Spreadsheets & reporting
Power BI integration
Use Power BI's Web connector with your GraftPal API key to model jobs, invoices and payments, and share interactive dashboards with your team.
- Category
- Spreadsheets & reporting
- Status
- Available
- Connection
- Via GraftPal API
- Plans
- Scale plan
What it is
What is Power BI?
Power BI is Microsoft's business intelligence platform for building interactive reports and dashboards, and sharing them across an organisation.
- Interactive reports and dashboards
- Scheduled refresh in the Power BI service
- Row-level security for sharing
- Free Power BI Desktop
What it does
What Power BI does with GraftPal
Revenue dashboards
Track payments by month, client and service.
Pipeline to cash
Follow leads through jobs to invoices and payments in one model.
Team performance
See jobs completed and value delivered by assignee.
Debtor tracking
Watch outstanding and overdue invoices at a glance.
How it works
How Power BI works with GraftPal
Power BI's Web connector calls the GraftPal API and loads each endpoint as a table in your model.
GraftPal
Power BI
- Power BI datasets
How to connect
Connect Power BI in 4 steps
API access is part of the Scale plan. On Scale you can create API keys and connect Power BI; Starter and Growth workspaces can upgrade at any time.
- 1
Create a GraftPal API key
On the Scale plan, go to Settings → API keys in GraftPal and choose Create API key. Give it a name you will recognise, copy the key and keep it somewhere safe. Keys are read-only and belong to one workspace; you can delete one at any time to cut off access.
- 2
Add a Web source
In Power BI Desktop, choose Get data → Web → Advanced.
- 3
Enter the endpoint and header
Add the endpoint URL and an Authorization HTTP request header with your key. Repeat for each endpoint you want to model.
URL: https://app.graftpal.com/api/v1/payments?pageSize=100 Header: Authorization = Bearer YOUR_API_KEY - 4
Model, publish and refresh
Expand the data into tables, relate them by client, build your visuals and publish. Set a scheduled refresh in the Power BI service.
API keys are read-only and belong to one workspace. You can see and delete them in Settings → API keys, and access stops the moment a key is deleted.
Related integrations
Teams using this also connect
AvailableVia GraftPal APIMicrosoft Excel
Load GraftPal data into Excel with Power Query and refresh it with one click.
See the Microsoft Excel integration
AvailableVia GraftPal APILooker Studio
Turn GraftPal data into free, shareable Looker Studio dashboards via Google Sheets.
See the Looker Studio integration
AvailableVia GraftPal APIGoogle Sheets
Pull live leads, jobs, invoices and payments into a Google Sheet that refreshes itself.
See the Google Sheets integrationFrequently Asked Questions
Power BI integration FAQ
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