CINXE.COM
Power Business Intelligence (BI) Connector for Real Time Data
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</nav> </div> </header> <div class="nav-overlay"></div> <div class="algolia-hits" id="hits-block"> <h6 class="algolia-post-title">All Posts</h6> <div id="hits"></div> <button id="see-all-button" class="see-all-button cta-btn bg-black text-white">See All Results</button> </div> <div class="hero-wrapper"> <div class="hero-posts"> <div id="post-15291" class="with-featured-image hero-post post-15291 post type-post status-publish format-standard has-post-thumbnail hentry category-analytics category-connectors category-couchbase-server tag-connectors tag-powerbi"> <!-- Get the hero background image --> <div class="site-header-bg-wrap"> <div class="header-opacity"> <div class="header-gradient"></div> <div class="site-header-bg background-effect" style="background-image: url(https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/9.png); opacity: 0.5;"></div> </div> </div><!-- .site-header-bg-wrap --> <div class="container hero-container"> <!-- Hero title --> <div class="hero-text"> <h1 class="entry-title">Transforming Data into Action: Power BI Connector for Real-Time Insights in Couchbase Analytics</h1> <div class="hero-date"> <ul> <li> <!-- Create an avatar link --> <a class="author-profile-avatar" href="https://www.couchbase.com/blog/author/janhavitripurwar/" title="Posts by Janhavi Tripurwar"> <img alt='' src='https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/09/janhavi-couchbase.jpg' srcset='https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/09/janhavi-couchbase.jpg 2x' class='avatar avatar-65 photo avatar-default' height='65' width='65' decoding='async'/> </a> </li> <li> <div class="auth_detail_wrp"> <!-- Create an author post link --> <a class="auth_name" href="https://www.couchbase.com/blog/author/janhavitripurwar/"> Janhavi Tripurwar </a> </div> <div class="date_blog"> <span class="hero-date-span">January 31, 2024</span> </div> </li> </ul> </div> </div><!-- .photo-overlay --> </div><!-- .container --> </div> </div><!-- .hero-posts --> </div><!-- .hero-wrapper --> <div id="page" class="hfeed site container"> <div id="content" class="site-content"> <div id="primary" class="content-area"> <main id="main" class="site-main" role="main"> <article id="post-15291" class="post full-post post-15291 type-post status-publish format-standard has-post-thumbnail hentry category-analytics category-connectors category-couchbase-server tag-connectors tag-powerbi"> <div class="entry-content"> <p><span style="font-weight: 400">We are thrilled to announce the launch of the Power BI Connector for Couchbase Analytics! This exciting development opens up a world of possibilities for seamlessly visualizing Couchbase Analytics JSON data directly in Microsoft Power BI. </span></p> <p><span style="font-weight: 400">Couchbase Analytics stores data in JSON format, while Power BI operates as a relational business intelligence connector tool. The introduction of the Power BI connector for Couchbase Analytics is a game changer for Power BI developers and analysts using Couchbase Analytics. It facilitates the transformation of raw data into meaningful insights, enabling quicker visual data discovery and visualization within Power BI, a widely used business intelligence tool.</span></p> <p><iframe title="Transforming Data into Action: Power BI Connector for Real-Time Insights in Couchbase Analytics!" width="900" height="675" src="https://www.youtube.com/embed/h3UES4kY3sA?feature=oembed&enablejsapi=1&origin=https://www.couchbase.com" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></p> <p> </p> <h2><span style="font-weight: 400">How does the Power BI connector work?</span></h2> <p><span style="font-weight: 400">The Couchbase Analytics Power BI connector works in five easy steps:</span></p> <ol> <li style="list-style-type: none"> <ol> <li style="font-weight: 400"><b>Create tabular analytics views</b><span style="font-weight: 400"> – A </span><a href="https://docs.couchbase.com/server/7.1/analytics/5a_views.html#tabular-analytics-views"><i><span style="font-weight: 400">tabular analytics view</span></i></a><span style="font-weight: 400"> is a non-materialized view created on Couchbase Analytics that defines a schema and primary/foreign keys for a collection or a subquery.</span></li> <li style="font-weight: 400"><b>Download the Power BI connector </b><span style="font-weight: 400">– </span><span style="font-weight: 400"><a href="https://docs.couchbase.com/power-bi-connector/current/release-notes.html#v-1-0">Download the Power BI connector</a> and follow the instructions to copy them to the appropriate folders.</span></li> <li style="font-weight: 400"><b>Download ODBC driver </b><span style="font-weight: 400">– </span><span style="font-weight: 400"><a href="https://docs.couchbase.com/power-bi-connector/current/release-notes.html#v-1-0">Download the ODBC driver</a> and follow the instructions to install the prerequisites and the driver.</span></li> <li style="font-weight: 400"><b>Create ODBC DSN</b><span style="font-weight: 400"> – Launch <em>ODBC Data Source Administrator</em> (64 bit) and create User DSN.</span></li> <li style="font-weight: 400"><b>Launch Power BI Desktop</b><span style="font-weight: 400"> – Connect to Couchbase Analytics server and derive rich visual insights.</span></li> </ol> </li> </ol> <p><span style="font-weight: 400">Let’s walk through an example using this list </span><span style="font-weight: 400">of <a href="https://datahub.io/core/s-and-p-500-companies-financials">companies in the S&P 500</a>.</span></p> <h2><span style="font-weight: 400">Power BI connector to build visual dashboards</span></h2> <p><span style="font-weight: 400">In this example, business users would like to:</span></p> <ol> <li style="list-style-type: none"> <ul> <li style="font-weight: 400"><span style="font-weight: 400">Create a clear and concise graph displaying company names and average dividend yields.</span></li> <li style="font-weight: 400"><span style="font-weight: 400">Explore and visualize the association of each company with its respective sector.</span></li> <li style="font-weight: 400"><span style="font-weight: 400">Introduce advanced filtering options, allowing users to filter companies by sector for a more focused analysis.</span></li> <li style="font-weight: 400"><span style="font-weight: 400">Enable users to set specific criteria, filtering companies based on a price threshold (e.g., price >= 3.88).</span></li> <li style="font-weight: 400"><span style="font-weight: 400">Generate a visual representation of market capitalization by sector, where each sector is depicted with varying sizes based on its market share.</span></li> </ul> </li> </ol> <h3><span style="font-weight: 400">Step 1: Create view</span></h3> <h4>Create a tabular analytics view:</h4> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/1.png"><img fetchpriority="high" decoding="async" class="alignnone wp-image-15305 size-full" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/1.png" alt="" width="714" height="432" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/1.png 714w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/1-300x182.png 300w" sizes="(max-width: 714px) 100vw, 714px" /></a></p><!-- Urvanov Syntax Highlighter v2.8.37 --> <div id="urvanov-syntax-highlighter-674266802ab42301324467" class="urvanov-syntax-highlighter-syntax crayon-theme-classic urvanov-syntax-highlighter-font-monaco urvanov-syntax-highlighter-os-pc print-yes notranslate" data-settings=" minimize scroll-mouseover wrap" style=" margin-top: 12px; margin-bottom: 12px; font-size: 12px !important; line-height: 15px !important;"> <div class="crayon-toolbar" data-settings=" mouseover overlay hide delay" style="font-size: 12px !important;height: 18px !important; line-height: 18px 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title="Open Code In New Window"><div class="urvanov-syntax-highlighter-button-icon"></div></div></div></div> <div class="crayon-info" style="min-height: 16.8px !important; line-height: 16.8px !important;"></div> <div class="urvanov-syntax-highlighter-plain-wrap"><textarea class="urvanov-syntax-highlighter-plain print-no" data-settings="dblclick" readonly style="-moz-tab-size:4; -o-tab-size:4; -webkit-tab-size:4; tab-size:4; font-size: 12px !important; line-height: 15px !important;"> CREATE ANALYTICS VIEW `s-and-p`.data.constituents_financials_view ( Dividend_Yield double, Company_Name String, Sector string, Market_Cap INT,Price double) DEFAULT NULL AS SELECT `Dividend Yield` AS Dividend_Yield, Name AS Company_Name, Sector, `Market Cap` AS Market_Cap,Price FROM `s-and-p`.data.`constituents-financials`</textarea></div> <div class="urvanov-syntax-highlighter-main" style=""> <table class="crayon-table"> <tr class="urvanov-syntax-highlighter-row"> <td class="crayon-nums " 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class="crayon-line" id="urvanov-syntax-highlighter-674266802ab42301324467-1"><span class="crayon-e">CREATE </span><span class="crayon-e">ANALYTICS </span><span class="crayon-i">VIEW</span><span class="crayon-h"> </span><span class="crayon-sy">`</span><span class="crayon-v">s</span><span class="crayon-o">-</span><span class="crayon-st">and</span><span class="crayon-o">-</span><span class="crayon-v">p</span><span class="crayon-sy">`</span><span class="crayon-sy">.</span><span class="crayon-v">data</span><span class="crayon-sy">.</span><span class="crayon-e">constituents_financials_view</span><span class="crayon-h"> </span><span class="crayon-sy">(</span></div><div class="crayon-line crayon-striped-line" id="urvanov-syntax-highlighter-674266802ab42301324467-2"> <span class="crayon-e">Dividend_Yield </span><span class="crayon-t">double</span><span class="crayon-sy">,</span><span class="crayon-h"> </span><span class="crayon-e">Company_Name </span><span class="crayon-t">String</span><span class="crayon-sy">,</span><span class="crayon-h"> </span><span class="crayon-e">Sector </span><span class="crayon-t">string</span><span class="crayon-sy">,</span><span class="crayon-h"> </span><span class="crayon-e">Market_Cap </span><span class="crayon-t">INT</span><span class="crayon-sy">,</span><span class="crayon-e">Price </span><span class="crayon-t">double</span><span class="crayon-sy">)</span></div><div class="crayon-line" id="urvanov-syntax-highlighter-674266802ab42301324467-3"><span class="crayon-st">DEFAULT</span><span class="crayon-h"> </span><span class="crayon-t">NULL</span> </div><div class="crayon-line crayon-striped-line" id="urvanov-syntax-highlighter-674266802ab42301324467-4"><span class="crayon-st">AS</span> </div><div class="crayon-line" id="urvanov-syntax-highlighter-674266802ab42301324467-5"> <span class="crayon-i">SELECT</span><span class="crayon-h"> </span><span class="crayon-sy">`</span><span class="crayon-e">Dividend </span><span 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id="urvanov-syntax-highlighter-674266802ab42301324467-6"> <span class="crayon-i">FROM</span><span class="crayon-h"> </span><span class="crayon-sy">`</span><span class="crayon-v">s</span><span class="crayon-o">-</span><span class="crayon-st">and</span><span class="crayon-o">-</span><span class="crayon-v">p</span><span class="crayon-sy">`</span><span class="crayon-sy">.</span><span class="crayon-v">data</span><span class="crayon-sy">.</span><span class="crayon-sy">`</span><span class="crayon-v">constituents</span><span class="crayon-o">-</span><span class="crayon-v">financials</span><span class="crayon-sy">`</span></div></div></td> </tr> </table> </div> </div> <!-- [Format Time: 0.0010 seconds] --> <p></p> <h3><span style="font-weight: 400">Step 2: Configure DSN</span></h3> <h4>Select the Couchbase Source to connect:</h4> <p>After <a href="https://docs.couchbase.com/power-bi-connector/current/release-notes.html#v-1-0"><span style="font-weight: 400">downloading the ODBC driver</span></a><span style="font-weight: 400">, l</span><span style="font-weight: 400">aunch ODBC Data Source Administrator (64 bit) and create a User DSN.</span></p> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/2.png"><img decoding="async" class="alignnone wp-image-15306" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/2.png" alt="" width="493" height="479" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/2.png 781w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/2-300x292.png 300w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/2-768x746.png 768w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/2-50x50.png 50w" sizes="(max-width: 493px) 100vw, 493px" /></a></p> <h4><span style="font-weight: 400">Create DSN:</span></h4> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/3.png"><img loading="lazy" decoding="async" class="alignnone wp-image-15307" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/3.png" alt="" width="532" height="552" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/3.png 949w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/3-289x300.png 289w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/3-768x796.png 768w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/3-300x311.png 300w" sizes="(max-width: 532px) 100vw, 532px" /></a></p> <h3><span style="font-weight: 400">Step 3: Connect</span></h3> <h4><span style="font-weight: 400">Connect using Couchbase Connector:</span></h4> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/4.png"><img loading="lazy" decoding="async" class="alignnone size-large wp-image-15308" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/4-1024x989.png" alt="" width="900" height="869" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/4-1024x989.png 1024w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/4-300x290.png 300w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/4-768x742.png 768w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/4-1320x1275.png 1320w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/4.png 1357w" sizes="(max-width: 900px) 100vw, 900px" /></a></p> <h4><span style="font-weight: 400">Enter DSN name and select the connectivity mode:</span></h4> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/5.png"><img loading="lazy" decoding="async" class="alignnone size-large wp-image-15309" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/5-1024x393.png" alt="" width="900" height="345" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/5-1024x393.png 1024w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/5-300x115.png 300w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/5-768x295.png 768w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/5-1320x506.png 1320w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/5.png 1395w" sizes="(max-width: 900px) 100vw, 900px" /></a></p> <h4><span style="font-weight: 400">Enter credentials and connect:</span></h4> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/6.png"><img loading="lazy" decoding="async" class="alignnone size-large wp-image-15310" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/6-1024x371.png" alt="" width="900" height="326" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/6-1024x371.png 1024w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/6-300x109.png 300w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/6-768x278.png 768w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/6-1320x478.png 1320w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/6.png 1395w" sizes="(max-width: 900px) 100vw, 900px" /></a></p> <h4><span style="font-weight: 400">Load the data:</span></h4> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/7.png"><img loading="lazy" decoding="async" class="alignnone size-large wp-image-15311" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/7-1024x816.png" alt="" width="900" height="717" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/7-1024x816.png 1024w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/7-300x239.png 300w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/7-768x612.png 768w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/7-1536x1224.png 1536w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/7-1320x1052.png 1320w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/7.png 1755w" sizes="(max-width: 900px) 100vw, 900px" /></a></p> <p><span style="font-weight: 400">Once connected, go to the Data tab in Power BI to see the models:</span></p> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/8.png"><img loading="lazy" decoding="async" class="alignnone wp-image-15312" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/8.png" alt="" width="365" height="310" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/8.png 598w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/8-300x255.png 300w" sizes="(max-width: 365px) 100vw, 365px" /></a></p> <h3><span style="font-weight: 400">Step 4: Visualize data</span><span style="font-weight: 400"> </span></h3> <h4><span style="font-weight: 400">Create Report #1 in Power BI </span></h4> <p><span style="font-weight: 400">Create a bar graph illustrating</span><i><span style="font-weight: 400"> Company Name</span></i><span style="font-weight: 400"> and </span><i><span style="font-weight: 400">Average Dividend Yield</span></i><span style="font-weight: 400">. Enhance visual clarity by assigning distinct colors to bars based on their respective </span><i><span style="font-weight: 400">sectors</span></i><span style="font-weight: 400">. Additionally, incorporate toolkits to showcase the </span><i><span style="font-weight: 400">Price</span></i><span style="font-weight: 400"> and </span><i><span style="font-weight: 400">Market_Cap</span></i><span style="font-weight: 400"> for each company in the analysis. </span><span style="font-weight: 400">Add filter of </span><i><span style="font-weight: 400">Average of Dividend_yield</span></i><span style="font-weight: 400"> > 3.88. Hover on each bar for more information.</span></p> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/9.png"><img loading="lazy" decoding="async" class="alignnone size-large wp-image-15313" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/9-1024x580.png" alt="" width="900" height="510" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/9-1024x580.png 1024w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/9-300x170.png 300w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/9-768x435.png 768w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/9-1536x870.png 1536w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/9-2048x1160.png 2048w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/9-1320x748.png 1320w" sizes="(max-width: 900px) 100vw, 900px" /></a></p> <h4><span style="font-weight: 400">Create Report #2 in Power BI </span></h4> <p><span style="font-weight: 400">With a Treemap between </span><i><span style="font-weight: 400">Sector</span></i><span style="font-weight: 400"> and</span><i><span style="font-weight: 400"> Market_Cap</span></i><span style="font-weight: 400">. Each rectangle represents a sector, displaying market capitalization differences. Hover for specific sector prices.</span></p> <p><a href="https://www.couchbase.com/blog/wp-content/uploads/2024/01/10.png"><img loading="lazy" decoding="async" class="alignnone size-large wp-image-15314" style="border: 1px solid black" src="https://www.couchbase.com/blog/wp-content/uploads/2024/01/10-1024x662.png" alt="" width="900" height="582" srcset="https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/10-1024x662.png 1024w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/10-300x194.png 300w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/10-768x496.png 768w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/10-1536x993.png 1536w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/10-2048x1324.png 2048w, https://www.couchbase.com/blog/wp-content/uploads/sites/1/2024/01/10-1320x853.png 1320w" sizes="(max-width: 900px) 100vw, 900px" /></a></p> <p><span style="font-weight: 400">Hurray! You can now extract real-time operational and visual insights using Couchbase Analytics on JSON data within Power BI.</span></p> <h2><span style="font-weight: 400">Summary</span></h2> <p><span style="font-weight: 400">I hope you’re excited about this highly requested feature for effortlessly visualizing Couchbase Analytics with Power BI. Explore the resources below to kickstart your journey of transforming data into insights. We eagerly await your feedback on the Couchbase Forums. </span></p> <h2><span style="font-weight: 400">Resources </span></h2> <ul> <li style="list-style-type: none"> <ul> <li><a href="https://docs.couchbase.com/power-bi-connector/current/index.html"><span style="font-weight: 400">Power BI Connector Documentation</span></a></li> <li><a href="https://www.couchbase.com/downloads/?family=couchbase-server"><span style="font-weight: 400">Download Couchbase Server 7.2.4 EE</span></a></li> <li><a href="https://www.couchbase.com/blog/couchbase-capella-columnar"><span style="font-weight: 400">Couchbase Capella Columnar Adds Real-time Data Analytics Service</span></a></li> </ul> </li> </ul> <!--begin code --> <div class="pp-multiple-authors-boxes-wrapper pp-multiple-authors-wrapper pp-multiple-authors-layout-simple_list multiple-authors-target-the-content box-post-id-14469 box-instance-id-1 ppma_boxes_14469" data-post_id="14469" data-instance_id="1" 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