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Integration with Power BI | Data visualization in Fluix

The big number of companies prefer collecting field data for further export into an Excel spreadsheet in order to perform manual analysis afterward. Though there is a much more advanced and efficient method to benefit from the data collected into the Fluix datasets – by connecting Fluix to the data visualization platform. One of such platforms is Power BI. 

Power BI is a market-leading data processing and visualization tool that helps to uncover meaningful insights of your current workflow using the data collected by your field team. You can utilize colorful and comprehensible graphs, histograms, and other visualization tools in Power BI to process your field data and get a wide picture of the current conditions and requirements of the different aspects of your business.

Use case examples

Besides saved time and eliminated manual effort, automatically aggregated data can benefit in many processes, such as:   

– Ability to check what is going on on-site.

– Ability for local sites to immediately identify and fix issues.

– Access to granular data, for analyzing and comparing multiple sites in the field.

– Ability to identify trends to optimize efficiency.

– Resource planning.

– Revealing hidden bottlenecks, defects, and missing information.

– Reporting for compliance with regulations (e.g. OSHA).

Before you start

The first step would be extracting data from forms into the Fluix datasets, here you can check how to configure them in Fluix. Please note that the feature is available starting from the Core plan. Another point to mention is the Power BI license you will need to acquire. 

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How it works

Once you connect your Power BI account to Fluix, the data will be automatically pulled from Fluix datasets into Power BI in real time,  empowering you with insightful visualizations, filters, and processing data based on your requirements with the powerful features of Power BI.

How to connect Fluix to Power BI and start pulling data

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://{{url}}/api/public/v1/fdata/dataset/{{id}}",
                [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

6. Replace the link https://{{url}}/api/public/v1/fdata/dataset/{{id}} with the authorization link copied from Fluix.

7. Click ‘Done’.

8. In the line ‘Please specify how to connect:’ click on ‘Edit credentials’.

9. Choose ‘Basic’ and enter user name and password copied from Fluix.

10. ‘Select which level to apply these settings to’ –  select the authorization link you used above.

11. 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:

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

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