How to Connect EQuIS to Power BI

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How to Connect EQuIS to Power BI

The EQuIS Data Connector is currently not certified by Microsoft. Thus, users will see the following message in Power BI.

PBI_PowerBI-Uncertified_Connector

To use the EQuIS Data Connector in Power BI, the security settings in Power BI must allow any extension to load without warning. If needed, change the data extension security settings in Power BI Desktop. Select File > Options and settings > Options > Security and then under Data Extensions select "(Not Recommended) Allow any extension to load without warning." Restart Power BI Desktop.

 

EQuIS users assigned to the REST API role (in Enterprise) can access data from an EQuIS 7 Enterprise site in Power BI Desktop by completing the following steps.

 

1.Open Power BI Desktop.

2.Click the Get Data button on the Home ribbon. The Get Data window will open.

3.On the side menu, select Other or enter "EQuIS" into the search box. Select EQuIS.

PBI_PowerBI-Get_Data_Connect

4.Click the Connect button to connect with an EQuIS Enterprise URL.

5.A “Connecting to a third-party service” message box will appear. Click the Continue button.

PBI_PowerBI-Third_Party_Message_Continue

6.Connection to EQuIS is through an EQuIS Enterprise site, not directly to an EQuIS database. An SQL database connection string will not work. Enter the desired EQuIS Enterprise URL and click the OK button.

PBI_PowerBI-Enterprise_Connection-OK

 

User Authentication

 

Three methods of user authentication to the EQuIS Enterprise site are supported: (1) Basic, (2) API Token, and (3) Sign in with Microsoft.

PBI_PowerBI-Authentication_Basic

Basic – Enter your EQuIS username and password for the Enterprise site.

 

API Token – Users assigned to the REST API role can generate a token in the User Profile Editor in EQuIS Enterprise.

 

Sign in with Microsoft – If the Enterprise site is appropriately configured, users may be authenticated with Azure Active Directory (or what is known as your Office 365 organizational account).