In this article we will explain how you can test (and give feedback) on the latest unapproved Funnel Power BI connector (Early Access).

Background

Before we submit a new Power BI connector version to Microsofts to get it certified and bundled with an upcoming release of Power BI Desktop, we offer our customers a chance to try the connector and give early feedback. If you would like to join the early access program, please reach out to Funnel support via the in app chat or to support@funnel.io.

When you have access to the early access program you will see additional installation instructions on the Power BI page.

Please note that automatic data refreshes in Power BI Online is not supported for non-certified connectors. To get automatic data refreshes for a non-certified connector, you need to setup a Power BI gateway. Please read Microsoft's documentation for how to set this up.

Setup in Funnel

  • Go to the Power BI page

  • Create a new Power BI view.

  • Choose the fields you would like to use in Power BI.

  • Save the Power BI view.

  • Now you're ready to connect to this view from Power BI.

  • Download the latest Power BI Custom Connector (.mez file) from the Power BI Funnel page

Setup in Power BI Desktop

  • Put the connector file into the [Your user]\Documents\Power BI Desktop\Custom Connectors folder (if you can't find the folders, you need to create them)

  • In Power BI Desktop, select File > Options and settings > Options > Security.

    Under Data Extensions, select (Not Recommended) Allow any extension to load without validation or warning. Click OK.

  • Restart Power BI Desktop.

  • Click Get data.

  • Search for Funnel.

  • Click Connect.

  • Log in with your Funnel user.

  • Choose your Account and Power BI view.

  • Set a date range.

  • Select Load or Transform data.

  • The view will now show up as a table in Power BI Desktop.

  • You now have your marketing data in Power BI!

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