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Casey_Harless's avatar
Casey_Harless
New Member
10 years ago
Solved

Autotask Data Warehouse Integration

As a person with little database experience, and first time user to PowerBI, I would like some lay-person-level advice on how to import data from Autotask. Autotask has a Data Warehouse that, accordi...
  • Anonymous's avatar
    Anonymous
    10 years ago

    Casey_Harless AutoTask won't be able to assist you, as you will need to build a Tabular model and deploy it to an SSAS (SQL Server Analysis Services) instance in your domain. The AS Connector then points at that SSAS instance.

    If you are trying to use the connector - you will need to leverage the additional technologies Visual Studio (SQL Server Data Tools) and have a SQL SSAS instance.

    I have been unable to direct connect to AutoTask from Power BI Desktop, so I had to pull the data I wanted into my own database using SSIS (Sql Server Integration Services - also a Visual Studio thing). I did this also so that I can leverage other company information as well. Then I built a tabular model, and deployed to my SSAS instance. Then I connected the AS Connector to my SSAS instance.

     

    That is alot of info, so feel free to ask questions.

     

    TLDR; You can't just hook up the AS Connector to AutoTask. It's not a model, and not in your domain.

Anonymous's avatar
Anonymous
Not applicable
9 years ago

HHassan The Autotask warehouse is based in SQL Server. If you want to, you could directly connect from Power BI to that SQL Server, provided you are paying for the access to the database.

Get Data -> SQL Server -> Enter the Server -> Select your provisioned Database -> Enter SQL Credentials and you can access your views.

Pierre1007's avatar
Pierre1007
Frequent Visitor
9 years ago

Anonymous Thanks for the details.

I just wanted to confirm: Following the Get Data, where do you get the option of SQL Server?

Did you mean: Get Data -> Databases -> SQL Server Analysis Services?

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Pierre1007 My guess is that you are in the Power BI Service. You need to use the Power BI Desktop. Selecting "SQL Server" from the dropdown, should look like this:

    • Pierre1007's avatar
      Pierre1007
      Frequent Visitor
      9 years ago

      Anonymous That's great. Thanks for the help.

    • HaydenR's avatar
      HaydenR
      Regular Visitor
      8 years ago

      Hi Seth,

       

      We have the AT Report Data Warehouse working well with Power BI Desktop but when we publish to Power BI Service we are having trouble refreshing the data (probably becuase the Azure IPs are not whitelisted). How did you get around this?

       

      Thanks

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        HaydenRMarcDoran Due to having to whitelist IPs to Autotask we don't directly hit it with Power BI, because that just adds to the headache. We used an SSIS process to ingest the information we wanted out of Autotask and imported it to a local SQL DB. Then we connect to that from Power BI. The frequency doesn't matter because the Autotask warehouse is only updated 1x per day anyway.

        So, my recommendation is to extract it from Autotask and push it to a database that you own. Then you won't have any issues trying to directly connect.