Extract and analyze fleet data directly with excel for customized reporting, data manipulation, and in-depth analysis, transforming raw fleet data into actionable insights for improved decision-making. In this video, learn to use Geotab Data Connector with Power BI.

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MyGeotab

Using Geotab Data Connector with Power BI

Using Geotab Data Connector with Power BI! Let's get started. Navigate to the Data Connector page in MyGeotab by either selecting Reports, then Data Connector, or searching for Data Connector in the menu. Copy the Access URL so you can use it when you connect Power BI to the data source. Choose a template that fits your reporting needs and download it. Open the downloaded template to continue setting up the connection. In the Power BI Home ribbon tab, use Get data to start connecting the template to the OData source. Choose OData Feed to connect Power BI to the Access URL from MyGeotab. If you do not see this option, click More to search for it in the larger menu. Use the Basic authentication option if it is not already selected. Paste the Access URL you copied from MyGeotab earlier into the connection window. Select OK to confirm the URL and continue setting up the connection. Close the Navigator after the data source is loaded so you can configure its credentials. Open File to access Power BI's connection and permission settings. Open the Options and settings menu to manage the data source credentials. Use Data source settings to locate and update the Geotab Data Connector permissions. Select Global permissions to set the permissions across your Power BI files. Choose the Geotab Data Connector source. Select Edit Permissions to open the settings for the selected data source. Select Edit to open the credentials form and enter the account information Power BI will use. Enter your database name, followed by a slash and your MyGeotab username. For example, db123/demo_user@example.com. Enter the password associated with the MyGeotab username you provided. Save the credentials so Power BI can access the data source. Select OK to confirm the updated permission settings. Close the data source settings and return to the report. In the Home ribbon tab, Refresh the report so the template retrieves data using the configured credentials. Save the report after the data loads so your work and connection settings are preserved. With the data connection established, you can now create custom reports in Power BI using your MyGeotab data. Congratulations! You've completed this tutorial for how to use Geotab Data Connector with Power BI.

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