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Integrating ServiceNow With Microsoft Power BI (1)

Integrating ServiceNow With Microsoft Power BI – Learn Quickly

ServiceNow has grown from its humble beginnings as a Ticketing Platform to become a complete IT Automation and Infrastructure Platform with features like Security, Customer Support, Human Resources, and ServiceNow Webhook Integration with many popular Business Applications.

With ServiceNow, a company is more unified, cohesive, and prepared for growth, exactly like a whole, healthy organism.

Microsoft’s Power BI is a cutting-edge Business Intelligence tool for analyzing and visualizing data for insights that can be used. Using a combination of Business Analytics, Data Visualization, and other best practices, power BI allows firms to make decisions based on hard data.

In February of this year, Gartner announced that Microsoft’s Power BI platform was the Leader in the “2019 Gartner Magic Quadrant for Analytics and Business Intelligence Platform.”

This blog will teach you how to integrate ServiceNow with Power BI. In addition, it will offer advice that may be used to stay away from common Power BI mistakes.

Introducing Microsoft Power BI

Microsoft Power BI

Power BI is a Business Intelligence tool developed by Microsoft that can be used to generate Reports and Dashboards after analyzing data from various sources. It can function both independently as a desktop program and as a fully managed web service in the Cloud. While the Power BI Desktop is available for no cost, the Power BI Service requires a paid membership.

Microsoft has released Power BI Mobile for individuals who need to monitor data while away from their desks. Power BI integrates effectively with the vast majority of Microsoft’s business solutions and may even be used to add analytical capabilities to custom web apps.

Power BI uses its compatibility with popular databases from outside the Microsoft ecosystem to produce straightforward, interactive dashboards.

Highlights of Microsoft Power BI

Power BI’s many features make it stand out from competing for BI software. Some examples of these traits are as follows:

  • There is a wide variety of beautiful Visualization Templates to use. Reports and Dashboards, two methods for presenting data, can be as basic or sophisticated as your dataset demands.
  • By using Power BI’s “Get Data” functionality, you can access data from many different locations, formats, and types, including local, cloud, unstructured, and structured files. More and more information sources are being uploaded on a monthly basis.
  • In Power BI, you may refine your datasets so that you can work with manageable chunks at first. You can now examine only the data that interests you rather than the entire dataset at once.
  • If you want to make your own custom dashboards, you can employ a variety of graphical elements. It is possible to print and distribute the Dashboards.
  • Power BI’s “Content Packs” include ready-to-use resources like dashboards, data models, datasets, and embedded queries, saving you time and effort in your search for these items.

Introducing ServiceNow

 

ServiceNow is a cloud-based SaaS (Software as a Service) platform that streamlines corporate processes while maintaining a uniform and intuitive interface for its users. Because it focuses on IT Service, Operation, and Business Management, the platform offers a comprehensive environment for developing, testing, and deploying applications.

Companies like Amazon Web Services (AWS), Microsoft Azure, and Salesforce all leverage multi-tenant architecture to serve several clients from a single server. When using ServiceNow, however, a unique instance is created for each worker thanks to the system’s multi-instance architecture.

Data privacy is ensured via multi-instance design, which separates the customer’s data from the system’s core components like the application server, the middleware, and the database.

Highlights of ServiceNow

  • The use of automated validation tests in testing facilitates the rapid deployment of applications by end users. It helps keep the focus on the usefulness of new apps while minimizing the dangers they provide.
  • Predictive intelligence is an artificial intelligence and machine learning system that helps cut down on errors and resolve times. In order to better understand the records that belong to each category, this function automatically clusters them.
  • It uses TF-IDF (term frequency-inverse document frequency) based classification to speed up the time it takes to find an answer to a query.
  • Analytics and reporting are refined iteratively to enhance the user experience. ServiceNow allows users to quickly and easily construct reports by submitting a query rather than going through the full report builder interface.
  • What’s more, NLQ (natural language query) levels the playing field between technical and non-technical users, facilitating the discovery of valuable information.

Integrating ServiceNow With Power BI – REST APIs Method

1. Initiate the process by making a ServiceNow account with REST privileges:

To begin using ServiceNow Power BI, a ServiceNow user account must be created, and then the REST role and the read role must be assigned to the table form from which Power BI will retrieve the records.

For example, the situation when you need to pull data from the change request table. You can log in with the username Power. Now you have to expand the scope of access by including the sn_change_read and snc_platform_rest_api roles.

You should know that the sn change read method can only be accessed if the Change Management plugin has been installed (com.snc.itsm.roles.change management).

2. Get your REST Endpoint from the ServiceNow REST API Explorer.

The ServiceNow REST API EXPLORER is a handy and straightforward method of acquiring a REST Endpoint URI, which can then be used to obtain data using Power BI. To accomplish this successfully, please refer to the guidelines provided below.

  • Use the REST API Explorer to make a table alteration request. A variety of alternate options are available. Please refer to the following screenshot for further details.
  • For sysparm_display_value, set it to “true.” This will give you access to the value shown in the reference/option fields.
  • Put true in sysparm_exclude_reference_link. If you specify false, Power BI will provide you with the API connection for the reference records even though you do not need them. When this is the case, you’ll have much more difficulties within Power BI.
  • It will show up as a link labeled “Record” in PowerIn Power BI, and importing the real value/transformed data into PowerBi will be challenging or impossible. Power BI will display “Error” for any reference fields that are left blank.
  • You can specify which Power BI fields you need in a list called sysparm_fields. Keep it to a minimum if at all possible.
  • For sysparm_limit, your options are either 1 or 2. Both one and ten are possible. Any arbitrary value can be entered and edited later.

Identify the destination. If you scroll down, you’ll see several code snippets in several different languages. Learn from anyone’s destination and make it your own.

3. In Power BI, go to the Source menu and select Web Data.

It is required that you have a Power BI desktop installed on your computer. Step two of ServiceNow Power BI integration is to link the data source. In Power BI, click the menu item labeled “Get data” to access the collection tool. Select the Internet, and then link.

In the URL fields, paste the ServiceNow URI you retrieved in the previous steps. In the Accept header of your HTTP request, type “application/json.” Simply select the OK option.

4. Set up the ServiceNow endpoint in Power BI.

When you try to access protected material and then click OK, the system will prompt you for confirmation. Select “basic” and then “log in with ServiceNow.” Press the connect button to establish a connection.

Connect will take you to a new page. If you have ServiceNow and Power BI set up, you should see the following window.

No documents have been discovered in this area. To make them tabular, you’ll need to do a few modifications. The option to “Into table” is located in the top left corner of the screen, as shown in the screenshot above. A name-and-value table will pop up when you click “Into table.”

  • Select the list link under “Value” to view a comprehensive listing. All the data will be shown in a single column.
  • Just hit “To Table” again. It will open in a new window or tab. Please complete the fields below.
  • Choose “none” for the “Select or enter delimiter” option, and “Add to final column” for “How to Deal with Extra Columns.” Simply select the OK option.

Clicking OK will divide the information into two columns, as demonstrated in the following screenshot.

There is an expand icon in the column 1 heading, so you know that column 1 should be extended, but column 2 can be disregarded. The mouse should be used there. In the following window, you may select the columns that you want to display.

If you go to the REST API in ServiceNow, you can get a complete list of all the fields you’ve set up. To disable this feature, deselect “Use original column name as a prefix.”

Challenges with REST-based ServiceNow-Power-BI Connections

  • Determine if you are sending out a lot of data in exports. Fifty thousand records are the limit, and it takes about two minutes to retrieve them.
  • The exporting of data in large quantities is possible. When you export data from ServiceNow, the “REST Table API Request Timeout” transaction quota rule, which is currently set to 60 seconds, needs to be increased.
  • Stop trying to fill in every field; focus on filling in as few as possible.
  • You cannot schedule incremental data updates in Power BI. As a result, you’ll have to constantly update all of your data. Power BI does not support incremental data updates when using a web-based data source.
  • When configuring the REST endpoint, you must ensure that sysparm_exclude_reference_link is set to true, as mentioned previously.

Conclusion

In this blog, we discussed the fundamentals of ServiceNow Power BI Integration as well as the key features of both of these IT platforms. We hope you understand and appreciate our efforts. Continue to follow us for more strong tips and in-depth information blogs!

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