Create Data source from existing Reports

Starting with Power BI Connector for ServiceNow version 1.4.1, new option was implemented - create data source New from Report.

Before you start

📘 There are two types of Report sources: Data source and Table.

➡️ Power BI Connector for ServiceNow version 1.4.1 and later

If you configure the (PBI Connector) data source from a Report based on the Data source Source type, filters will not be applied automatically. You have to apply filters manually or export an unfiltered amount of data. After selecting a report, you will be navigated to a new Data Source page with pre-filled fields:
- Name
- Description
- Export configuration
- Additionally, only report fields will be selected
If you configure the (PBI Connector) data source from a Report based on the Table Source type, filters will be applied automatically. After selecting a report, you will be navigated to a new Data Source page with pre-filled fields:
- Name
- Description
- Export configuration
- Filter
- Additionally, only report fields will be selected

➡️ Power BI Connector for ServiceNow starting with version 1.7.0

Filters will be applied automatically to data sources configured from Reports of both Source types. After selecting a report, you will be navigated to a new Data Source page with pre-filled fields:
- Name
- Description
- Export configuration
- Filter
- Additionally, only report fields will be selected

📘 You can configure which ServiceNow reporting implementation the app uses to retrieve available report sources. A property - x_acsof_power_bi_s.use_platform_analytics - in the sys_properties table determines whether the app uses the new Platform Analytics implementation or the existing Reports implementation.

Do not change the property name. Keep it as x_acsof_power_bi_s.use_platform_analytics

The property can have the following values:

true - Platform Analytics: The app retrieves reports from the par_visualization table where the type is List. These reports are created through Platform Analytics → Library → Data Visualizations.
false - Reports: The app retrieves reports from the reports table. These reports are created through Platform Analytics → Core UI Artifacts → Reports. This is the legacy implementation and the default behavior.

The selected fields in a data source depend on the configuration of the selected report in ServiceNow.

How to create data source from existing Report

Select From Report.

Select the report you need.

Click Select.

📘 Starting with Power BI Connector for ServiceNow version 1.7.0, after selecting a report, you will be navigated to a new Data Source page with pre-filled fields:

Name
Description
Export configuration
Filter (starting with version 1.7.0)
Additionally, only report fields will be selected

If needed, you can modify the Data Source: add more tables, rows limit, change filters, and more. Changes will not be applied to the existing Reports.

Select Save.

📘 If reports do not contain selected fields, it’s required to select preferred ones. Otherwise, you will not be able to save the data source.

The Save button is inactive (during data source creation) if:
- no *Name and Export config is entered
- no *Name or Export config is entered
- no fields are selected from at least one table
The Save button is inactive (during data source editing) if:
- data source open but no edits have been made (it becomes active only when at least one change is made, such as changes in fields: add, remove referenced fields, check-uncheck use display value etc.)
The Save button is inactive (during data source creation from Report) if:
- selected report doesn’t contain any fields
The Save button is inactive if a user doesn’t have permission for a table (yellow message indicates it).

Before exporting, you must ensure that all necessary permissions for data export are assigned. Otherwise, you will not be able to create a data source.

pbi_connector_for_SN_by_tempo_-_ permissions.gif