There are many different analytic platforms that our customers can use to visualize their Fulcrum data. Outlined below are three ways you can connect your Fulcrum data to Power BI.
A Shared View creates a publicly available URL that provides read-only access into a filtered subset of your data within an app. Enabling a Shared View allows you to publish a selection of data with Clients, Stakeholders, or the Public. This feature allows users to share data while hiding certain parts of their data that may be sensitive and proprietary.
When a user elects to share a view, the provided URL contains a unique access token. You can use this token to retrieve data in one of the following formats: CSV, JSON, GeoJSON, KML, and (Esri) Feature Service. When a view is changed from “Shared” to “Private” the unique access token is deleted and the shared URL becomes invalid.
In order to share a view, first either “Save View” or select “Update View” while in the Record Editor.
Change the view from Private to Shared. Make sure to save or finish creating the view for the URLs to be valid. To connect with PowerBI, you are going to want to use the CSV url.
In Power BI you will want to click on the Get Data drop down and press the Web connection button. Here you can place your data share URL in the URL field and choose basic as your connection type.
After pressing OK you will be presented with a preview of your data. You can keep the options of “65001: Unicode (UTF-8)” as your File Origin and “Comma” as your Delimiter and then press the Load button. Your data has been added to Power BI and you can create your dashboard.
In the event that you want to connect more apps than you have data shares on your Fulcrum plan you can connect your Fulcrum data to Power BI through the use of our Query API. The Query API allows you to connect a specific set of data through a web link. The Query API web link has a few different parts to it. The base URL https://api.fulcrumapp.com, the endpoint /api/v2/query and the parameters of token, format, and query. When you piece them all together you get something like this https://api.fulcrumapp.com/api/v2/query?token=abc123&q=SELECT * FROM "Building Inspections"&format=csv
This is the type of link that you will use to connect to Power BI. You can get your API token from the Fulcrum web app by clicking on the API link on the navigation bar. From there you will click the create new token button and retrieve your token.
Creating your query to pull in your data could be as simple as getting all the data from your app with a select all statement like this SELECT * FROM “App Name”. These queries can also get complex if you are trying to combine data from different apps within Fulcrum. Our professional services team can assist you with creating more complex queries if needed.
In Power BI you can use this link by clicking on the Get Data menu and select Web. You will select Basic and place your link into the URL box then press OK.
On the next screen you will select “65001: Unicode (UTF-8)” as your File Origin and “Comma” as your Delimiter and press the Load button.
You have loaded your Fulcrum data as a data source in Power BI and can now create your dashboard.