How to Connect SurveyToGo to Power BI

Overview

Power BI is a tool that turns your data into informative, easy to read, easy to share, and fully customizable dashboards and reports.

Use the report editor to:

• Tell your data story with charts, including line, bar, and pie charts, geo maps, area and bubble graphs, paginated data tables, pivot tables, and more.
• Make your reports interactive with viewer filters and date range controls. The data control turns any report into a flexible template report that anyone can use to see their own data.
• Include links and clickable images to create product catalogs, video libraries, and other hyperlinked content.
• Annotate and brand your reports with text and images.
• Apply styles and color themes that make your data stories works of data visualization art.

In this guide we will provide you with details on how to connect your survey data and meta data to Power BI and be able to share dashboards and reports with your customers.

Pre Requisites: Microsoft Power BI

Steps

Connecting

1. Install the SurveyToGo: Connector for Power BI.
2. Create a new report in Power BI.
3. Click on 'Get Data' and select 'More':
    
4. In the Get Data window select the SurveyToGo: connector and click Connect:
    
5. In the following screen:
   • Copy and paste the SurveyID
   • Enter Server Identifier - a unique server identifier for authentication, please enter ‘inet’.
     Please Note: This is a required field. If your organization is using a dedicated server, you will be provided with the Identifier needed to login).
      
6. Enter your SurveyToGo: credentials in the next screen:
   • API Key - of a user is a user that has data view permissions to the project that this survey is in 
   • Password - your API password
     You can now access any user's complete API key through your User Details window in the Studio:
      
     Please contact support here if you are not able to locate it
   • Click 'Connect'
      
7. Select the tables that you wish to import and click 'Transform Data' (SurveyData is mandatory):
   • SurveyData - table containing survey results. Please note that at this stage the table will appear with no data. Only after the process is complete data will start being retrieved from SurveyToGo:.
   • SurveyInfo - table containing information on the survey
   • SurveySchema - table containing information on the exported variables
      

Data Management

1. If you have not selected Transform Data, then you can do so from the top menu:
    
2. Next, click on Navigation and return to the SurveyData table.
3. Select the columns you want to view using the 'Choose Columns' option.
   Please Note: You must include the LastModifiedTime column to pull data in the following steps.
    
4. Filter the LastModifiedTime for your desired date range using the 'Between' dates filter:
    
5. Your have now successfully created a data source and are ready to start creating reports/dashboards
   
   
6. To move the report to Production - Under 'Source', you can add the following filters into the square brackets:
   • Production - (default is false)
     • false: pull test data
     • true: pull production data
       Please Note: you can setup the reports by pulling test data, and then move the report to pull production data once it is ready.
        
   • NoVariables - (default is false)
     • false: pull survey data
     • true: do not pull survey data
   • NoFields - (default is false)
     • false: pull survey metadata
     • true: do not pull survey metadata
   • Example - The following pulls production survey data:
     [ Production = true ]
      
7. Now that you have configured everything that is needed you can click on 'Close & Apply'