Set up your integration with Power BI

Meet all your reporting needs with our Power BI integration. 

Overview

Plan availability: Advanced with a Power BI license
Required user role: N/A (Everything is managed directly in Power BI)

All your data points in Deal can be deployed in your Power BI account.

Inpart provides a catalog of commonly used reports, but you can easily generate custom reports directly in Power BI. Supported reports are graphs, lists, PowerPoint one-pagers, and automated reports sent by email. Live graphs can also be embedded in existing PowerPoint presentations, so the graphs are always up to date according to the data in Deal. 

The integration model can be adapted based on your requirements and technical capabilities.

There are three integration approaches designed to connect Power BI dashboards with data from Inpart Deal.

• Receive Deal data in your Cloud Storage / Warehouse (Push).

• Connect to Inpart Open API (Pull).

• Extract Deal data from Inpart S3 bucket (Pull).

Each approach offers a different balance between simplicity, control, and security, allowing you to choose the model that best fits your data governance and infrastructure policies. And each model ensures that Power BI dashboards can access reliable, up-to-date data while maintaining compliance and confidentiality.

If further details on implementation, authentication, or security controls are needed, we can arrange a dedicated session to review them.

Receive Deal data in your cloud storage/warehouse (Push)

Inpart creates an integration using SnapLogic that acts as middleware to retrieve and transform Deal data from the OpenAPI and deliver it to cloud file storage (such as Azure Blob, Amazon S3, or Box) or to a cloud data warehouse such as Snowflake.

This approach requires you to provide Inpart with the appropriate credentials to connect to your cloud environment, depending on the platform.

Authentication mechanisms differ depending on each provider’s API model. SnapLogic authenticates to each cloud data source using that provider’s native, secure authentication mechanism.

Key aspects:

• Ownership: Shared. Inpart manages the extraction, you manage the storage and access.

• Security: No credentials in Power BI; you control data access.

• Complexity: Suitable for clients with strict data ownership policies.

Connect to Inpart OpenAPI (Pull)

We provide the credentials and documentation for you to connect to the Inpart OpenAPI, and the rest of the process relies on you and your IT team. You could use a middleware to connect to the API, and then push the data to Power BI, keeping the secrets management in the middleware. This connection is secured by a Cloudflare WAF that guarantees a safe and moderate usage of Inpart resources.

Key aspects:

• Ownership: You own and manage the entire integration and credentials storage.

• Security: All secrets and API keys stay within your infrastructure.

• Complexity: Requires your company's technical resources and integration setup.

Extract Deal data from Inpart S3 bucket (Pull)

If you prefer to pull the data from an Inpart-managed Amazon S3 bucket, we provide the credentials to connect to the S3 bucket, and the rest of the process relies on you and your IT team. You could use a middleware to connect to the S3 bucket, and then push the data to Power BI, keeping the secrets management in the middleware. The data will be deposited in a client-dedicated S3 bucket in different JSON files on a pre-defined frequency.

Key aspects:

• Ownership: You own and manage the entire integration and credentials storage.

• Security: All secrets and API keys stay within your infrastructure.

• Complexity: Requires your company's technical resources and integration setup.

Method comparison table