FENXT to PowerBI Connection

Kathryn Lee

Has anyone successfully set-up a connection between FENXT and PowerBI using this documentation?

We successfully set-up the connection like this to RENXT, but I am getting a connection error with the FE one.

Kyle Lewis

@Kathryn Lee
I managed to a few years ago, but it was cumbersome. Created a connector in R that allowed me to connect to the SKY API and export data in whatever format I needed, and that could be used with Power BI.

Griselda Lagunas

@Kathryn Lee

I was able to connect to it, however, I am limited to the datasets available; it could be user access or that the connection isn't working that well.

Angela Tuttle

@Kyle Lewis Hi Kyle! I would be interested in how you are using Power Bi with Financial Edge data. I am just starting out with this and I am curious how others use it with FE.

Alex Wong

The custom connector for Power BI was last updated 5 years ago, so you can imagine it isn't going to have any newer SKY API endpoints that has since became available.

For my org, we use Power Automate to auto-refresh both RE and FE data every 4 hours and persist the data in Azure SQL data warehouse. Then our Power BI gather the data from the data warehouse for dashboard and reports for both RE and FE data. You can read more details here on another reply I recently did:

Kyle Lewis

@Angela Tuttle
Hi Angela,

Currently, I am running a recurring GL report and saving the CSV file in a folder. Then an automated R script will do all of the formatting and save all of the new files in a Parquet format. Parquet files are smaller and more efficient than a typical Excel or CSV file. I use R for my formatting, Shiny for my dashboards, and Quarto for my board reporting. Once we convert to FENXT I will use the API to pull everything down and save it in a DuckDB to do the same thing. I moved away from Power BI and excel because it was slow and limited what you can do. Also, the licensing was an issue.