The Alchemer Power BI integration is available as an add-on. If you are interested in purchasing the Power BI integration, please contact us for additional information.
If you have purchased the Power BI integration and are not seeing it in your account, don't hesitate to reach out.
Alchemer's integration with Power BI allows you to easily push data from an Alchemer Survey into Microsoft Power BI for analysis.
Integration Setup
Adding an Integration Action
1. Select an existing survey or create a new survey. Then navigate to the Survey Builder.
2. Click "Add New: Action"
You cannot add this Integration Action to the first page of the survey.
3. In the Add Action modal, scroll down to Integrations. Then click "Add" for one of your purchased integrations.
If you haven't purchased any additional integrations, you will see the below screen:
4. Select the action you would like to perform.
- Push data to Power BI: Push survey data from Alchemer into Power BI for analysis.
Configuration | Push Data to Power BI
To configure this integration action, you will need:
- A streaming dataset setup in Power BI with 'historic data analysis' turned on.
- The API Info for the streaming dataset.
- Fields in this survey that contain the data you want to push to Power BI
1. Select "Push data to Power BI".
2. Click "Next" on the integration overview screen.
3. Copy the Push URL and streaming dataset example from Power BI and paste them below.
Alchemer will send all data as text.
In Power BI, you will need to turn on 'Historic data analysis' for the streaming dataset.
Getting your Push URL and Streaming Dataset Example
1. Login to Power BI.
2. Go to your workspace and click "New". Then select "Streaming dataflow" from the dropdown.
3. Choose API as your datasource. Click "Next".
4. Name your dataset and create the values from the stream. Toggle Historic data analysis "on".
5. Copy the Push URL and streaming data example.
4. Select the fields in the survey that you want to push to PowerBI. Then map those fields to the correspecting fields you set up in PowerBI.
How to Create Fields in Alchemer
1. Add survey questions that when answered will provide the desired field. (Example: What is the customer email address?)
2. Create a container using a Hidden Value.
5. This is optional. After a Power BI integration action occurs, data about the action is available for use in your survey. You can map this data back to fields in Alchemer.
For example, if there is an error in the action you can skip the rest of the survey questions for that respondent.
6. Click "Save" to complete the integration.
Monitoring a Integration Action
A log of each run result can be found in Results > Individual Responses > Action Log.
Select an individual response and then navigate to the Action Log. In the Action Log you can monitor if the action was successful or not.
FAQs
1. The Integration Manager Permission is required to set-up and use the Power BI Integration. If you don't have this permission you will see the following when trying to add the integration to a survey:
2. To check if you have this permission or grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the user management tab.
3. Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Alchemer is committed to continuously releasing updates and enhancements to our survey integrations. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
