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Power BI: Schedule data refresh with on-premises data gateways

Learn how to set up on-premises data gateways for your Power BI connection with SafetyCulture.

Why set up on-premises gateways for my Power BI?

Currently, our SafetyCulture connector for Power BI Desktop is a custom connector, meaning data refresh can only be performed manually. Setting up on-premises gateways allows you to schedule data refresh for your Power BI connections, giving you the confidence that your iAuditor data will always be up-to-date when you use Power BI.

1. Install an on-premises data gateway

If your organization uses Power BI extensively, you may want to check with your IT team to see if an on-premises data gateway is already installed. If that's the case, skip to section "2. Connect iAuditor to your Power BI".

If you need to install an on-premises data gateway, you can install it in either personal or standard mode:

If you're unsure of which mode you should install, we recommend checking with your IT team.

2. Connect SafetyCulture (iAuditor) to your Power BI

  1. Download the latest version of the "SafetyCultureSigned.pqx" file. Download the SafetyCulture Power BI connector's release file.

  2. On the same device as your on-premises data gateway, 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".

  3. 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".

  4. Copy and paste the downloaded "SafetyCultureSigned.pqx" file into the "Custom Connectors" folder.

  5. 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

  6. If you want to use Power BI Desktop with your data as well, you can follow our Power BI Desktop instructions.

3. Confirm custom connectors are enabled

As the SafetyCulture connector for Power BI is a custom connector, you'll need to confirm that custom connectors are enabled for your on-premises data gateway.

If you can't find "SafetyCulture" in the dropdown menu when selecting connectors, return to section "2. Connect SafetyCulture (iAuditor) to your Power BI" and repeat each step carefully. The SafetyCulture connector must be in the correct folder and be trusted as a third-party connector in Registry Editor.

4. Configure scheduled refresh for your Power BI

Now that SafetyCulture is available for your Power BI, you can configure scheduled refresh with your on-premises data gateway.

During setup, when you're adding SafetyCulture as the data source, please make sure the "Data Source Name" matches the "orgName" you provided when connecting SafetyCulture to Power BI. You can find the "orgName" under "Data Source Information".

Frequently asked questions

Yes. We recommend that you watch our releases for the SafetyCulture Power BI connector, as we periodically publish updates to fix bugs or add new features.

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 "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:

A chart showing the relationships between SafetyCulture data set tables.

We offer a sample report that you can download to identify common use cases of iAuditor 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.

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