Does anyone connect to Power BI for reporting?

Hi Kimberly – we have a number of customers that use PowerBI to interrogate their Sugar instance data.  At Sugar, we sell a particular tool called “sTransit for DataMarts” which is used to extract data from your SugarCloud instance and pre-formats it into a PowerBI ready datamart.  There are some costs associated with purchasing the tool and you will need an environment to host the datamart outside of SugarCloud.  For more details, I’d suggest you connect with your Customer Success Manager or reach out directly to Deb Drakeford ddrakeford@sugarcrm.com

Hi Chris Pennington - I'm looking to do the opposite and wondering if you know if there is an integration for that? We want to publish PowerBI reports in an iFrame to a Sugar module.

Hi Holiday,

There is an iFrame field type available in Studio.  If you create an iFrame field, you can put it on the layout and show the content within the module record view.

If you want to do the same thing, on a dashboard or dashboard on the side of the record view you can add the "Web Page" dashlet.

For both of these options you will need to add the URL which you're loading data from to your CSP (Content Security Policy) settings in the Admin panel.

I hope that helps!

Hi Holiday,

There is an iFrame field type available in Studio.  If you create an iFrame field, you can put it on the layout and show the content within the module record view.

If you want to do the same thing, on a dashboard or dashboard on the side of the record view you can add the "Web Page" dashlet.

For both of these options you will need to add the URL which you're loading data from to your CSP (Content Security Policy) settings in the Admin panel.

I hope that helps!

Thank you! That does help.