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max_Dreamer
New Member

how to connect Veeva CRM data from Power BI

Hello Team,

 

I just want to know, is there any way to fetch data from Veeva CRM to Power BI.

 

I gone through the external third party connector CDATA. is there any other way to connect to Veeva CRM.

 

Regards,

max

1 ACCEPTED SOLUTION
nitishsh91
Super User
Super User

Hi @max_Dreamer 

 

Yes, there are a few ways to fetch data from Veeva CRM to Power BI:

  1. Veeva API: Veeva CRM provides an API (Application Programming Interface) that allows you to access data stored in Veeva CRM. You can use this API to retrieve data from Veeva CRM and then use Power BI to create visualizations and reports based on that data.

  2. Veeva Web Services: Veeva CRM also provides web services that allows you to access data stored in Veeva CRM. You can use these web services to retrieve data from Veeva CRM and then use Power BI to create visualizations and reports based on that data.

  3. Veeva Data Loader: You can also use Veeva Data Loader to extract data from Veeva CRM and then use Power BI to create visualizations and reports based on that data.

Please note that, depending on your Veeva CRM instance configuration and your organization's IT policies, you might need to have permissions and/or ask for support from Veeva CRM administrator or IT team to implement these options.

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2 REPLIES 2
max_Dreamer
New Member

Hi @nitishsh91 ,

 

thanks for detail explaination. Do you have document or refenece link where it shows how to implement it?

 

Regards,

Prashant Sangle

nitishsh91
Super User
Super User

Hi @max_Dreamer 

 

Yes, there are a few ways to fetch data from Veeva CRM to Power BI:

  1. Veeva API: Veeva CRM provides an API (Application Programming Interface) that allows you to access data stored in Veeva CRM. You can use this API to retrieve data from Veeva CRM and then use Power BI to create visualizations and reports based on that data.

  2. Veeva Web Services: Veeva CRM also provides web services that allows you to access data stored in Veeva CRM. You can use these web services to retrieve data from Veeva CRM and then use Power BI to create visualizations and reports based on that data.

  3. Veeva Data Loader: You can also use Veeva Data Loader to extract data from Veeva CRM and then use Power BI to create visualizations and reports based on that data.

Please note that, depending on your Veeva CRM instance configuration and your organization's IT policies, you might need to have permissions and/or ask for support from Veeva CRM administrator or IT team to implement these options.

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