Automate - Connect Power BI - OData
The material in this document is for informational purposes only. This guide assumes that the most recent version of Rampiva Automate is in use unless otherwise noted in the prerequisites. The products it describes are subject to change without prior notice, due to the manufacturer’s continuous development program. Rampiva makes no representations or warranties with respect to this document or with respect to the products described herein. Rampiva shall not be liable for any damages, losses, costs or expenses, direct, indirect or incidental, consequential or special, arising out of, or related to the use of this material or the products described herein.
Introduction
Utilize this article to load your OData into Power BI.
Prerequisites
Rampiva Scheduler 5.0 or later
Rampiva Automate Authentication Service(s) configured
Power BI Desktop Oct 2019 or later
Instructions
A. Updating an Existing Power Bi Template to connect to Rampiva Automate
| 1 | Download and launch the Power Bi Template provide by Rampiva. | 
|
| 2 | Click Cancel on the initial Refresh. | 
|
| 3 | Select the Transform Data pull-down from the Power Bi menu ribbon. |  |
| 4 | Select Data Source Settings. | |
| 5 | Click on the existing OData Source. | |
| 6 | Click Change Source… | |
| 7 | Update the URL to refer to your environments Rampiva Automate OData feed. You can find this value by browsing to Settings, User Resources, OData Reporting in Rampiva Automate. Ensure that you also include the port in the URL for the OData feed. |
|
| 8 | Click OK. | |
| 9 | Next, click Edit Permissions… |
|
| 10 | On the Edit Permissions dialogue box, click Edit… |
|
| 11 | Log in with a valid Rampiva Automate credential. |
|
| 12 | Click Save and OK on the Edit Permissions dialogue box. | |
| 13 | Click Close on the Data Source Settings dialogue box. | |
| 14 | Finally, click Refresh from the Power Bi menu ribbon. |
|
| 15 | If successful, Power Bi will begin reading the Rampiva Scheduler OData feed and tables. |