Create a Power BI Report From Data Loaded by Service Manager REST API
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IntegrationIntroduction
You can integrate third-party systems with Service Manager in many ways. The method you select will depend on business requirements, architectural and security constraints as well as the characteristics specific to each third-party application or service.
This document describes an integration process that has already been implemented in a customer context.
To find out more about this integration (e.g. scripts to be used), please do not hesitate to contact your EasyVista contact, or your service provider and integrator.
HeaderNotes_CautionPerformances
Overview of the integration
This integration enables you to create a Power BI report using data retrieved by the Service Manager REST API.
You do this in two main steps:
- Extract data from Service Manager in JSON format using the Execute an internal query method of the REST API.
- Build a Power BI report using this data.
Integration Data Feed (direction) | Authentication Type | Integration Connector Options | ||
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Available versions | ||
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SaaS-based | On-premises | |
Service Manager | ![]() |
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Power BI Desktop | ![]() |
N/A |
Example
Create a Power BI report displaying the list of late incidents
- The list of late incidents is displayed in List mode in Service Manager.
- Data in JSON format is retrieved in Power BI Desktop using the Execute an internal query method of the Service Manager REST API.
- The Power BI report is created.
Service Manager | Power BI report |
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Step-by-Step Integration Process
Prerequisites
1. Install Microsoft Power BI Desktop on your workstation.
You can download it free of charge.
2. Retrieve the URL of the Service Manager report. It will be required when configuring the Power BI report (step 1).
- Display the Service Manager screen for which you want to create a Power BI report.
- Click
in the top banner and select the Rest API Url option.
The URL of the active page is generated and copied to the clipboard as follows:
- Paste the clipboard content in your text editor in order to store it temporarily. It will be required when configuring the Power BI report (step 1).
Step 1: Retrieve Service Manager data in Power BI.
1. Run Power BI Desktop on your workstation.
See:
2. Click Get data and select the Web data source.
3. Copy and paste the URL of the Service Manager report you stored in your text editor in prerequisite step. Next, click OK.
4. In the Basic tab, specify the credentials for accessing the Service Manager REST API, i.e. user name and password, and click Connect.
- The query associated with the REST API URL will be run.
- Power Query Editor will open and data will be imported.
- HREF refers to the URL run.
- recordcount refers to the number of records returned by the query.
- The records object is used to access the list of records.
5. Click List in the records object.
The list of Service Manager records will appear.
Step 2: Create the Power BI report in Power Query Editor.
1. Select Convert > To Table to create a table using the list of records.
The table will be generated and will display one row for each record.
2. Click to display the fields retrieved by the REST API and select the ones you want to display in the Power BI report.
The Power BI report will be generated using the selected columns.
3. To find out how to format the data table, see the relevant Power BI documentation.
Step 3: Save the Power BI report.
1. Select File > Close & Apply in the menu.
- Power Query Editor will close.
- You will return to Power BI Desktop.
- Data will be imported.Note: If you applied a filter to data, only the selected data will be imported.
2. Tick the fields to be displayed in the report in the order in which they should appear.
The report will appear.
3. Select File > Save to save the report.
A PBIX file will be generated.