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New Power Query And Power BI Connector For Raiser’s Edge NXT

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

Posted by Lindsey Rix on Oct 16, 2020 9:08 AM America/New_York

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Can you explain a little bit about what exactly Power Query and Power BI is and why we would find this useful to our organization? Do you have examples of what is does, the actually features, and how to use it. The demo just goes through set up but doesn't explain the end user experience. Thank you.
  • Posted Fri 16 Oct 2020 12:26 PM EDT
Hey Michael Bober‍, thanks for the question. Power Query and Power BI are both Microsoft applications. They have some documentation that you could go through to learn about them: https://powerbi.microsoft.com/en-us/desktop/ and https://powerquery.microsoft.com/en-us/

Also, if you signed up for bbcon 2020, you can access session recordings. I highly recommend Linton's session "Nonprofit Analytics: How To Build Financial and Fundraising Dashboards" as it's a great introduction to this topic. I'm not sure how linking works for the online recordings but if you log in, you can search for that session title. Hope this helps!
  • Posted Fri 16 Oct 2020 01:25 PM EDT
I will take a look at the links you provided and check out Linton's session. Thanks. 
  • Posted Fri 16 Oct 2020 02:21 PM EDT
Michael Bober‍ - SKY is the limit with Power BI - ha! You can customize your analytics - personal logo, custom formulas, filters, smash up your data overlayed with census data, easy maps, and more video here: https://resolvedllc.com/sky-api-enabled-power-bi/
  • Posted Sat 17 Oct 2020 12:00 PM EDT
I thought that when using the data connector to refer to a list in NXT, that all the data available in the list would be available in the connector, but that doesn't seem to be the case.  I was hoping to be able to group by Campaign and Appeal withing Power BI but that data is not coming through from NXT.  Am I doing something wrong?
  • Posted Sun 18 Oct 2020 07:08 PM EDT
Hi Carolyn Grant‍,
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. 
  • Posted Mon 19 Oct 2020 04:13 PM EDT
Paul Sinclair‍ I am having the same issue. I can't work out how to create a relationship between my gift list and the Fund, Campaign and Appeals. Anyone have any suggestions?
 
  • Posted Mon 19 Oct 2020 04:14 PM EDT
Paul Sinclair‍ thanks for your question. This connector works through SKY API, so any data that's available in SKY API would be available as part of this Power BI connector. Here's the List API: https://developer.blackbaud.com/skyapi/apis/list 
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. 
  • Posted Mon 19 Oct 2020 04:17 PM EDT