Reporting from Upvise - Integration URL (Sharperlight & Power BI)

1. Log in as Admin user on Upvise

2. Go to Settings > Integration

   Open

   

3. Click on the Gear icon in the toolbar

4. Click on Generate New API Token Button

5. Confirm you want to generate a new API Token

6. Tick “include the API Token in integration URL” setting.

Open

7. Click on Copy To Clipboard button and save the token in a safe place for this database

   Open

   

   
   Notes :
   ● Token generation needs to be performed once per database only
   ● you will not be able to retrieve the existing API Token once generated
   ● If you lose it, you will have to regenerate a new one. All existing Power I reports linked to this
   the database will fail to update.

1. Log in as Admin user on Upvise

2. Go to Settings > Integration

3. Click on the Gear icon in the toolbar

   Open

   

4. Select your time zone
   Note:
   ● this setting outputs all date and time fields using the selected time zone

1. Log in as Admin user on Upvise

2. Go to Settings > Integration from left pane

3. Tap + icon > Form Template or Standard Table

   Open

   

4. Select the form template / standard table you want to export.

5. Select a form template or table then OK

6. Click on the data source and Copy to Clipboard the URL.

   Open

   

   
   Note:
   If you add a new form template for the first time, you have the option to customize the exported field
   identifying this form template.

In Microsoft PowerBI Desktop

1. In The ribbon, click on Get Data > Web

2. Enter the URL from the previous step then OK

3. In the Authentication dialog, click on Basic from left pane, then in the username field, enter
   Upvise user email and in the password field, paste the API token
   2

4. In the Select which level to apply these settings to combobox, choose
   https://s2.upvise.com/v3/exportcsv/123456 . The number at the end of the URL will be
   unique for each Upvise database.
   Note:
   ● When you add a second URL Web Data source, the authentication dialogue will be skipped
   and the credentials (email / APIToken) will be reused for the same database.
   ● It is essential to specify correctly the correct level to apply credentials the first time to be able
   to create reports for different databases on the same computer.

In PowerBi, select a data source

1. Right-click on it, then click on Edit Query

2. On the Power Query Editor, on the right pane, under Applied Steps, select Source, then
   right-click

3. on Insert Step After and click Confirm

4. In the formula bar, change the default =Source to = Table.Buffer(Source) then click on the
   “Tick” icon left to the formula bar to save

5. In the left pane, under Applied Steps, right-click on the Personalized1 step just created,
   click Rename and enter “Buffer” to give this step a more friendly name step

6. On the ribbon on the top left, click Close & Apply
   Note
   ● Adding web data buffering with this step is very important to increase the performance of the
   data refresh in PowerBI and is essential with big data sources containing thousands of records

When creating reports in Power BI or Sharperlight from Upvise forms, the form template should be finalised before reporting begins.

• If field values are later added or removed, existing reports may break.

• To prevent this, it is recommended to duplicate the form in Upvise whenever amendments are required. Once the changes are applied, you can either add the new form to the existing report (e.g. via subquery) or re-create the report using the updated form version.