The IQM Reports connector for Power BI Desktop allows you to easily access your IQM campaign ad-serving data through the Power BI Desktop application to create visual reports.
Before you use this connector, you must have an IQM account. You must also have the Microsoft Power BI Desktop application installed.
- Download the IQM Reports.mez file from the bin\Release directory in this repository.
- Place the .mez file into the C:\Users\<User_Name>\Documents\Power BI Desktop\Custom Connectors directory. If this directory does not exist, create it.
- Open Power BI Desktop and navigate to the Options menu (File > Options and settings > Options). In the Security tab, under Data Extensions, check the option “(Not Recommended) Allow any extension to load without validation or warning”.
- Click OK and restart Power BI Desktop.
To retrieve data through the IQM Reports connector for use in Power BI Desktop, follow these instructions:
- In the Home tab, click Get Data > More.
- In the Get Data dialog box, select the Online Services tab and click on the connector labeled IQM Reports (beta). Click the Connect button at the bottom of the dialog.
- Input the required parameters into the IQM Reports dialog and click OK.
- Sign in using your IQM account. Click Connect.
- In the Navigator window, select the tables of data to import from the IQM Reports connector by checking the checkboxes next to each table you want to import. Then, click Load.
- Power BI Desktop will retrieve ad-serving reporting data according to your inputs and convert them to tables that you can use to build reports!
The report_template directory of the repository contains a Power BI report template file IQM_Report_Template.pbit. This file contains a template for a report that uses the IQM Reports connector, showing an example of how the connector might be used.
To use this template, download and save it, then open Power BI Desktop and select File > Import > Power BI template.
The template file contains predefined values for the connector's user inputs. You probably want to customize these values, especially the date range (Date Interval Start and Date Interval End) for the report data.
To do this, click on the Data tab (circled) and right-click on the table whose date range you want to adjust, then select Edit Query.
Under Applied Steps, click the gear icon next to Source.
A window will pop up that will allow you to edit the inputs to the connector. After you are done modifying the connector inputs, click OK and then Close & Apply.
