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twrigglesworth2
Regular Visitor

Using Power BI with AutoTask

Hello everyone,

 

Would I be able to get some help from Power BI wizards, using AutoTask?

 

We are looking at creating ticket reports from Power BI but need to connect the two together. Looking over previous posts and websites, it seems to be a case of choose SQL Server and enter the address.

 

AT dont support Power BI but do confirm the two should talk. When I enter the SQL address given (https://webservices16.autotask.net/atservicesrest/V1.0), it wants either a Windows Account, Database or Microsoft account (no option for API).

 

Has anyone successfully made this connection and if so, can you provide some pointers.

 

Kind regards

Tom

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi, @twrigglesworth2 

AutoTask has a direct database access option. $250/month and limited to 3 IP addresses.

vjianpengmsft_0-1737683675202.png

I recommend the Seth_C_Bauer scenario for integrating AutoTask into Power BI:

vjianpengmsft_1-1737683754169.png

Link to post on the same issue:

Solved: Autotask Data Warehouse Integration - Microsoft Fabric Community

If you still want to use the rest api to get data from AutoTask, you need to understand the Web.content function in Power query and use it to connect to AutoTask's API:

Create a POST request with Power BI – PBI Guy

Solved: How to make a GET or POST request in Power Query (... - Microsoft Fabric Community

 

Best Regards

Jianpeng Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Hi, @twrigglesworth2 

AutoTask has a direct database access option. $250/month and limited to 3 IP addresses.

vjianpengmsft_0-1737683675202.png

I recommend the Seth_C_Bauer scenario for integrating AutoTask into Power BI:

vjianpengmsft_1-1737683754169.png

Link to post on the same issue:

Solved: Autotask Data Warehouse Integration - Microsoft Fabric Community

If you still want to use the rest api to get data from AutoTask, you need to understand the Web.content function in Power query and use it to connect to AutoTask's API:

Create a POST request with Power BI – PBI Guy

Solved: How to make a GET or POST request in Power Query (... - Microsoft Fabric Community

 

Best Regards

Jianpeng Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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