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EQuIS

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Note

The following connector article is provided by EarthSoft, the owner of this connector and a member of the Microsoft Power Query Connector Certification Program. If you have questions regarding the content of this article or have changes you would like to see made to this article, visit the EarthSoft website and use the support channels there.

Summary

Item Description
Release State General Availability
Products Power BI (Semantic models)
Power BI (Dataflows)
Fabric (Dataflow Gen2)
Authentication Types Supported Basic
Web API (API Token)
Organizational Account
Function Reference Documentation —

Prerequisites

To use the EQuIS connector, you must have a valid user account in an EQuIS Enterprise site (version 7.0.0.19300 or later) that includes a REST API license. Your user account must be a member of the REST API role. To verify user account configuration, go to the Roles tab in your user profile and verify that you're a member of the REST API role.

Capabilities supported

  • Import

Connect to EQuIS from Power BI Desktop

To connect to an EQuIS Enterprise site from Power BI Desktop, take the following steps:

  1. Select the EQuIS connector in the connector list, then select Connect.

  2. Enter the URL of the EQuIS Enterprise site you're connecting to, then select OK.

    Enter URL of EQuIS Enterprise site.

  3. Select the appropriate type of authentication:

    • Basic: Enter your EQuIS username and password for the given EQuIS Enterprise site.
    • API Token: Enter an API Token that you generated in EQuIS Enterprise (visit User Profile).
    • Organizational Account: If your EQuIS Enterprise site is appropriately configured, you may authenticate with Microsoft Entra ID.

  4. In Navigator, browse to the data set or report you want to load, then select Load or Transform Data. Visit Using EQuIS Data for more information about available data sets.

Select data set in Navigator.

Additional Information

  • For best functionality and performance, EarthSoft recommends that you use the EQuIS connector with the latest build of EQuIS Enterprise.
  • When using reports in a facility group, non-administrator users must have permission to all facilities contained in the facility group.
  • Only "grid" reports are available in the Navigator.
  • All data sets consumed by the EQuIS connector use camelCase for column names.
  • The current version of the EQuIS connector retrieves a data set in a single API request (this logic might be optimized in a future version of the connector).