Microsoft Power BI is a Data Visiualization and Business Intelligence tool. It enable organizations to make confident decisions using up-to-the-minute analytics. In this guide I'll show you how to quickly set up a connection to your PeopleGoal account to create a refreshable report in Power BI.
Your PAT (Personal Access Token) is unique to your profile in PeopleGoal and acts like an API key. You'll need this key to connect to the PeopleGoal API and retrieve the data for your BI report.
To get your PAT you need to navigate to your profile on PeopleGoal:
Note: Your PAT is unique and each time you generate a new one the old is revoked.
Assuming you want to retrieve data for a specific app, you'll need the App ID for that app. The easiest way to find this value is to browse to the app in PeopleGoal and look in the URL bar. The value should look like this:
The App ID is the part of text that follows /apps/. In this example, the value is: e51ca9df-0462-4275-9128-b8edb9921a5e.
Note: You can also retrieve data for an entire workspace. Get the workspace ID in this step and replace app_id with workspace_id in Step 4.
Open Power BI in your dekstop. We'll use the web source here and retrieve data directly from the PeopleGoal API. Click on 'Web'.
This is the hard part, but this only has to be completed once. In this step we are going to create the connection to the PeopleGoal API with the PAT we retreieved in step 1. Complete the following steps:
Next, we need to add our PAT to the HTTP headers to authorize our requests:
Your connection request should look something like the screenshot below. Make sure to follow these steps exactly - the rest is easy!
In the next screen you'll need to confirm you want to access web content. Select the level as shown in the screenshot below, and click 'Connect'.
You should see a connection window when Power BI requests the data from the PeopleGoal API. Assuming the connection is successful, you will now be able to create your report in Power BI. You can format your query in the following window and then begin to use the full 'power' of Microsoft Power BI!. If you have any questions or comments feel free to reach out below.
PeopleGoal Support Team
Account Management & Implementation Specialists