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

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

    • renquism's avatar
      renquism
      Regular Visitor
      8 years ago

      Thank you so much! This was exaclty what I was looking for.  One other question, how do you handle the custom fields in Insightly?  The custom fields are bundled together and when I run this query for the custom field name and the custom field value (there can be many values for custom field name), I get a null for the column.

      • dan_blyth_1's avatar
        dan_blyth_1
        Regular Visitor
        8 years ago

        istvan_gorgey did you ever get anywhere with the custom fields within the insightly api?