PULL API worked example - Power BI

A worked example showing how to send agileBase data to third party business intelligence software

agileBase has built in charting which is great for quickly analysing and answering questions about data in your system, but specialist business intelligence apps can be particularly useful if you want to join data from multiple sources (perhaps an accounting package or marketing automation system too) in one place.

Power BI

Setting up

The below may look like lots of steps but that’s just because we’ve split it up into very small, simple parts to make it as easy as possible to follow.

Step 1: set up a view in agileBase to use as a data source

Use a view bringing in as many possible variables into one place. For example, if you want to analyse sales, you might include totals by customer, product, salesperson, region, category, price banding and date. That way you have plenty of dimensions to analyse in multiple ways later on.

Step 2: turn on the API for the view to make data available

Power BI - aB view setup

In the view’s manage tab, select the send panel.

Select send data to a third party system using the API in the dropdown list and make sure you tick allow access from third party software using an API key.

Refresh the view to show your API key needed for the next step.

Step 3: within Power BI press get data and select Web as the data source.

Power BI - web

Step 4: enter the sync details provided by AB into Power BI

Select the advanced option and fill in the following URL parts provided from the AB view setup in the first point. These are the parameters to add:

&c=[your ‘c’ value here from AB]
&t=[your ‘t’ value here from AB]
&r=[your ‘r’ value here from AB]
&row_limit=100000 [or however many rows you need]

Power BI - web setup

Step 5: enter the authorisation key into Power BI

Select authorization from the dropdown options under ‘HTTP request hear parameters (optional)’ and press OK. The authorisation key is provided in the agileBase view.

Power BI - auth setup

Step 6: make data visible in Power BI

Once the data has pulled through and the connection is set up you will need to convert the dataset into a table.

Power BI - convert to table

Step 7: expand the colums

Once converted to a table you will then need to expand the data into columns and your view will be presented to manipulate.

Power BI - expand

Step 8: create your visualisations!

Power BI - visualisations

Last modified June 22, 2021: Tag all docs pages (c49ef8f)