Connect PowerBI to SalesDirector.ai (Revenue Data API)

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on November 17, 2020

One of the core philosophies that drive us at SalesDirector.ai is the belief that your revenue data (customer, sales, marketing and sales rep activity data) belongs to you – and that you should be able to access it anyway you like.

We’ve noticed an industry trend that locks-up and silos your revenue data in a way that prevents you from being able to access/manipulate/query or visualize your data the way you’d like. Most revenue intelligence platforms today only allow you to access and visualize YOUR data through THEIR platform. By default this limits your access and ability to customize reports to your fashion.

SalesDirector.ai believes that your data not only belongs to you – but that your data should be accessible to you via any means you choose.

SalesDirector.ai supports direct connections from various Business Intelligence Tools such as Tableau, Domo, PowerBI and others. Speak with your Customer Success Manager for details on how you can leverage direct access to your revenue data from SalesDirector.ai.

Below are the instructions for accessing SalesDirector.ai revenue data through PowerBI.

Prerequisites

To connect to your SalesDirector.ai Datastore to PowerBI do the following

1) Download PowerBI Desktop.

Download and Install the PostgreSQL ODBC Driver:
https://www.postgresql.org/ftp/odbc/versions/msi/
Pick the latest x64 file and install it.

Once the download is complete in Power BI go to Get Data and select More then search for ODBC

Odbc Salesdirectorai Connection

Select ODBC and enter:
Driver={PostgreSQL Unicode(x64)}; Server=YYYYYY; Port=6432; Database=XXXXXX; sslmode=require;

YYYYY is the Server name and XXXXX is the database name that you will get from SalesDirector.ai team.

The next screen will show you username/password:
Enter the username and password you received from SalesDirector.ai

You now should be successfully connected and access your datastore.

Happy Dashboard Building!

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