Infinity API + Power BI

Using Power BI with Infinity API provides your company with a powerful solution to visualize and analyze your statistics from Infinity. Here are some of the main benefits:

• Quick and Easy Setup: With our Power BI template file, you can get started quickly. All you need to do is fill in your company name, username, and password. After that, you are ready to start analyzing your data.

• Deep Insights: By connecting Power BI to Infinity API, you gain access to detailed and customizable reports that help you better understand your business. You can easily identify trends, patterns, and anomalies.

• Customizable: Our template file is designed to be flexible. You can easily modify it to suit your company’s needs and preferences. Add or remove visualizations, change filters, and create your own reports.

• Workflow Efficiency: By automating data retrieval and report generation, you save time and reduce the risk of manual errors. This allows you to focus on making data-driven decisions.

• Security and Privacy: Your data is secure with Power BI and Infinity API. We use robust security protocols to protect your information and ensure that only authorized users have access.

Download our Power BI template file today and start leveraging the power of Power BI and Infinity API to understand and improve your business!

Getting Started Guide

Step 1 - In the Power BI Desktop

1. Make sure you have a license for Power BI; for many use cases, the Free license is sufficient.

2. Install Power BI, see Get Power BI Desktop - Power BI | Microsoft Learn.

3. Download and run the template file and enter the requested parameters for authentication and data retrieval.

   QueueStatistics-v1-20241210

   158.41 KB

   1. Company Name - as specified in the portal. Alias and Password - for a user with access to the statistics.

   2. Limitations, start low to ensure quick retrievals:

      1. Number of days - recommended 31-92 days

      2. Maximum number of calls to retrieve, test what suits your needs. 30,000 usually works.

      3. Extra, select queues - set directly in the Source step for “companyQueuestatCalls”, see comment for format.

4. Verify Data Retrieval:

   1. If you see calls in the report, it works. Check under About to ensure the first and last call are as expected and that the number of calls is below the maximum number.

   2. Set your Data Source Credentials to type Anonymous.

   3. Set the privacy level according to how you plan to share the report, e.g., Organization.

   4. In case of problems:

      1. Check authentication: Transform data → GetTokenFunction → Invoke. This should give a token; if not, check your authentication parameters.

      2. Try reducing the number of days & maximum number of calls. If you try to load too much data it won’t work.

5. Apply filters and modify the report to make the displayed data relevant to your business. The template file only contains suggestions for various metrics and graphs.

6. If you want more than just yourself to access and explore the report, it needs to be published to the Power BI cloud service. The file name will become the report name, so choose wisely. Only at this stage is data transferred to Microsoft; before that, it is local on your computer (assuming you are not using cloud storage).

Step 2 - In the Power BI Service

Go to https://app.powerbi.com/ and open the workspace you published the report to, or click the link that appears in the client after publishing.

Select settings on the semantic model.

1. Under Data Source Credentials, click “Edit Credentials” for both sources and verify the information:

   1. Authentication Method: Anonymous.

   2. Privacy Level: choose based on who you will make the data available to.

   3. Check “Skip test connection”.

2. Under Refresh, set a schedule for data updates.

Share the Report

If you want multiple people to access the report, go to the report itself (not the data source) and grant permissions or create links. Links can be conveniently used in Teams where a report can be published in a channel as a tab, making it easy to access.

Learn More

• Infinity API

• Queue Statistics in Infinity

• Power BI documentation - Power BI | Microsoft Learn