Power BI and insightly integration

[tooba]

Hi,

I conncted to insightly from power BI(power BI service) to use Microsoft created default reports.  It's the first time that I use power BI service and I figured out some capabilitie of Power BI desktop don't exist there(e.g. add conditional column).

Fetched data is dirty in some cases and I need to clean the data. This is a small project and I am not going to fetch insightly data into databse and clean data there. I just need to show corrected data in power BI. Imagine following scenario: 'location of some records are set to 'Mel,Australia' instead of 'Melbourne, Australia', Hence count of records for Melbourne is not correct and I need to change 'Mel' inot 'Melbourne''. I know how to do that in desktop version but I don't have any idea how I can do that in power BI service with limited transform capabilities. I appreciate if someone could help me with this problem.

Regards

[v-yulgu-msft · Accepted solution]

Hi @tooba,

It is not supported to transform columns or create calculated columns/measures in Power BI service. If you want to  change 'Mel' inot 'Melbourne'', I think the only method is connect to insightly from Power BI desktop.

As there is no built-in connector for Insightly in Power BI Desktop via creating a custom connector or utilize Insightly API to get data and import the data to Power BI Desktop via Get Data->Web entry. Reference: Connect Power BI Desktop to insightly

Best regards,

Yuliana Gu

[v-yulgu-msft · Accepted solution]

Hi @tooba,

It is not supported to transform columns or create calculated columns/measures in Power BI service. If you want to  change 'Mel' inot 'Melbourne'', I think the only method is connect to insightly from Power BI desktop.

As there is no built-in connector for Insightly in Power BI Desktop via creating a custom connector or utilize Insightly API to get data and import the data to Power BI Desktop via Get Data->Web entry. Reference: Connect Power BI Desktop to insightly

Best regards,

Yuliana Gu

[tooba · Accepted solution]

Thanks a lot for your comprehensive reply. I could connect to insightly from power BI desktop and I atttached a screenshot for those who may face the same issue.

fig1

[thumbarger]

I connected our Insightly instance to Power BI, and I can view my dashboard.

However, the Edit Report in the top menu is not accessible to me as it is greyed out.

Does anyone know why I cannot edit any of the reports in the dashboard?

Thanks...

.