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kosmik5
Regular Visitor

Connect Power BI Desktop to insightly

Hi,

    

It doesn't seem possible to connect Power BI Desktop to Insightly although there's a content pack for Power BI Service. Is there a workaround, if we need to build a data model and/or add calculated measures?

 

 E.g. use the content pack for the service and then connect Desktop to Power BI service?

 

Or any better suggestion?

 

Thank You

Hari

1 ACCEPTED SOLUTION
Eric_Zhang
Employee
Employee


@kosmik5 wrote:

Hi,

    

It doesn't seem possible to connect Power BI Desktop to Insightly although there's a content pack for Power BI Service. Is there a workaround, if we need to build a data model and/or add calculated measures?

 

 E.g. use the content pack for the service and then connect Desktop to Power BI service?

 

Or any better suggestion?

 

Thank You

Hari


@kosmik5

You can connect to datasets in Power BI Service from Power BI desktop. See this link. However 


You may not see every dataset that is available to you in the Power BI service, the datasets you'll see listed are:

  • Datasets you have edit access to. These include datasets you've created or datasets you have edit access to in a shared workspace. Datasets created from service content packs should show up in this list as well.
  • Datasets coming from data sources via import, DirectQuery or Push. We do not yet support SSAS data sources via this method, but it is on our roadmap to support this as well.
  • Datasets from Organization Apps once you've made a copy. In order to get edit access to a dataset in an org app, you first need to make a copy.



View solution in original post

1 REPLY 1
Eric_Zhang
Employee
Employee


@kosmik5 wrote:

Hi,

    

It doesn't seem possible to connect Power BI Desktop to Insightly although there's a content pack for Power BI Service. Is there a workaround, if we need to build a data model and/or add calculated measures?

 

 E.g. use the content pack for the service and then connect Desktop to Power BI service?

 

Or any better suggestion?

 

Thank You

Hari


@kosmik5

You can connect to datasets in Power BI Service from Power BI desktop. See this link. However 


You may not see every dataset that is available to you in the Power BI service, the datasets you'll see listed are:

  • Datasets you have edit access to. These include datasets you've created or datasets you have edit access to in a shared workspace. Datasets created from service content packs should show up in this list as well.
  • Datasets coming from data sources via import, DirectQuery or Push. We do not yet support SSAS data sources via this method, but it is on our roadmap to support this as well.
  • Datasets from Organization Apps once you've made a copy. In order to get edit access to a dataset in an org app, you first need to make a copy.



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