*** Please note, this article refers to Reporting and Analytics with Power BI. View the FAQ for more details. ***
In this article, we'll show you how to export Power BI datasets to a connected SFTP site. From SFTP, you can import Kallidus data to mix with your organisational data using your organisation's Power BI.
In this article, we'll cover:
- What is SFTP?
- Overview of the process to extract data from Kallidus
- Steps to grant the Data Connector permission to a User
- How to create an SFTP connection
- Review the delivery history of an SFTP connection
- Rerun a one-time SFTP connection
What is SFTP?
An SFTP data connection is an export of prebuilt Kallidus datasets to your own SFTP location. Once exported, you can extract and transform the data as needed before loading it into your external reporting tools.
A few things to know about SFTP connections:
- Only Users with permission to connect data will be able to create SFTP connections
- Each SFTP connection can export one or more datasets simultaneously
- Create as many SFTP connections as required
- You must have your own non-Kallidus SFTP location to successfully create a connection
- Dataset mapping schemas will help you establish the relationships between various Dimension and Fact tables
Overview of the process to extract data from Kallidus
Overview of bulk data extraction
In this video, we'll provide a high-level overview of the process, and show how SFTP is used to extract your Power BI data to mix with your own organisational data:
View extracted data in your organisations' Power BI
In this video, Gary examines how your Kallidus data will appear when imported to your organisation's Power BI tool.
Steps to grant the Data Connector permission to a User
- Navigate to Manage users
- Search for the desired User
- Select Actions
- Select Edit:
- Scroll down to the Roles section
- Enable the Data connector permission. Note that this permission can be enabled independently of other reporting permissions. You don't have to enable the Reporting or Edit reports permissions for the User to successfully create data connections; however, you can enable them additionally if the User needs to view/edit reports:
Steps to create an SFTP connection
- Navigate to Reports
- Select Connect data
- Select New connection:
- Give the connection a name
- Add a description (optional):
- Select Next
- Select one or more datasets:
- Select Next
- Enter SFTP credentials:
- Select Next
- Select a frequency:
- Select Save to complete the connection
Steps to review the delivery history for an SFTP connection
If you need to audit the delivery of your SFTP connections, or if you see an issue with any of your SFTP connections, you can easily review the delivery history. Here's how:
- Select Actions on any SFTP connection
- Select Delivery log:
- Find the relevant Timestamp and review the Status column:
Possible statuses are:
- Successful: All datasets were successfully generated and delivered to your SFTP location
- Failed: One or more datasets were not successfully generated, or all datasets were successfully generated but not successfully delivered to your SFTP location
- For "Failed" SFTP deliveries, click into the Status column to review the Data Connection Job ID. Provide this ID to our Support team and we'll help you troubleshoot.
Steps to rerun a one-time SFTP connection
For any one-time SFTP connections (those where the Schedule column shows "Now" or "Once"), you can rerun them at any time after their initial runs by selecting Actions and Run now:
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