How to Get Data from ServiceNow to Power BI

Extracting data from ServiceNow and integrating it into Power BI is key for businesses that want to make the most of their insights. By connecting these two platforms, organizations can analyze their data easily and visualize it in a user-friendly way.

To get data from ServiceNow to Power BI, there are a few ways. A common one is using the ServiceNow ODBC driver or RESTful API to extract the data from ServiceNow. This way, you can get the specific datasets you want, only getting the data that’s relevant.

Once you have the data, you can import it into Power BI with a few methods. You can directly connect to the ServiceNow database or import a CSV file. Power BI makes the integration smooth, helping you connect to external data sources and make the raw data into something useful.

To make the transfer of data between ServiceNow and Power BI easy, it’s important to understand the data architecture. Identify which tables and fields hold valuable info, and map out how they work in Power BI. This way, you can navigate your dataset and make reports and dashboards.

In the end, getting data from ServiceNow and bringing it into Power BI gives companies visibility and analytical capabilities. By using this integration, businesses can understand their operations better, make better decisions, and be successful.

Overview of ServiceNow and Power BI

ServiceNow and Power BI are two powerhouse tools. They work together to help businesses analyze and view their data. ServiceNow is a comprehensive IT service management platform. It has features such as incident management, change management, and asset management. Power BI is a business analytics tool that transforms data into insights with interactive visualizations and dashboards.

ServiceNow’s data collection capabilities and Power BI’s data visualization features give organizations valuable insight. Connecting ServiceNow with Power BI helps businesses spot patterns, trends, and anomalies. Power BI provides an interface for users to connect directly to ServiceNow’s database. It also has pre-built connectors. This lets businesses access data from ServiceNow in real-time without manual extraction or transformation.

The integration of these two platforms boosts collaboration. Power BI’s sharing capabilities let users share reports and dashboards created from ServiceNow data across departments.

In conclusion, ServiceNow and Power BI combined give organizations the ability to get actionable insights from their data quickly. By using both platforms, businesses can make informed decisions based on real-time information from ServiceNow. This integration boosts productivity and encourages collaboration by sharing valuable insights.

Prerequisites for Data Extraction

To extract data from ServiceNow to Power BI, there are some musts:

  1. First, check that you have the access and permissions in both ServiceNow and Power BI. This will link them together.
  2. Next, decide which data you want to take from ServiceNow. Know which tables or queries have the info for your Power BI reports. You may need help from your team or use docs provided by your organization.
  3. Also, make sure plugins or connectors are installed in both ServiceNow and Power BI. These will make sure the two systems communicate and data is extracted accurately.

Tip: Test a small amount of data before getting a large amount. Get a sample to check the accuracy and completeness of the extracted info. This will help identify any issues and allow you to make changes before performing larger extractions.

Step 1: Connecting ServiceNow with Power BI

Connecting ServiceNow with Power BI provides a perfect combo for data integration and analysis. Here’s how to do it:

  1. Go to Home tab in Power BI.
  2. Select “Get Data”.
  3. Search for “ServiceNow” and click on the connector.
  4. Enter ServiceNow instance URL and credentials to establish the connection.

Make sure all permissions are granted to avoid issues. John, a data analyst at ABC Company, experienced the benefit of this connection when crunching a big project. By quickly extracting and exploring data from ServiceNow in Power BI, he presented useful insights that brought cost savings to the firm.

Step 2: Selecting Data to Extract

Connected Power BI to ServiceNow? Time to select data for extraction! Follow these steps:

  1. Identify objectives: Figure out the data needed from ServiceNow. Incident reports, change requests, user info? Knowing this will help streamline the process.
  2. Access ServiceNow tables: Check available tables & locate the ones with desired data. Could include Incident, Change Request, User, etc.
  3. Define filters: Narrow down data by setting filters – e.g., filter incidents by priority or date created.
  4. Choose fields: Pick fields in each table relevant to analysis. Incident number, assignment group, status, priority, etc.
  5. Test selections: Validate choices by running test queries. Ensure retrieving precisely what’s intended.

Remember, proper data selection is key for meaningful insights and effective decision-making.

Pro Tip: Collaborate with stakeholders & subject matter experts – gather all necessary info for analysis efficiently!

Step 3: Transforming the Extracted Data

Data transformation is a must-do when moving data from ServiceNow to Power BI. Here are some tips to help:

  1. Clean and filter. Delete unneeded info; apply filters for criteria and dates relevant to your analysis.
  2. Convert data types. E.g. dates from text to date format, numbers as numbers not text.
  3. Calculate columns. Use Power BI’s formula language, like DAX, to calculate values for more meaningful visuals.

Lastly, take into account any specific requirements or guidelines provided by the stakeholders.

Step 4: Visualizing the Data in Power BI

Visualizing the data from Servicenow in Power BI is crucial for gaining insights. Here’s a guide to help you:

  1. Launch Power BI – open the desktop application.
  2. Connect to Servicenow – click the ‘Get Data’ button on the Home tab, then select “Servicenow”. Enter credentials and connect to the desired database/table.
  3. Choose columns – select the specific columns you want in your visualization. Apply any filters/transformations.
  4. Load the data – click “Load” to import the data into Power BI.
  5. Visualize the data – create visualizations with the imported data. Choose from various chart types including bar/line/pie charts.
  6. Customize and refine – add titles/labels/colors and adjust axes per your preferences. Explore formatting options to enhance visuals.

For better visualization experience:

  • Optimize data loading – apply filters or limit rows during connection setup to reduce load times.
  • Utilize bookmarks – save views/filter settings for easy access while presenting/exploring data.
  • Explore custom visuals – extend Power BI’s capabilities with custom visuals from AppSource for interactive visuals.

Follow these tips to make your visualization process more impactful!

Step 5: Refreshing Data in Power BI

  1. Connect your data source: Use the ‘Get Data’ option and pick the ServiceNow connector.
  2. Configure data refresh settings: Go to the ‘Manage Parameters’ section in Power Query Editor. Select how often you want the data refreshed – daily, weekly, or even a custom schedule.
  3. Monitor and validate refresh activity: Power BI has a refresh history log to track when and how the data has been refreshed. This confirms that your reports have accurate info.

Pro Tip: Check and update your refresh schedule regularly, depending on changes to the data source or reporting needs.


We’ve come to the end of this chat. Integrating data from ServiceNow into Power BI can be very helpful for reporting and analytics. Use the Power BI connector for ServiceNow to get the right data and make cool visualizations.

You must check permissions and access rights for ServiceNow and Power BI. This will let you synchronize data between the two. Plus, you can use Power BI’s interactive dashboards, data modeling and natural language query capabilities to get more out of ServiceNow data.

Organizations should offer training and support for their employees with this integration. Keep them updated on new features and best practices for better data analysis.

Integrating ServiceNow with Power BI could give your business a lot of benefits. Don’t wait – explore this powerful combination now!

Additional Tips and Resources

Maximize the integration of ServiceNow data into Power BI with these tips!

  • Utilize the ServiceNow API to easily extract data and integrate it into Power BI.
  • Leverage Power Query to shape and transform your data.
  • Schedule regular data refreshes to maintain real-time information.
  • Automate the process of updating your reports.
  • Enable better decision-making based on insights.

By following these steps, you’ll streamline your reporting process and get the most out of Power BI.

References (if applicable)

References are necessary when creating informative content. For this article, references are external resources that can help us understand obtaining data from ServiceNow to Power BI.

Both ServiceNow and Power BI are platforms used for managing and analyzing data. Official documentation and user guides for these platforms often provide instructions, best practices, and troubleshooting tips.

We can also look to articles by experts. These can offer unique insights, examples, and code snippets to help us extract data from ServiceNow and import it into Power BI.

By consulting external references, we can gain different perspectives and ideas. This can be useful in troubleshooting and optimization.

For instance, a company had compatibility issues connecting ServiceNow and Power BI. They found a blog post with instructions to resolve the issue and retrieve data.

References can tap into others’ knowledge to maximize the potential benefits of ServiceNow and Power BI. This ensures a smooth and efficient transfer of data and helps us make informed decisions based on the collected information.

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