SmartSuite and Microsoft Power BI Integration

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SmartSuite + Microsoft Power BI integration

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Microsoft Power BI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect SmartSuite and Microsoft Power BI

Create a New Scenario to Connect SmartSuite and Microsoft Power BI

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 SmartSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, SmartSuite or Microsoft Power BI will be your first step. To do this, click "Choose an app," find SmartSuite or Microsoft Power BI, and select the appropriate trigger to start the scenario.

Add the SmartSuite Node

Select the SmartSuite node from the app selection panel on the right.

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Configure the SmartSuite

Click on the SmartSuite node to configure it. You can modify the SmartSuite 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 Microsoft Power BI Node

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

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Authenticate Microsoft Power BI

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

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Configure the SmartSuite and Microsoft Power BI 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 SmartSuite and Microsoft Power BI 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 SmartSuite, Microsoft Power BI, 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 SmartSuite and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between SmartSuite and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect SmartSuite and Microsoft Power BI

SmartSuite + Microsoft Power BI + Slack: When a project record is updated in SmartSuite, fetch the relevant data and update the project dashboard in Power BI. Then, send a message to a designated Slack channel with the updated KPIs.

Microsoft Power BI + SmartSuite + Microsoft Teams: When a new dataset is created in Power BI, create a new record in SmartSuite to track the dataset. Then, notify the team in a Microsoft Teams channel about the new dataset and its tracking record in SmartSuite.

SmartSuite and Microsoft Power BI integration alternatives

About SmartSuite

Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.

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.

See how Latenode works

FAQ SmartSuite and Microsoft Power BI

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

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

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

Can I automatically update Power BI dashboards from SmartSuite data?

Yes, you can! Latenode's visual editor simplifies this, enabling real-time data synchronization. Keep your Power BI dashboards current with the latest SmartSuite information, improving decision-making.

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

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

  • Visualize SmartSuite project data in Power BI dashboards.
  • Create custom reports based on SmartSuite data.
  • Automate data refresh between SmartSuite and Power BI.
  • Trigger Power BI report generation from SmartSuite updates.
  • Share key SmartSuite metrics through interactive Power BI reports.

What SmartSuite data can I access within Latenode workflows?

You can access all SmartSuite data, including records, fields, attachments, and comments, providing comprehensive automation capabilities for reporting and analysis.

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

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

  • Complex Power BI report structures may require advanced configuration.
  • Initial data synchronization can take time for large datasets.
  • Data refresh frequency is subject to API rate limits.

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