Power BI Webinar Part 1 - Connecting the data

To start your Power BI report, you first need data. In this article, we’ll take you through how to get data by tapping into these three Data Connectors: SharePoint, Salesforce, and the QorusDocs OData Feed.

Before we get into the nitty-gritty of connecting your data, a quick heads-up: whenever you need data, your journey will begin with the "Get Data" option located in the "Home" ribbon in Power BI.

1. Getting data from SharePoint
2. Getting data from Salesforce
3. Getting data from the QorusDocs OData Feed

1. Getting data from SharePoint

In the Webinar, you can find this section at 5:22

1. Select the “Get data” option
2. At the bottom of the Dropdown select “More”

This will bring up a “Get Data” window, which will give you all the different connectors you can choose from.

1. In the top left search box type in “SharePoint”
2. Select the second option “SharePoint Online List”
3. Select “Connect”

Once you’ve selected “Connect” you will get a “SharePoint Online Lists” window, which will ask for your Site URL.

1. Paste your “Site URL” into the box
2. The Implementation should be set to “1.0” by default, but double-check this
3. Select “OK”

At this point, if you have not done so already, you will be prompted to sign into your Microsoft 365 account. Once you’re signed in, you will see your SharePoint Lists and Libraries.

1. In the “Navigator” window that pops up, you can select any List or Library you want to include. [OH1] [MJ2] We recommend that you include the “User Information List”, which is a list of all the users added to the site and all users that have had files shared with them, along with all their Active Directory information. This will come in handy later.
2. Once you have everything you need, select “Load”.

Depending on the amount of data you have selected, you will experience some load time. We suggest you let it run in the background and come back later to check on it. It could take up to an hour.

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Getting data from Salesforce

In the Webinar, you can find this section at 7:05

Loading data from Salesforce will follow a similar process:

1. Select the “Get data” option
2. At the bottom of the Dropdown select “More”

This will bring up a “Get Data” window, which will give you all the different connectors you can choose from.

1. In the top left corner search “Salesforce”
2. Select the “Salesforce Objects” option
3. Click “Connect”

You will then see the Salesforce Objects window, by default the “Production” option will be checked so continue by selecting “OK”:

Again, you will now be prompted with an authentication window to sign into Salesforce, if you’re not already signed in. After that, you will be presented with a list of Salesforce Objects you can choose from. NB: Please note that Salesforce Object you select will need a corresponding ID in QorusDocs Pursuits so that we can create a relationship between Pursuits and the Salesforce Object you are connecting to.

For the purposes of this report, we will be working with “Opportunity”.

1. In the search box type in “Opportunity”
2. Select “Opportunity” from the list
3. Once you have the Object you are connecting, click on “OK”

Once again, loading this data might take some time. This is normal and you can let it run in the background and come back to it later.

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Getting data from the QorusDocs OData Feed

In the Webinar, you can find this section at 8:15

Next, we'll load your QorusDocs data using the OData feed. Just as before, we will select “GetData” on the Home ribbon, and then select “OData Feed” from the dropdown menu.

This will present you with the OData Feed window where you will need to provide the following API link: https://api.qorushub.com/customer

Once you’ve pasted the link and hit “OK” you will be prompted to authenticate yourself for QorusDocs. From there, you will move on to select the data you would like to pull from QorusDocs.

1. Here you will see all the data tables QorusDocs captures, we suggest you select the following options:
   • Assignments
   • CustomerActivities
   • Groups
   • PursuitAutoAnswer
   • Pursuits
   • PursuitSmartFields
   • ShareDocuments
   • SharedDocumentViews
   • UserInfo
   • UserInfoExt
2. Click on Load

And this is the last of your data. Yet again, you can expect the data to take some time to load.

The journey doesn't end here, though. In Part 2 - Transforming and preparing the data, we'll take the crucial next step: transforming this raw data into readable and manageable information. Stay tuned to continue enhancing your Power BI skills.

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