How to connect Tabidoo to MS Excel/PowerBI

Excel and Tabidoo – do they work together?

If you use Excel or Power BI for data analysis and visualization, it can be useful to connect these tools to Tabidoo, and visualize data quickly and efficiently. In this article, you will learn how to connect Excel and Power BI to Tabidoo.

What is Tabidoo?

Tabidoo is a modern data management and custom app creation platform that allows users to easily organize and manage their data. In addition, it does not require payment for each user of the system, which can be beneficial for companies looking for a cost-effective solution.

What is Excel?

Excel is a spreadsheet from Microsoft that has long been seen as the flagship of the segment. Excel is excellent for analyzing and visualizing data and is considered an essential tool in IT. Its closest competitor is, for example, Google Sheets.

What is Power BI?

Power BI is a business intelligence tool from Microsoft that allows companies to create interactive visualizations and dashboards to better understand their data.

Why link Excel/Power BI with Tabidoo?

Companies often use Excel or Google Sheets to manage data, but this use is inappropriate and brings far more risks than benefits. For data management, it is much more appropriate to use systems such as Tabidoo which can secure data sharing, workflow and set access rights. Linking the two worlds, i.e. capturing and processing data in Tabidoo and analyzing and visualizing it in Excel or Power BI, can be an ideal solution.

How to connect Excel or Power BI to Tabidoo?

Example: CRM Platinum in Tabidoo

Let’s say you are using** CRM Platinum**, an advanced business support application, in Tabidoo. So in Tabidoo you have a record of all sales. We would be interested in a sales forecast for the next few months. Such an option Tabidoo CRM Platinum does not offer, but you can find this functionality in MS Excel or MS PowerBI.

1. Preparation of API key from Tabidoo

Before you begin, you will need the API key from Tabidoo. Follow these steps:

1. Log in to your account at Tabidoo.
2. Go to the “Settings” section.
3. Find and click on “API Keys”.
4. Create a new API key to use for the connection.

2. Connect Excel to Tabidoo

To connect Excel to Tabidoo we will use Power Query, which allows you to import data from different sources.

1. Open Excel and go to the “Data” tab.

2. Click on “New Query” and select “From Other Sources” -> “From Web”.

3. Select Advanced.

4. In the URL Parts field, enter the API endpoint from Tabidoo. The endpoint might look like this: https://app.tabidoo.cloud/api/v2/apps/{appId}/tables/{tableId}/data for example. Replace {appId} and {tableId} with your actual application and table IDs.

5. In the HTTP Request Header Parameters section (optional), type Authorization in the first field and Bearer token123 in the next field.

6. Click “OK” and Excel will load the data from Tabidoo into the Power Query Editor.

7. You can make adjustments and transformations to the data as needed. When you are done, click Close & Load.

3. Connect Power BI to Tabidoo

To connect Power BI to Tabidoo we will use the Power BI Desktop.

1. Open the Power BI Desktop.
2. Click “Get Data” -> “From Web”.
3. In the URL field, enter the API endpoint from Tabidoo in the same way as for Excel.
4. In the dialog box, select the authentication method and enter your API key.
5. Click “OK” and Power BI will retrieve the data from Tabidoo.
6. You can then visualize and analyze the data as needed.

4. Automatic data update

To keep your data in Excel and Power BI up-to-date, you can set up automatic updates.

• In Excel: Set a scheduled update in Power Query. On the “Data” tab, click on “Properties” and set scheduled updates.
• In Power BI.

Conclusion

Connecting Excel and Power BI to Tabidoo allows for more efficient data management and analysis. As a result, you can always have up-to-date data for decision making and visualization. This approach allows you to leverage the power of Tabidoo combined with the flexibility and analytical capabilities of Excel and Power BI.