Forum Discussion

istvan_gorgey's avatar
istvan_gorgey
Frequent Visitor
8 years ago

Insightly with Power BI Desktop

Dear Forum Members,   I'm suffering a bit with Insightly data connection. I've added PowerBI data source using the Insightly connector and now I have the possibility to define measured values. Ot...
istvan_gorgey's avatar
istvan_gorgey
Frequent Visitor
8 years ago

Hi Yuliana,

 

Thanks for the quick feedback. Yeah I tried it but it will sum all of the probability values which should be a weight instead of sum function. 

 

So somehow I should use a cycle or of statements to have all the value as a weight.

 

If you have any idea please help me.

Thanks in advance!

BR, IStván

 

tonyinsightly's avatar
tonyinsightly
New Member
8 years ago

Hi istvan_gorgey,

 

Insightly includes a weighted value field [OPPORTUNITY_VALUE_WEIGHTED], so the calculation is already done for you. Drop that into your report, and you should be all set.

 

Cheers,

 

Tony J. Roma
Senior UX Technical Writer at Insightly

 

 

 

 

 

 

 

 

 

 

 

 

  • istvan_gorgey's avatar
    istvan_gorgey
    Frequent Visitor
    8 years ago

    Thanks but I can not calculate with that either. The problem is that I have USD and EUR values in Insightly and for those I need to calculate the exact amount.

     

    I decided to connect to Insightly API directly from PowerBI Desktop. This will be the easiest solution so we can close this topic.

     

    Thanks.

    BR, István

    • renquism's avatar
      renquism
      Regular Visitor
      8 years ago

      Hi,

       

      How were you able to connect directly to the insightly API?  I am currently trying to do this and am really struggling.  I'm receiving constant errors and there does not seem to be an easy way to do this.  My skills are very limited when it comes to connecting, so if you have any step by step or specific documentation on how you did this I would really appreciate it.  I have tried just about every solution found online but still can't come up with anything.

      • istvan_gorgey's avatar
        istvan_gorgey
        Frequent Visitor
        8 years ago

        Hi,

         

        I actually dropped to use the out-of-the-box Insightly PowerBI Add-On because it is not useful if you would like to do some calculations.

         

        I'm not a developer but I created a JSON code what you can use to connect Insightly's API connection (documented here: https://api.insight.ly/v2.2/Help). I used v2.1 API because with v2.2 I should use pagination to sync more than 100 data elements what would hard for me to develop... With v2.1 you do not have any limitation regarding data sync. 

         

        Here is my code where you should paste your API KEY with Base64 encoded. This is under Query creation in Advanced Editor.

         

        let
            Source = Json.Document(Web.Contents("https://api.insight.ly/v2.1/Opportunities", [Headers=[Authorization="Basic APIKEY", ContentType="application/json"]])),
            #"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
            #"Expanded {0}" = Table.ExpandRecordColumn(#"Converted to Table", "Column1", {
            "OPPORTUNITY_ID",
            "OPPORTUNITY_NAME",
            "OPPORTUNITY_DETAILS",
            "PROBABILITY",
            "BID_CURRENCY",
            "BID_AMOUNT",
            "BID_TYPE",
            "BID_DURATION",
            "OPPORTUNITY_VALUE",
            "FORECAST_CLOSE_DATE",
            "ACTUAL_CLOSE_DATE",
            "CATEGORY_ID",
            "PIPELINE_ID",
            "STAGE_ID",
            "OPPORTUNITY_STATE",
            "OPPORTUNITY_STATE_REASON_ID",
            "IMAGE_URL",
            "RESPONSIBLE_USER_ID",
            "OWNER_USER_ID",
            "DATE_CREATED_UTC",
            "DATE_UPDATED_UTC",
            "VISIBLE_TO",
            "VISIBLE_TEAM_ID",
            "VISIBLE_USER_IDS",
            "CUSTOMFIELDS",
            "TAGS",
            "LINKS",
            "CAN_EDIT",
            "CAN_DELETE"},{
            "OPPORTUNITY_ID",
            "OPPORTUNITY_NAME",
            "OPPORTUNITY_DETAILS",
            "PROBABILITY",
            "BID_CURRENCY",
            "BID_AMOUNT",
            "BID_TYPE",
            "BID_DURATION",
            "OPPORTUNITY_VALUE",
            "FORECAST_CLOSE_DATE",
            "ACTUAL_CLOSE_DATE",
            "CATEGORY_ID",
            "PIPELINE_ID",
            "STAGE_ID",
            "OPPORTUNITY_STATE",
            "OPPORTUNITY_STATE_REASON_ID",
            "IMAGE_URL",
            "RESPONSIBLE_USER_ID",
            "OWNER_USER_ID",
            "DATE_CREATED_UTC",
            "DATE_UPDATED_UTC",
            "VISIBLE_TO",
            "VISIBLE_TEAM_ID",
            "VISIBLE_USER_IDS",
            "CUSTOMFIELDS",
            "TAGS",
            "LINKS",
            "CAN_EDIT",
            "CAN_DELETE"})
        in
            #"Expanded {0}"

         

        If you need further assistance feel free to contact me.

        BR, István