or
Help > Admin Guide > 14. Integrations > 14.3. Fluix integration with Power BI and Tableau

14.3. Fluix integration with Power BI and Tableau

Data collected by your field teams in PDF forms can be automatically extracted and then analyzed in such data visualization tools like PowerBi, Tableau, and others. Here are the steps how to set up the integration with Power BI and Tableau:

Power BI:

1. Select a dataset or subset in Fluix, click on the Export button (in case you selected subset, click ‘Export’ button and link to PowerBI) and copy authorization link, username, and password.

2. Open Power BI and click ‘Get Data’
3. Select ‘Blank Query’
4. In the left menu click right button on ‘Query 1’ and select ‘Advanced Editor’
5. In the opened window paste the code below:

let
    getData = (optional cursor as text) =>
        let
            cursor = if cursor = null then "" else cursor,
            source = Web.Contents(
                "https://{{ region url }}/api/public/v1/fdata/dataset/{{ datasetId }}",
                [Query=[cursor=cursor]]
            ),
            json = Json.Document(source)
        in
            json
    ,
    data = List.Generate(
        () => [hasNext = true, result = getData()],
        each [hasNext] <> false,
        each [
            result = getData([result][cursor]),
            hasNext = [result][hasNext]
        ],
        each [result][collection]
    )
in
    data 

Instead of the text in grey – paste the authorization link and change it as follows:

Example:
from:https://admin.stage.fluix.io/api/public/v1/fdata/dataset(xxxxx)
to:https://admin.stage.fluix.io/api/public/v1/fdata/dataset(xxxxx)

6. Click ‘Done’
7. In the line ‘Please specify how to connect:’ click on ‘Edit credentials’
8. Choose ‘Basic’ and enter user name and password copied from Fluix
9. ‘Select which level to apply these settings to’ –  select the authorization link you used above
10. Click ‘Connect’11. Click ‘To Table’ as on the screenshot below

12. In the appeared window just click ‘OK’
13. After that you’ll see ‘Column1’ where you’ll need to click ‘Expand to new rows’:

14. Click again on Column1 and select the fields you need and click OK:

Tableau:
1. Select a dataset or subset in Fluix, click on the Export button (in case you selected subset, click ‘Export’ button and link to Tableau) and copy authorization link, username, and password.2. Open Tableau desktop version -> More -> OData

3. Paste there a link, username, and password and click ‘Sign in’. 

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.