine, where I have the gateway...MoreLess

15:13 Jan 17, 2025

Inês,

Several screenshots, sadly, are not available.
Could you send it again, please?

15:47 Jan 17, 2025

Oleksandr Bilousko,

Hi,

Image 2:

Image 3

Vladimir Sokolov

20:25 Jan 17, 2025

Do you use add-on to Power BI?
We couldn't connect Power BI cloud - https://community.creatio.com/questions/connect-powerbi-creatio-odata

12:16 Jan 20, 2025

Inês,

Did you manage "Gateway and cloud connections"?
It's a link between your dataset and the data source in the gateway.

What do you have here?
For example,

15:27 Jan 22, 2025

Hello,

I'll share the answers:

Did you manage "Gateway and cloud connections"? Yes,, we did.

We have the name of the connector...MoreLess

21:50 Jan 22, 2025

Inês,

Let's try "Skip test connection" and specify Privacy level to 'None"
On my local machine, after applying these settings the connection passed well

11:08 Jan 24, 2025

Oleksandr Bilousko,

Hello,

Thanks for the reply/sugestion.

"On my local machine, after applying these settings the connection...MoreLess

11:33 Jan 24, 2025

Inês,

"Did you achieved to refresh any dashboard with that connection? "
Yes, I did. But my example was taken from Creatio trial.

Maybe...MoreLess

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How to Configure a Gateway for Power BI Service with Creatio

15:46 Dec 11, 2024

Hi Creatio Community! 👋

I’d like to share a quick guide on how to set up a gateway for Power BI Service (Power BI Cloud) to connect with Creatio data. This is an essential step for enabling cloud services to access on-premises data sources.

What’s a Gateway, and Why Do You Need It?

A gateway...MoreLess

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Power BI Connector: Error in Creatio.GetBigData

8.0

Connect PowerBI from Creatio via OData

10:45 Nov 26, 2024

Hi,

We are using the power bi connector. But when we try to get data from tables that have large volumes of records, we use the formula ‘Creatio.GetBigData’. But it is giving the following error:

Formula.Firewall: The query ‘Invoked Function’ (‘Source’ step) is accessing data sources that have privacy levels that cannot be used together. Please rebuild this combination of data.

Does anyone know how to overcome this problem?

Thank you.

1 comments

Ivan Savenko

14:56 Nov 28, 2024

Hello,

To proceed further, please advise us with the following information:
- Step-by-step instruction on how to reproduce this issue
- Screenshot...MoreLess

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Vladimir Sokolov

10:32 Oct 25, 2024

Hello,

we want to use cloud version of PowerBI, that's why we cannot use addon from marketplace (https://marketplace.creatio.com/app/microsoft-power-bi-connector-creatio)

As I see, PowerBI has option to get data via OData Feed.

But basic authorization doesn't work there (the same in Excel, for example). Do you have any experience how to achive that?

Thank you!

2 comments

Antonii Viazovskyi

02:59 Nov 07, 2024

Hello,

The only way to use cloud Power BI with our connector is by configuring a gateway.

We can also recommend this official guide:
https://learn...MoreLess

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Filter data before load

Federico Buffa 🧐

22:13 May 23, 2024

Hello, I’m wondering if there is a way using the power I connector to filter the data before load. Similar to the $filter in odata.

Thanks,

1 comments

Yuliya Gritsenko

10:49 May 30, 2024

Hello,

There is no such possibility at the moment.

As mentioned in the instruction, it is possible only to download or upload the data without...MoreLess

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Capture d’écran, le 2024-05-23 à 08.30.45.png

Power Bi - Request failed

Marc-Andre Lepine

15:38 May 23, 2024

Hello,

I get this error in Power Bi as soon as I try to upload the data into the platform.

Can anybody help me?
Thank you

File attachments

5 comments

Yuliya Gritsenko

15:10 May 27, 2024

Hello,

Having analyzed the error you have, we inform you that it is related to the fact that you have more than 20k records in your table,...MoreLess

Marc-Andre Lepine

23:01 May 27, 2024

Thank you,

I get this message error:

Formula.Firewall: Query 'Invoked Function' (step 'Source') is accessing data sources that have privacy...MoreLess

Yuliya Gritsenko

10:59 May 30, 2024

Marc-Andre Lepine,

Hello,

Could you please provide screenshots of what you are doing and specify at what step the error occurs?

Malika

18:59 Oct 30, 2024

PABLO,

Can you please specify at what step the error occurs?

16:04 Nov 25, 2024

I'm having the same problem. How can this situation be overcome?

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