/pardot-powerbi-connector

Power BI custom data connector plugin for Pardot (by salesforce)

Primary LanguageTypeScript

pardot-powerbi-connector

out of the box pardot(saleforce)->powerbi data connector. Based on PowerBI Custom connectors. Authenticate and queries the Pardot Api

Prerequisites

  • Data Connectors are created using the M language. This is the same language used by the Power Query user experience found in Power BI Desktop and Excel 2016. Extensions allow you to define new functions for the M language, and can be used to enable connectivity to new data sources. While this document will focus on defining new connectors, much of the same process applies to defining general purpose M functions. Extensions can vary in complexity, from simple wrappers that essentially just provide "branding" over existing data source functions, to rich connectors that support Direct Query. Please see the Data Connector technical reference for more details.
  • pardot credentials : login in to pardot to grab your email,password and your user_key under : https://pi.pardot.com/account/user
  • for development you can use the fake-pardot node application and use the localhost domain as the pardot endpoint

Quickstart

Note: The steps to enable extensions changed in the June 2017 version of Power BI Desktop.

  1. Install the Power Query SDK from the Visual Studio Marketplace
  2. Clone this project
  3. Build the project to produce an extension file
  4. Create a [My Documents]\Microsoft Power BI Desktop\Custom Connectors directory
  5. Copy the extension file into this directory
  6. Enable the Custom data connectors preview feature in Power BI Desktop (under File | Options and settings | Custom data connectors)
  7. Restart Power BI Desktop

Reviewing the M Extensibility documentation before starting this tutorial is highly recommended.

Connect to Data source

  1. Get Data : Pardot plugin
  2. select yout object type: see object types here: http://developer.pardot.com/kb/object-field-references/
  3. in the authentication window :
    • provide your email + user_key seperated by hashtag "#" , i.e. amir@gmail.com#MY_APIKEY
    • provide password
  4. name your query and explore!