Power Apps or Power Automate?

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Hi everyone, We just finish migration to RE NXT. I am trying to connect Power BI (PBI) to RE NXT. Do we need to have Power Apps or Power Automate to estabish PBI and RE NXT? this is step i am stuck on. any help appriciated. Thanks.

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  • @Rosa Crichton
    Power BI, Power Automate, PowerApps are 3 different tools and each does different thing, and each requires different license for use

    • Power BI - create reports and dashboard
      • it has many ways to intake data for use in reporting and dashboard
      • there is a custom connector (uncertified/unofficial) that's supported by the community that calls on Blackbaud's SKY API to get data out of RE NXT, here's a post that details a lot of info on how to properly setup this connector: https://community.blackbaud.com/forums/viewtopic/426/64701
    • Power Automate - workflow automation
      • think of this as a low/no code way to make automation happen
      • you can also create a workflow that can be called upon by Power BI to retrieve more dat athan the custom connector can, here's a template for this method of getting RE NXT Data: https://community.blackbaud.com/forums/viewtopic/586/71846
      • you can also use Power Automate to create custom add-in in RE NXT, meaning you can create custom “tile” in a constituent page on RE NXT that show custom giving summary specific for your org, or a custom “tile” in a gift page that allow you to send eInvoice/eReceipt
    • PowerApps - low code method to create a web application
      • this is to create a custom complex interactive application
      • in general, you are not likely going to use this
  • @Alex Wong We're new to RENXT as well and exploring the best way to access data from NXT and transfer to powerBI. Does using the query API with power automate allow you to access fields that aren't available in the custom connectors? For example if event attributes aren't accessible in the sky api connector but I can query off of them in RE can I pull this data through in the query api/power automate process?

  • @Stephanie Osborne
    Yes, using the template I linked, you will be able to get any data that the custom connector unable to produce, including event participant's attribute.

    The other benefit compare to the custom connector is, you dont' need to setup a gateway to do refresh.

  • @Alex Wong Thank you!! That's very helpful!

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