Setup: Power BI

Setup: Power BI

This page will walk you through setting up direct access to your data in Microsoft Power BI, using Open Database Connectivity (ODBC). (If your data is hosted on Azure, please refer to Setup: Power BI (Azure)Setup: Power BI (Azure) instead.)

1. Determine whether you are using 32- or 64-bit Power BI

This ensures that you download the compatible 32- or 64-bit software in the next step. If you’re not sure, check by clicking the File menu > Help > About.

image

2. Download and install the ODBC driver

ODBC lets you connect directly to your Reason Automation database, to pull data into Microsoft Office programs like Excel and Power BI. Download the driver from the links below, choosing the download that matches your 32- or 64-bit version of Power BI.

3. Search for ODBC

ODBC does not automatically create desktop or startup shortcuts. After installing, find and open the ODBC Data Sources program by using the Windows search bar. We recommend creating a shortcut or “Pinning” to the Start menu.

image

4. Connect ODBC to Reason Automation

Next, you will configure a connection to your Reason Automation database. First, add a new User Data Source Name (DSN) by clicking Add… .

image

You will be prompted to select a driver from a list. Choose PostgreSQL Unicode or PostgreSQL Unicode (x64), then click Finish.

image

In the next setup screen, fill out the following fields. Set "SSL Mode" to "prefer."

  Data Source:  [Whatever you want, e.g. "My Amazon Data"]
  Database:     [Your database]
  Server:       [Your server]
  Port:         [Your port - usually 5432 or 4527]
  User Name:    [Your database user name]
  Password:     [Your database password]

Your database user name and password were emailed to you during account setup. If you have lost your database user name or password, and need your credentials reset, please contact us.

image

Click Test to validate - you should see a “Connection successful” pop-up. Click Ok, then Save your connection details.

5. Connect ODBC to Power BI

Last you will connect ODBC to Power BI, allowing you to import your Amazon data directly into your instance.

Open Power BI, then select Get Data.

image
image

From the drop-down menu, choose the name of the data source you set up in step 4.

image

You may need to re-enter your database user name and password one final time.

image

6. Congratulations!

You should now have direct access to all of your Seller Central reports from within Power BI. Each report is stored as a table in your database, e.g. “inventory_all_listings". Select the table you want and either:

  • Click Load to import the entire report into Power BI.
  • Click Transform to choose which columns, date ranges, and other views to import.