This article discusses Power BI Custom Connector Integration and its basic settings.

After setting up the connection with Precoro API, you can start importing data from Precoro to Power BI.

To do this, use the Navigation window.

From here, you can select which tables you would like to load into your Query Editor. Click on checkboxes to choose the ones you need to build the report.

For most tables, you can specify the data period and choose whether or not to add Document Custom Fields and Item Custom Fields columns to the current table. 

For data period fields (createDate[left_date], createDate[right_date]) set the time range of documents to be loaded into report based on its Creation Date. For instance, if you'll set 01/01/2022 as the left date and 04/04/2022 as the right date, you'll receive a data set with documents created within this date range. 

Please note that:

       - if you won't set createDate[left_date], all available historical data for this table will be loaded;
       - if you won't set createDate[right_date], today's date will be set up automatically.

Hint: do not set createDate[right_date] to configure the automated data refresh easily.

For Document Custom Fields and Item Custom Fields (where applicable), choose the "TRUE" or "FALSE" option. While set as "TRUE," an additional column "DocumentCustomFields" or "ItemsCustomFields" will be added to the end of the resulting table. You'll be able to decompose it and retrieve Codes and Names for all used custom field options divided by levels.

Note that Document Custom Fields / Item Custom Fields parameters affect the connector's productivity, so when you don't need them to be included in tables, set "FALSE" to speed up the data processing time.

Also, note that the resulting data table always contains other default fields with Document Custom Fields and Item Custom Fields (named "dataDocumentCustomFields" and "dataItemsCustomFields"). These fields will be loaded to the resulting table whether you set "TRUE" or "FALSE" and will contain only a set of custom field options IDs.

Where to find Document Custom Field columns:

Where to find Items Custom Field columns:

Press Transform Data and finetune your tables for further usage in reports.

It may take a moment depending on the size of your database and the tables you select.

After reaching the SQL window, you can: 

  • Filter the list of columns based on what you need to build your reports.
  • Unfold columns with nested data. These columns contain objects of Record or List types. To unfold them into additional columns (for Records) and rows (for Lists), click on the corresponding button next to the column name:

Additional detailed instructions on working with List and Record types of data can be found here.

  • Provide additional data adjustments and formatting depending on your needs.

Build your reports and dashboards.

You're all set! Apply your changes and go to report builder.

If needed, you can reach out to the following article to see an example of a report you can build using the Precoro data.