These are GREAT news! Finally we have a way to refresh data from custom connectors on the Power BI service.
— Matt Masson (@mattmasson) April 22, 2018
Step 1: Get a Power BI Custom Connector
The first thing that you’re going to need is to update your Custom Connector to be refreshable on the cloud or find a Custom Connector that is refreshable on the cloud already. I took the time and I’ve updated 3 of my Custom Connectors so that they’re ready to be refreshed in the cloud. These are:
In this case I’ll be using the Meetup API, but you can also try my other connectors as well.
Step 2: Get the Personal Gateway
Once you have the Custom Connector, you need to get the latest version of the Personal Data Gateway. Download the Data Gateway from here.
You’ll notice that this new version has a Connectors tab and it gives you a list of all the Custom Connectors that you have in the specific folder path.
You can learn more about what is the Personal Data Gateway here.
Step 3: Publishing your Power BI Report
We have this report that was created with the Meetup API Custom Connector (full code about that custom connector here)
Once it’s in the service, I can navigate to the Data Source Credentials, click on Edit Credentials and add the credentials so this can be refreshed on the service:
Notice how it already lists your Gateway, but you also need to configure your Data Source Credentials, so click on Edit Credentials and enter your credentials in there:
Once you do that, you’ll get a new message on the top right about your data source being updated which means that you’re ready to refresh your file!
You can set up a scheduled refresh or refresh on demand as you’d normally do with any other dataset published to Power BI:
This a big step in the right direction. Custom Connectors will be taking over sooner than later. Big thanks to the whole Power Query and Data Gateway team for making this happen.
The Power BI team has also hinted for a certification process, so I can only imagine that the Office Store integration is coming soon and we’ll be able to have certified custom connectors and I’m hoping that those won’t need the Data Gateway.
If you’re looking for someone to help you create a Custom Connector, then get in touch with me so I can talk to you about my services in getting you a top notch custom connector.
Excel specialist turned into BI specialist using the latest tools from Microsoft for BI – Power BI. He is the co-author of ‘M is for Data Monkey’, blogger and also Youtuber of powerful Excel video Tricks.
He has been recognized as a Microsoft Most Valuable Professional (MVP), is a Microsoft Certified Professional (MCP – MCSA: BI Reporting), a Microsoft Certified Trainer (MCT), and is one of the international pioneers in Power Pivot, Power Query and Power BI.