PowerBi connector and BB NXT gift list

Michael Martinez

Good afternoon All, I'm trying to open a gift list in Power BI from NXT(via the connector). In PowerBI, I find the list I created with no problem etc. After opening the list in PowerBI the constituents' names are not showing up. The list in NXT does contains the names in a column. Thank you for all the help and your time! What would the work around?

Alex Wong

@Michael Martinez
Power BI custom connector get data from SKY API. Columns are the same for same type of list, it does not go by the column you selected in the RENXT webview list area.

By using a saved list, it does the “filtering” (meaning you get rows of data filtered by the list, not column.

Michael Martinez

@Alex Wong first all of thank for your help!. I don't quite understand the logic to be honest with you. the NXT list shows “name” “amount of total donation” “constID” for example. The list when opened with the PowerBi connector shows other fields “systemID” etc etc. It doesn't show “name”. What would be the work around

Alex Wong

@Michael Martinez
the columns you get from the specific list type is “final”, it does not change based on the webiste saved list column selection, that's just now the connector works. I'm assuming if you don't see “name” means that you are not using constituet list (i.e. maybe you getting gift list?). You will need to get a constituent list and then join them together. based on the system record id of the constituent.

Rebecca Sundquist

@Michael Martinez, I hope that the response from Alex is making sense now. He's saying that the list of fields accessed by the SKY API - GET Gift List endpoint is fixed, but the definition of which records are pulled can be set by the list_id parameter in that endpoint. This parameter what the open-source Power BI connector is leveraging when it gives you the ability to navigate your public and private lists. To get constituent attributes, you'll need to make a second connection to Constituents. If you don't want to pull in all constituents, then you might create a Constituent List to limit which constituents are pulled into the report's data set. At this point, you be thinking that it would have been easier to define a query and pull query results into Power BI instead. We have templates for that: Sharing my Power Automate flow: Get query results using the new Query connectors extracts query results and saves them to a file share and Sharing my Power Automate and Power BI template: Power BI use of Query API via Power Automate extracts query results directly into Power BI. However, please consider that a semantic model in Power BI is designed to break away from flat file reporting and works best with a star schema. By relating Constituents:Gifts in a One:Many relationship, you make the data storage for the semantic model more efficient.

Michael Martinez

@Rebecca Sundquist thank you for your help. This makes a sense!

Michael Martinez

@Alex Wong
got it! now i understand. Thank you for the explanation!