Don’t miss a superb alternative to spice up your productiveness with the ready-to-use software referred to as Energy BI ServiceNow that simplifies the information course of.
Customers gained’t need to spend a lot time/assets for the next integration answer servicenow energy bi. Simply launch it and begin having fun with working with heavy information and detailed experiences.
IT, assist, or every other groups that use ServiceNow to handle their every day operations will discover this device a handy answer for constructing experiences and monitoring KPIs in Energy BI Primarily based on ServiceNow information. This Energy BI Integration with ServiceNow can also be helpful for enterprise analysts, enterprise homeowners, and C-level administration who must have a transparent understanding of enterprise efficiency.
Following quite a few discussions within the Now Neighborhood, I’d wish to share data on yet one more choice to combine ServiceNow with Energy BI with a prepared answer that we’ve developed just lately.
Energy BI Connector is an enterprise-grade app that helps customers join Energy BI to ServiceNow. This fashion they will export information, construct complicated information fashions and benefit from all of the reporting and analytics options of Microsoft Energy BI utilizing information from ServiceNow. This text is a complete information to how this connector works and methods to configure this integration..
Why Energy BI Connector: ServiceNow Energy BI Integration Options
The Energy BI ServiceNow Connector permits customers to export information from ServiceNow into Energy BI even with out programming abilities or IT assist. A few of the options and advantages of this connector embody:
Handy consumer interface
The Energy BI ServiceNow integration supplies a well-recognized consumer interface for customers by way of the ServiceNow portal. This simplifies the method of producing complicated experiences in Energy BI after the information is exported.
The app’s interface makes it simple to filter information earlier than they’re transferred to Energy BI. This fashion, solely probably the most related data is exported from ServiceNow to Energy BI.
Distributed consumer roles
The Energy BI Connector lets you set consumer roles inside the software. This makes it attainable to handle who has entry to create, learn, write, or delete information for safety functions. Customers will be categorized into admin, editor, and viewer based mostly on how a lot entry they get.
Export massive volumes of knowledge
The Energy BI Connector for ServiceNow has a stable software structure which makes it attainable to export massive information volumes with none impression on the platform’s efficiency.
Tips on how to Export ServiceNow Information to Energy BI: Fast Begin
The Energy BI Сonnector for ServiceNow was developed to permit customers to seamlessly export ServiceNow information to Energy BI as rapidly as attainable. The connector is a standalone software that doesn’t have any particular necessities to perform by itself. It’s a Constructed on Now app, which suggests (as I’m certain ) that it’s natively constructed on the ServiceNow platform, thus it has the first enterprise logic, consumer expertise, and finish buyer worth designed on ServiceNow.
The place to search out Energy BI Connector
The Energy BI Сonnector is now obtainable on the ServiceNow retailer.
Observe the direct hyperlink or use the search bar on the ServiceNow retailer, simply kind “energy bi” and click on Search button. After getting discovered it, click on the “Strive” and log in together with your credential. You’ll be prompted to simply accept the phrases of service and make sure that you simply wish to strive the app. As soon as that is achieved, the Energy BI Connector for ServiceNow can be obtainable for set up on the System Functions tab.
To purchase the appliance after the trial interval seek for the connector on the ServiceNow retailer then click on the “Purchase” button to buy it. The associated fee data of the app can be offered and also you’ll be prompted to pick out a fee possibility. You’ll have entry to a full app set up as soon as your fee is verified.
Preinstallation necessities (system admin position) and others
For the reason that Energy BI Connector is a standalone software, it doesn’t want any particular conditions to perform. It’s suitable with Rome, Paris, Quebec and San Diego situations, and works advantageous in all trendy browsers so long as you’re utilizing the newest model of the browser. Solely customers with the system admin position have permission to put in this connector.
Tips on how to Present Permission to Work with the Energy BI Connector for ServiceNow: Assign Person Roles
Although solely customers with the Admin position can set up the app, the Energy BI Connector permits the admin to set different ranges of permission for others based mostly on their roles. This part is a information on methods to present permission for different makes use of to work with the app after set up.
3 Forms of Person roles
Usually, there are 3 consumer roles and each has a particular set of permissions assigned to them as highlighted under:
The Admin has full permission to learn, write, create and delete information sources. They will create and export tables in Energy BI Connector for the ServiceNow plugin
The Editor has entry to the Energy BI Connector for ServiceNow and this position permits them to learn, write and create information sources. Nevertheless, they can not delete information sources just like the Admin can.
The Viewer solely has permission to learn information sources within the Energy BI Connector plugin they usually can export Servicenow tables. Nevertheless, they can not write, create or delete information sources.
Assign Energy BI Person roles in simply 5 steps
ServiceNow System Directors can grant permission to work with the Energy BI Connector for sure customers by assigning related roles to them. The directions under present methods to assign the roles and supply customers with acceptable permissions.
On the consumer’s desk, discover the customers you wish to assign a job to and click on on the consumer ID.
Navigate to the “Roles” tab and click on on “edit”
Within the assortment search subject, enter the letter “x_acsof”. The Three roles obtainable in Energy BI Connector for ServiceNow roles can be proven
Choose the position you’d wish to assign by deciding on the consumer from the gathering and shifting them to the roles record.
Click on on Save, then click on on the “Replace Person” button.
Tips on how to Use Energy BI Connector for ServiceNow
Customers with the Energy BI Admin and Editor roles have permission to create an information supply or import information into Energy BI. Customers can entry the Energy BI Connector from the Energy BI Connector web page or the Foremost web page of the Service Portal relying on the roles assigned to them.
Create a Information Supply in ServiceNow
Solely Energy BI Admin and Editors can create an information supply in ServiceNow. To create an information supply from the Service Portal, scroll down to search out the Information Sources desk then click on on the “New” button.
Word! The Information Sources desk is added to the Portal by your Admins. For those who’re not capable of finding it, contact your ServiceNow Admin concerning this.
To create an information supply from the Energy BI Connector web page, Click on the “New” button and fill within the particulars on the web page it opens. This consists of the information supply title, description and row restrict. Click on on “Add desk” to configure Export config then click on “Save”.
So as to add the tables, click on the “Add Desk” button. You may kind the desk title utilizing the search subject or manually scroll by way of the record to search out it. Choose the desk and click on the Add button. Subsequently, choose the fields wanted for the experiences. You may as well apply a filter to the desk to slim the export outcomes.
Click on the “save” button on the backside of the web page to avoid wasting the information supply.
Import ServiceNow Information into Microsoft Energy BI
You may import information into Microsoft Energy BI both from the Service Portal or from the Energy BI Connector web page.
To import information from the Service Portal, merely scroll down to search out the “information sources” desk and choose the one you wish to import from the record. You may as well use the filter perform to search out it quicker.
To import information from the Energy BI Connector web page, discover the information supply on the record or use a filter to search out it. Subsequent right-click on it to open a menu the place you’ll copy the OData feed URL.
Go to the Energy BI Desktop and click on Get Information then paste the copied URL into the OData feed subject.
Within the opened window, enter your ServiceNow credentials and click on Join. The Navigator preview will open the place you may choose the desk you wish to import by checking the bins. The import course of begins as quickly as that is achieved and you’ll start constructing a ServiceNow Energy BI dashboard utilizing the imported information.
A ServiceNow Energy BI integration utilizing Energy BI Connector will assist convey all of your ServiceNow information into a robust analytics setting the place you may achieve invaluable insights from them.
You don’t want to spend time and assets for a posh integration answer, as it’s a ready-to-use software. Neither you’ll want to additional debug and keep it. You solely want to start out fetching information from ServiceNow to Energy BI and revel in experiences and dashboards.