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hcorrell
New Member

HFM Connection to Power BI

I've heard for a few years that Microsoft was building a direct connection capability between Power BI and HFM, but I haven't heard any updates.  Is this something that is in the works, or just gossip?

1 ACCEPTED SOLUTION
v-henryk-mstf
Community Support
Community Support

Hi @hcorrell ,

 

Based on your description, there is a Hyperion Financial Management to Power BI solution similar to the one below for reference.

related steps:

  • Step 1 – Connect to the Oracle/SQL database with Power Query
  • Step 2 – Create or modify the relationships.
  • Step 3 – Upload to Power BI
  • Step 4 – Setup Dashboard Automation
  • Step 5 – Adding Power Planner for Power BI

From Hyperion Planning or Hyperion Financial Management to Power BI - Power ON BI


If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.


Best Regards,
Henry


If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
MerlinXL
Frequent Visitor

MerlinXL  (merlinxl.com) has an HFM to PowerBI connector.  
1. Install the MerlinXL webservice on an HFM webserver. 
2. Create an HFM webform in HFM Workspace documents

3. Enter the query to the MerlinXL webservice in a PowerBI query specifying the HFM webform name to act as your dataset
4. Build your Power BI Dashboard on the returned HFM dataset.

The same PowerBI query also works in an Excel power query.

v-henryk-mstf
Community Support
Community Support

Hi @hcorrell ,

 

Based on your description, there is a Hyperion Financial Management to Power BI solution similar to the one below for reference.

related steps:

  • Step 1 – Connect to the Oracle/SQL database with Power Query
  • Step 2 – Create or modify the relationships.
  • Step 3 – Upload to Power BI
  • Step 4 – Setup Dashboard Automation
  • Step 5 – Adding Power Planner for Power BI

From Hyperion Planning or Hyperion Financial Management to Power BI - Power ON BI


If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.


Best Regards,
Henry


If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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