Submit a request Sign In
  • Logout
    Home  >   Articles   >  Get insights using Power BI
    Articles in this section
    Asterisk Telephony Gateway Knowlarity Telephony Gateway Configure SMPP SMS Provider Telzio Telephony Gateway Facebook Integration with Live Chats Google Contacts and Calendar Integration Google Drive Integration Dropbox Integration Duocom Telephony Gateway Vtiger CRM Integration with Magento Mailchimp Integration QuickBooks Online Version Integration Microsoft Outlook Plugin Integration with Vtiger Office 365 Integration Olark Chats Integration QuickBooks Desktop Version Integration Stripe Integration in Vtiger Understanding DocuSign Integration Using Google Meet Vtiger Buzz Vtiger Enrich for LinkedIn Vtiger Gmail add-on Vtiger Gmail Plugin Xero Integration Zapier Integration Tally Integration Microsoft Teams and Vtiger CRM Integration Using Webex Meetings in Vtiger CRM Using Zoom Meetings in Vtiger CRM Integration with Zoho CRM Kaleyra SMS Gateway Integration SMS Gateway Center Integration 3CX Phone Integration with Vtiger VICIdial Integration Integration between Pipedrive and Vtiger CRM Basic Authentication Deprecation by Microsoft Exchange Online Phone Calls Integration with Plivo JioMeet Integration with Vtiger CRM Instamojo Integration with Vtiger CRM Hosting a Knowledge Base Portal on your Website Using Custom URL Managing your Facebook Account with Vtiger Social Twitter Integration with Social Module Google Lead Form Extensions Integration Facebook Lead Ad Forms Integration Telegram Integration with Vtiger CRM Microsoft Outlook Add-on WhatsApp Integration with WATI WhatsApp Integration - Overview WhatsApp Integration With Clickatell Ozonetel Telephony Gateway Open Source FAQs WhatsApp Integration with Gupshup Managing your Google My Business Account with Vtiger Social IndiaMART Integration Twilio Telephony Gateway Exotel Telephony Gateway 2-way Sync with Yahoo Telnyx SMS Integration with Vtiger CRM Vtiger CRM Bot in Google Chats Vtiger in Webex Spaces Exchange Connector Integration with Vtiger Configure PayPal to process your payments Twitter DM Integration with Vtiger CRM Instagram DM Integration with Vtiger CRM WooCommerce Integration with Vtiger CRM WhatsApp Integration with Wablas WhatsApp Integration with Twilio Sage Business Accounting Integration WhatsApp Integration with IMI Mobile The Hunter.io Feature Tata Tele Business Services Integration iRujul Integration with Vtiger CRM WhatsApp Personal Number Integration with Vtiger CRM SMS Alert Gateway MYOB Accounting Integration Razorpay Integration Constant Contact Integration Clearbit Integration with Vtiger CRM

    Get insights using Power BI

    B
    Bindu Rekha Babu
    16 Apr, 2024 - Updated 7 days ago
    Table of Contents

    Introduction

    Vtiger Sales Manager Template App for Power BI comes ready with charts and reports. Vtiger also has an OData feed to enable custom reports and charts in Power BI.
    Vtiger offers the following to enable Insights via Power BI:

    • OData feeds for each module.
    • Vtiger Sales Manager Template App with over 15 ready-to-use charts or reports.

    Vtiger Template App setup in Power BI

    Follow the below steps to install Vtiger Template App in Power BI and generate insights:

    For the Web browser version

    1. Open your Power BI account.
    2. Click on Get Data.
    3. Click on Services under Discover content.
    4. Search for Vtiger in the AppSource.
    5. Click on Vtiger Sales Manager Analytics (Preview).
    6. Click on GET IT NOW to install.
    7. Click on Install.

    After installing successfully, click on the Vtiger app and select Connect Data:

    1. Enter your Vtiger instance URL. E.g., https://grasspods-doc.od2.vtiger.com/restapi/V1/OData/Pull/odata.svc/Entity.
    2. Select Authentication Method = Basic.
    3. Enter your Username and Access Key as Password.
    4. Now, view the Sales Insights.

    For the Desktop version

    1. Open your Power BI desktop app and Sign in to your account.
    2. Click on Get Data under Home tab and select Power BI datasets.
    3. Click on Vtiger Sales Manager - ver 2.0 and Load.
    4. Click on the relevant fields and see the report.
     

    Power BI Booster Pack

    Power BI Booster packs are available for the One professional edition.

    After installing the Booster pack, it will show the data on trying with Odata URLs like:

    • Fetch records with limit
    • Fetch records with selected fields
    • Fetch with conditions
    • Count the total number of records
    • Skip a few records from the result
    • Verify with a standard user
    • Verify custom module
    • Verify sharing rules access
    • Verify by making the quantity of the booster pack zero and one
    Was this article helpful?
    0  out of  4  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger