How to configure ODBC connection to flow data from Enterprise Insights to PowerBI
Platform Notice: Cloud and Data Center - This article applies equally to both cloud and data center platforms.
Support for Server* products ended on February 15th 2024. If you are running a Server product, you can visit the Atlassian Server end of support announcement to review your migration options.
*Except Fisheye and Crucible
Summary
This article describes the step-by-step process for installing and configuring an ODBC connection on a Windows server machine to flow data from Enterprise Insights(EI) to PowerBI.
⚠️ This article discusses the configuration of 3rd-party software components. Atlassian cannot control future changes made by the vendor so be aware that the download link, screenshots and exact steps shown may need adjusting.
Environment
Jira Align
Enterprise Insights
Solution
Download and Install ODBC application from the below link
Once the installation of the ODBC client application is done, launch the ODBC Data Source Administrator tool
Depending upon the requirement we can choose between User DSN or System DSN tabs
User DSN, will enable the connection for a specific user however System DSN would enable the connection for all the users accessing the system
Go to System DSN, click "Add"
Select the latest driver available (currently, it's ODBC Driver 18 for SQL Server) and click on Finish
Enter the Name, Description and Server details and hit Next
Select the authentication type and enter the credentials and hit Next
Change the Default Database Name to your Database name and click on Next
Make sure to check the checkbox for "Trust Server Certificate" and click on Finish
Configuration is done, click on Test Data Source to test the connection
Once the ODBC connection is successfully configured, launch PowerBI
Go to Blank Report and Click on Get Data option
In the Search bar, type ODBC, Select ODBC from the search result and click on Connect
From the Data Source Name drop down select the connection configured in the ODBC and click OK
This will load the whole schema from where we can pick the tables we need to load in PowerBI.
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