To use a Power BI tools you should visit Power BI page on our site and generate your connection credentials (or get already generated ones). As you can see here, Improvado uses PostgreSQL for sending data to Power BI. At the Templates tab on the same page, you can see 6 pre-defined templates, showing how to use Power BI visualization capabilities with improvado report data. Feel free also to look at our video tutorial.
At this page you will be able to see your credentials for Improvado PostgreSQL database:
Server: sql.improvado.io or sql.improvado.io:5432
This <number> is a part of your agencies ID.
Just do it! Use Power BI documentation if needed.
You will see all the tables available.
Select the tables needed and click “Load” (Loading process may take some time depending on the size of the tables).
Now you can create a report using data from Improvado DB. You can do it yourself or use one of our templates if needed.
This part is done. You are amazing.
The archive with all templates is provided here
Also, you can ask our team to provide one template for you.
Don’t worry about errors in widget after deleting the test data table. You would need to set up breakdowns and metrics into the widgets.
When you connected DB to Power BI you can just choose a table from DB clicking on Recent Sources and select your recent source.
New data links will replace old and new data will populate the widget
Template is done. You are amazing.