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?

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

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

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

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

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. 

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. 

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

AnaM,

Thank you Ana. This should help me!

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!

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!

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?

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.

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?