使用 Power BI 连接到 InsightlyConnect to Insightly with Power BI

使用 Insightly 内容包可视化和共享 Power BI 中的 Insightly CRM 数据。Visualize and share your Insightly CRM data in Power BI with the Insightly content pack. 使用 Insightly API 密钥连接到 Power BI,以从 CRM 数据查看和生成报表和仪表板。Connect to Power BI using your Insightly API key to view and build reports and dashboards from your CRM data. 使用 Power BI,你可以用新的方式分析数据、创建功能强大的图形和图表,并显示地图上的联系人、潜在客户和组织。With Power BI, you can analyze your data in new ways, create powerful graphs and charts, and display contacts, leads, and organizations on a map.

连接到适用于 Power BI 的 Insightly 内容包Connect to the Insightly content pack for Power BI.

如何连接How to connect

  1. 选择左侧导航窗格底部的获取数据Select Get Data at the bottom of the left navigation pane.

  2. 服务框中,选择获取In the Services box, select Get.

  3. 选择 Insightly >获取Select Insightly > Get.

  4. 选择密钥作为身份验证类型并提供 Insight API 密钥,然后选择登录Select Key as the Authentication type and provide your Insight API Key then select Sign In. 请参阅下方有关查找此参数的详细信息。See details on finding this below.

  5. 审批后,导入过程将自动开始。After approving, the import process will begin automatically. 导入完成后,在导航窗格中将会出现新的仪表板、报表和模型。When complete, a new dashboard, report and model will appear in the Navigation Pane. 选择仪表板查看已导入的数据。Select the dashboard to view your imported data.

下一步?What now?

包含的内容What's included

此内容包包括以下表,其中带有对应记录中的字段:The content pack includes the following tables with fields from the corresponding records:

表格Tables
联系人Contacts 机会Opportunities 管道阶段Pipeline Stages 任务完成日期Task Complete Date
自定义字段Custom Fields 机会截止日期Opportunity Close Date 项目完成日期Project Complete Date 任务Tasks
事件Events 机会预测日期Opportunity Forecast Date 项目Projects 团队/成员Teams/Members
潜在客户Leads 组织Organizations 标记Tags 用户Users

许多表和报表同样包括唯一的计算字段,如:Many tables and reports also include unique calculated fields, such as:

  • 含有“分组的”机会预计截止日期、机会实际截止日期、项目完成日期和任务完成日期以便按月份、季度或年份进行分析的表。Tables with “grouped” opportunity forecast close dates, opportunity actual close dates, project completion dates, and task completion dates for analysis by month, quarter, or year.
  • 机会的加权值字段(机会值 * 赢得机会的概率)。A weighted value field for opportunities (opportunity value * probability of winning).
  • 基于开始日期和完成日期的任务的平均和总持续时间字段。Average and total duration fields for tasks, based on start and completed dates.
  • 含有机会赢得率(赢得计数/总机会计数)和赢得率值(赢得值/总机会值)的计算字段的报表。Reports with calculated fields for opportunity win rate (count of won/count of total opportunities) and win rate value (value of won/value of total opportunities).

系统要求System requirements

需要能够访问 Insightly API 的 Insightly 帐户。An Insightly account with access to the Insightly API is required. 可见性权限将基于用于建立到 Power BI 的连接的 API 密钥。Visibility permissions will be based on the API key used to establish the connection to Power BI. 你可以见到的任何 Insightly 记录也将在你与他人共享的 Power BI 报表和仪表板中可见。Any Insightly records visible to you will also be visible in the Power BI reports and dashboards that you share with others.

查找参数Finding parameters

API 密钥API Key

若要从 Insightly 中复制 API 密钥,请从“Insightly 配置文件”菜单中选择“用户设置”并向下滚动。To copy your API key from Insightly, select User Settings from the Insightly profile menu and scroll down. 此字符串将被用于将你的数据连接到 Power BI。This string of characters will be used to connect your data to Power BI.

故障排除Troubleshooting

通过 Insightly API 导入数据,它包括基于你的 Insightly 订阅计划级别的每日限制。Your data is imported via the Insightly API, which includes a daily limit based on your Insightly subscription plan level. API 文档 https://api.insight.ly/v2.2/Help#!/Overview/Introduction#ratelimit 的速率限制/限制请求部分列出了这些限制The limits are listed in the Rate Limiting/Throttling Requests section of our API documentation: https://api.insight.ly/v2.2/Help#!/Overview/Introduction#ratelimit

提供的报表使用 Insightly 中的默认字段,并且可能不包含你的自定义项。The provided reports use default fields from Insightly and may not include your customizations. 编辑报表以查看所有可用字段。Edit the report to view all the available fields.

后续步骤Next steps

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在 Power BI 中获取数据Get data in Power BI