Form Connector – Power BI

Form Connector – Power BI

This is a Premium connector that directly connects to Microsoft Power BI.

Power BI is a business analytics solution that includes multiple tools and building blocks to visualize your data and share insights across your organization.

Our platform allows you to quickly and easily insert your Form Entries, including repeatable captured data, as rows in a target Power BI dataset.

Before you add a Connector, you must ensure a valid Power BI Connection (legacy) is set up in your organization. A recommended alternative is to use the Microsoft Graph instead.

Adding the Connector

Follow these steps to add the connector to your specific form:

  1. Navigate to App Workshop > Forms.
  2. Hover over your desired form and click the Connect icon.
  3. Click the Add Connector button (top-right).
  4. Select Power BI (Legacy) from the options.

Note: The page will refresh with the connector added. Changes are not live until you click Save.

Quick Access Tip

If you are already inside the Form Builder or Settings view, you don’t need to go back to the main menu. Simply click the Connectors tab located directly under the form title at the top of the screen.

Configuring the Connector

After adding the form connector, the following configuration options are available.

Dataset Name

Name the Power BI dataset, which will store entry data captured for this Form.

This dataset is created automatically when the first Form entry is captured against this Connector.

Data Columns

Specify which Form fields to populate as row values in your target dataset.

Upon your first Form entry, each selected Form field will auto-create a column of the same name if it does not already exist.

Power BI REST API Restrictions

A maximum of 75 columns is permitted by Power BI. For more information click here.

Replace Placeholders with Display Text

By default, placeholders will be replaced with the raw answer value from the form entry.

For example, Date values are stored as UTC time in ISO 8601 raw format, e.g., 2015-10-23T15:05:07Z.

Select this option if you wish to replace it with user-displayed text instead, e.g., 23-Oct-2015 05:05:07, assuming your time zone is UTC-10.

Anonymize Personal Data

If enabled, data from fields marked as Personal Data will be converted to a non-human-readable format to aid privacy.

Run Condition

You can also set whether this connector should trigger based on a user’s input or a formula.

When done, click the SAVE button in the top-right corner to save your changes.

Your connector is activated and will push data into Power BI when a form is uploaded.

Viewing Data in Power BI

After a connector is successfully triggered, in your Power BI account, navigate to My workspace > DATASETS and select the Dataset Name added when creating your Power BI Form Connector.

Next, you’ll need to configure visualizations and fields that you want the dataset visual to display.

Once your visual is complete, hit “Save” in the top-right corner to create a report which can then be pinned to a Dashboard.

For guided learning on how to use Microsoft Power BI, we recommend getting familiar here:

https://docs.microsoft.com/en-us/power-bi/guided-learning/index

FAQs

Below are some commonly asked questions.

Q: Data is not refreshing automatically in Power BI?

Datasets in Power BI need to be refreshed manually using the Refresh button.

You can also configure a scheduled refresh to automatically refresh datasets.

https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh

Q: The data structure is impacted when we add/remove a field in the form?

 When adding new fields to a form, you need to manually update the Power BI connector and update the fields that need to be included in the dataset.

When you remove a field from the screen design, it will be automatically removed from the connector.

The Dataset in Power BI will update according to the connector configuration. So the columns in your Dataset are defined by the fields selected in the connector.

Q: Is it possible to get data from previous form uploads to Power BI when adding a Power BI connector to an existing form?

Only entries captured after adding the Power BI connector will be uploaded to Power BI.

However, importing/syncing files from a local drive, OneDrive – Business/Personal, or SharePoint Team Sites is possible.

https://docs.microsoft.com/en-us/power-bi/service-get-data-from-files

Power BI REST API Restrictions

  • 75 max columns
  • 75 max tables
  • 10,000 max rows per single POST rows request
  • 1,000,000 rows added per hour per dataset
  • 5 max pending POST rows requests per dataset
  • 120 POST rows requests per minute per dataset
  • If a table has 250,000 or more rows, 120 POST rows requests per hour per dataset
  • 200,000 max rows stored per table in the FIFO dataset
  • 5,000,000 max rows stored per table in ‘no retention policy’ dataset
  • 4,000 characters per value for the string column in the POST rows operation

If any of the above restrictions are exceeded, the connector will fail. To resolve the issue, limit the number of Dataset columns (fields selected) configured in the failing Power BI Connector.

    • Related Articles

    • Connecting to Power BI

      Legacy Feature The original vendor no longer supports this type of connection. Instead, use or switch to an MS Graph Connection for your Power BI integrations. Microsoft Power BI is a business intelligence tool that enables users to visualize, ...
    • Form Connector – ArcGIS

      After adding and authenticating an ArcGIS Connection, you can easily send form entry data to the ArcGIS API by configuring the ArcGIS form connector, as shown in this article. Adding the Connector Follow these steps to add the connector to your ...
    • Form Connector – Twilio

      A Twilio Form Connector helps you send and manage short messages programmatically. Our platform lets you quickly and easily send text messages when a Form entry is uploaded and/or a Task Connector’s triggering condition occurs. Set Up Twilio ...
    • Form Connector – MySQL

      After adding and authenticating a MySQL Connection, you can add Data Source Connectors to pull data from a database or push data on form submissions using Form Connectors, which is what this article is about. Our platform lets you quickly and easily ...
    • Form Connector – Salesforce

      Our Premium connector for direct connection to Salesforce. Our platform enables you to quickly and easily connect to objects on your Salesforce account. This enables a one-way synchronization to occur, where any Form output files are pushed to ...