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dtordesillas's avatar
dtordesillas
New Member
10 years ago

Can Power BI be used as an interface that pulls data from a BPM Tool?

Hi,

 

Imagine I'm a new client currently being onboarded by my new bank. there is a bunch of due dilligence, paper work, know-your-customer activity that needs to follow a set process, that is tracked by a Business Process Management Tool (BPM) within the bank.

 

As a client I would like to be able to see, online via a web portal the status of my onboarding request, what's been completed, what's next, what' s required of me etc - Can Power BI be this portal?

 

Also assume, as a client, that my online banking access has not yet been enabled, hence my need to visualise the status of the request in a portal (Power I?) while the online banking access is being sorted out.

 

Ideally power BI would continually pull data from the BPM tool inside the bank and visualise it for me when I log into power BI.

 

Second question: how easy or difficult would it be to set me up as a client on power BI in this scenario? any pitfals?

 

Many Thanks!

David

1 Reply

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion
    10 years ago

    Well, the question would be, does the BPM tool have something like an OData feed that can provide this sort of data, if so, then yes. Or, if there is a web page that provides this data, then you can potentially use Power BI to pull that data.

     

    Also, the BPM tool probably has some sort of database backend. It is almost a certainty that Power BI (especially the Desktop) would support pulling from that database if you have read access to it and know the server name, database name, table, etc.