New Power Query And Power BI Connector For Raiser’s Edge NXT
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Do you use Power BI as a centralized reporting solution and need a way to connect your Raiser’s Edge NXT data?
With the SKY Developer Power Query and Power BI connector, you can now plug your Raiser's Edge NXT data via SKY API as a source for Power BI without additional technical know-how! The SKY Developer team has provided an open source code sample in the App Showcase that you can download and use without writing any code.
Are you curious about the process, and want to see how it works? We also have a walkthrough demo with Linton Myers, a Strategic Solutions Developer at Blackbaud. See just how easy it is to create your own custom Power BI connector for Raiser’s Edge NXT using Blackbaud SKY Developer code in GitHub.
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Blackbaud Raiser's Edge NXT® Blog
10/16/2020 9:08am EDT
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When I tried to link the connector to my NXT instance, I don't the option to choose Application. I am an admin so do we not have access to something?
This post was from four years ago. In that time, we improved the experience of connecting applications to your Blackbaud environment. You now connect applications from the Blackbaud Marketplace. From the top left solution menu, select the option for the Blackbaud Marketplace. As an admin, you should see a Manage tab. You can manually sideload applications there, or browse the Marketplace applications and connect them from their application details page. I hope this helps.
Hello Linton: I saw your walk through demo on YouTube and I was wondering: The lists that show up in the demo in Power BI, are they from RE NXT? I was hoping to connect BI to the RE database view. Appreciate any feedback.
I was able to add the Connector but as I am trying to build reports one key issue is happening. I was running a gift report and noted that Fund, Appeals, and Packages are not available in the Gift tree. How do access this?
You need to also bring the tables in from Fundraising, I think
Thanks Cristy for your question. However, can you post it in the Microsoft Integrations discussion forum where we have a community of users doing similar types of things. You'll have a better chance of finding someone who has solved this or can tell you if it's not possible yet.
HI - I'm having the same issue as the two posts below (from Amanda and Lee) - can anyone help with the step to get the data in to Power BI as Blackbaud (Beta) does not show as a Connector for me. Could this be because I'm on the free version of Power BI?
I had this too. Change the Security setting in Power BI Desktop to allow uncertificated custom connections resolved the issue for me:
File>Options and Settings>Options>Security>Data Extensions>(Not Recommended) Allow any extension to load without validation or warning
I have followed every step and as far as i know successfully created the connector app and linked this in my raiser edge nxt environment. My issue is when i open up Power BI desktop and go to “get data” and then navigate to “more” when i search for blackbaud i cannot find the application, what do you think i am doing wrong?
Try walking through the steps to create the .mez file again and make sure you choose "Send to>Compressed (zipped) folder" when zipping up your edited files
The application you're trying to use has made an invalid request to Blackbaud. If you would like to report this error to the application developer, please include the information below. Invalid redirect
I haven't had this issue, but I'd start with making sure you have copied the right keys and id's in the .mez file creation and in the app details in Sky Developer>My Apps
Also, ensure you have completed the final step and registered the app through RE:NXT>Market Place>Manage
My understanding is that once you have created the .mez file, you can send that to anyone else who needs to use it, they put it in their Power BI Desktop>Custom Connectors folder, and job's a goodun!
You have likely solved this already, but if anyone is (like me) here looking for more…. I did discover that I needed to view the file name extensions before replacing the .zip with .mez as outlined here with the .abc extension as an example
I am fairly new to Razor's Edge and I was wondering if there is a way to connect your RE dashboards (the ones you can customize) to Power BI? Are there any additional softwares that I should learn? I am really not sure where to start from and from your post it seems like you have an idea of how to do it.
Any help would be nice!
Here is a better screen shot
This is the error message I am getting. Any thoughts?
As a brief explanation, the way the List API works is that it uses the corresponding entity list endpoint to return the data. So the data that gets returned may be different to what was set up in the List UI. I would recommend seeing what we have available through the API and see if that helps with what you're trying to accomplish. If it doesn't, please post in our Microsoft Connectors forum so it's easier to discuss what you're seeing and provide us feedback about what you're trying to accomplish.
For discussions about using this Power BI code sample, we recommend using the SKY Developer community. We have a category for "Microsoft Connectors." https://community.blackbaud.com/forums/viewcategory/586 It's a great place to troubleshoot, share ideas, and provide us feedback on what you want to see or be able to do.
Bring in the Campaing, Fund, Appeal etc tables under Fundraising