Microsoft Power BI is a business analytics platform for building and sharing interactive reports and dashboards. Connect Cognito Forms to Power BI so entry data loads into Power Query, where you shape it once and keep datasets current with scheduled refreshes.

Turn submissions into trusted reports—shape data once, refresh on a schedule, and share insights across teams.

Replace spreadsheets with shared reports
Keep datasets fresh automatically
Combine entries with CRM/ERP data

Use this integration to:

Connect to the feed in Power Query
Filter to specific Entry Views for scope
Build custom measures and visuals
Publish to a workspace and share

Use this integration when you

Use Microsoft Power BI to model entries with Power Query, build measures for KPIs, and publish dashboards that refresh for teams.

Commonly used on:

How It Works

Generate API key in Cognito Forms
1. Log in to your Cognito Forms account
2. Navigate to Settings > Integrations
3. Select API Keys and create a new key with Read permissions
Identify form API endpoint
1. Obtain your Form ID from the Cognito Forms URL
2. Construct the API URL: https://www.cognitoforms.com/api/forms/{FormID}/entries?access_token={YourAPIKey}
Connect to Power BI via Web data connector
1. Open Power BI Desktop and select Get Data > Web
2. Paste your Cognito Forms API endpoint URL into the dialog box
Import and verify data in Power BI
1. Power BI will display your form fields for verification
2. Confirm data accuracy before finalizing the connection
Create your dashboard
1. Use Power BI’s tools to build charts, graphs, and visual reports from Cognito Forms data
Set up automatic fefresh
1. Configure periodic data refreshes in Power BI to maintain up-to-date visualizations

Still need help? Check out our Cognito Forms API Guide.

Analytics & Reporting