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Reporting Data Warehouse Integration

Integration to let you use reporting tools like PowerBI with NextStage data

Josh Chua avatar
Written by Josh Chua
Updated over 7 months ago

Getting Started: Connecting Your CRM Data to Visualization Tools with BigQuery

Overview

Unlock powerful insights by securely connecting your CRM data in BigQuery to leading visualization tools like Power BI, Looker, and Tableau. This guide will walk you through setting up a secure, read-only connection to your data, enabling custom reporting and tailored analytics.

What You'll Achieve

  • Secure Data Access: Establish a secure, customer-specific connection to your BigQuery data.

  • Custom Reports: Build custom dashboards and reports in your preferred BI tools.

  • Seamless Integration: Experience minimal setup complexity with step-by-step instructions.

Who Is This For?

  • Data Analysts: Build custom reports and dashboards.

  • System Administrators: Ensure secure and compliant data access.


Step 1: Set up a Google Identity

Before starting, ensure you have:

  1. A Google Workspace Identity

  2. Reach out to NextStage to enable the feature


Step 3: Connect BigQuery to Your BI Tool

For Power BI:

  1. Open Power BI Desktop.

  2. Go to Get Data > Google BigQuery.

  3. Enter your service account credentials.

  4. Select your dataset and click Load.

Step 4: Build Custom Reports

  • Use your BI tool's interface to create dashboards and visualizations.

  • Leverage custom fields and schema variability for tailored reporting.

  • Save and share reports securely within your organization.

Best Practice: Follow your organization's data governance policies when creating and sharing reports.

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