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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.

charliemaclean's avatar
charliemaclean
New Member
9 years ago

Hi Casey

 

I use Autotask datwarehouse and have managed to use the SQl connector to import directly to my power Bi giving me the custom dashboards I need. If this is still somehting you are having issue with then I am more than happy to do my best to help.

MarcDoran's avatar
MarcDoran
New Member
8 years ago

Hi Casey,

 

I am looking at integrating AT with PowerBI and was seeking some help in howbest to do this? Are you able to give me sone guidance?

 

Kind regards

 

Marc

  • ShawnHill's avatar
    ShawnHill
    New Member
    8 years ago

    Hi Marc,

     

    Power BI can be connected directly to the AT Data Warehouse although this is not recommended by Autotask due to query speed and delays.  The connection process is pretty simple :

     

    Get Data -> SQL Server ->

     

    Server Name : As provided by Autotask - they use the default port of 1433 so not required to be specified

    Database Name : As provided by Autotask - this *must* be entered

     

    Username : As provided

    Password : As Provided

     

    Note :- This can only be used from a limited number of locations, ensure your public IP is not changing.  Consider how the design of the solution works to promote automation where possible.  Consider a separate SSIS instance to periodically pull down the latest data