Power BI Integration

Goal: Connect Power BI to your governed warm queries.

---

Prerequisites

• Power BI Desktop installed
• API token from OpenIndustrial
• At least one warm query deployed

---

Step 1: Get API Details

1. In OpenIndustrial, go to APIs Menu
2. Find your warm query
3. Copy the endpoint URL
4. Generate an API token

---

Step 2: Create Power BI Data Source

1. Open Power BI Desktop
2. Click Get Data → Web
3. Select Advanced
4. Enter:
   • URL: Your query endpoint
   • HTTP headers: Authorization: Bearer YOUR_TOKEN

---

Step 3: Transform Data

Power Query will show your JSON response:

1. Expand the results array
2. Set column types (datetime, numeric, etc.)
3. Rename columns as needed
4. Click Close & Apply

---

Step 4: Build Reports

Your data is now in Power BI:

• Create visualizations
• Add filters and slicers
• Build calculated measures
• Design dashboard layouts

---

Refresh Configuration

Manual Refresh

Click Refresh in Power BI to pull latest data.

Scheduled Refresh (Power BI Service)

1. Publish report to Power BI Service
2. Configure dataset settings
3. Set refresh schedule (e.g., hourly)
4. Store credentials in gateway

---

Best Practices

Practice	Why
Use warm queries	Pre-aggregated, governed data
Match refresh to query	Don't refresh faster than data updates
Use parameters	Change queries without editing code
Handle errors	Show "No data" gracefully

---

Troubleshooting

Issue	Solution
Authentication error	Check token hasn't expired
No data	Verify query returns results in OI first
Timeout	Query may be too large; add filters
Stale data	Check refresh schedule

---

Next Steps

If you want to...	Go to...
Try Grafana instead	Grafana →
Manage tokens	Security →