Visualize Live Microsoft Dataverse Data in Power BI (via CData Connect Cloud)

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Microsoft Dataverse data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Microsoft Dataverse, connect to Microsoft Dataverse data from Power BI and then create reports on Microsoft Dataverse data in Power BI.

Getting Started

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Configure Microsoft Dataverse Connectivity for Power BI

Connectivity to Microsoft Dataverse from Power BI is made possible through CData Connect Cloud. To work with Microsoft Dataverse data from Power BI, we start by creating and configuring a Microsoft Dataverse connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Microsoft Dataverse" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Microsoft Dataverse.

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Microsoft Dataverse Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Microsoft Dataverse data from Power BI.

Query Microsoft Dataverse Tables

Follow the steps below to build a query to pull Microsoft Dataverse data into the report:

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect Cloud account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your Microsoft Dataverse data from Power BI

Create Microsoft Dataverse Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to Microsoft Dataverse Data from Data Applications

With CData Connect Cloud you have a direct connection to Microsoft Dataverse data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Microsoft Dataverse data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Microsoft Dataverse) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.