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What is Power BI?
Power BI is one of the leading business intelligence tools that can enhance your data analysis experience. It can process large quantities of data with ease and offers powerful visualization options that can help turn insights into action. This, in combination with the data captured by your SafetyCulture users, can bring success to whichever industry you look after.
What you'll need
Please note that the Power BI connector is unsuitable for very large data sets, and SafetyCulture does not support the use of Power BI gateways.
If you find data loading is taking too long, we recommend using the SafetyCulture Exporter or feed APIs to load your organization's data to a database or data warehouse as the source for Power BI reports.
Power BI data sets
The following data sets are available from the SafetyCulture connector for Power BI:
Templates
Inspections
Inspection items
Sites
Site members (requires the "Platform management: Sites" permission)
Users (requires the "Platform management: Users" permission)
Groups (requires the "Platform management: Groups" permission)
Group users (requires the "Platform management: Groups" permission)
Schedules
Schedule assignees
Schedule occurrences
Actions
Action assignees
Action timeline items
Issues (requires the "Issues: Access" permission)
Issue timeline items (requires the "Issues: Access" permission)
Assets
Training course completion (requires the "Training: Manage content" permission)
The data that gets fetched is based on the data to which the account that generated the API token has access to. If you're an administrator, learn how to assign yourself the "Override permissions: View all data" permission to have visibility over all your organization's templates, inspections, and actions.
Connect to SafetyCulture
Download the latest version of the "SafetyCultureSigned.pqx" file.
Navigate to the "Power BI Desktop" folder in your "Documents" directory. If the folder doesn't exist, create a new folder and name it "Power BI Desktop".
Navigate to the "Custom Connectors" folder in your "Power BI Desktop" folder. If the folder doesn't exist, create a new folder and name it "Custom Connectors".
Copy and paste the downloaded "SafetyCultureSigned.pqx" file into the "Custom Connectors" folder.
Open Registry Editor on your computer and trust SafetyCulture as a third-party connector. You may require administrator access or contact your administrator to trust the connector. Enter the following value as the "TrustedCertificateThumbprints" when required:89F5E98CC7432AFA23D784DFE496A67D435767B5
Open Power BI Desktop.
Click Get datain the "Home" tab.
In the pop-up window, search and select SafetyCulture.
Click Connect.
Enter your organization's name, then click OK.
Select how you want to authenticate:
Select SafetyCulture API Tokenin the side panel, then enter your API token. If you're a part of multiple organizations, we recommend that you use this method to authenticate your Power BI connector.
Select Log in to your accountin the side panel, then click Sign inand authenticate the connection by logging in to your account.
Click Connect.
In the "Navigator" pop-up window, browse the available data sets in table format and select the tables you want to import.
You can click Loadto immediately import the selected tables or click Transform Data to transform and clean the data before importing. Please note that the time required to load the data depends on several factors, including the network speed.
If you're on Enterprise Plan, contact your customer success manager for help with SSO, user provisioning, or third-party integrations (Power Automate, Power BI, Zapier). Our customer support team can only provide limited assistance in these areas.
