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OctoMesh Connector for Power BI

OctoMesh provides a Power BI Connector that allows you to seamlessly integrate OctoMesh data into your Power BI reports and dashboards. This guide will walk you through the installation and initial setup of the connector.


Installation

Prerequisites

  • Windows machine
  • Power BI Desktop installed
  • Administrator privileges

Download

The OctoMesh PowerQuery Connector is available for download from the Download Center.

Installation Steps

  1. Locate the downloaded OctoMeshConnector-*.pqx file.
  2. Copy the file to the Power Query Custom Connectors directory, typically found at:
    C:\Users\<YourUsername>\Documents\Power BI Desktop\Custom Connectors
  3. Open Power BI Desktop.
  4. Go to File > Options and settings > Options.
  5. Under Security > Data Extensions, enable (Not Recommended) Allow an extension to Load without validation or warning.
  6. Restart Power BI Desktop.
note

The connector certification program is currently undergoing changes and the registration for new connector certifications is currently on hold by Microsoft. Therefore, the OctoMesh Power BI Connector is currently unsigned. Please be cautious when using unsigned connectors and ensure you trust the source.


Getting Started

Create a Runtime Query in OctoMesh

  1. Log in to your OctoMesh account.
  2. Navigate to the Runtime Queries section, see Runtime Query Builder Documentation.
  3. Create a new Runtime Query or select an existing one.
  4. Note the rtId of the Runtime Query you wish to use.

Connect to OctoMesh in Power BI

Once installed, follow these steps to begin using OctoMesh PowerBI Connector:

  1. Open Power BI.
  2. Click Get dataOther sources.
  3. Search for OctoMesh.
  4. Select the connector and click Connect.
  5. When prompted about third-party data, click Continue (you can check "Don't warn me again" if desired).
  6. Enter your meshmakers tenant and the rtId of the Runtime Query you want to import, then click OK.
  7. Click Sign in and ensure you're using a user account that has access to the specified query.
  8. If not already connected, click Connect again.
    Your data should now appear as a table in Power BI.