Forum Discussion

rcallahan's avatar
rcallahan
New Member
9 years ago

Creating calculations in app from insightly data

Hi, I'm brand new to Power BI and am still learning what I can do. I've connected to insightly, mailchimp and Google Analytics and have the premade dashboards, which is great. But, now, I'd like to create my own reports. I can filter data in the Power BI app but am I able to create calculations in there? For example, I'd like to know the difference between two fields: Date_Created and Forecast_Close_Date (both from insightly) so I have a better understanding of how long it takes my sales team to close an Opportunity. I can't do it in Desktop because insightly isn't available there yet - how would I do it in the app?

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi rcallahan,

     

    >>I can filter data in the Power BI app but am I able to create calculations in there?

     

    You can't create calculations at service side, current calculations only support at desktop side. You need to create or modify them(measures or calculate columns) at desktop side, then publish to service.

     

    Regards,

    Xiaoxin Sheng

  • Hello rcallahan You can connect insightly data directly to PBI desktop using an external connector. I use windsor.ai to connect it and it saves me a lot of time