BI Tool Support: Connecting Power BI and Other Tools

 

Step 1: Get Your Warehouse Credentials

1. Click Settings in the left sidebar (Organization Admin only)
2. Go to the Credentials tab
3. You will see your warehouse connection details: Host/Endpoint, Port, Database name, Username, Password (click to reveal or reset)
4. Copy these credentials — you will need them in your BI tool

Step 2: Connect Power BI Using the Gateway

BEEM provides a PowerBI Gateway for secure connectivity:

1. Download and install the Microsoft On-Premises Data Gateway on a machine with network access
2. Configure the gateway with the warehouse credentials from Step 1
3. In Power BI Desktop or Power BI Service, add a new data source
4. Select Amazon Redshift as the connection type
5. Enter the host, port, and database from your BEEM credentials
6. Authenticate with your username and password
7. Browse the available schemas and tables (your deployed datasets appear as views)

Step 3: Connect Other BI Tools

For tools like Tableau, Looker, or others:

1. Use the same warehouse credentials from Step 1
2. Select Amazon Redshift (or generic JDBC/ODBC) as the connector type
3. Enter the connection details
4. Your deployed datasets are available as database views

Step 4: Verify the Connection

1. In your BI tool, browse the available tables
2. You should see your BEEM datasets listed as views
3. Run a test query to confirm data flows correctly
4. Set up scheduled refreshes in your BI tool if needed

How It Works

• BEEM deploys datasets as views in your dedicated Redshift warehouse
• BI tools connect directly to this warehouse using standard database protocols
• Data stays within your dedicated cloud environment at all times
• The PowerBI Gateway is available on all pricing tiers (Essentials, Pro, Enterprise)

Best Practices

• Use a dedicated service account for BI tool connections
• Schedule BI tool refreshes after your BEEM dataset refresh times
• Contact your BEEM team if you need help configuring the gateway