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Seamless Integration: Connecting Yeeflow with Microsoft Power BI
Seamless Integration: Connecting Yeeflow with Microsoft Power BI

Integrate Yeeflow with Power BI for advanced data visualization and analytics, enhancing decision-making with seamless data connectivity.

Updated over a week ago

Yeeflow offers seamless integration with Microsoft Power BI, empowering users to leverage the power of data visualization and analytics.

By utilizing the Power BI connector provided by Yeeflow, users can connect their Yeeflow accounts to the Power BI desktop application. This integration allows users to access data lists from Yeeflow and use them as a data source for creating powerful reports in Power BI.

Step 1: Install Power BI Desktop

Begin by installing the Power BI Desktop application on your computer. You can download it from the official Microsoft website and follow the installation instructions.

Step 2: Download the Yeeflow Connector

To connect Power BI with Yeeflow, you need to download and install the Yeeflow Connector. Click here to download the Yeeflow Connector file named "YeeflowConnector.mez".

Step 3: Install the Yeeflow Connector

Once the Yeeflow Connector file is downloaded, locate it on your computer. Copy the "YeeflowConnector.mez" file to the following directory:

[Documents]\Power BI Desktop\Custom Connectors

If the "Custom Connectors" folder does not exist, create it manually.

Step 4: Adjust Security Settings for Data Extensions

Launch the Power BI Desktop application on your computer once it is successfully installed.

Open Microsoft Power BI Desktop. Click on "File" from the top menu. From the dropdown menu, select "Options and settings" and then choose "Options" to open the Options pop-up window.

In the left menu, click on "Security". Under the "Data Extensions" section, select the (Not recommended) Allow any extension to load without validation or warning option by clicking its radio button.

Step 5: Open Yeeflow Power BI Connector

In Power BI Desktop, navigate to the "Get Data" option from the toolbar, or click the "Get data from another source ->" link from the home page.

In the Get Data window, a list of available connectors will appear. Search for "Yeeflow" in the search bar or navigate to the "Online Services" category. Click on "Yeeflow (Beta)" and then click "Connect".

Step 6: Connect to Yeeflow Account

Now, you have two options to connect to your Yeeflow account: API key or OAuth.

Option 1: API Key

Click on the "Feed Key" tab in the authentication window.

Retrieve the API key from the Yeeflow admin center. It can be found in the settings or security section of the admin center.

Enter the API key in the provided field in the authentication window.

Click "Connect" to establish the connection between Yeeflow and Power BI.

Option 2: User Account

Click on the "Organizational account" tab in the authentication window.

Click the "Sign in" button.

A pop-up window will appear, directing you to the Yeeflow login page. Enter your Yeeflow account credentials (username and password) in the login page.

Select the organization associated with your Yeeflow account if prompted. Click the "Connect" button after sign in.

After successful authentication, the connection between Yeeflow and Power BI will be established.

Choose the authentication method that suits your needs: API key or OAuth with user account. Using an API key provides a straightforward and direct connection, while OAuth with user account offers a more interactive and secure authentication process.

Step 7: Selecting Data Lists and System Built-In Data

When creating reports with Microsoft Power BI using the Yeeflow connector, you have the flexibility to choose from a variety of data sources. In addition to your custom data lists, Yeeflow also provides access to system built-in data such as users, departments, user groups, locations, and positions. It's important to note that access to system built-in data is restricted to users with system administrator permissions.

Once the connection is established, you will be able to find all the application that you have permissions to access:

Select the desired data lists to be used as the data source for your Power BI report. Browse through the available data lists and choose the ones that contain the data you want to analyze and visualize.

  1. You can expand each application to view the data lists under this application. Click the checkbox to selected the data lists.

  2. Check the checkboxes for the system built-in data you want to include in your report.

  3. Click the "Transform Data" button to import the selected data into Power BI.

Now, the Power Query Editor window will open automatically, where you can invoke data from the selected data lists.

Step 8: Invoking Data from the Power Query Editor in Microsoft Power BI

Microsoft Power BI provides a powerful feature called Power Query Editor that allows users to transform and shape data from various sources before loading it into their reports and dashboards.

In the Power Query Editor window, you will see a list of queries on the left-hand side. These queries represent the data sources and transformations you have applied to your data.

To invoke data from a specific query, select the query by clicking on it. The query will be highlighted.

With the query selected, you can perform various data manipulation tasks using the available options in the Power Query Editor.

1. For data list of a Yeeflow application, you need to set 3 parameters:

ListID: the unique id of the current data list, you can find the value of List ID from the formula editor box (the number after Key:). Just simply copy this value to paste it to the ListID text box.

RangeStart: The begin data/time to retrieve the data of this query.

RangeEnd:he end data/time to retrieve the data of this query.

2. For built-in data list of Yeeflow, you only need to set 2 parameters:

RangeStart: The begin data/time to retrieve the data of this query.

RangeEnd:he end data/time to retrieve the data of this query.

Click the "Invoke" button to invoke the selected query to data table.

Double click on each invoked data table to rename the table name:

After applying the transformation, click on the "Close & Apply" button in the Power Query Editor ribbon. This will close the Power Query Editor window and apply the changes to your report.

Step 9: Create Reports with Power BI

The invoked data will now be available in your Power BI report, ready for visualization and analysis. You can find those data tables from the right side panel. Expand each data table view and select columns as needed.

You can use this data to create charts, tables, and other visualizations to gain insights and make data-driven decisions.

If you need to modify the invoked data later, you can reopen the Power Query Editor by clicking on the "Edit Queries" button in the Home tab of the Power BI ribbon. This will allow you to refine and enhance your data transformations as needed.

Integrating Yeeflow with Microsoft Power BI opens up new possibilities for data analysis and visualization. By connecting your Yeeflow account to Power BI,you can gain valuable insights, make informed decisions, and effectively communicate the data-driven story within your organization.

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