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How Do I Connect Power BI With Tribe CRM?

Updated this week

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The Power BI connection allows you to use data from Tribe CRM to create reports and visualisations in Microsoft Power BI. This is useful when you want to analyse CRM data and share insights within your organisation. You might use this connection if you already work with Power BI and need direct access to Tribe data. By following this guide, you will be able to set up the connection and load Tribe data into Power BI Desktop.

Table of Contents

  • What Does The Power BI Connection Do?

  • What Do You Need Before You Start?

  • How Do I Set Up The Power BI Connection?

  • How Do I Connect To Tribe Data In Power BI?

What Does The Power BI Connection Do?

The Power BI connection enables you to retrieve data from Tribe CRM using the Tribe API. This data can then be visualised, analysed, and shared using Microsoft Power BI. The connection uses a custom Power BI connector provided by Tribe.

What Do You Need Before You Start?

To use the Power BI connection, you need basic API knowledge. You also need access to Tribe CRM, Microsoft Power BI Desktop, and permission to install custom connectors on your device.

How Do I Set Up The Power BI Connection?

Follow these steps to prepare Power BI Desktop for use with Tribe CRM.

  1. Open the Marketplace in Tribe CRM.

  2. Select the External Data tab.

  3. Open the Power BI link and download the .mez file.

  4. Install Microsoft Power BI Desktop if it is not already installed.

  5. Create the following folder path in your OneDrive Documents folder:
    ​Power BI Desktop\Custom Connectors

  6. Copy the downloaded .mez file into the Custom Connectors folder.

  7. Close Power BI Desktop if it is open, then restart the application.

  8. Go to File > Options And Settings > Options.

  9. Open Security.

  10. Under Data Extensions, enable Allow Any Extension To Be Loaded Without Validation Or Warning.

  11. Select OK to save the setting.

Note: The folder path and setting names must be entered exactly as described for the connector to work correctly.

How Do I Connect To Tribe Data In Power BI?

Once the connector is installed, you can connect to Tribe data.

  1. Open Power BI Desktop.

  2. Select Home > Get Data > More.

  3. Navigate to Other and select Tribe CRM, or search for Tribe CRM.

  4. Click Connect.

  5. Enter the API Endpoint from Tribe CRM, for example:
    ​https://api.tribecrm.nl/v1/odata/Activity_SalesOpportunity

  6. Confirm the entry.

  7. Sign in to Tribe CRM using your login details when prompted.

After signing in, the Query Editor opens automatically, allowing you to load and transform Tribe data for use in Power BI.

Quick Summary

You can connect Power BI to Tribe CRM using a custom connector and the Tribe API. The setup requires Power BI Desktop, a connector file, and specific security settings. Once connected, you can retrieve Tribe data and use it for reporting and analysis in Power BI.

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