Import Klipfolio Data into the Power BI Service for Visualizations

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 Server, you get access to Klipfolio data for visualizations, dashboards, and more. This article shows how to use the CData Connect Server to generate an OData feed for Klipfolio, import Klipfolio data into Power BI and then create reports on Klipfolio data in the Power BI service.

NOTE: You can also use the on-premise data gateway and the SQL interface in Connect Server to connect to Klipfolio data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Klipfolio Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Klipfolio" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Klipfolio.

   Start by setting the Profile connection property to the location of the Klipfolio Profile on disk (e.g. C:\profiles\Klipfolio.apip). Next, set the ProfileSettings connection property to the connection string for Klipfolio (see below).

   Klipfolio API Profile Settings

   In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to Connect Server from Power BI

To import and visualize your Klipfolio data in the Power BI service, add a Connect Server API user, add Klipfolio OData endpoints in Connect Server, and create & publish a dataset from Power BI Desktop to the service.

Add a Connect Server User

Create a User to connect to Klipfolio from Power BI through Connect Server.

1. Click Users -> Add
2. Configure a User.
3. Click Save Changes and make note of the Authtoken for the new user.
4. Click Database and select the Klipfolio virtual database.
5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Publish a Dataset from Power BI Desktop

With the Klipfolio connection configured in Connect Server, you can create a dataset in Power BI desktop using SQL Server connectivity and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Other -> SQL Server and click "Connect"
2. Set Server to the address and port of your CData Connect instance (localhost:8033 by default) and set Database to the name of the virtual database you just created (API1)
3. Use "Database" authentication, enter the credentials for a CData Connect user and click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to import the data into Power BI
6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Klipfolio Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

SQL Access to Klipfolio Data from Applications

Now you have a direct connection to live Klipfolio data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Klipfolio data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect Server.