Microsoft Power BI

Automatically send form entries to Power BI for real-time dashboards and reports.

Built by Cognito Forms Built by Cognito Forms

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

  1. Log in to Cognito Forms
    1. Open the form and go to entries
    2. Select or create an Entry View, click Sync View To -> Power BI, and generate secure URL
  2. Prepare the data endpoint
    1. Copy the generated OData feed URL (include access token)
  3. Connect Power BI to Cognito Forms
    1. In Power BI, select OData Feed and enter the OData URL from Cognito Forms
    2. Pasta the OData URL and select Anonymous for authentication
  4. 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
  5. Create your dashboard
    1. Use Power BI’s tools to build charts, graphs, and visual reports from Cognito Forms data
  6. Set up automatic refresh
    1. Configure periodic data refreshes in Power BI to maintain up-to-date visualizations

Still need help? Check out our Cognito Forms Data Analytics Guide.
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Analytics & Reporting