Let’s imagine an IT company developing software applications that use ServiceNow daily and wishes to analyze some of its operational data in Power BI to improve its growth strategy.
To facilitate the platform integration process, the company can use Power BI Connector for ServiceNow
as it allows it to link both tools seamlessly and without any coding or other technical skills.
The first step to using the Power BI Connector for ServiceNow is to create a data source containing all the necessary information for reports and analysis. It can be done by navigating the ServiceNow app store
and installing the app
. Once installed, an admin or a user with the proper permissions should create a new data source by clicking the New
button within the ServiceNow portal (from the ServiceNow portal or the Power BI Connector page). It will initiate making a new data source, enabling seamless integration between ServiceNow and Power BI.
To understand what data you want to include, the system will display a form with different fields to be filled in. They have the data source name, description, and row limit. To be able to export data, you must configure the data source by adding tables and fields with the necessary data.
Power BI Connector for ServiceNow allows narrowing the data. You can select particular fields and use different filtering options to make your final data source maximally adapted to your reporting needs. You can study the process of creating data sources with Power BI Connector for ServiceNow in more detail here
After creating the data source using the Power BI Connector for ServiceNow, you can start exporting your data to visualize in Power BI, create reports, or model different scenarios to meet your business needs. ServiceNow provides various ways of making data sources and exporting them to files such as CSV, JDBC, FTP, HTTP, and XML.
To export the data, you'll need to fill in the required fields, which can be found here
. However, it's worth noting that integration with other systems can be more complicated in this case.