Important note:
Please be aware that this integration involves a third-party product (Microsoft Power BI) and you (or your developer) are responsible for implementing and maintaining it. Ezekia cannot provide support for setup, customisation, or troubleshooting of Power BI. These instructions are subject to change without us being informed so for the most up-to-date references, see Microsoft’s official documentation on connecting data sources:
Overview
Ezekia provides a fully open REST API that allows you to connect your live data to Microsoft Power BI for custom analytics and reporting. This enables you to create interactive dashboards and visualisations using live Ezekia data - including assignments, companies, people, and more.
Before You Begin
You’ll need:
- API credentials, which you can generate directly within Ezekia
- Access to the Ezekia API documentation
- Microsoft Power BI Desktop installed
Additional resources:
Step 1: Generate Your API Credentials
- Sign in to Ezekia.
- Go to ☰ Menu → Settings → API User Credentials.
- Click Create New API Key.
- Copy and securely store your API Key / Token - this will be used in Power BI.
Step 2: Identify Your Endpoint
You can connect to any Ezekia API endpoint. Common examples include:
- https://api.ezekia.com/v1/assignments
- https://api.ezekia.com/v1/companies
- https://api.ezekia.com/v1/people
Each endpoint returns data in JSON format. Full details are available in the Ezekia API documentation.
Step 3: Connect Power BI to Ezekia
- Open Power BI Desktop.
- Click Get Data → Web.
- Select the Advanced option.
- In the URL parts field, enter your chosen API endpoint, for example:
- https://api.ezekia.com/v1/assignments
- Under HTTP request header parameters, add:
- Key: Authorization
- Value: Bearer YOUR_API_KEY
- Click OK. Power BI will retrieve your data and display it in raw JSON format.
Step 4: Transform and Load Your Data
- In the Power Query Editor, expand and transform JSON records into columns.
- Use Power Query tools to rename, filter, or flatten nested fields.
- Once ready, click Close & Load to import the data into your report workspace.
Step 5: Build Your Reports
You can now:
- Create charts, KPIs, and dashboards based on your Ezekia data.
- Combine data from multiple endpoints (e.g. Assignments + Companies + People).
- Configure manual or automatic refresh schedules.
Advanced users can also use webhooks to trigger automated data refreshes or deeper integrations.
Step 6: Troubleshooting
Issue | Possible cause / fix |
Authentication error | Check that your API Key is valid and correctly formatted. |
No data returned | Verify your endpoint URL and filters. |
Formatting issues | Expand and transform nested fields in the Power Query Editor. |
Performance slow | Limit query size or use filters to reduce data volume. |
Summary
Connecting Power BI to Ezekia’s REST API gives you a flexible, real-time way to visualise your firm’s data. All API configuration is self-service within Ezekia, and users may optionally engage their own developer to create advanced dashboards or automation.