PowerBI | Community Creatio

Question

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 acts as a bridge, allowing Power BI Service to securely access on-premises data sources. Without it, the connection to cloud Power BI can’t be established for apps like the Creatio Power BI Connector.

How to Configure a Gateway

Follow these official Microsoft guides to set up your gateway:

Install the Gateway
Install an On-premises Data Gateway
This guide walks you through downloading and installing the gateway on your machine.
Configure Data Sources
Configure Gateway Data Sources
After installation, connect your Creatio data source to the gateway for use in Power BI Service.

Key Notes

The gateway setup is a standard Microsoft feature, and these steps ensure a secure and seamless connection.
If you encounter any issues, Microsoft’s support documentation is a great resource, or feel free to ask questions here in the community!

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Question

PowerBI

8.0

Power BI Connector: Error in Creatio.GetBigData

Inês Margarida Barbosa da Silva

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 of the error

Thank you in advance!

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Question

Connect PowerBI from Creatio via OData

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!

1 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.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.

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Question

PowerBI

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 filtering it.

Best regards,

Yuliya

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Question

PowerBI

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

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

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, 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

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 levels which cannot be used together. Please rebuild this data combination.

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?

Inês Margarida Barbosa da Silva

16:04 Nov 25, 2024

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

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Question

PowerBI

Refresh the data automatically. PowerBI Connection from Creatio

Tony Stark

01:41 May 18, 2024

I have been told by support that creatio powerbi connector is not supported for powerbi web and auto refresh is only available in powerbi cloud. Is there any way I can have auto refresh my creatio data in powerbi app. I want to schedule some reports that i created in powerbi but for that i need latest data everytime. Does anyone has experience with this one?

We are also exploring efficient methods to ensure continuous access to the latest data from Creatio for our Power BI reports. Given that direct automatic syncing isn't available, we are considering setting up a data warehouse or data factory. This setup would facilitate data transfer from Creatio to Power BI indirectly. Does anyone know if there are any existing integrations, marketplace plugins, or recommended practices that support this functionality?

Specifically, we're interested in any solutions that would allow a Creatio business process to automatically trigger an external service or webhook overnight, which in turn would refresh our Power BI dataset. Your guidance on setting up a reliable process for accessing up-to-date data would be greatly appreciated. Thank you for your support.

4 comments

keith schmitt

15:48 May 18, 2024

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

Vladimir Sokolov

08:00 May 21, 2024

keith schmitt,

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

keith schmitt

15:49 May 21, 2024

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.

Tony Stark

19:17 May 22, 2024

keith schmitt,

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

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Question

webservice restful external integration

PowerBI

Studio_Creatio

Authentic in Power Bi

Nicola Wall

18:21 Oct 28, 2020

Can someone help me integrate Creatio with Power Bi, please?

How do Authenticate in Power Bi? I'm using Basic which works in Postman

3 comments

Ryan Farley

19:01 Oct 28, 2020

Hello Nicola,

First of all, select OData for your data source type, not Web content (web content won't perform the authentication the way that is needed for the OData auth challenge). Secondly, for some reason, I can't get Power BI to connect to Creatio's OData 4 endpoints (although I've not tried much with OData 4 in Power BI yet). However, when using the OData source type, I can connect to Creatio's OData 3 endpoints. Try using the following endpoint instead:

https://rdrive.creatio.com/0/ServiceModel/EntityDataService.svc/ContactCollection

Ryan

Nicola Wall

19:30 Oct 28, 2020

Ryan Farley,

Thank you for the suggestion, unfortunately I can't get this to work either.

I have been having difficultly using Odata3 as a whole and have only been able to use OData4.

Even using web browse I have no results with OData3, I have added screen shots of the results for both Power Bi and Browser.

However I was able to authenticate through PostMan, but not go much further as I haven't had much exposure to PostMan.

I can retrieved results from the Browser using OData4, but unable to authenticate In Power Bi. Also attached Results.

I can't quite seem to get it all joined up, and I need to bring Data into our existing BI analytics.

Any suggestions on what I could be doing wrong would be greatly appreciated.

Many thanks

Nicola

Anastasiia Markina

15:55 Oct 30, 2020

Hi Nicola Wall,

Could you please provide Postman results and specify if another authentification through OData was successful? Any additional details on the issue are appreciated!

Also, could you please double-check the HTTP request that nothing is missed?

Regards,

Anastasiia

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Question

Embed Power BI report in Creatio

M Shrikanth

15:25 Jul 02, 2020

Hello Community!

Has anyone embedded a Power BI report inside Creatio? Any pointers on how to do this will help. Thanks in advance!

Regards

Shrikanth

9 comments

Best reply

AnaM

11:50 Jul 03, 2020

M Shrikanth,

Hi there!

what you need to do in this case:

go to dashboards in your system, add new with type web page

and then in your power bi find the link to web (Publish to web) and insert it into Creatio

Olga Avis

16:03 Jul 02, 2020

Hello!

The analytics setup can be performed by integrating Creatio with MS Power BI.

The way of integration depends on the integration mechanism on the Power BI side: it can be direct access to the MSSQL database (if the system is deployed locally) or access to data via OData.

Here is the instruction on how to integrate Creatio system with external services on the Academy: https://academy.creatio.com/documents/technic-sdkmp/7-16/integration-cr…

Best regards,

Olga.

M Shrikanth

16:12 Jul 02, 2020

Hi Olga Avis,

I do not want to run reports on Power BI with data from the Creatio database (Which is the use case you have suggested solutions for).

We have a few Power BI reports which are irrelevant to Creatio's data. But some users on Creatio will need access to these Power BI reports inside Creatio. We would like to explore if we can embed those Power BI reports inside Creatio.

AnaM

11:50 Jul 03, 2020

M Shrikanth,

Hi there!

what you need to do in this case:

go to dashboards in your system, add new with type web page

and then in your power bi find the link to web (Publish to web) and insert it into Creatio

M Shrikanth

12:42 Jul 03, 2020

AnaM,

Thank you Ana. This should help me!

Анисимов Кирилл

10:22 Sep 25, 2020

AnaM,

Hello!

We want to configure pass-through authorization for the customer's resource (the application is deployed on-site on the customer's server).

Could you tell me: do we need some additional authorization data to view Power BI reports (and is it necessary to store this data in Creatio in syssettings, for example) or will all users of the System have access to report by default?

Thanks in advance!

Bohdan Zdor

06:41 Sep 29, 2020

Анисимов Кирилл,

Hi,

Creatio uses oData3 protocol to connect to Power BI. Also, there's nothing to be modified in Creatio's system settings.

You can possibly find the needed information in the next Community post

Thank you for choosing Creatio!

Nirupama Mohan Latha

20:14 Jul 06, 2023

Анисимов Кирилл,

Hi,

Just reaching out to see if you were able to figure this out? We have a similar use case and are looking at embedding Power Bi report in creatio and need some guidance on license requirement. Does each user need to have Power Bi Pro license to view the report?

Mariia Sorochan

17:00 Jul 07, 2023

Hello!

Please note that Power Bi it is a free product, so the only one thing that you need to view the reports is to have at least 1 active product license.

Csilla Kiss

15:19 Nov 10, 2023

Hello!

In Freedom UI, there is no option to add a 'Web page' type of dashboard. What is the way to embed a Power BI report in Freedom UI?

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