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How do I connect Power BI with NMBRS?

Execute the following steps to connect Power BI to NMBRS. You only need knowledge of Power BI, your own business and the NMBRS administration.

NMBRS is payroll software in the cloud. Nmbrs provides both payrolling as well as HR functionality. Payrolling for both the Dutch as well as Swedish legislation are available. NMBRS is used by entrepreneurs and accounting firms.

No technical knowledge is needed nor knowledge on the NMBRS APIs to connect NMBRS with Power BI. This step-by-step plan will tell you exactly which steps you need to go through on Invantive Cloud to create your own dashboard with data from NMBRS.

The steps to connect Power BI with NMBRS are:

  1. Register an Invantive Cloud account.
  2. Create a NMBRS database.
  3. Make the NMBRS database available through the Microsoft OData connector.
  4. Connect Power BI with NMBRS through the connector.
  5. Load data from NMBRS into Power BI.
  6. Build your dashboard.

Invantive Cloud offers a NMBRS connector to download data from NMBRS into Power BI, but there are over 70 other connectors available also for SQL, Power BI, Power Query or Azure Data Factory.

With the NMBRS connector for Power BI you will by default fetch the data from all connected NMBRS administrations in your dashboard. You can limit the number of administrations that are retrieved through the Database settings. For example, you can also limit the connector for NMBRS to the data from exactly one NMBRS administration. Of course, you can also filter the data by administration using a filter step in Power BI.

When you are having questions, please contact Invantive using email adres , by phone on , or check the forums for NMBRS. Every organisation is entitled to 1 hour of free training to help you get started. This free hour also applies to free plans.

Registration on Invantive Cloud

Skip this step when you already have an account on Invantive Cloud. Otherwise execute the following steps one time to register an account on Invantive Cloud:

  1. Go to the Invantive Cloud start page.

  2. Select the Log in-button.

  3. Select the Sign Up-button.

  4. Enter your email address.

  5. Select the Next-button.

  6. Enter your personal data.

  7. Select the Next-button.

  8. Enter your password and repeat the password you entered.

  9. Select the Next-button.

  10. You will receive a six-digit verification code by email within 2 minutes.

  11. Enter the six-digit verification code.

  12. Select the Sign Up-button.

  13. Log on now.

  14. Make sure you have an authentication app installed on your phone. Select the Next-button.

  15. Add the displayed QR code to the authentication app, enter the current verification code, and choose "Finish".

  16. Skip registration of the organization.

  17. Complete your personal information and choose "Save".

  18. Go to the dashboard.

  19. The Invantive Cloud dashboard will be shown.

You now have a login code on Invantive Cloud with which you can set up the connection with NMBRS and numerous other platforms. You will use the same Invantive login code and workflow for all other platforms.

Create virtual NMBRS database

In this step, we set up a virtual database with data from NMBRS. The database is "virtual" because it is not a traditional database, but is fed real-time from NMBRS. The database will be used for all your NMBRS reporting with Power BI. So you only need to perform these steps once.

You now have a login code on Invantive Cloud with which you can set up the connection with {0} and numerous other platforms. You will use the same Invantive login code and workflow for all other platforms.

  1. Click the Add Database button.

  2. Select NMBRS from the list.

  3. Please fill out the form with login information for NMBRS.

  4. Select the OK-button.

Congratulations! You can now process data from NMBRS within the Invantive Cloud website. You can do this for example with the interactive SQL editor.

Select NMBRS from the list.

To retrieve the data from Power BI we create a link via Invantive Bridge Online. This creates a "bridge" between the cloud of Invantive and the standard OData connector that is available in every version of Power BI. You do not need to install anything locally: no connector, no ado.NET provider and no Power BI add-on neither.

Execute the following steps to safely use the data from NMBRS outside of Invantive Cloud:

  1. Next to the virtual database you will find an orange text requesting you to allow access from your current location (IP address). Select the nearby orange button.

  2. If you want to use the data through the web versions of Power BI, you must completely disable IP address checking by entering an asterisk ("*").

You are now ready to import the NMBRS data into Power BI.

Configure Power BI connector for NMBRS

You will now pull in Power BI data from NMBRS through the established link.

Execute the following steps:

  1. Start Microsoft Power BI and click on "Get Data".

  2. Choose "OData Feed."

  3. Enter the Bridge Online URL of the virtual NMBRS database in the window. Select the OK-button.

  4. Sometimes Power BI does not accept the URL and a yellow warning sign appears. If so, add a '/' to the end of the URL and remove it again. Select the OK-button.

  5. A message about missing authentication will appear if you have not previously recorded your login credentials in Power BI.

  6. Select the "Basic" tab on the left.

  7. Enter the user name for Invantive Cloud.

  8. Enter the password that you have set for Invantive Cloud.

  9. You do not need to change the "Scope" under the "Choose which Level" menu unless you have specific reasons.

  10. Select the OK-button.

You only need to perform these steps for linking NMBRS with Power BI once. From now on, you will find the linked data source in Power BI beneath "Recent Sources" in the menu.

Load Data in Power BI from NMBRS

A list of NMBRS tables appears for use in your dashboard. You can find these tables and their meaning on documentation.invantive.com. A limited number of tables from the NMBRS documentation of Invantive are not visible from Power BI because they have parameters.

Execute the following steps to load data into your dashboard:

  1. Select the table you want to use in the Navigator. You can also select multiple tables at once.

  2. A preview of the data from NMBRS appears to the right when you select a table.

  3. Select the OK-button.

  4. All data from all selected tables are loaded directly by the connector into Power BI.

  5. Loading can take a short or long time depending on the amount of data. The first time it takes noticeably longer anyway because the data is not yet in the "cache".

  6. Advanced Power BI users can use the "Transform" button to increase the loading speed from Power BI by applying filters.

The NMBRS connection will cache the data. Your data will be stored encrypted. Power BI, especially during dashboard development, often retrieves the same data again. This cache provides a noticeable acceleration. The cached data is refreshed according to the duration you set at the virtual NMBRS database. By default, the duration is set to 4 hours; therefore, you will receive the same data for 4 hours via the connection.

Build a NMBRS Dashboard

In Power BI the data is now ready for use in the dashboard.

Now build your reports or dashboards.

Click "Refresh" to refresh the NMBRS data from Invantive Bridge Online.

Andere mogelijkheden

After an initial success with new insights through a custom report or analysis on NMBRS, you are going to create multiple dashboards on your NMBRS data. It is then more efficient to use Microsoft data flows so that the data is shared between the different dashboards within the online Power BI platform.

You might also use other Invantive connectors for a report or analysis. For this you can follow the steps described above. All Power BI connectors of Invantive work identically; only the registration of the virtual database depends on the data source.

Finally, using Invantive Cloud you can also build software in the form of small web applications. This software can use the data in your database.