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Setup Power BI Integration

Follow this step-by-step guide to connect Power BI to your Evergiving data using an ODBC driver.

Step 1: Download and Install the ODBC Driver

  1. Download the latest version of the PostgreSQL ODBC driver:
  2. Install the ODBC driver on your system.
  3. Restart your computer after the installation is complete.

Step 2: Download and Install Power BI Desktop

  1. Download Power BI Desktop:
  2. Install Power BI on your computer.

Step 3: Open the ODBC Data Source Administrator

  1. Open the command prompt.
  2. Type odbcad32 and press Enter. img/image1 2.png

Step 4: Add a New ODBC Data Source

  1. In the ODBC Data Source Administrator window, click Add. img/image2 1.png

  2. Select the PostgreSQL ODBC Driver:

    • Choose PostgreSQL Unicode - 64 bit (or 32-bit depending on your system). img/image7 1.png

Step 5: Configure the ODBC Data Source

  1. In the configuration window, enter the credentials from the Evergiving EBIC export builder.

  2. To get the credentials:

    • Go to Evergiving > Export > Select EBIC Export.
    • Scroll down to the EBIC Connection Details section and copy the credentials. img/image5 1.png
    • Click Test to check the connection.

Step 6: Save the Data Source

  1. If the test is successful, a pop-up message will confirm the connection.
  2. Click Save.

Step 7: Open Power BI and Get Data from ODBC

  1. Open Power BI Desktop.

  2. Click on Get Data from Another Source. img/image8 1.png

  3. In the list of available data sources, search and select ODBC. img/image4 1.png

Step 8: Connect to the ODBC Data Source

  1. Click Connect.
  2. In the pop-up window, select the data source you configured earlier.
  3. Click OK. img/image3 1.png

Step 9: Load Your Data

  1. Your data will start loading into Power BI.
  2. You can now visualize and analyze your Evergiving data in Power BI.