Access to NXT records through Power BI

Ned Forster

I am not sure which side of the equation this falls under, NXT hosting or Power BI. We had a consultant who started work on a few PBI reports for us and teased the ability to connect directly back to NXT constituent, gift, and proposal records from within PBI. This seemed to work great, but it was never implemented. Any help with the configuration required to make this work would be appreciated.

Alex Wong

@Ned Forster
in power bi, the constituent table will need to have the constituent system record id column. From there, you will create a custom column that concatenate the URL with the syttem record id.

https://host.nxt.blackbaud.com/constituent/records/[[system record id]]

for example

https://host.nxt.blackbaud.com/constituent/records/1111111111

in the table visualization, you can config setting such that a column (Constituent ID, or Name) is a link, that uses the custom URL column

Ned Forster

@Alex Wong
Thank you Alex. I’ve been using various combinations of this and including the ’tenant id’. Without the tenant ID I receive an ‘ms-pbi.Microsoft.com’s server address could not be found. ERR_NAME NOT RESOLVED. With the tenant I’d I am taken into NXT but to the general home page and not a record specified by the system record I’d. I’ve tried this with and without an NXT/Power BI connector.

Alex Wong

@Ned Forster
I don't know what “teneat id” you are speaking of, yes if you have multiple environment, you will need to add the envId URL parameter:

https://host.nxt.blackbaud.com/constituent/records/1111111111?envId=q-abcABD123123DEefee&svcId=renxt

I also forgot that you need the &svcId=renxt

Ned Forster

@Alex Wong
We actually just have a single environment but what little info I could find on this said the tenant I’d needed to be passed as well. The tenant id appears to be the same as what you have referenced, with the svcId suffix. The other thing that may be an issue is that I am currently using a personal gateway as that is the only option I have at the moment.

Alex Wong

@Ned Forster
the easiest thing to do is go to your RE NXT… and go into a constituent's record page. take the URL from there and then replace the ID with the constituent system id in your power BI table

Rebecca Sundquist

Hello, @Ned Forster. Alex has described how to compile the URL that you would use as a hyperlink to jump from your Power BI report to RENXT's page for a specific constituent, gift, or proposal.

You'll also need to understand these Power BI concepts:

• Add hyperlinks (URLs) to a table or matrix - Power BI | Microsoft Learn
• Apply conditional table formatting in Power BI - Power BI | Microsoft Learn. Jump to the section “Format as Web URLS.”

If you are still having trouble creating the URL column, this can be done in either Power Query Editor with M code or in Power BI Desktop with DAX. I like to create the column in Power Query Editor. Here are M code examples for Constituent and Gift URLs.

Create a custom column in Power Query Editor:

• ConstituentURL = "https://host.nxt.blackbaud.com/constituent/records/"&Text.From([Constituent Record ID])&"?envid="&EnvironmentID&"&svcid=renxt"
• GiftURL = "https://host.nxt.blackbaud.com/gift/page/"&Text.From([Gift Record ID])&"?envid="&EnvironmentID&"&svcid=renxt"

In this example, EnvrionmentID is a parameter and [Constituent Record ID] is an integer field for the Constituent's System Record ID.