Hello Indira, 
Could you please provide us with more details regarding your question and how it is related to Creatio? Additionally, screenshots would be greatly appreciated.
Thank you!

Hi Raí,

The GetBigData and GetBigTopData functions were created as a workaround for the limitation of 20k records imposed by OData when attempting to download table data. The actual function used for data retrieval is GetData.


These functions enable you to download a snapshot of the table, bypassing the 20k record restriction. However, it's still necessary to apply a filter that ensures fewer than 20k records are retrieved in the process.

As a solution, we recommend using a regular database backup. After obtaining a copy of the database, you can restore it locally and configure Power BI to connect to this local DB copy. This approach will be much faster, more convenient, and ultimately easier for you.

Regarding the "credential error", I'd recommend you delete all connections from "Data source settings" menu. It might reset all previously entered credentials.

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, so you should use Creatio.GetBigData instead of Creatio.GetData. Please follow the instructions from the following link: https://marketplace.creatio.com/app/microsoft-power-bi-connector-creatio 

Thanks for the help, but when using Creatio.GetBigData I come across a credentials error. When I try to re-enter the credentials as "Creatio instance", "Client Id", "Client Secret" the table is not imported.

Hello Inês,

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

Oleksandr Bilousko,

Hello, 

I share the steps that are being carried out: 

1. 1. On my OnPremisses machine, where I have the gateway, I installed the custom connector from Creatio. After installing is visible on gateway console (image 1)

2-    On PowerBIService (PowerBi web) I have created a connection, using that gateway. Specified Connector Type Creatio and entered all the credentials. (image 2)

( After step 1, its visible on the connectors list of that gateway the connector type Creatio.)

When Testing the connection Im getting the following error  “The Name Creatio.Contents wasn´t recognized…” (image 3)

Inês,

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

Oleksandr Bilousko,

Hi, 

Image 2: 

Image 3

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

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,

Hello, 

I'll share the answers: 

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

We have the name of the connector we have created and mapped to the GatewayY (GatewayY to my onpremisse server). 

This configuration is business as usual for us, since we use the same GatewayY for other conectors types. The only thing new here is the type of connection Creatio.

Like showned previously, when we create a Conection, we specificy the Gateway (GatewayY),  we select type of conection (Creatio) and also  we specify credentials.

Ending this operation its made a "Test of conection"  and the result is a error that says "GatewayY: The name 'Creatio.Contents' wasn't recognized.  Make sure it's spelled correctly."

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

Oleksandr Bilousko,

 Hello, 

Thanks for the reply/sugestion. 

"On my local machine, after applying these settings the connection passed well" : ts true, selecting "skip test conection" allows you to create the connecton but at the end the problem remains.", the conection fails / does not work. 

Did you achieved to refresh any dashboard with that connection? 

Thank you. 

Inês,

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

Maybe you should try to set up it in a trial too. Just to exclude that your production has any specific configuration that we didn't take into account.

Hello,

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

Thank you in advance!
 

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.microsoft.com/en-us/data-integration/gateway/service-gateway-install
https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-data-sources

Best regards,

Antonii.

Hello, 

Having analyzed the error you mentioned, we want to inform you that PowerBI add-on doesn't maintain the cloud version. 
This add-on works only with desktop application, according to the instruction:
https://marketplace.creatio.com/sites/en/files/app-guide/Power%20BI%20Setup%20guide_1.pdf

Best regards,
Ivan

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 filtering it.

Best regards,

Yuliya

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, so you should use Creatio.GetData instead of Creatio.GetBigData. Please follow the instructions from page 5 "Notes" - https://marketplace.creatio.com/app/microsoft-power-bi-connector-creatio

Best regards,
Yuliya

Thank you, 

I get this message error:

Formula.Firewall: Query 'Invoked Function' (step 'Source') is accessing data sources that have privacy levels which cannot be used together. Please rebuild this data combination.

Marc-Andre Lepine,

Hello,

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

PABLO,

Can you please specify at what step the error occurs?

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

We use Starfish for just that. It Syncs the data down to our DW. We use it for internal reporting, and also POWERBI. We embed the PowerBI reports in Creatio Dashboards.  https://marketplace.creatio.com/app/starfishetl-integration-creatio

keith schmitt,

Do you also filter embeded PowerBI reports by Creatio current user?

Vladimir Sokolov,

I do not pass any filters. It is just a web view of the Powerbi report. There are filters in the Report the user can use.

keith schmitt,

Thank you for the response. I will check if this solution is feasible in our environment