Integration
Claform + Power BI
Push survey response rows to a Power BI push dataset from a workflow step and browse your datasets from Claform. Microsoft sign-in.
How do you connect Claform to Power BI?
Sign in with Microsoft from the Integrations page. Claform lists your Power BI datasets; in a workflow, add a Push to BI step, choose the dataset and table, and send the rows you select. Push logs show every delivery, and tokens are refreshed automatically.
- Category
- Analytics and BI
- Connection
- Sign in with Power BI (OAuth)
- Data flow
- Claform sends data to Power BI
- Plan
- From Business
What you can do with the Power BI integration
Everything listed here is built into Claform today.
Push response rows to a Power BI dataset from a workflow step, with the rows and columns you choose.
Browse your Power BI datasets from Claform and pick where the rows go.
Available as a step in Claform workflows, with conditions, retries and run history.
Every delivery to Power BI is logged with its status, and the connection can be tested from the dashboard.
Sign in with Power BI (OAuth)
How to set up the Power BI integration
Four steps from your Claform dashboard.
Open Integrations in your Claform dashboard and choose Power BI.
Click Connect, sign in to Power BI and approve the permissions Claform asks for.
Pick the surveys, destinations and mappings you want to use.
Send a test response and check the sync log.
Which plan includes Power BI?
The Power BI integration is included from the Business plan upwards. Higher plans include it too.
What teams use Claform + Power BI for
Live CX dashboard
Scores streaming into the dashboard leadership watches.
Blend with other data
Survey rows next to sales and support metrics.
Scheduled pushes
A workflow that pushes aggregates on a schedule.
Power BI integration FAQ
Which dataset type do I need?
A push dataset with a table whose columns match the rows you send. Claform pushes rows through the Power BI REST API.
Which Claform plan do I need for Power BI?
The Power BI integration is included from the Business plan upwards. You can start on the free plan and upgrade when you are ready to connect it.
Is the Power BI connection secure?
Credentials for Power BI are encrypted before they are stored, never shown again in full, and only ever sent to Power BI's own hosts. You can disconnect at any time from the Integrations page.
What happens if a delivery to Power BI fails?
Each delivery is logged with its status. Workflow steps retry according to the policy you set, and a connection whose credentials stop working is marked as expired so you can reconnect.
More analytics and bi integrations
- Claform + Google AnalyticsSend a survey_completed event to Google Analytics 4 for every response, plus custom events, through the Measurement Protocol. Measurement ID and API secret.See the integration
- Claform + TableauConnect Tableau Server or Tableau Cloud with a personal access token, browse data sources and send response rows from a workflow step. Push logs.See the integration
Solutions that pair with Power BI
Ready to connect Power BI?
Create a free account, build your survey and connect Power BI from the Integrations page.
Power BI and its logo are trademarks of their respective owners. Claform is not affiliated with or endorsed by Power BI; the name is used to describe the integration.