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Casey_Harless
New Member

Autotask Data Warehouse Integration

‎10-06-2015 11:18 AM

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, according to them, "Any reporting tool that can access Microsoft SQL Server views can use the Autotask Report Data Warehouse." (source) It seems the AS Connector is running into an issue and doesn't seem to be much of an option (I am in contact with Autotask about this). I cannot imagine this is an obscure request, perhaps there is already a work around?

 

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Seth_C_Bauer
Community Champion
Community Champion

‎10-06-2015 12:54 PM

@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.


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sjoerd_slabbers
New Member
In response to Seth_C_Bauer

‎07-07-2016 05:28 AM

Hi Casey, did you managed to get this working?

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Seth_C_Bauer
Community Champion
Community Champion
In response to sjoerd_slabbers

‎07-07-2016 06:04 AM

@sjoerd_slabbers Do you have a specific question surrounding accessing the data in AT? Or are you just interested in whether or not setting up the process worked?


Looking for more Power BI tips, tricks & tools? Check out PowerBI.tips the site I co-own with Mike Carlo. Also, if you are near SE WI? Join our PUG Milwaukee Brew City PUG
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