Microsoft Power BI and Scoro Integration

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Microsoft Power BI + Scoro integration

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Microsoft Power BI

Scoro

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Power BI and Scoro

Create a New Scenario to Connect Microsoft Power BI and Scoro

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Power BI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Power BI or Scoro will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Scoro, and select the appropriate trigger to start the scenario.

Add the Microsoft Power BI Node

Select the Microsoft Power BI node from the app selection panel on the right.

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Configure the Microsoft Power BI

Click on the Microsoft Power BI node to configure it. You can modify the Microsoft Power BI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Scoro Node

Next, click the plus (+) icon on the Microsoft Power BI node, select Scoro from the list of available apps, and choose the action you need from the list of nodes within Scoro.

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Authenticate Scoro

Now, click the Scoro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Scoro settings. Authentication allows you to use Scoro through Latenode.

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Configure the Microsoft Power BI and Scoro Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Microsoft Power BI and Scoro Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Microsoft Power BI, Scoro, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Power BI and Scoro integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and Scoro (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Power BI and Scoro

Scoro + Microsoft Excel + Microsoft Power BI: When a project is created, updated, or deleted in Scoro, the project data is extracted and added as a new row in an Excel table. Power BI then uses this Excel data to generate reports for wider analysis.

Microsoft Power BI + Scoro + Slack: When a dataset in Power BI is updated, it retrieves the dataset and checks if predefined KPIs are reached. If KPIs are met, a message is sent to a specified Slack channel, alerting the Scoro project team for performance celebrations.

Microsoft Power BI and Scoro integration alternatives

About Microsoft Power BI

Use Power BI in Latenode to automate report generation and data analysis. Trigger report refreshes based on real-time events, then use Latenode to share insights across your team via Slack, email, or other apps. Automate your analytics pipeline and react faster, without manual Power BI updates. Latenode adds scheduling and distribution.

About Scoro

Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.

See how Latenode works

FAQ Microsoft Power BI and Scoro

How can I connect my Microsoft Power BI account to Scoro using Latenode?

To connect your Microsoft Power BI account to Scoro on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Power BI and click on "Connect".
  • Authenticate your Microsoft Power BI and Scoro accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Power BI datasets from new Scoro projects?

Yes, you can! Latenode's visual editor makes it easy to trigger Power BI dataset refreshes when new projects are created in Scoro, ensuring your dashboards always reflect the latest data.

What types of tasks can I perform by integrating Microsoft Power BI with Scoro?

Integrating Microsoft Power BI with Scoro allows you to perform various tasks, including:

  • Visualize Scoro project financials in Power BI for custom reporting.
  • Automate report generation based on Scoro sales data.
  • Track team performance metrics from Scoro within Power BI dashboards.
  • Create Power BI alerts for critical changes in Scoro project status.
  • Synchronize Scoro customer data with Power BI for enhanced analysis.

What data can I access from Microsoft Power BI on Latenode?

You can access datasets, tables, reports, and dashboards. Latenode lets you use this data to trigger actions in other apps.

Are there any limitations to the Microsoft Power BI and Scoro integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Power BI report structures may require custom JavaScript for full compatibility.
  • Large data transfers from Scoro to Power BI could be subject to API rate limits.
  • Real-time updates depend on the polling frequency configured within the workflow.

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