POWER BI Contact Acknowledgements

Nastassia Chamoun · April 2

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In Power BI, how to pull the contact acknowledgement name for organizations? So when there is no soft credits we can address it to Patrick, in this case? When I get Constituent relationships information from the Blackbaud Connector I only get Deceased Spouse as type. For reciprocal type I only get deceased spouse, former spouse, partner, spouse, spouse/domestic partner and Widow/er. For is_organization_contact I only get False and Organization_contact_type Blank. Is there a way to pull this name for acknowledgements or is there a better way to report it in our CRM so then I can pull it?

Thank you!

James Belich · April 2

The limitation here may be that you're using the Blackbaud Connector. I don't believe that it includes all fields.

We use Alex Wong's Power Automate flow to pull the data into PBI, which means we can pull any fields that are available in Query (which would include specific relationships and/or contact types like this).

Nastassia Chamoun · April 2

I see. Any link to the Power Automate flow, please?

Thank you!

James Belich · April 2

Here's a link to the thread where Alex posted his flow:

https://community.blackbaud.com/discussion/71846/sharing-my-power-automate-and-power-bi-template-power-bi-use-of-query-api-via-power-automate

There's a link here to download the template.

POWER BI Contact Acknowledgements

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