Power BI outbound connection setup guide

Crisp’s connectors can automatically collect and consolidate your organization’s information from several sources, including supplier portals provided by retailers and distributors. This automation saves organizations a lot of time, effort and frustration. It replaces the repetitive manual process of logging into various portals, downloading a specific time-snapshot of information, and importing it into a complicated spreadsheet model.

In this tutorial, we will provide detailed information about connecting your organization’s information - which is automatically collected, organized, and stored in the Crisp data platform - to Power BI. 

Before starting, please be aware that you'll need to be running Power BI on Windows. 

1. Login to your Crisp account

2. From the Business Dashboard, click on the Grid menu icon, and then "Connectors" from the drop down menu.
   
   

3. Click on the "Add connector" button:
   
   

4. Click on Power BI.
   

5. You can choose to give this connector a name or leave the default name as-is. Click on Save to add the connector
   
   

6. Click to open the newly created Power BI connector, and from this detail screen, under OData feed, click on the "Copy to clipboard" link. This will copy the URL we will use in the next steps to set up the connection in Excel. Please keep this window open, as we will refer to it again.
   
   
   

7. Open a new Power BI instance and, from the Home tab, click on Get data and then click on OData feed from the dropdown.
   
   

8. In the resulting dialog box, paste in the value copied in Step 5 and click OK.
   
   

9. Click on Basic in the left menu of the resulting dialog box. Go back to the Crisp platform Power BI Details screen from Step 5. Under OData username, click on the Copy to clipboard link. Paste this value in the User name section in the below dialog box in Power BI. Do the same for the Odata Password. Once both fields are filled in, click on Connect.
   
   

10. Upon a successful connection, you will be presented with a list of the reports you can work with. Select one mor multiple reports that you would like to use and click on the Load button.

    

11. Power BI is now successfully connected to the Crisp platform.