Import Sugar CRM 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 Cloud, you get access to Sugar CRM data for visualizations, dashboards, and more. This article shows how to connect to Sugar CRM in CData Connect Cloud, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Sugar CRM data in the Power BI service.

Configure Sugar CRM Connectivity for Power BI Service

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

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Sugar CRM through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Connect to Sugar CRM from Connect Cloud

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

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

   The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

   You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

   Additionally, specify the URL to the SugarCRM account.

   Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

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

With the connection configured, you are ready to connect to Sugar CRM data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Sugar CRM in Connect Cloud, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

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 Sugar CRM data from 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 Sugar CRM 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.

Live Access to Sugar CRM Data from Cloud Applications

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

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.