Power BI Connector
Updated
Microsoft Power BI is a business analytics service that provides interactive visualizations with self-service business intelligence capabilities, enabling end-users to create reports and dashboards by themselves without having to depend on information technology staff or database administrators. You can add Sprinklr as a data source in Power BI to create data visualization sheets.
Use Cases
Access out-of-the-box Marketing, Advertising, Research, Care and Engagement dashboards powered by Sprinklr to gain holistic insights from across your brand’s 35+ modern channels to understand the full impact of your global campaigns, including reach, top content, and sentiment.
Real-time data accuracy to support key decisions and strategy.
Enrich existing data with social messaging for an added layer of context.
Create custom data groupings from multiple platforms in Sprinklr then view it Power BI in a single widget.
Create Custom metrics in Sprinklr and send all aggregatable metrics to Power BI automatically in real-time.
This connector lets you use DirectQuery to offload processing to Sprinklr, which is great when you have a massive amount of data that you don’t want to load into Power BI or when you want to perform near-real-time analysis.
To Export Dashboard Mapping in Sprinklr
Click the New Tab icon
. Under the Sprinklr Social tab, click Reporting within Analyze.
Either select the desired dashboard from the Dashboards Home window or click the Dashboard Menu icon
in the top left corner and select the dashboard that you would like to export.
Click the Options icon
in the top right corner of the Reporting Dashboard, and select Export Dashboard Mapping. For more information, see Export Dashboard Mapping Option in Reporting.
Clicking on the Export Dashboard Mapping option generates an excel export which gives a widget-wise list of filters, dimensions, measurements, and their corresponding Sprinklr Report-Engine mapping which can be used as a reference document for plotting dimensions and metrics in Power BI for a particular widget.
Note
Each tab in excel export corresponds to Sprinklr Dashboard Tab if configured.
To Select Spark in Power BI Desktop
Download and install the Power BI Desktop application.
Note
Power BI Desktop will no longer be supported on Windows 7 after January 31st, 2021. After that date, Power BI Desktop will be supported on Windows 8 or newer versions of Windows, for the most recent release of Power BI Desktop only. For more information, see Get Power BI Desktop.
Launch Power BI Desktop, click Get Data in the toolbar and click More.
In the Get Data pop-up window, search for and select the Spark connector.
Click Connect in the Get Data pop-up window.
In the Spark pop-up window, fill in the required details to configure your environment details. For more information, see Spark — Field Descriptions.
Click Ok in the bottom right corner of the Spark pop-up window. Next, enter the User name and Password details to log in to Sprinklr.
Click Connect in the bottom right corner of the Spark pop-up window. The Power BI Navigator should display the data available for query in your Sprinklr Data Source.
Spark — Field Descriptions
Term | Description |
Server | Enter the details as provided by the Support Team. You are required to fill server info in the format provided and just changing the <env> basis on the information below: https://<env>-data-connector.sprinklr.com:443/cliservice Here the <env> could be prod, prod2, prod3, prod4. Additionally, a key generated for one environment, cannot be used in another environment. URL conventions are different for each environment. |
Protocol | Select HTTP as the protocol from the drop-down menu. |
Data Connectivity Mode | Select the DirectQuery from the given options, which lets you offload processing to Spark. This is ideal when you have a large volume of data or when you want near real-time analysis. |
User name | Enter your user name in this given format: <Workspace Name>:<Email> Note that the Workspace Name and Email ID are case sensitive. Example: Global Marketing:ankit.sharma@sprinklr.com |
Password | Enter the Password as provided by the Sprinklr Support Team. Note: Please reach out to support team (tickets@sprinklr.com) to get this generated |
To Select Sprinklr as Data Source in Power BI Desktop
Based on the Reporting Engine and Report Name value from the Export Mapping, select the display option of Engine name appended with the Report name in the Navigator pop up window.
Note
Due to the volume of data, Sprinklr doesn’t load the live preview of the data. So it's okay to proceed to the next step even if the table displays it is empty.
Check the display option and click Load on the bottom right corner of the window.
To Create a Report from the Data Source
For Chart creation in Power BI, use Visualizations panel on the right to display and explore your data.
After clicking on the chart icon, drag the visualization to a location on the canvas where you want the chart to appear. For more information, see Add visuals to a Power BI report.
You can change the chart data and styling using the Filters, Visualizations, and Fields panel mentioned on the right side of the window.
Additionally, you can check the Dimensions and Measurements from the Fields panel to change data fields of the chart based on the Export Mapping Document.
Points to Remember to View and Share your Report
On the Power BI web application, publish and share your Power BI reports and dashboards with teammates in your organization or to everyone on the web.
With sharing, whether you share content inside or outside your organization, you need a Power BI Pro license. The recipients also need Power BI Pro licenses, unless the content is in a Premium capacity.
You can't share directly from Power BI Desktop. You publish reports from Power BI Desktop to the Power BI service.