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:
A Google Workspace Identity
Reach out to NextStage to enable the feature
Step 3: Connect BigQuery to Your BI Tool
For Power BI:
Open Power BI Desktop.
Go to Get Data > Google BigQuery.
Enter your service account credentials.
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.