Connect Xtract Universal to Power BI Service
The following article shows how to connect Xtract Universal to Power BI Service via an on-premises data gateway.
Prerequisites
To connect Power BI Service with Xtract Universal, the following components are required:
Setup On-Premises Data Gateway
To set up the on-premises Data Gateway using the Power BI Custom Connector, follow the steps below.
Note
The connection to Xtract Universal can be created using Power Query M-script or Power BI Custom Connector. Using Power Query M-script does not require further configuration.
- Install the on-premises Data Gateway on the Xtract Universal application server.
- Configure the Data Gateway, see Use the on-premises data gateway app.
- Switch to the Connectors tab and define the path to the Power BI Custom Connector e.g., in
[Documents]\Power BI Desktop\Custom Connectors.
The XtractUniversalExtension will then be displayed as a Custom Data Connector.
Add Xtract Universal as a Data Source
Note
Make sure that enabling and usage of custom connectors in Power BI is activated. If the Xtract Universal entry is not available in the drop-down menu, check the configuration in the Setup On-Premises Data Gateway section.
The configured on-premises data gateway is integrated into the Power BI service environment. A DataSource to the Xtract Universal Server must then be set up:
- In the Power BI service, navigate to Settings > Manage connections and gateways and click [New]. The "New Connection" window opens.
- Select the connection type On-premises (default setting). Fill in the necessary fields:
- Select the previously created "Data Gateway" from the Gateway cluster name drop-down menu.
- Assign a name to the connection under Connection name.
- Select Xtract Universal Extraction under Connection type. If the Xtract Universal entry is not available in the drop-down menu, check the configuration in Setup On-Premisess Data Gateway.
- Specify the Xract Universal Server URL under Server, see Connect to an Xtract Universal Server.
- Decide on the appropriate authentication method under Authentication Method, see Single Sign On and SAP Authentication.
- Click [Create]. A connection is created and an automatic connection test is performed.
Data Source Status
- Check the Data Source Status and other settings, e.g., Schedules Refresh.
- Under [Workspace settings] navigate to the settings of the dataset [...].
- Expand the entry Gateway and cloud connections.
- Configure the connection of the uploaded Power BI dataset.
- Select the defined gateway and select the name of the connection (here XtractUniversal) from the drop-down menu under the option Extention.
The status of the connection is checked and reported back in the Status field.