After you have configured your data source, you can use the driver to access your data with Power BI. Power BI is a business intelligence software program that allows you to easily create reports and visualized representations of your data. By using the driver with Power BI, you can improve performance when retrieving data while leveraging the driver's relational mapping tools.
1. Navigate to the \tools\Power BI subdirectory of the Progress DataDirect installation directory; then, locate the installation batch file install.bat.
2. Run the install.bat file. The following operations are executed by running the install.batfile:
The Power BI connector file, DataDirectDynamics365.pqx, is copied to the following directory.
%USERPROFILE%\Documents\Power BI Desktop\Custom Connectors
The following Windows registry entry is updated.
HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Power BI Desktop\TrustedCertificateThumbprints
3. Open the Power BI desktop application.
4. From the Get Data window, navigate to Other > DataDirect Dynamics 365 Connector.
5. Click Connect. Then, from the DataDirect Dynamics 365 Connector window, provide the following information. Then, click OK.
Data Source: Enter a name for the data source. For example, Dynamics 365 ODBC DSN.
SQL Statement: If desired, provide a SQL command.
Data Connectivity mode:
Select Import to import data to Power BI.
Select DirectQuery to query live data. (For details, including limitations, refer to the Microsoft Power BI article Use DirectQuery in Power BI Desktop.)
6. Enter authentication information when prompted. Once connected, the Navigator window displays schema and table information.
7. Select and load tables. Then, prepare your Power BI dashboard as desired.
You have successfully accessed your data and are now ready to create reports with Power BI. For more information, refer to the Power BI product documentation at Power BI documentation.
The Power BI connector file, DataDirectDynamics365.pqx, is copied to the following directory.