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Visualize Live Veeva Vault Data in Power BI (via CData Connect Cloud)
Use the CData Power BI Connector and CData Connect Cloud to integrate live Veeva Vault data into custom reports in Power BI.
Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Veeva Vault data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Veeva Vault, connect to Veeva Vault data from Power BI and then create reports on Veeva Vault data in Power BI.
Configure Veeva Vault Connectivity for Power BI
Connectivity to Veeva Vault from Power BI is made possible through CData Connect Cloud. To work with Veeva Vault data from Power BI, we start by creating and configuring a Veeva Vault connection.
- Log into Connect Cloud, click Connections and click Add Connection
![]( "Adding a Connection")
- Select "Veeva Vault" from the Add Connection panel
![]( "Selecting a data source")
-
Enter the necessary authentication properties to connect to Veeva Vault.
You are ready to connect after specifying the following connection properties:
- Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
- User: The username you use to login to your account.
- Password: The password you use to login to your account.
![]( "Configuring a connection (Salesforce is shown)")
- Click Create & Test
- Navigate to the Permissions tab in the Add Veeva Vault Connection page and update the User-based permissions.
![]( "Updating permissions")
With the connection configured, you are ready to connect to Veeva Vault data from Power BI.
Query Veeva Vault Tables
Follow the steps below to build a query to pull Veeva Vault data into the report:
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
- Click "Sign in" and authenticate with your CData Connect Cloud account
![]( "Authenticating with Connect Cloud")
- After signing in, click "Connect"
![]( "Connecting to Connect Cloud")
- Select tables in the Navigator dialog
![]( "The available tables. (Salesforce tables are shown)")
- Click Load to establish the connection to your Veeva Vault data from Power BI
Create Veeva Vault Data Visualizations
After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.
Click Refresh to synchronize your report with any changes to the data.
Live Access to Veeva Vault Data from Data Applications
With CData Connect Cloud you have a direct connection to Veeva Vault data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Veeva Vault data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Veeva Vault) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.
