Create Data source from existing Reports
Starting with Power BI Connector for ServiceNow version 1.4.1, new option was implemented - create data source New from Report.
Before you start
There are two types of Report sources: Data source and Table.
Power BI Connector for ServiceNow version 1.4.1 and later
If you configure the (PBI Connector) data source from a Report based on the Data source Source type, filters will not be applied automatically. You have to apply filters manually or export an unfiltered amount of data. After selecting a report, you will be navigated to a new Data Source page with pre-filled fields:
Name
Description
Export configuration
Additionally, only report fields will be selected
If you configure the (PBI Connector) data source from a Report based on the Table Source type, filters will be applied automatically. After selecting a report, you will be navigated to a new Data Source page with pre-filled fields:
Name
Description
Export configuration
Filter
Additionally, only report fields will be selected
Power BI Connector for ServiceNow starting with version 1.7.0
Filters will be applied automatically to data sources configured from Reports of both Source types. After selecting a report, you will be navigated to a new Data Source page with pre-filled fields:
Name
Description
Export configuration
Filter
Additionally, only report fields will be selected
The reports list is retrieved from the ServiceNow Reporting application. The selected fields in a Data Source are taken from the file configuration on the Report Edit page and can be verified in the ServiceNow Reporting application.
How to create data source from existing Report
Select New from Report.
You can create new data source from Report:
from the Service Portal
Instance-Name.service-now.com/sp
from the Power BI Connector page
Instance-Name.service-now.com/pbi_connector
Select the report you need.
Click Select.
Starting with Power BI Connector for ServiceNow version 1.7.0, after selecting a report, you will be navigated to a new Data Source page with pre-filled fields:
Name
Description
Export configuration
Filter (starting with version 1.7.0)
Additionally, only report fields will be selected
If needed, you can modify the Data Source: add more tables, rows limit, change filters, and more. Changes will not be applied to the existing Reports.
Select Save.
If reports do not contain selected fields, it’s required to select preferred ones. Otherwise, you will not be able to save the data source.
The Save button is inactive (during data source creation) if:
no *Name and Export config is entered
no *Name or Export config is entered
no fields are selected from at least one table
The Save button is inactive (during data source editing) if:
data source open but no edits have been made (it becomes active only when at least one change is made, such as changes in fields: add, remove referenced fields, check-uncheck use display value etc.)
The Save button is inactive (during data source creation from Report) if:
selected report doesn’t contain any fields
The Save button is inactive if a user doesn’t have permission for a table (yellow message indicates it).
Before exporting, you must ensure that all necessary permissions for data export are assigned. Otherwise, you will not be able to create a data source.