Power BI Connector

Overview

This article provides instructions for CMiC Power BI Connector.

The connector currently provides the following feature set:

  • Connectivity via CMiC APIs

  • Support for Basic Authentication (AuthN)

  • Provides a limited set of CMiC Objects available under Power BI Navigator

  • Supports retrieval of all items using CMiC API pagination

Supported CMiC Objects

The following tables provide a list of categories and supported API objects.

Category Objects
Accounts Payable

Vouchers

Cheques against Vouchers

Accounts Receivable

Invoices

Outstanding Invoices

Payments

Invoice Memo Logs

Invoice Payments

Core System Business Partners
General Ledger Companies
Job Costing

Jobs

Job Phase Categories

Job Phase Codes

Job Categories

Unposted Transactions

Transaction Header Information

WIP Report

Contract Forecast Archive

Purchase Order Purchase Order Details
Change Management

PCI Masters

PCI Details

Human Capital Management

Employees

Employee Pay Histories

E-Timesheets

Employee Timesheets

Requirements

The following is required to use the CMiC Power BI Connector.

  • Power BI Desktop application

  • CMiC API Server URL

  • CMiC User credentials

  • CMiC Power BI Connector CMiC.PBI.Connector.mez file

Security

The CMiC Power BI Connector uses Basic Authentication, which relies on a static user login and does not support SSO. Therefore, the user account enabled for Power BI should not have SSO enabled. This functionality is already available today.

The CMiC APIs used by the Power BI Connector should point to a CMiC Cloud API server. For a list of Cloud API servers, see Cloud Web APP and API URLs. As such, authentication must be handled by a dedicated service account, ensuring seamless access to data sources without requiring interactive logins, which are typically used by SSO-enabled user accounts.

While the Power BI connector currently relies on Basic Authentication, OAuth 2.0 support for Cloud customers is planned for future releases.

See the following links for more information on installing and using Power BI: