Transferring Actions Table into Power BI

Jasmine Andrade

I inherited a Power BI dashboard setup that pulls queries from RE NXT using power automate. I would like to create a prospect dashboard that reflects upcoming and past due actions tied to opportunities for our fundraisers to be able to view and pull reports. I am unable to incorporate actions into the current queries set up. With assistance, I pulled the actions table directly from Blackbaud into Power BI, but that created a chain of issues. It prevented the automatic refresh from Power BI to update the dashboard in RE NXT and Power BI is now also stating that the Blackbaud connector has not been certified and they are unable to verify that it is secure to use. Is there another way I can import the actions table into Power BI without using the Blackbaud connector?

Alex Wong

Power BI custom connector is not officially certified and therefore requires running your own Gateway (think of a computer that is on 24/7, and whenever refresh is scheduled, this computer runs the refresh "locally" and send it to Power BI service on the cloud).

Power BI custom connector also isn't exactly pulling "actions table directly from Blackbaud into Power BI", think of it as a "tool" like Power Automate that runs the SKY API behind the scene to get data. Important distinction as there is nothing that can directly connect to Blackbaud to get data out of RE NXT.

You can use Power Automate that runs the list action API (or Query API that returns action data) and feed into Power BI. One way to do this is in template showcase