Import PBX Data from a Database into Power BI

• Download and unzip the Power BI template, which includes templates for different databases, and select the appropriate one based on your database.
• Download and install Power BI desktop and PostgreSQL ODBC driver.

1. Connect to the database.
   1. Open ODBC Data Sources (64-bit).
   2. In the User DSN tab, click Add.

      

   3. In the pop-up window, select PostgreSQL Unicode(x64), then click Finish.

      

   4. Fill in the following information, then click Save.

      

      Item	Description
      Database	Enter the name of the database.
      Server	Enter the IP address or domain name of the host on which the database is installed.
      Port	Enter the database port.
      User Name	Enter the username used to connect to the database.
      Password	Enter the password used to connect to the database.

   5. Remember the DSN name on the list, which will be used later.

      

2. Launch Power BI desktop.
3. Click Open to select and open the Yeastar-provided template.

   

4. Change the data source and configure database access.
   1. On the top toolbar, click Transform data and select Data source settings.

      

   2. Change the data source.
      1. Select the default data source, then click Change Source.

         

      2. In the Data source name (DSN) drop-down list, select the one for the database, then click OK.

         

   3. Configure database access credentials.
      1. Click Edit Permissions.

         

      2. In the pop-up window, click Edit.

         

      3. Select Database and fill in the authentication information, then click Save.

         

         Item	Description
         User name	Enter the username to connect to the database.
         Password	Enter the password to connect to the database.

   4. Save your setting .
5. On the top of the page, click Refresh to run all SQL queries.

   

The data are successfully imported and visualized in the panel.

• Download and unzip the Power BI template, which includes templates for different databases, and select the appropriate one based on your database.
• Download and install Power BI desktop and MySQL Connector/NET.
• (Optional) If SSL is enabled on the MySQL server, install the certificate.
  1. Download the SSL public certificate.
  2. Install the SSL certificate in Trusted Root certification authorities store.
     1. Run certmgr.msc on your computer to open the Certificate Manager.

        

     2. Right click Trusted Root Certification Authorities and select Import from All Tasks.

        

     3. Follow the prompts in the wizard to import the root certificate, then click OK.

1. Launch Power BI desktop.
2. Click Open to select and open the Yeastar-provided template.

   

3. Change the data source and configure database access.
   1. On the top toolbar, click Transform data and select Data source settings.

      

   2. Change the data source.
      1. Select the default data source, then click Change Source.

         

      2. Update the database connection information, then click OK.

         

         Item	Description
         Server	Enter the IP address or domain name of the host on which the database is installed, as well as the database port.
         Database	Enter the name of the database.

   3. Configure database access credentials.
      1. Click Edit Permissions.

         

      2. In the pop-up window, click Edit.

         

      3. Select Database and fill in the authentication information, then click Connect.

         

         Item	Description
         User name	Enter the username to connect to the database.
         Password	Enter the password to connect to the database.
         Select which level to apply these settings to	Select the database that the account can access.

   4. Save your setting .
4. On the top of the page, click Refresh to run all SQL queries.

   

The data are successfully imported and visualized in the panel.

• Download and unzip the Power BI template, which includes templates for different databases, and select the appropriate one based on your database.
• Download and install Power BI desktop.
• (Optional) If SSL is enabled on the Microsoft SQL server, install the certificate.
  1. Download the SSL public certificate.
  2. Install the SSL certificate in Trusted Root certification authorities store.
     1. Run certmgr.msc on your computer to open the Certificate Manager.

        

     2. Right click Trusted Root Certification Authorities and select Import from All Tasks.

        

     3. Follow the prompts in the wizard to import the root certificate, then click OK.

1. Launch Power BI desktop.
2. Click Open to select and open the Yeastar-provided template.

   

3. Change the data source and configure database access.
   1. On the top toolbar, click Transform data and select Data source settings.

      

   2. Change the data source.
      1. Select the default data source, then click Change Source.

         

      2. Update the database connection information, then click OK.

         

         Item	Description
         Server	Enter the IP address or domain name of the host on which the database is installed, as well as the database port.
         Database	Enter the name of the database.

   3. Configure database access credentials.
      1. Click Edit Permissions.

         

      2. In the pop-up window, click Edit.

         

      3. Select Database and fill in the authentication information, then click Save.

         

         Item	Description
         User name	Enter the username to connect to the database.
         Password	Enter the password to connect to the database.

   4. Save your setting .
4. On the top of the page, click Refresh to run all SQL queries.

   

The data are successfully imported and visualized in the panel.