• Step 1: Creating a Report in Power BI Desktop
• Step 2: Publishing to PowerBI.com
  • Alternative Method
• Step 3: Connecting Your PowerBI.com File to CData Connect

This page outlines the steps to connect PowerBI.com to CData Connect.

Note: Before you can configure and use PowerBI.com with CData Connect, you must first connect a data source to your CData Connect account. See Connections for more information.

Step 1: Creating a Report in Power BI Desktop

PowerBI.com does not support data import directly from CData Connect. Instead, you must first create a report of your data using Power BI Desktop, and then you can publish this report to PowerBI.com.

Please see Power BI Desktop and follow the steps to connect to CData Connect and import your data. When you finish this process, save your report and continue with the steps below.

Step 2: Publishing to PowerBI.com

1. With your report open in Power BI Desktop, click Publish in the Home tab of the navigation ribbon.

   

2. If you have not yet done so, save the .pbix file when prompted.

3. If prompted, log in to your Microsoft Online account.

4. Choose the workspace that you want to publish to and click Select.

5. When the publishing task succeeds, click Open [filename] in Power BI to open your workspace or click Got it to close the prompt.

For more information about publishing and changing data this way, please see Microsoft’s help article.

Alternative Method

If you encounter issues publishing directly through Power BI Desktop, you can follow these steps:

1. Save your Power BI Desktop file locally.

2. Open PowerBI.com.

3. In the navigation pane, open My workspace, then click + New > Upload a file.
   • Alternatively, at the bottom of the navigation pane, click Get data. In the Files card, click Get.

4. Select Local File and upload your file.

5. The My workspace page opens with your data split into Report, Dataset, and Dashboard files.

For information about refreshing data imported this way, please see Microsoft’s help article.

Step 3: Connecting Your PowerBI.com File to CData Connect

After you publish your file on PowerBI.com, follow these steps to connect your file to CData Connect. When you finish, you will be able to refresh your data and access updated data from your connections directly in PowerBI.com.

1. Open the PowerBI.com workspace where you saved your report.

2. Open the data-set associated with the report.

3. Navigate to File > Setings. Under Data Source, click Edit Credentials.

   • For Authentication, select OAuth2.

   • Select the privacy level for your organization.

4. Click Sign in and enter your CData Connect credentials when prompted.