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Create Data source from existing Reports

Create Data source from existing Reports

Owned by Kateryna Bukhtiiarova ADMIN (Unlicensed)
Last updated: May 12, 2025 by Liliia Ostrovska
4 min read

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

 

sn_report_sources.gif

 

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.

sn_tableau_reports.gif
ServiceNow Reports
Report edit page

 

How to create data source from existing Report

 

  1. 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 pageInstance-Name.service-now.com/pbi_connector

pbi_connector_for_SN_by_tempo_-_new_from_report1.gif

 

  1. Select the report you need.

pbi_connector_for_SN_by_tempo_-_new_from_report2.gif

  1. Click Select.

pbi_connector_for_SN_by_tempo_-_new_from_report3.gif

 

 

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.

 

 

pbi_connector_for_SN_by_tempo_-_ config_data_source.gif
sn_tableau_config_data_source_2.gif

 

  1. Select Save.

 

sn_tableau_data_source_save.gif

 

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).

pbi_connector_for_SN_by_tempo_-_ new_from_report.gif

 

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.

pbi_connector_for_SN_by_tempo_-_ permissions.gif

 

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