RE NXT to Power BI Connection

Hello everyone,

We just got our premium license set-up by IT for power automate!! I was able to successfully create the connection to PowerBI from RE NXT using the Blackbaud/Powerbi-Connector template on GitHub. However, when I go to get data from PBI desktop it won't let me login to RE NXT but instead gives me the “invalid client” error.

I'm beginning to think the direct connection may not be the best path for our org as there are a few of us who will be managing one generic premium license. The GitHub approach seems to be linked to one computer. As such, I'm wondering if Alex's template (linked below) may be a better fit for us. I am new to actually creating these processes and am not seasoned enough to understand what is the best course of action.

Simply put, what I want is to have the underlying data for PowerBI dashboards automatically pulled and updated on a weekly or semi-weekly basis. Our underlying PowerBI data is currently being exported manually or through RE queue. I have not used Query API yet but know that could also be a resource. I'm looking for the easiest, most straightforward approach just to get started I can tweak it later once I understand more.

Any guidance you all have for a beginner, non-coder would be very much appreciated.

Thanks! Becky