Guide for Magento 2 Power BI Connector

Magento 2 Power BI connector extension enables the connection between your Magento 2 e-commerce platform and Microsoft Power BI, a powerful business intelligence and data visualization tool.

The extension facilitates the seamless transfer of relevant data from your Magento 2 store to Power BI for in-depth analysis, reporting, and visualization. The admin can export the order and invoice-related data to Power BI.

After the data has been exported to Power BI, the admin can generate the report at the Power Bi console and these reports can then be accessed from the Magento 2 backend.

• Connect your Magento 2 store with the business intelligence tool Microsoft Power BI.
• Create and export datasets of sales order and sales invoice tables.
•  Visualize PowerBi reports and dashboard from Magento 2 backend.
• Create a dashboard in Power BI for your workspace and view it in the Magento 2 backend.

#Download Module

Firstly, you need to log in to Webkul Store, go to My Account>My Purchased Products section, verify and then download and extract the contents of this zip folder on the system.

#Upload Folder

Once the module zip extracts, follow path src>app and then copy the app folder into the Magento 2 root directory on the server as shown below:

#3 Run Commands

You need to run the following commands:

• php bin/magento setup:upgrade
• php bin/magento setup:di:compile
• php bin/magento setup:static-content:deploy
• php bin/magento indexer:reindex
• php bin/magento cache:flush

For translating the module language, navigate through src/app/code/Webkul/PowerBiConnector/i18n and edit the en_US.csv file. Thereafter, rename the CSV as “en_SA.csv” and translate all right side content after the comma in the Arabic language. After editing the CSV, save it.

Now, upload it to the path src/app/code/Webkul/PowerBiConnector/i18n where the installation of Magento 2 is on the server. The module translates into the Arabic Language. It supports both RTL and LTR languages.

The user can edit the CSV like the image below.

First of all, you must have a Microsoft Outlook account to access the Power BI account and the Microsoft Azure account(to create the application there to get the API credentials to be used while configuring at Magento 2 backend).

To create a Microsoft Outlook account, tap this link.

Generate the keys at Azure:

Navigate to the Microsoft Azure login section, and tap on the Sign In option in the top right-hand corner.

This brings the section to sign in with the Microsoft account. Here, enter the details and tap the next button. After that, enter your password and tap the Sign in button.

After signing in, go to all services and tap the Active Directory option.

This brings up the below section. Here tap on the App registrations option on the side panel.

After that, tap the New Registration option to register a new app. Now, enter the app name choose the supported account types, and tap the Register button after that.

Thereafter, you can see the credentials being generated for the application that we created.

Now here, you will get the –

• Client ID
• Tenant Id

How to get the Client Secret:

Now, in the same side panel section, go to Certificates & Secrets and tap the New Client Secret option.

This brings the section to add a description for the Client secret, enter the same, and tap the Add button after that.

After tapping the Add button, the Client’s secret key will be generated.

Note: You need to copy the Value for the secret key. This is displayed only once, so copy it somewhere safe for use at a later time in the extension configuration part.

Configure Platform & Set Redirect URL:

Now, on the side panel for the app, go to Authentication->add a platform->web.

After tapping on the Web, you have to enter the redirect URL. Enter the base URL of your website like www.example.com/ and give the permissions and tap the Configure button for the app.

To make the initial configuration settings for the Magento 2 Power BI Integration extension, navigate through Stores ->Configuration – >Power BI.

Here, the admin will –

• Enable the Power BI feature for the Magento 2 store.
• Enter the Client ID.
• Enter the Client Secret Key.
• Enter the Power BI User Name (The Outlook email ID that was used to log in to the BI account).
• Power BI Password(Enter the password of the Power BI email ID used for login at Power BI).
• Enter the Tenant ID.

After entering all the data, tap the Test Connection button to check if the connection is successful.

Now, the token, and refresh Token will automatically be generated.

Lastly, Save the configuration settings.

After the successful installation and enabling of the extension from the initial configuration settings, the admin can see a Power BI option and different options under that as per the snapshot below.

Note:

• First, create a workspace.
• Then create a dataset.
• After that create tables for the data sets.
• Then go to the datasets and publish the datasets.
• After that go to the table section and export the data to Power BI.
• Then go to the Power BI console and create the reports and dashboard for the workspaces and save them.
• Come to the workspace section at the Magento 2 end and import the reports and dashboards.
• Go to the sections of the report and view the reports for the orders and invoices.
• Go to the dashboard section and view the dashboard for the respective workspaces.

Under this section, the admin will find all of the created workspaces if any. The admin can edit and delete the workspaces as required.

Add Power BI Workspace:

To create a Workspace tap the Add Workspace button and that opens the below section.

Enter the workspace name and tap the Create/Edit Workspace button to save the workspace.

Add Power BI Dataset.

Under this section, the admin will find all of the added datasets if any.

The admin can add, edit, or delete the datasets as required.

To add a new dataset tap the Add Dataset button and that brings up the below section.

Here, for the dataset the admin will –

• Enter the Dataset name
• Choose a Workspace from the list of already created ones.
• Choose the type as temporary or permanent as required.

Lastly, save the dataset.

After saving the dataset it will gets displayed under the list of the datasets.

The status will be To publish when you create the same for the first time. To publish it, first you need to create a table for the same and then you can come back to this section and publish it thereafter.

To publish the dataset, just tap on the Publish button.

After publishing you can see the success message for the same.

Here, the admin will find all of the tables created. The admin can edit, delete or add a new table as required.

To add a new table tap on the Add Table button and that brings up the below section.

Here, the admin will –

• Add the name for the table.
• Choose the report table as an Invoice.
• Choose the respective dataset for this table.

Lastly, save the table by tapping the Save Table button.

After saving the table, you can see the respective table in the listing.

Note: After creating the table in the above step, you have to navigate to the dataset section and publish the dataset.

After this step, when you come back to this section you can see the table being published.

Thereafter, the admin will export the table data to Power BI. For the same, edit the respective table and tap the export button on the top right-hand corner.

After that, you can see a success message for the same.

Access your Power BI Console:

Now, navigate to this link to access your Power BI console.

You can log in using your Microsoft Outlook account credentials.

After login, you can see your Power BI dashboard as per the snapshot below.

Now, from the side panel select the Workspace that you want to work on. Here, you can see all of the Workspaces imported from the Magento 2 store.

Select the one that you want to work on.

Let’s choose the Orders data that we had created at the Magento 2 store end. After selecting the same you can see the dataset that we had created at the Magento 2 store end, select the same.

After selecting the order dataset you can see the option to create a report and the tables data that can be used for creating the report.

Tap the Create a Report option and choose Start from the scratch option.

After that select the order table data that you want to use for the report and the particular graph for the same will be generated as per your selections.

Now, save the report by choosing the option.

After tapping the Save button, you need to give a name for the report and choose the Workspace for the same. After that, tap the Save button to save the report for the orders.

In a similar way, we can proceed with the Invoices Workspace and save the report for the same.

In a similar way, you can save the dashboards for the various workspaces as well.

After all the above sections have been configured, the admin will first navigate to the Workspace section and import the reports for the various workspaces created.

Choose a workspace and edit it.

Now, tap the import report option and the report will get imported

Now, under the Reports section, you can see the Power BI reports.

To open a Power BI report, tap the Report Web View link for the respective report. Below find the order report.

Invoice Report: In a similar way, go to the invoice workspace and import the report. Then come to the reports section to find the same.

Tap the Report Web View link and that brings up the report for the same at the Magento end.

For the dashboard view for the workspaces that you have created, you need to create the dashboards in the first place.

Navigate to your Power BI account, and select a workspace that you have created at the Magento 2 end. After that, tap on the new option and choose dashboard.

Then give a name to the dashboard and save it.

Now, go to the Magento 2 backend and navigate to the Workspace section. Select the workspace for which you have generated the dashboard and tap the Import Dashboard option.

After, that come down to the Dashboard section and you will find the option to view the dashboards for your created workspaces.

Tapping the Dashboard Web View link will display the dashboard in Power BI for the respective workspace.

That is all about the Magento 2 Power BI Integration extension. If you have any queries regarding the plugin, please contact us at Webkul Support System.

If you’re looking to create a custom e-commerce website, it’s a great idea to hire Magento developers who can help you build a powerful and scalable online store.

You can also check our complete Magento 2 extensions.