Forum Discussion
Connecting to Deltek Vision or Cosential?
If the client is using Deltek Flex First then the only way is to use the Hybrid Data Connection/ODBC. I use the api for coding Webservices and data integrations between systems. Thanks.
Thanks. The client is using on-premises Deltek Vision, version 7.6. Any suggestions for connecting with that setup?
Thanks
Aaron
- agarcia04 years agoNew Member
Within Power BI Desktop, you can just enter the server name and pass through either your Windows credentials (if you have db access rights) or a username/pw. Once published, the destination server should be setup using an On-Premise Gateway. It'll pick it up from your connection in the pbix file and online to schedule it, you'll just need to make sure to "map" it to the destination under the gateway and it'll use the connection string there so you don't need to worry about it using your credentials or db username/pw.
- aadilnaeem4 years agoRegular Visitor
Hi
We priovide Power BI services for Deltek clients and have number of solutions developed for Deltek Vision/Vantagepoint
https://bitechsol.com/financial-analytics-for-deltek-vision/
Thanks
- danielpaduck2 years agoHelper III
If your database is on prem then you could just either use an AD account or SQL account and just write your queries against the database.
- moekita1352 years agoNew Member
With Deltek's initiative to move Vision clients to SaaS and VantagePoint, has anyone been able to connect PowerBI to Vision and VantagePoint SaaS? Thank you.
- danielpaduck2 years agoHelper III
Hi,
I have been able to connect to both Vision/Vantagepoint in Deltek Cloud. Deltek allows you to do this with the Data Direct ODBC connection. The client needs to be on Flex or higher tier. Let me know if you have any other questions. Cheers!
- danielpaduck2 years agoHelper III
You could just connect directly to through SQL Server then. Thanks!