Power BI integration
Connect survey responses to Microsoft Power BI in two ways:
| Method 1: Push | Method 2: Pull | |
|---|---|---|
| Best for | Reports in Power BI Service; sync from CXM | Power BI Desktop; full control over queries |
| Authentication | Microsoft account (delegated OAuth) | CXM external access token |
| Data flow | CXM → Power BI push dataset | Power BI Desktop → CXM export API |
| Setup in portal | Integrations → Power BI → Connect → Sync | Copy export URL + Power Query from the dialog |
Choose a guide
- Push data to Power BI - connect Microsoft, pick a workspace, and sync responses to a push dataset.
- Pull export in Power BI Desktop - use the export API and Power Query with your external access token.
Before you start
- Publish the survey and collect responses through a distribution channel (web link, API collector, SMS, etc.). Test-link responses without a collector are excluded from export.
- Copy the survey short code from the survey URL or the Integrations tab in Design.
- Push: You need a Power BI license and access to a workspace.
- Pull: Get your external access token from Profile.