Generate an API Token

1. Login as Admin user on KIM
2. Goto Settings > Integration
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. Click on Copy To Clipboard button and save the token in a safe place for this database

[Note: 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 PowerBI reports linked to this database will fail to update.]

Configure Time Zone

1. Login as Admin user on KIM
2. Goto Settings > Integration
3. Click on the Gear icon in the toolbar
4. Select your time zone: AUS Eastern Standard Time

[Note: this setting outputs all date and time fields using the selected time zone.]

Define Data Sources in KIM

1. Login as Admin user on KIM
2. Goto Settings > Integration from left pane
3. Tap + icon > Form Template or Standard Table
4. Select the form template / standard table you want to export.
5. Select a form template or table then OK
6. Click on the datasource and Copy to Clipboard the URL.

[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.]

Add a Data source in PowerBI

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 user email and in the password field, paste the API token
4. In the Select which level to apply these settings to combobox, choose https://kynection.upvise.com/v3/exportcsv/123456 . The number at the end of the URL will be unique for each KIM database.

[Note: When you add a second URLWebData source, the authentication dialog 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.]

Add Buffering support in Power BI Data Source

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 on Insert Step After and click Confirm
3. 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
4. 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
5. 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 source contains thousands of records]