How to Export to Power BI

How to Export to Power BI

Info
Power My Analytics offers a dedicated Power BI app that allows you to connect your Data Builder datasets directly to Power BI. This native integration provides a seamless way to visualize and report on your marketing data within the Power BI ecosystem.

Overview

The Power My Analytics app for Power BI enables you to:

  • Connect directly to your Data Builder datasets from within Power BI
  • Import blended, business-ready data without intermediate exports
  • Refresh your data on demand within Power BI
  • Create custom reports and dashboards using your PMA data

Prerequisites

Before connecting Power BI to Power My Analytics, ensure you have:

  • An active Power My Analytics subscription on a Custom plan (API access required)
  • At least one Data Builder dataset and data table configured with your data
  • Access to Power BI
  • Your PMA Organization ID and API Token

Step 1: Set Up Your Data Builder Datasets

Before using the Power BI integration, you need to prepare your data in Data Builder.

  1. In your PMA hub, navigate to Data Builder in the left sidebar.
  2. Create a dataset by clicking + Create Dataset and giving it a descriptive name.
  3. Add data tables to your dataset with the metrics and dimensions you want to report in Power BI.
  4. For blended reports, configure your join keys to combine data from multiple sources.

For detailed instructions on creating datasets and data tables, see the Data Builder Guide.

Notes
The PMA Power BI app pulls data from your Data Builder datasets. Make sure your data tables contain all the fields you need before connecting to Power BI.

Step 2: Find Your Organization ID and API Token

The Power My Analytics app for Power BI uses your Organization ID and API Token for authentication.

Find Your Organization ID

  1. Log in to your hub at hub.powermyanalytics.com.
  2. Your Organization ID is displayed in the URL: https://hub.powermyanalytics.com/organizations/[organization ID]/overview
  3. Copy this Organization ID for use in Power BI.

Generate an API Token

  1. In your hub, navigate to Tools > API in the left sidebar (https://hub.powermyanalytics.com/resources/api).
  2. Click + Create API Key.
  3. Your API key will be generated. Copy and securely store this token.

For more details, see How to Generate a New API Key.

Alert
Keep your API Token secure. Do not share it publicly or include it in shared reports.

Step 3: Install the Power My Analytics App in Power BI

  1. Open Power BI Desktop on your computer.
  2. Click Get Data from the Home ribbon.



  3. In the Get Data menu, select More... and search for PMA.
  4. Select the PMA Connector app from the results and click Connect.


Notes
If you don't see the Power My Analytics app, ensure you have the latest version of Power BI.

Step 4: Authenticate with Your PMA Credentials

When prompted to authenticate:

  1. Enter your Organization ID from Step 2.



  2. Enter your API Token (as the Bearer Token) from Step 2.
  3. Click Connect to authenticate.

Once authenticated, Power BI will establish a connection to your Power My Analytics hub.

Step 5: Select Your Data Builder Datasets

After successful authentication:

  1. A list of your available Data Builder datasets will appear.



  2. Select the dataset(s) you want to import into Power BI.
  3. Click Load to import the data, or click Transform Data to open Power Query Editor for additional data preparation.

Your selected Data Builder datasets will now be available as tables in Power BI, ready for use in reports and dashboards.

Step 6: Build Reports in Power BI

With your PMA data now loaded in Power BI:

  1. Use the Fields pane to access your imported metrics and dimensions.
  2. Drag fields onto the report canvas to create visualizations.
  3. Apply filters, create calculated columns, and build interactive dashboards.
  4. Save your Power BI report for future use.

Refreshing Your Data

To update your Power BI report with the latest data from Power My Analytics:

  1. Click Refresh in the Home ribbon to pull the latest data from your Data Builder datasets.
  2. For scheduled refreshes, publish your report to the Power BI Service and configure a refresh schedule.

Troubleshooting

Authentication Errors

If you encounter authentication errors:

  • Verify your Organization ID is correct (check the URL in your hub).
  • Ensure your API Token has not expired or been regenerated.
  • Confirm your subscription includes API access (Custom plan required).

Key Resources

Resource
Link
Power My Analytics Homepage
Support & Documentation
Start Free Trial

Additional Information

For additional assistance, please contact our support team.

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