There are several steps to connect to you Pitchly data in Power BI. You will need the following information to setup the connection to Pitchly.
Organization Id: orgxxxxxxx
Client Id: appxxxxxx
Client Secret: plys_xxxxxxxx
Workspace Name: Data Management
Table Name: Deals
Pitchly staff will create your Client Id and Client secret and supply them to you along with your Organization Id. The Workspace & Table names you can get once you log into Pitchly.
In the Power BI website, create a workspace, if you don’t already have one.
2. In your Workspace, add a New Item and select Dataflow Gen2 and give your Dataflow a name.
3. Now that you have a Dataflow, you can use the info collected earlier to define parameters for queries in the Dataflow. In Power BI, click the drop-down for parameters and select New Parameter.
4. You will want to create 4 parameters. The names must be identical to those shown below, as they are used in a script to retrieve data from Pitchly.
5. Once you create the four parameters: ClientId, ClientSecret, OrganizationId, & WorkspaceName, fill in the current values. Next, create a query for each table in Pitchly that you would like to access. Create a Blank Query from the drop-down menu.
6. Paste the script provided by Pitchly into the blank query window. The script can be downloaded from https://platform.pitchly.com/powerbi/powerBiScript.txt. Before hitting next, edit the TableName to be the proper table that you want data from. Then hit the next button.
Power BI will then attempt to connect to the data source. You may see the following once it is complete:
Click Configure Connection and you may see the following. The Authentication kind should be Anonymous.
Click Connect. If you see the following, click Disable privacy levels.
Then click Disable.
Note: If you see the Credentials are required screen again, click Configure connection and then Connect as seen above.
You should now see your data appear in the preview grid. In the upper right Query settings, give your query a name and then click the Save drop-down button.
You can now use this query to create reports in the Power BI website or in Power BI Desktop. Create additional queries for other tables you may want to access using the steps above.