Power BI Desktop: Pull data via the SafetyCulture connector
Learn how to connect your organization's data to Power BI Desktop.
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.
Power BI data sets
The SafetyCulture connector for Power BI Desktop is capable of retrieving the following data sets:
Users (requires the "Platform management: Users" permission)
Groups (requires the "Platform management: Groups" permission)
Group users (requires the "Platform management: Groups" permission)
Action timeline items
Issues (requires the "Issues: Access" permission)
Issue timeline items (requires the "Issues: Access" 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 (iAuditor)
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:
Open Power BI Desktop.
Click Get data in the "Home" tab.
In the pop-up window, search and select SafetyCulture.
Enter your organization's name, then click OK.
Select how you want to authenticate:
Select SafetyCulture API Token in the side panel, then enter your API token.
Select Log in to your account in the side panel, then click Sign in and authenticate the connection by logging in to your account.
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 Load to 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.
Frequently asked questions
You can update your existing connector by replacing the "SafetyCultureSigned.pqx" file in your Power BI's "Custom Connectors" folder with the ".pqx" file from the latest release.
Please note that the iAuditor Power BI connector has been renamed to SafetyCulture Power BI connector from version "1.16.1". If you're updating from version "1.15" or below, please replace your existing "iAuditorSigned.pqx" file in the "Custom Connectors" folder with the new version's "SafetyCultureSigned.pqx" file.
The "parameter expected type Text or Binary" error usually means the API token you've provided for the connector has expired. You can generate a new API token and then follow the instructions below to update your Power BI connector:
Open Power BI Desktop and go to your SafetyCulture dashboard.
In the "Home" tab, click Transform data and select Data source settings.
In the pop-up window, right-click the "SafetyCulture" data source and select Edit Permissions....
In the pop-up window, click Edit... under "Credentials".
Enter your API token in the "Account key" field.
Click Save, then click OK, then click Close.
You can now refresh your dashboard and the error should be fixed.
The "Organization name" helps distinguish between organizations locally. This can be particularly useful if you choose to consume data from multiple iAuditor organizations. The "Organization name" information doesn't get transmitted to our servers and is only stored locally on your machine.
You can label the "Organization name" freely, as long as it's unique.
Yes, the "inspections" and "inspection_items" data sets can be filtered using the provided functions of "GetInspections" and "GetInspectionItems", respectively. Both can be found in the nav table.
You can refer to the following chart for guidance on modeling your SafetyCulture data sets:
This can result from the data simply not existing or that you don't have the right permission. For example:
An empty "schedule_assignees" table could mean that the organization doesn't actually have any schedules created. Learn how to create inspection schedules
Empty "groups" and "users" tables could mean that you don't have the "group management" and "user management" permissions in the organization. Learn how to assign and manage permissions.
Yes, you can schedule Power BI to refresh data automatically by setting up an on-premises data gateway.
Thank you for letting us know.
Power BI: Schedule data refresh with on-premises data gateways
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