This guide shows you how to connect your instance of SalesHood to your Microsoft Power BI tool, and leverage reporting data to make correlations on the success of your programs in SalesHood.
Please be advised that this an overview to integrate specifically with SalesHood’s APIs, and will not cover everything you need to use Microsoft Power BI.
This article is not a substitute for learning the tool itself!
Connecting to SalesHood Datasets
Once you have generated your instance token, you’re ready to connect to Microsoft Power BI and start creating reports.
**You will need to repeat this step for each of the 31 datasets you would like to import.**
To connect, please follow these steps:
1. Select “Get Data” > “Web
2. Select “Advanced” then input the URL and HTTP request header parameters
The URL will always be this for production:
…and this for preview:
After type= in the URL, you will input the data set from the Type column on this page.
In the HTTP request header parameter type, manually input Token, then paste in the token generated using this guide.
Click “Ok” and you’re connected! R
Note: If you receive a (422) error at this point, that means you are connecting to the wrong state of your instance (preview vs. production). If you are testing preview, please ensure that you are using the correct Token generated for your preview instance, and that the api URL is pointing to preview.
3. Click “To Table” and uncheck “Use Original column as Prefix” to display all dataset columns
Relationships Between Datasets
Building relationships between SalesHood datasets is made simpler by our handy diagram. Please follow this link and download the file to zoom in and explore all the possibilities!
For further reading on building relationships in Microsoft Power BI, we encourage you to explore Microsoft’s help site (a great place to start is this article on creating and managing relationships).
If you have any questions about the reporting APIs, or need further assistance, please reach out to firstname.lastname@example.org and we will be happy to assist you further.