How-to 11 of 27

How to connect business systems and APIs

Connect Salesforce, HubSpot, Dynamics 365, Google Analytics 4, a Power BI semantic model or any REST API, and ask it questions in plain English. Narrated.

The steps

  1. 1Your business systems are datasources too: Salesforce, HubSpot, Microsoft Dynamics 365 and Google Analytics 4, alongside Power BI and any REST API.
  2. 2For Salesforce, enter the login address, a username and password, and a security token if your organisation requires one. You can also choose a default object, such as Account.
  3. 3Already use Power BI? Connect a semantic model through its XMLA endpoint, with an app registration in Microsoft Entra, and ask it questions in plain English.
  4. 4Anything else with an API connects as a REST API: choose the method, paste the address, and add a key if the API needs one.
  5. 5Test the connection, and the fields the API returns become columns you can chart and ask about.

Try it on your own data

Connect a datasource and ask your first question. Your first report is free, with no card and no deadline.